Marissa Roh is a financial advisor at Foster Group, Inc. with one year of industry experience. She holds a Series 66 designation and previously worked at Cetera and Partners in Learning dba Sylvan Learning. Outside of her advisory role, she serves as treasurer for a homeowners association and a family farm, managing financial statements and bookkeeping. Foster Group, Inc. advises individuals, corporate and institutional clients, and retirement plans, managing approximately $4.78 billion across nearly 2,000 client relationships. The firm employs a long-term, asset-allocation driven investment approach with diversified exposure to mutual funds, ETFs, and independent managers, and offers tiered services ranging from digital CoreWealth solutions to bespoke SelectWealth engagements.

Thomas Hodgson is a CFP® professional with 13 years of industry experience. He is currently with Lutz Financial, where he has worked since 2022. His prior experience includes roles at LPL Financial, Investment Centers of America, and Hightower Advisors. Lutz Financial serves individuals, retirement plans, charitable organizations, and businesses, providing portfolio management, financial planning, retirement plan consulting, and digital asset management. The firm manages approximately $3.19 billion in assets, offers both traditional and automated investment solutions, and maintains a unique affiliation with a regional CPA firm.

Daniel Witt is a financial advisor at First National Advisers, LLC with one year of industry experience. He holds Series 65 and Series 63 licenses. Prior to joining First National Advisers in 2025, Witt worked at FNBO and Valmont Industries, Inc. First National Advisers, LLC provides discretionary investment management to individuals, including high-net-worth clients, as well as institutional clients. The firm offers a team-based Private Wealth Reserve service focused on asset allocation, fund screening, and risk monitoring, and operates as a wholly owned subsidiary of First National Bank of Omaha with approximately $7.3 billion in discretionary assets under management.

Kevin Quinn is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds Series 65 and Series 63 licenses and has two years of industry experience. Prior to his current role, he worked at Mutual of Omaha Insurance Company and has experience as a paid conference speaker discussing strategies such as life insurance and business protection. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting through platform relationships with Envestnet and Pershing.

Christopher Cotignola is a CFP® with five years of experience in the financial industry, currently serving at SageSpring Wealth Partners. He previously worked at Raymond James Financial Services and has experience in education, including roles at Iowa Western Community College and Omaha Public Schools. Outside of finance, he owns PC Nola Productions, where he teaches private saxophone lessons and performs professionally with local bands. SageSpring Wealth Partners manages a diverse client base, including individual households and various institutional clients, offering discretionary investment management, financial planning, and retirement plan consulting. The firm employs a tailored investment approach using a mix of assets and leverages both internal and third-party resources to serve approximately 11,500 clients.

James Boulay is a CFP® and PFS™ with 24 years of industry experience. He has been with Lutz Financial Services, LLC since 2001. Lutz Financial advises individuals, retirement plans, charitable organizations, and business entities, offering portfolio management, retirement plan consulting, financial planning, and a digital Automated Investment Program. The firm is affiliated with a certified public accounting firm, allowing for coordinated accounting and tax services alongside investment management.

Andrew Bradshaw is a CFP® with five years of industry experience. He is currently with First National Advisers, LLC and previously worked at Country Club Trust Company, Tower Wealth Managers, and Creative Planning. First National Advisers, LLC provides discretionary investment management to individuals, including high-net-worth clients, as well as institutional clients. The firm offers a team-based Private Wealth Reserve service that focuses on asset allocation, fund screening, and risk monitoring, managing approximately $7.3 billion in discretionary assets.

Christopher Wagner is a CFP® professional at Lutz Financial in Omaha, NE, with 20 years of industry experience. He has been with Lutz Financial since 2016. Lutz Financial serves individuals, retirement plans, charitable organizations, and business entities, offering portfolio management, financial planning, and retirement plan consulting. The firm integrates traditional advisor-led services with automated investment solutions and maintains a notable affiliation with a regional CPA firm to support its comprehensive advisory approach.

Landon Sibole is a CFP® professional with four years of experience at Lutz Financial. His background includes roles in marketing, commercial investment properties, and wealth management. Lutz Financial serves individuals, retirement plans, charitable organizations, and business entities, offering portfolio management, financial planning, and digital asset management through both advisor-led and automated programs. The firm manages over $3 billion in assets and provides a range of services including ERISA-related retirement plan consulting and fiduciary portfolio management.

Angelica Mitchell is a CFP® professional with two years of industry experience, currently serving at Modern Wealth Management, LLC. Her background includes roles at Kansas State University and Fort Hays State University prior to joining Modern Wealth Management. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets through about 94 advisors. The firm provides investment management, financial planning, and modular services to individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, supported by a centralized Investment Committee and an Investment Management Team.

Carson Hottovy is a financial advisor at Mutual of Omaha Investor Services, Inc. with one year of industry experience. He holds Series 65 and Series 63 licenses and previously worked in various roles including restaurant management and delivery services. Outside of advising, he is also an insurance agent specializing in life, health, and annuities. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans through a range of managed account programs and third-party manager relationships. The firm operates within the Mutual of Omaha group, offering integrated brokerage and insurance services alongside its advisory business.

Adam Mahoney is a financial advisor at Mutual of Omaha Investor Services, Inc. with 10 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. In addition to his advisory role, he is an insurance agent specializing in health, life, and annuity products. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm uses a platform relationship with Envestnet and serves clients through a combination of in-house and third-party management solutions.

Joseph Gazda is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds Series 65 and Series 63 licenses and has five years of industry experience. Prior to joining Mutual of Omaha in 2020, he worked at Infogroup for 14 years. Outside of advising, he is the founder of Gazda Financial Group and also works as an insurance agent. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning and managed account programs. The firm operates through platform relationships with Envestnet and Pershing, supporting various management approaches and serving both non-high-net-worth and high-net-worth clients.

Bennett Slater is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds Series 65 and Series 63 licenses and has two years of industry experience. Prior to his current role, he worked at Metro Credit Union and has experience as an insurance agent specializing in fully underwritten life insurance and annuities. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, third-party money manager relationships, managed account programs, and retirement plan consulting. The firm delivers managed solutions primarily through a platform relationship with Envestnet and operates alongside broker-dealer and insurance distribution businesses within the Mutual of Omaha group.

Joshua Jenkins is a CFA® charterholder with 10 years of industry experience. He has been with Lutz Financial since 2018 and previously worked at CLS Investments, LLC from 2013 to 2018. He holds a Series 65 license and is based in Omaha, NE. Lutz Financial serves individuals, retirement plans, charitable organizations, and business entities, offering portfolio management, retirement plan consulting, and financial planning services. The firm’s investment approach includes tailored portfolios using mutual funds, ETFs, and individual bonds, along with an Automated Investment Program that provides model portfolios through client-selected custodians.

Jeffrey Harris is a financial advisor at Soltis Investment Advisors, LLC with 10 years of industry experience. He holds a Series 65 designation and has worked at several firms, including CWM, LLC, Carson Institutional Alliance, and Northwest Wealth Management LLC. Outside of his advisory role, he is a co-owner of a Ziggi's Coffee franchise. Soltis Investment Advisors serves individual investors, institutions, corporations, charitable organizations, and pension/401(k) plans. The firm uses a manager selection and portfolio construction process that combines Modern Portfolio Theory, quantitative screening, and qualitative due diligence, offering discretionary portfolio management, financial planning, and consulting services.

Michael Neben is a financial advisor at The Patriot Financial Group, LLC with over three years of industry experience. He holds Series 63 and Series 65 designations and has been associated with Unified Legacy Advisors since 2014. Neben serves as President and CEO of Unified Retirement Specialists and Unified Legacy Advisors and is also an instructor with the American Financial Education Alliance. The Patriot Financial Group provides investment advisory and financial planning services to individuals, small businesses, trusts, estates, and retirement plans. The firm offers customized portfolios based on client goals and risk tolerance, utilizing a mix of charting, fundamental and technical analysis, and may engage independent managers for some client assets.

Charles Heuring is a financial advisor at IAMS Wealth Management, LLC in Omaha, NE, holding Series 65 and Series 63 designations with nine years of industry experience. He has been with IAMS Wealth Management and its affiliate IAMS, Inc. since 2016. IAMS Wealth Management provides investment advisory and financial planning services to a diverse client base including individuals, corporations, retirement plans, and trusts. The firm employs discretionary portfolio management with proprietary and third-party model portfolios, supports various account types, and uses a range of investment instruments along with AI tools for research and operational efficiency.

Chad Carlos is a financial advisor with IAMS Wealth Management, LLC, holding a Series 66 designation and seven years of industry experience. Prior to joining IAMS Wealth Management in 2024, he worked at firms including CETERA Advisor Networks LLC, Renaissance Financial Corp, and TD Ameritrade. He also works as an insurance agent specializing in fixed life and health insurance and annuities. IAMS Wealth Management provides investment advisory and financial planning services to individual investors, corporations, retirement plans, and trusts. The firm manages accounts on a discretionary basis using proprietary and third-party model portfolios and offers a broad range of investment instruments, incorporating tools such as AI for research and household aggregation for fee breakpoints.

Maxwell Behnfield is a financial advisor at First National Advisers, LLC with 16 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Independent Financial Group, Cantella & Co., Raymond James Financial Services, and UBS Financial Services. First National Advisers, LLC provides discretionary investment management to individuals, including high-net-worth clients, and various institutional clients. The firm uses mutual funds, ETFs, fixed income, and individual equities, and offers a team-based Private Wealth Reserve service emphasizing asset allocation, fund screening, and risk monitoring.