Maximilian Vogt is a CFA® charterholder and holds a Series 65 license with nine years of industry experience. He has worked at Westchester Capital Management since 2016. Westchester Capital Management provides discretionary investment management and portfolio supervision to individuals, family entities, pension and profit-sharing plans, charitable organizations, and small businesses. The firm employs a value-oriented, long-term investment approach focused on fundamental analysis and portfolio diversification, and it maintains an investment-only focus without offering standalone financial planning services.

Randal Korth is a financial advisor at Allen Capital Group, LLC with 16 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Allen Capital Group since 2018. Prior to that, he was with Montage Securities, LLC and Mariner Wealth Advisors, LLC. Allen Capital Group provides advisory services to individuals, retirement plans, trusts, corporations, charitable organizations, and private funds. The firm employs a long-term, individualized investment approach using fundamental equity analysis, a mix of active and passive funds, options strategies, and third-party bond management.

Carter Masteller is a CFP® with two years of industry experience, currently affiliated with Stevens Capital Partners in Omaha, NE. Prior to joining Stevens Capital Partners, he worked at Allen Capital Group, LLC for three years. Stevens Capital Partners is an SEC-registered advisory firm serving individuals, including high-net-worth clients, charitable organizations, and businesses. The firm manages approximately $810 million in assets across about 661 client relationships, offering investment management and project-based financial planning using a combination of fundamental analysis and modern portfolio theory.

Kimberly Baker is a financial advisor at Prairie Wealth Advisors, Inc. in Omaha, NE, holding a Series 65 designation. She has been in the industry since 2019, with prior experience at Dorhout Retirement Services and Bank of the West. Prairie Wealth Advisors serves individual clients, including high-net-worth households, as well as pension plan sponsors, trusts, charitable organizations, and pooled investment vehicles. The firm provides portfolio and asset management, financial planning, and pension consulting with tailored investment strategies and continuous account supervision.

Lori Liffring is a CFA® charterholder with over 32 years of experience at Cambridge Advisors Inc., where she has worked since 1994. She holds a Series 65 license and is based in Omaha, NE. Cambridge Advisors Inc. serves individuals, families, retirement plans, and not-for-profit organizations with investment management and financial planning services. The firm emphasizes customized portfolios with diversified asset allocation and follows a fundamental, growth-at-a-reasonable-price approach for equities, while also offering retirement plan services and recently expanded to include private and digital-asset products.

Erin Kinney is a financial advisor with Arkfeld Wealth Strategies, L.L.C. in Omaha, NE, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. She has worked at Arkfeld Wealth Strategies since 2018 and Wells Fargo Advisors Financial Network since 2013. Outside of her advisory work, Kinney serves as an independent contractor representative for a clothing and fashion business and acts as an independent insurance agent. Arkfeld Wealth Strategies serves individuals, families, businesses, and retirement plans by providing portfolio management and financial planning tailored to client needs. The firm uses a globally diversified investment approach based on modern portfolio theory and fundamental analysis, and it may engage outside sub-advisers to manage client assets.

Bradley Starken is a financial advisor at SMART Wealth, LLC in Omaha, NE, holding a Series 66 designation with 12 years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company, Pacific Life, and Miller Financial Group. SMART Wealth serves individual and high-net-worth households with retirement income strategies, portfolio management, and financial planning. The firm uses in-house model strategies and external sub-advisers, sponsors the SMARTWay ETFs, and offers a Private Wealth Partners division for clients with $5 million or more in investable assets.

Sean Swanson is a financial advisor with SMART Wealth, LLC in Omaha, NE, holding Series 63 and Series 66 registrations and 20 years of industry experience. He has worked with firms including New York Life and The Leaders Group, Inc. In addition to his financial career, Swanson is a professional musician and a volunteer pastor at Generations Church, a 501(c)(3) organization in Omaha. SMART Wealth serves individual and high-net-worth households with retirement income strategies, investment advisory, portfolio management, and financial planning, including a Private Wealth Partners division focused on clients with $5 million or more in investable assets. The firm manages discretionary portfolios primarily through in-house model strategies and supports proprietary SMARTWay ETFs as part of its investment offerings.

Wyatt Behlen is a financial advisor at WealthPlan Investment Management LLC in Omaha, NE, holding a Series 65 credential with two years of industry experience. His work history includes multiple periods at WealthPlan Group and earlier experience outside the financial sector. WealthPlan Investment Management LLC is an SEC-registered advisory firm with a team of about 29 professionals managing approximately $2.18 billion in assets for over 2,000 clients. The firm offers comprehensive financial planning, investment management, and retirement plan services, utilizing model-based strategies across various asset classes and employing third-party strategists and sub-advisers when appropriate.

Michael Krause is a CFP®-certified financial advisor with 13 years of industry experience. He is currently with Teckmeyer Financial Services, L.L.C., where he has worked since 2023. His prior experience includes roles at Private Client Services, LLC, Plan A Wealth, LLC, and Wells Fargo Advisors Financial Network. Outside of his advisory work, Krause is a public speaker for nonprofit organizations and serves as a board member of The Cross Connecting Network, a nonprofit assisting people affected by disasters. He also works as a fitness consultant and trainer. Teckmeyer Financial Services provides investment advisory and financial planning services to individuals, including high-net-worth clients, retirement plans, and other entities. The firm manages client accounts on a non-discretionary basis, focusing on asset allocation and tailored recommendations supported by third-party research and quarterly reviews.

Landon Troyer is a financial advisor with WealthPlan Investment Management LLC, holding Series 63 and Series 66 credentials and bringing 10 years of industry experience. His prior roles include positions at Northwestern Mutual Investment Management and Sequent Planning, LLC. In addition to his advisory work, he co-hosts a podcast and is involved in several business ventures including real estate development and a marine service company. WealthPlan Investment Management LLC is an SEC-registered advisory firm with a team of 29 investment professionals managing approximately $2.18 billion in assets. The firm provides comprehensive financial planning, investment management, and retirement plan services to a diverse client base, employing model-based strategies and a range of investment vehicles.

Caleb Friendt is a financial advisor at Prairie Wealth Advisors, Inc. in Omaha, NE, holding a Series 65 credential with one year of industry experience. His prior work includes roles at Union Bank and Trust and positions at the University of Nebraska - Lincoln and Southeast Community College. Prairie Wealth Advisors is a team-based registered investment adviser managing approximately $558 million in client assets. The firm serves individuals and high-net-worth clients through comprehensive portfolio and asset management, financial planning, consulting, and pension consulting, utilizing tailored portfolios and a mix of investment vehicles including ETFs, mutual funds, individual stocks, and bonds.

Jeremy Armagost is a CFP® with 19 years of experience in the financial services industry. He currently works at WealthPlan Investment Management LLC and has previously held roles at WealthPLAN Partners and Securities America, Inc. Armagost teaches a Personal Finance class at the University of Nebraska at Kearney and serves on the board of the Kearney Area Community Foundation. WealthPlan Investment Management LLC is an SEC-registered advisory firm with a team of 29 investment professionals managing approximately $2.18 billion in assets. The firm offers comprehensive financial planning and investment management services to individuals, high-net-worth clients, retirement plans, trusts, and institutional clients, using model-based strategies and a range of investment vehicles.

Amy Byrne is a financial advisor at America First Investment Advisors LLC with seven years of industry experience. She holds a Series 65 designation and has worked at America First since 2018, following a nearly three-decade career at Westchester Capital Management. America First Investment Advisors provides discretionary portfolio management and financial planning for individuals, employee benefit plans, trusts, estates, charitable organizations, and other entities. The firm employs a value-oriented equity approach focused on balance sheet strength, cash flow, and management capital allocation, primarily investing in individual stocks, fixed-income securities, and money-market funds.

Anthony Manganaro is a financial advisor with Convergence Advisory Group in Omaha, NE, holding a Series 66 license and bringing 24 years of industry experience. His career includes roles at Purshe Kaplan Sterling Investments, Securities America, and Ellerbrock-Norris Financial. He volunteers as a financial educator with the Financial Education Collaborative Inc. Convergence Advisory Group provides portfolio management and financial planning to individuals, trusts, estates, charitable organizations, and business entities, managing approximately $104.5 million in discretionary assets. The firm uses written Investment Policy Statements and offers both adviser-managed strategies involving derivatives and options and strategically-managed portfolios focused on mutual funds and ETFs, with flexible fee structures and an educational seminar series.

Lauren Mcdonnell is a financial advisor with JRM Investment Counsel in Omaha, NE, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. She has worked at Lockton-affiliated firms from 2012 to 2018 before joining JRM Investment Counsel in 2018. JRM Investment Counsel provides financial planning and discretionary investment management services to individuals, families, trusts, business entities, and retirement plans. The firm employs customized, multi-asset investment strategies with ongoing portfolio monitoring and focuses on comprehensive planning topics including retirement, tax, estate, and business succession.

Aaron Winters is a CFP® with 19 years of experience in financial services. He is associated with WealthPLAN Partners and has held roles at Osaic, Raymond James Financial Services, and the First National Bank of Omaha. Winters is a co-founder of RightPath Planning Partners LLC, a retirement income planning fintech consultancy working with financial professionals. WealthPLAN Partners provides financial planning, investment management, and retirement plan consulting to individuals, high-net-worth clients, and institutions such as nonprofits and pension plans. The firm employs a strategy diversification approach across mutual funds, ETFs, individual securities, and alternative strategies, managing client accounts primarily on a discretionary basis with ongoing monitoring and rebalancing.

Lana Trofholz is a financial advisor with Keystone Financial Services, LLC, holding a Series 66 designation and three years of industry experience. She previously worked at Cetera Investment Advisers LLC and Securian Financial Services, Inc., and has been involved with Crawford Financial since 2013 in an accounting and finance capacity. Outside of her advisory role, she manages accounting functions at Peak Wellness and owns Crawford Financial, a non-investment related business. Keystone Financial Services provides discretionary investment management and advisory services to individuals, trusts, businesses, and retirement plans. The firm employs a long-term, client-specific investment approach using fundamental and technical analysis, combining investment management with services such as tax preparation, accounting, and retirement plan oversight.

David Holtorf is a financial advisor at Private Wealth Asset Management with 21 years of industry experience. He holds a Series 66 credential and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing Services. Holtorf is also a licensed insurance agent, selling sickness, accident, health insurance, life, and annuities. Private Wealth Asset Management serves individuals, family offices, trusts, estates, philanthropic organizations, business entities, and retirement plans. The firm manages approximately $1.85 billion in discretionary assets using a multi-advisor team approach, emphasizing strategic asset allocation supported by quantitative, fundamental, and technical analysis.

Taylor Anderson is a financial advisor at SMART Wealth, LLC in Omaha, NE, holding Series 63 and Series 66 licenses with two years of industry experience. Before joining SMART Wealth, he worked at Charles Schwab and several regional financial institutions. SMART Wealth serves individual and high-net-worth households with retirement income strategies, investment advisory, portfolio management, and financial planning. The firm manages discretionary portfolios using in-house models and sub-advisers, sponsors the SMARTWay ETFs, and offers a Private Wealth Partners division focused on affluent clients with $5 million or more in investable assets.