Manfred Wunderlich is a financial advisor at Capital Synergy Partners with 47 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Capital Synergy Partners since 2014, having previously worked at R.D. Marcotte & Associates since 1977. Outside of advising, he manages farmland through Groom Family LLC and owns a fixed insurance sales agency, Wunderlich Financial Services. Capital Synergy Partners serves both non-high-net-worth and high-net-worth individuals, offering portfolio management, financial planning, and third-party money manager programs. The firm provides predominantly non-discretionary advice and employs a mix of fundamental, technical, and cyclical investment analysis methods.

Joel Hietbrink is a financial advisor with Teckmeyer Financial Services, L.L.C. in Omaha, NE, holding Series 65 and Series 66 credentials and bringing 26 years of industry experience. He has been with Teckmeyer Financial Services since 2002. Outside of his advisory role, he is involved in farming as a sole proprietor and partner in agricultural ventures in Nebraska and Iowa. 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, primarily using an asset-allocation approach supported by third-party research tools, and delivers advisory services through the RBC Advisor/Unified Portfolio wrap platform.

Nathan Magdanz is a financial advisor with Convergence Advisory Group in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked at Convergence Wealth, LLC, Securities America, Inc., and Continuum Financial. Outside of advisory work, Magdanz serves as a volunteer educator and board member with the Financial Education Collaborative, helping to plan and host financial education workshops at universities and libraries. He also owns Milton Research LLC, which holds his market research intellectual property. Convergence Advisory Group provides investment advice and financial planning to individuals, trusts, estates, charitable organizations, corporations, and other business entities, managing approximately $90 million across several hundred client relationships. The firm offers discretionary portfolio management, various financial planning services, and a 12-month DIY Investor Rehab program, utilizing both Adviser-Managed and Strategically-Managed approaches with a range of analytical and trading strategies.

James Obrien is a Series 66-licensed financial advisor with 17 years of experience. He is currently with WealthPlan Investment Management LLC and has previously worked at several firms including WealthPLAN Partners and Securities America. Outside of his advisory role, he is involved in insurance sales and holds an investment in a mid-stage medical device supply company. WealthPlan Investment Management LLC is an SEC-registered advisory firm with a team of about 29 professionals overseeing approximately $2.18 billion in assets. The firm serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutional entities, using a model-based investment approach that includes mutual funds, ETFs, individual securities, alternatives, and private placements.

Benjamin Goethel is a financial advisor at Private Wealth Asset Management with three years of industry experience. He holds a Series 65 designation and previously worked at Wells Fargo Private Bank and Carson Wealth Management. Private Wealth Asset Management serves individuals, family offices, trusts, estates, nonprofit organizations, and retirement plans. The firm employs a blend of quantitative, fundamental, technical, and economic analysis to guide a strategic asset allocation approach with tactical adjustments.

Dillon Schutte is a financial advisor at WealthPlan Investment Management LLC in Omaha, NE, holding a Series 66 designation with three years of industry experience. His career includes roles at SECURITIES AMERICA, Feltz WealthPlan, and Union Bank & Trust. WealthPlan Investment Management LLC is an SEC-registered advisory firm with a team of about 29 investment professionals managing approximately $2.18 billion in assets. The firm provides financial planning, investment management, and retirement plan services for a diverse client base, utilizing model-based strategies and a range of investment vehicles, including mutual funds, ETFs, and private placements.

Blake Lynch is a financial advisor with WealthPLAN Partners in Omaha, NE, holding a Series 66 designation and nine years of industry experience. His work history includes roles at Minnesota Life, Securian Financial Services, Cetera, and Securities America. He also engages in selling life insurance to individuals, families, and businesses. WealthPLAN Partners provides financial planning, investment management, and retirement plan consulting to individuals, high-net-worth clients, and institutional clients such as foundations and pension plans. The firm employs a "Strategy Diversification" investment approach, utilizing mutual funds, ETFs, individual securities, and alternative strategies, generally managing client accounts on a discretionary basis with ongoing monitoring and rebalancing.

Ken Keyani is a CFA® charterholder with one year of industry experience. He is currently with Stevens Capital Partners and previously worked at Kosmos Management, LLC. Stevens Capital Partners is an SEC-registered advisory firm serving individuals, charitable organizations, and businesses, managing approximately $810 million in assets across 661 client relationships. The firm employs fundamental analysis and modern portfolio theory to construct individualized investment policy statements and offers both discretionary and non-discretionary management alongside comprehensive financial planning services.

Scott Taylor is a financial advisor at Teckmeyer Financial Services, L.L.C. in Omaha, NE, holding the ChFC® designation and Series 63 license with 43 years of industry experience. He has been with Teckmeyer Financial Services since 2000. Outside of his advisory role, he is a minority owner in a small internet company through a passive investment. Teckmeyer Financial Services provides investment advisory and financial planning services to individuals, retirement plans, and other entities, primarily using an asset-allocation approach with tailored recommendations and regular portfolio reviews.

Matthew Holloway is a CFP® with 19 years of experience currently serving as an advisor at America First Investment Advisors LLC in Omaha, NE. He has been with the firm since 2014. 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 follows a value-oriented equity process focusing on balance sheet strength, cash flow, and management capital allocation, and typically manages portfolios with 15–25 equity positions or uses ETFs for smaller accounts.

Jason Wolff is a financial advisor at Arkfeld Wealth Strategies, L.L.C. in Omaha, NE, holding a Series 65 designation with six years of industry experience. Prior to joining Arkfeld Wealth Strategies in 2019, he worked for 23 years at McKinnis Roofing. Outside of his advisory role, he conducts independent insurance agency work. Arkfeld Wealth Strategies provides discretionary and non-discretionary portfolio management, financial planning, and retirement plan services to individuals, families, and businesses. The firm employs a globally diversified investment approach grounded in modern portfolio theory and integrates fundamental security analysis with market trend and economic cycle assessments.

Stephen Perry is a financial advisor at America First Investment Advisors LLC in Omaha, NE. He holds a Series 65 designation and has been with the firm since 2025. Prior to joining America First Investment Advisors, he worked at Spreetail and FNBO. 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 follows a value-oriented equity process and typically manages portfolios with 15 to 25 equity positions, using ETFs or no-load mutual funds for smaller accounts.

Jeremy Love Shamblen is a financial advisor at SMART Wealth, LLC in Omaha, NE, holding Series 63 and Series 66 registrations with two years of industry experience. Prior to joining SMART Wealth, he worked at Charles Schwab & Co., Inc. and Pinnacle Bank. Outside of finance, he serves as an assistant golf professional at the Council Bluffs Country Club. 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 model strategies and sub-advisers, and sponsors the SMARTWay ETFs, with specialized services for affluent clients through its Private Wealth Partners division.

Austin Miller is a financial advisor at WealthPlan Investment Management LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Securities America, Inc., WealthPLAN Partners, LLC, and PGA West. Outside of his advisory role, Miller is also a fixed insurance producer. 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 individuals, high-net-worth clients, and institutional entities, utilizing model-based strategies and various investment vehicles, including mutual funds, ETFs, and private placements.

Jeffrey Fisher is a financial advisor at Prota Financial in Omaha, NE, holding a Series 65 designation with three years of industry experience. Prior to joining Prota Financial, he worked at PricewaterhouseCoopers, LLP for three years. He is also involved in accounting and CPA work through Etaxnotes, LLC, dedicating approximately 12 hours per week to this activity. Prota Financial provides discretionary investment management and financial planning services primarily to individuals, high-net-worth clients, and small businesses. The firm uses model-based portfolio management, including Sharia-compliant options, and manages approximately $270 million in assets.

James Shoquist is a CFP® and holds a Series 66 license with 16 years of industry experience. He has been with Northwest Wealth Management, LLC since 2014. Northwest Wealth Management, LLC provides investment management, financial planning, and retirement plan advisory services to a diverse client base, including individuals, high-net-worth investors, trusts, estates, and retirement plans. The firm follows a long-term, buy-and-hold investment approach and utilizes third-party managers while offering ongoing portfolio monitoring and periodic reporting.

Dylan Janzen is a Series 65-licensed advisor at Future Capital Management Inc. in Omaha, NE, with five years of industry experience. He has previously worked at Foundations Investment Advisors LLC and Senior Benefit Group, among others. In addition to his advisory role, he is involved in insurance sales as a licensed insurance agent. Future Capital Management provides fee-based investment management primarily to individual investors, as well as pension and profit-sharing plans, trusts, estates, and corporations. The firm employs an active, tactical investment approach with discretionary portfolio management and offers financial planning and retirement consulting services.

Phil McDonnell is a CFP® professional with 19 years of industry experience, currently serving as an advisor at JRM Investment Counsel, LLC since 2013. He holds Series 63 and Series 66 licenses and is based in Omaha, NE. JRM Investment Counsel provides discretionary investment management and financial planning services to individuals, families, trusts, business entities, retirement plans, and charitable organizations. The firm focuses on customized, tax-aware multi-asset portfolios and offers ERISA fiduciary consulting and plan services, operating as a wholly employee-owned team of three principals.

Lorraine Dimartino is a financial advisor with Capital Synergy Partners in Omaha, NE, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. She previously worked at Financial West Group from 2006 to 2011. In addition to her advisory role, she serves as president of Dimartino & Associates, Inc., an insurance brokerage specializing in health, Medicare supplement, life, and long-term care insurance. Capital Synergy Partners serves both non-high-net-worth and high-net-worth individuals, offering financial planning, portfolio management, and consulting through multiple advisory programs. The firm operates as both an SEC-registered investment adviser and a FINRA-registered broker-dealer, emphasizing a primarily non-discretionary advisory model with a broad use of fundamental, technical, and cyclical analysis.

Karver Miller is a Series 65 registered advisor with SMART Wealth, LLC in Omaha, NE. He has been with SMART Wealth since 2026 and has prior experience at Retire SMART, United Health Group, and Restoration Systems. Miller also worked in educational roles at the University of Nebraska - Lincoln and Chaska High School before joining the financial industry. 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 through in-house models and sub-advisers and offers services tailored to affluent clients through its Private Wealth Partners division.