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.

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 financial advisor at WealthPlan Investment Management LLC with 16 years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial, Securities America, Inc., and WealthPLAN Partners. Obrien also assists clients with life and long-term care insurance policies and fixed and equity index fixed annuities. WealthPlan Investment Management LLC is an SEC-registered advisory firm with a team of 29 investment professionals managing approximately $2.18 billion in assets for over 2,000 clients. The firm offers comprehensive financial planning, discretionary and non-discretionary investment management, and retirement plan services using model-based strategies and a diverse range of investment vehicles.

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 with WealthPlan Investment Management LLC, holding a Series 66 designation and three years of industry experience. His work history includes roles at WealthPLAN Partners, Securities America, and Union Bank & Trust. WealthPlan Investment Management is an SEC-registered advisory firm with a team of 29 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 institutions, utilizing model-based strategies and a range of investment vehicles including mutual funds, ETFs, and alternatives.

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 18 years of experience in the financial industry. He currently serves as an advisor at America First Investment Advisors LLC, a firm he has been with since 2014. America First Investment Advisors provides discretionary portfolio management and financial planning services to individuals, employee benefit plans, trusts, estates, charitable organizations, and other entities. The firm employs a value-oriented equity approach focusing on balance sheet strength, cash flow, and management capital allocation, typically holding 15–25 equity positions when fully invested.