Adam Bailey is a financial advisor with ValMark Advisers, Inc., holding a Series 66 designation and 23 years of industry experience. His prior roles include positions at LPL Financial, Cetera Advisors LLC, and Tagge Rutherford Financial Group. Outside of his advisory work, he serves as secretary for Parian Lodge, a nonprofit organization in Callaway, NE. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 representatives. The firm utilizes diversified, goal-based model portfolios with mutual funds, ETFs, and third-party managers, supported by proprietary platforms and comprehensive back-office services.

Anthony Essay is a financial advisor at First National Advisers, LLC with four years of industry experience. He previously worked at Wells Fargo Private Bank and has been associated with First National Bank of Omaha. Essay serves on the board of directors for the CHI Health Foundation, a healthcare organization focused on community partnerships. First National Advisers, LLC provides discretionary investment management to individuals, including high-net-worth clients, as well as institutional clients. The firm employs a team-based investment approach emphasizing asset allocation, fund screening, and risk monitoring, and is a wholly owned subsidiary of First National Bank of Omaha with approximately $7.3 billion in discretionary assets under management.

Laura O'Connor is a financial advisor with First National Advisers, LLC, holding a Series 66 designation and 17 years of industry experience. She has worked at Raymond James Financial Services and FNBO, where she serves as Director of the Private Client Managers team and Program Manager of Team Led Financial Advisory Services. O'Connor is also a board member of the Greater Omaha American Heart Association. First National Advisers, LLC is a wholly owned subsidiary of First National Bank of Omaha, providing discretionary investment management to individuals and institutions. The firm uses a team-based approach and diversified models that combine quantitative and qualitative screening, serving a range of clients including affiliated banking and trust entities.

Zachary Reeg is a CFP®-certified financial advisor with six years of industry experience, currently affiliated with IAMS Wealth Management, LLC and Goodlife Wealth Management. He has held roles at Goodlife Wealth Management since 2022 and at IAMS Wealth Management since 2021, with prior experience at CWM, LLC and a brief tenure with the Texas Rangers. Outside of his advisory work, he is president and owner of Goodlife Wealth Management, where he also manages life and health insurance and annuities. IAMS Wealth Management provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and charitable organizations. The firm primarily delivers discretionary portfolio management tailored to client objectives using a mix of proprietary and third-party model portfolios and an asset-allocation approach that includes equities, ETFs, fixed income, and alternative instruments.

Diana Whitman is a financial advisor with First National Advisers, LLC in Omaha, NE, holding Series 65 and Series 63 licenses. She has 21 years of industry experience, including 17 years at First National Bank of Omaha and 4 years at First National Advisers. First National Advisers, LLC provides discretionary investment management to individuals, including high-net-worth clients, and institutional clients. The firm offers a team-based Private Wealth Reserve service emphasizing asset allocation, fund screening, and risk monitoring, and manages approximately $7.3 billion in discretionary assets as a wholly owned subsidiary of First National Bank of Omaha.

Seth Neben is a financial advisor with The Patriot Financial Group, LLC in Omaha, NE, holding a Series 65 credential and seven years of industry experience. He has been with Unified Legacy Advisors for over a decade and serves as Vice President of Unified Retirement Specialists, a fixed insurance sales business. Neben also teaches financial education classes as 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 customizes portfolios based on client goals and risk tolerance, utilizing a variety of investment strategies and options while employing an active due diligence process for selecting insurance carriers and annuity products.

Mark Scherer is a financial advisor at Wealth Watch Advisors, Inc. with 34 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Wealth Watch Advisors in 2026, he worked at Brookstone Capital Management for seven years and has held roles at several other firms dating back to 2005. In addition to his advisory work, Scherer is a licensed insurance agent involved in insurance sales through J.D. Mellberg Financial, LLC. Wealth Watch Advisors serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other registered investment advisers. The firm employs a range of investment strategies overseen by an Investment Committee, utilizing quantitative, qualitative, and technical analysis with both conventional and alternative investment options.

Michael Demers is a CFP® professional with six years of industry experience, currently serving as a financial advisor at ValMark Advisers, Inc. He has worked previously with Cetera Advisor Networks, Carson Group, and Thrivent Advisor Network. ValMark Advisers provides investment advisory and financial planning services to a diverse clientele, including individual and high-net-worth investors, retirement plan sponsors, and institutional entities. The firm emphasizes diversified, goal-based model portfolios and asset allocation, delivering services through a network of representatives using proprietary and third-party platforms.

Brandon Dangler is a financial advisor with Mutual of Omaha Investor Services, Inc. in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has been with Mutual of Omaha since 2010. Outside of his advisory role, he is also an insurance agent specializing in life, health, 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 utilizes platform relationships with Envestnet and Pershing and operates alongside broker-dealer and insurance distribution businesses within the Mutual of Omaha group.

Richard Engelmann is a Series 65-licensed financial advisor at First National Advisers, LLC with three years of industry experience. He has been with the firm since 2015. First National Advisers, LLC is a subsidiary of First National Bank of Omaha that provides discretionary investment management to individuals and institutions, including affiliated clients. The firm offers diversified equity and fixed-income models, managed mutual fund and individual equity strategies, and a team-based wealth service called Private Wealth Reserve.

Michael Smith is a financial advisor at The Patriot Financial Group, LLC in Omaha, NE, with two years of industry experience. He holds the Series 63 and Series 66 designations. His prior experience includes roles at Unified Legacy Advisors, LPL Enterprise LLC, J.P. Morgan Securities, and Fidelity Investments. The Patriot Financial Group provides investment advisory and financial planning services to individuals, small businesses, trusts, estates, and retirement plans. The firm customizes portfolios based on client goals and risk tolerance and employs a variety of investment strategies, including discretionary portfolio management and third-party manager allocations.

Jeffrey Casey is a Certified Financial Planner™ with ten years of industry experience. He has worked at SageSpring Wealth Partners since 2016, following brief tenures at Raymond James Financial Services Advisors, Inc. and Raymond James Financial Services, Inc. Casey serves as Vice President of a support company affiliated with his team and is CEO of a business that receives passive income from renewal commissions. SageSpring Wealth Partners serves a diverse client base including individual, institutional, and plan sponsor clients. The firm offers tailored discretionary investment management and consulting services, utilizing a range of investment vehicles and a combination of fundamental and technical analysis.

Reyn Watanabe is a financial advisor with First National Advisers, LLC in Omaha, NE, holding a Series 66 credential and three years of industry experience. His prior roles include positions at Cetera Advisor Networks, Power Life, CWM, LLC DBA Carson Group Holdings, and Cerner Corporation. First National Advisers, LLC provides discretionary investment management to both individual and institutional clients, including high-net-worth individuals. As a wholly owned subsidiary of First National Bank of Omaha, the firm manages approximately $7.3 billion in discretionary assets and offers a team-based Private Wealth Reserve service that employs asset allocation, quantitative and qualitative fund screening, and risk monitoring across a range of investment objectives.

Brett Murray is a CFP®-certified financial advisor at SageSpring Wealth Partners in Omaha, NE, with five years of industry experience. He previously worked at Raymond James Financial Services, Inc. and Carson Group. Murray also supports lead advisor Matt Atchison with client relationships and business development. SageSpring Wealth Partners serves a diverse client base, including individual households, institutional clients, and plan sponsors, offering customized discretionary investment management, financial planning, and consulting services. The firm combines multi-team scale with a variety of investment strategies and provides access to OCIO and TAMP programs alongside traditional wealth management.

Patrick Sittner is a financial advisor at RFG Advisory, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at CWM, LLC and TS Bank. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing about $8 billion for over 17,000 clients. The firm serves individuals, high‑net‑worth households, trusts, retirement plans, and institutional accounts, utilizing a combination of actively managed and passive strategies, direct indexing, and tax-aware approaches.

Sarah Werner is a financial advisor with Ausdal Financial Partners, Inc. in Elkhorn, Nebraska, holding Series 63 and Series 65 licenses and having four years of industry experience. Her prior roles include positions at Mint Hill Wealth Management, ChangePath, LLC, L & L Advisors, Kansas State University, and Mitchell Technical Institute. She also manages insurance services through Mint Hill Insurance Services, dedicating approximately 10 hours per month to servicing client insurance policies. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through a network of about 152 advisors. The firm offers investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, utilizing both discretionary and non-discretionary investment strategies across various asset classes.

Jared Good is a CFP® professional with four years of industry experience, currently serving at Mutual Of Omaha Investor Services, Inc. He has worked at Mutual of Omaha since 2021 and has a background that includes eight years with Omaha Public Schools. Jared is also licensed as an insurance agent specializing in health and life insurance. 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 operates alongside broker-dealer and insurance businesses within the Mutual of Omaha group and delivers managed solutions primarily through a platform relationship with Envestnet.

Brian Dudley is a financial advisor with Secure Asset Management, L.L.C., holding a Series 66 designation and bringing 22 years of industry experience. He previously worked at TD Waterhouse Investor Services, Inc. from 1999 to 2021 and has been with several affiliated firms since 2021. Outside of his advisory work, he is involved as a member and owner in real estate rental property ventures. Secure Asset Management, L.L.C. provides personalized financial planning and discretionary investment management primarily to individual clients, along with pension consulting for retirement plans. The firm employs a combination of fundamental, technical, and cyclical analysis and focuses on individual and plan-level consulting rather than traditional corporate accounts.

Joseph Hefflinger is a financial advisor at Lutz Financial in Omaha, NE, holding the CFP® designation with 14 years of industry experience. He has been with Lutz Financial since 2015. Lutz Financial serves individuals, retirement plans, charitable organizations, and business entities by providing discretionary and non-discretionary portfolio management, retirement plan consulting, financial planning, and a digital Automated Investment Program. The firm’s investment approach includes tailored portfolios using mutual funds, ETFs, and individual bonds, with ongoing monitoring and client-directed restrictions.

Varian Cole is a financial advisor with Mutual Of Omaha Investor Services, Inc. in Omaha, NE, holding Series 63 and Series 65 licenses and four years of industry experience. His work history includes roles at Mutual Of Omaha Insurance Company, State Farm Insurance Company, and FBL Financial Group. 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 delivers managed solutions primarily through Envestnet and acts as a conduit to third-party managers while operating alongside broker-dealer and insurance distribution businesses within the Mutual of Omaha group.