Lana Trofholz is an investment advisor representative at Keystone Financial Services, LLC, with three years of industry experience. She holds a Series 66 designation and has previously worked at Cetera, Securian Financial Services, Carlson Tax and Accounting, and Crawford Financial. Outside of her advisory role, Lana is the owner of Crawford Financial, an accounting and finance business, and is involved with Peak Wellness and insurance agency activities in multiple states. Keystone Financial Services is an SEC-registered advisory firm managing over $240 million in client assets for more than 1,000 clients through a seven-advisor team. The firm offers discretionary investment management, financial planning, retirement plan advisory, tax preparation, and business consultation services, employing a customized, long-term investment approach that includes ETFs, mutual funds, stocks, bonds, and selective alternative holdings.

David Holtorf is a financial advisor with Private Wealth Asset Management in Omaha, NE, holding a Series 66 designation and 21 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Investments, LLC. Holtorf is also a licensed insurance agent, engaged in the sale of sickness, accident, health insurance, life, and annuities. Private Wealth Asset Management serves individuals, family offices, trusts, estates, nonprofits, and retirement plans. The firm employs a multi-disciplinary investment process that includes quantitative, fundamental, technical, and economic analysis, focusing on strategic asset allocation with tactical adjustments, and offers access to private placements and alternative investments.

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 in Omaha, NE, holding a Series 66 designation with 17 years of industry experience. His career includes roles at SECURITIES AMERICA, WealthPLAN Partners, and LPL Financial. He is also an investor in a mid-stage medical device supply company through JFO Holdings, LLC. WealthPlan Investment Management LLC is an SEC-registered advisory firm with a team of approximately 29 professionals managing about $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, utilizing model-based strategies and a variety of investment vehicles while providing ongoing portfolio monitoring and specialized fiduciary services.

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 at WealthPLAN Partners with nine years of industry experience. He holds a Series 66 designation and has previously worked at Minnesota Life, Renaissance Financial, and Cetera among other firms. Lynch is also involved in selling life insurance to individuals, families, and businesses. WealthPLAN Partners provides investment management, financial planning, and retirement-plan consulting to both individual and institutional clients, including high-net-worth individuals and plan sponsors. The firm employs a diversified investment approach that combines mutual funds, ETFs, individual securities, and alternative strategies to tailor portfolios according to client objectives and risk tolerance.

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.

Nathan Fichter is a financial advisor with RIA Advisory Group, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at VisionPoint Advisory Group, LPL Financial, and Questar Capital Corporation. Outside of advising, he owns and manages a Montessori school. RIA Advisory Group provides discretionary portfolio management and investment supervisory services to individuals, high-net-worth clients, trusts, estates, corporations, and charitable organizations. The firm manages client accounts in-house using a combination of charting, fundamental, and technical analysis with both long- and short-term trading strategies.

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.