Bruce Aken Jr. is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 10 years of industry experience. He has worked at Commonwealth since 2023 and co-owns Nelson Murphy Insurance & Investments, a private entity involved in securities, advisory, and insurance business. His prior experience includes roles at Securities America Advisors, Guardian Life Insurance, and Park Avenue Securities. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing about $212.7 billion in client assets. The firm provides a broad platform of managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody and clearing services.

Chad Burger is a financial advisor at Reserve Wealth Planning in Omaha, NE, holding a Series 65 credential with two years of industry experience. Prior to his current role, he spent ten years at Precision Lens and concurrently works as a Senior Account Executive at Johnson & Johnson Vision, where he provides ophthalmic advice and sells medical products. Reserve Wealth Planning offers comprehensive wealth management services to individuals, high-net-worth clients, and charitable organizations, combining investment management with financial planning. The firm employs a holistic, goal-based planning process and primarily uses passive, low-turnover portfolios while accommodating socially responsible investing preferences.

Eric Horne is a CFP® with 21 years of industry experience, currently serving as the sole advisor at ARC Element Wealth Design in Papillion, NE. His prior experience includes roles at Charles Schwab and TD Ameritrade, where he worked for over 18 years. ARC Element Wealth Design is an independent advisory firm serving individuals, high-net-worth clients, and fiduciary entities such as trusts and estates. The firm manages approximately $29.5 million across about two dozen clients, providing portfolio management, financial planning, and educational communications like newsletters and seminars. The investment approach focuses on strategic asset allocation using ETFs, mutual funds, selective individual securities, option strategies, and active management, with portfolios implemented through model portfolios, automated tax-management tools, and occasional sub-advisers.

Jason Williams is a CFA® charterholder and financial advisor with six years of industry experience. He has been with LongView Investment Management LLC since 2019 and previously worked at Wells Fargo Bank from 2015 to 2019. LongView Investment Management LLC is an independent advisory firm serving approximately 33 clients with $7.5 million in discretionary assets. The firm provides discretionary portfolio management and comprehensive financial planning to individuals, charitable organizations, and corporations, using a primarily passive investment approach based on Modern Portfolio Theory.

Thomas Jackson is a Series 65-licensed advisor with 22 years of industry experience. He is the sole advisor at Thomas Jackson Family Office, Inc. in Omaha, NE, and has served as a director at Enterprise Bank, N.A. since 2003. Outside of advisory work, Jackson holds leadership and partnership roles in multiple private real estate and member-managed LLCs. Thomas Jackson Family Office provides non-discretionary advisory services to a select group of individuals, trusts, estates, and charitable organizations by introducing clients to third-party money managers and coordinating ongoing monitoring. The firm’s model emphasizes client-to-manager matching and involvement in private real estate entities, focusing more on referrals and alternative real estate activities than direct portfolio management.

Sherry Taxman is a Series 65-licensed financial advisor with 13 years of industry experience, currently serving as the sole advisor at Doctors Family Office LLC in Omaha, NE. She has been with the firm since 2014. Doctors Family Office provides financial planning and consulting primarily to medical professionals, including physicians, dentists, and veterinarians, focusing on comprehensive planning areas such as retirement, tax and estate analysis, and risk management. The firm does not manage client portfolios directly but assists clients with planning, periodic reviews, and selecting third-party advisory programs.

Robert Brown Jr. is the sole advisor at Legacy Estate Planning Group, Inc. in Omaha, NE, with 16 years of experience in financial advisory services. He holds Series 63 and Series 65 designations and has been involved with Legacy Estate Planning Group since 2010. Brown also serves as president and insurance agent for Legacy Wealth Strategies, L.L.C., where he provides insurance and annuity-related services. Legacy Estate Planning Group, Inc. offers personalized financial planning and consulting for individuals, high-net-worth clients, trusts, and estates. The firm does not accept discretionary trading authority but refers clients to third-party money managers while coordinating implementation and managing annuity and variable life products.

Thomas Maher is a CFP®-credentialed financial advisor with 11 years of industry experience. He has been with WealthMark since 2016 and also serves as Director of Implementations at Orion Advisor Services, a portfolio accounting solutions provider. Maher holds the Series 65 license and operates out of Papillion, NE. WealthMark is an independent registered investment adviser offering financial planning and portfolio management to individuals, high-net-worth clients, and small businesses. The firm employs a passive, long-term buy-and-hold investment approach with diversified portfolios primarily consisting of mutual funds, ETFs, and fixed income.

Charles Stiegemeier is the sole advisor at Charles Capital, an independent firm based in Papillion, NE. He holds a Series 65 designation and has five years of industry experience. Outside of advising, he is a project lead engineer at Aldridge Electric, where he has worked for three years. Charles Capital provides investment advisory services to individual and high-net-worth clients through discretionary SEI-managed accounts and non-discretionary portfolio consulting. The firm uses a factor-based, quantitative investment approach with an emphasis on momentum and manages accounts separately without aggregating trades.

Daniel Kline is a CFP® and ChFC® with seven years of industry experience. He is the principal advisor at Fair Winds Financial Planning in Papillion, NE, and previously worked for ten years at First National Bank of Omaha. Fair Winds Financial Planning provides financial planning services to individuals and high-net-worth clients, focusing on areas such as retirement, risk management, college savings, and estate planning. The firm operates as an advice-only planner, charging hourly or fixed fees, and does not manage client assets or accept commissions.

Sandra Dose is a financial advisor with Open Prairie Wealth Management in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. Her prior experience includes 23 years at Stifel, Nicolaus & Co., Inc. and two years at Elevation Advisory Partners LLC. Outside of her advisory role, she volunteers approximately 20 hours annually with the Assistance League of Omaha and serves on the pool committee for a neighborhood pool. Open Prairie Wealth Management is a state-registered investment adviser offering discretionary portfolio management, financial planning, and consulting services to a diverse client base including individuals, trusts, and corporations. The firm employs a multi-disciplinary investment approach combining fundamental, technical, and economic analysis, and provides flexible billing options including asset-based fees and hourly consulting rates.

Mark Guilliatt is the Owner and President of AFSC Advisors, Inc. in Council Bluffs, IA, with 32 years of industry experience. He holds the CFP®, ChFC®, and Series 63 designations and previously worked at Great Point Capital, LLC. In addition to his advisory work, he has been involved in Medicaid planning for over 20 years. AFSC Advisors provides portfolio management and financial planning services to individuals and institutional clients, including pension plans and charitable organizations. The firm combines fundamental and cyclical analysis to tailor portfolios to client objectives and manages accounts according to personalized investment policies.

Beau Fruechtenicht is a financial advisor at Camston Asset Management, LLC with six years of industry experience. He holds a Series 65 designation and has worked with Camston Asset Management since 2017. Outside of investment management, he is involved in non-investment businesses including serving as managing member of Go Deep Sports, LLC, a golf sporting goods company, and director of engineering for Pandon Telecom, a telecommunications firm. Camston Asset Management provides discretionary portfolio management primarily for institutional clients such as private funds, foundations, and endowments, as well as individual natural-person clients. The firm focuses on capital preservation through conservative, value-oriented, and special-situation investments, mainly in U.S. and European equities, with portfolios that may include cash, cash equivalents, and precious metals.

Joseph McTaggart is a financial advisor with McTaggart Capital, LLC in Omaha, NE, holding Series 63 and Series 65 licenses and seven years of industry experience. He is also Director of Financial Planning and Analysis at NRC Health and a part-owner of a construction company and a business that rents a food truck and related equipment. McTaggart Capital provides discretionary investment advisory and portfolio management services primarily to individual and family clients, managing customized portfolios that blend growth, value, and income exposures with a buy-and-hold approach. The firm typically uses ETFs and individual securities, offers tax-loss harvesting for larger taxable accounts, and delivers regular performance reviews.

Jeffrey Matuella is a financial advisor at JB Financial Services, Inc. in Omaha, Nebraska, with 23 years of industry experience. He holds the Series 66 designation and has been with JB Financial Services since 2011. Outside of his advisory work, he serves as Financial Secretary for the Omaha chapter of the Sons of Italy, a service and advocacy organization for U.S. residents of Italian descent. JB Financial Services, Inc. provides discretionary asset management to individuals, trusts, and estates through a top-down allocation process that emphasizes ETFs and low-cost index funds for diversified sector weightings. The firm manages accounts on the Schwab Institutional platform and typically positions portfolios for multi-year horizons.

Quintin Smith is a financial advisor at Canvas Retirement Planning LLC with three years of experience in the industry. He holds a Series 65 designation and also works as a tax accountant at Schleisman Onken & Associates PC. Additionally, he owns Canvas Tax, a tax-related business. Canvas Retirement Planning LLC is a registered investment adviser offering discretionary investment management and limited-scope financial planning services to pooled, institutional, and individual clients. The firm employs an investment approach based on asset allocation and Modern Portfolio Theory, combining passive and active strategies, and maintains an affiliation with an accounting practice operated by its principal.

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Ken Koubsky is a CFP® professional with 25 years of industry experience. He has been with Kaizen Wealth Advisors, LLC since 2007, where he is the sole advisor. In addition to his advisory role, he is a licensed insurance agent who spends several hours monthly servicing existing policyholders and initiating new coverage. Kaizen Wealth Advisors, LLC is an independent registered investment adviser that offers selection of third-party money managers and comprehensive financial guidance to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, and corporate entities. The firm focuses on long-term investment strategies and coordinates with other professionals while primarily acting on a non-discretionary basis through external managers.

Mark Petersen is a CFP® with 27 years of industry experience. He is affiliated with Midwest Value Planning and has previously worked at Carson Wealth Management Group for 16 years. Midwest Value Planning provides consulting services primarily to investment advisor representatives and registered investment adviser firms, offering financial planning, tax advice, educational materials, advanced planning concepts, and marketing support. The firm also delivers limited individual income tax preparation and financial planning services outside of its adviser-consulting engagements.

Spencer Schneider is a financial advisor at Schneider Wealth Management LLC with one year of industry experience. He holds a Series 65 designation and previously worked at PairOne Private Wealth LLC for one year before founding his own firm. Schneider Wealth Management LLC provides discretionary portfolio management and comprehensive financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm tailors investment programs based on client goals and risk tolerance, employing various analytical methods and overseeing third-party sub-advisors to manage client portfolios.