Brian Brown is a CFP® professional with 21 years of industry experience. He is the sole advisor at PlanVest, LLC, an independent firm based in Blair, Nebraska. Prior to founding PlanVest in 2020, he worked at Securities America, Inc. for six years. Outside of his advisory role, Brian is co-owner of Blair Training Center and holds a Nebraska insurance license, through which he may sell insurance products to clients. PlanVest, LLC provides investment management and project-based financial planning primarily for individual clients, as well as employer-sponsored retirement plans and charitable organizations. The firm emphasizes fundamental analysis in discretionary portfolio management and offers services including retirement and tax-aware planning, cash flow analysis, and client education.

Timothy Kutsch is a financial advisor at Brilliant Financial Advisors LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses, with prior roles at Foundations Investment Advisors LLC, Western Wealth Builders, Foresters Equity, and Omaha Insurance & Investments. He is also a licensed insurance agent and sells life, health, and annuity insurance. Brilliant Financial Advisors LLC provides portfolio management and financial planning services to individuals, high-net-worth individuals, and business clients. The firm’s investment approach incorporates fundamental analysis, modern portfolio theory, and technical analysis, offering tailored strategies that include long- and short-term trading and various investment vehicles.

James Kopsa is a financial advisor at Kintra Wealth, LLC with four years of industry experience. He holds a Series 65 credential and has worked previously at Commonwealth Financial Network and Orion Portfolio Solutions. Kintra Wealth serves individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations, providing wealth management, financial planning, retirement-plan consulting, and portfolio management. The firm uses a combination of client interviews, model-driven asset allocation, and fundamental security analysis tailored to optimize tax efficiency and account coordination.

Daniel Mussack is a financial advisor with Geneos Wealth Management, Inc. in Omaha, NE, holding a Series 63 designation and 35 years of industry experience. He has worked with Geneos Wealth Management since 2014 and has been affiliated with Sequoia Wealth Partners and his own consulting practice, Dan Mussack Financial Consultant, for over a decade. Mussack also serves as a notary public. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension plans, corporations, and charitable organizations, offering financial planning, investment advisory, and brokerage services. The firm employs a variety of analytic approaches and investment strategies, combining continuous account monitoring with discretionary trading authority, and provides access to third-party money managers through model portfolios and customized accounts.

Sarah Chatt is a financial advisor with Geneos Wealth Management, Inc. She holds a Series 66 designation and has one year of industry experience. Prior to joining Geneos Wealth Management, she worked for Washington County Bank for 24 years. Outside of her advisory role, she serves as secretary for both the Blair YMCA Forever Fund and the Tekamah-Herman Public Schools Foundation, and she is a board member of the Burt County Public Power District. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension plans, corporations, and charitable organizations. The firm offers financial planning, investment advisory, and brokerage services with an investment approach that combines continuous account monitoring, discretionary trading, and a variety of analytic strategies ranging from long-term buy-and-hold to tactical timing.

Patrick Sittner is a financial advisor with RFG Advisory, LLC and holds Series 63 and Series 65 licenses. He has 10 years of industry experience, having previously worked at CWM, LLC and TS Bank. RFG Advisory provides investment advisory and planning services to individual and high-net-worth investors, retirement plans, institutional clients, and government entities. The firm’s investment approach includes discretionary portfolio management using model strategies, third-party platforms, and access to alternative investments and annuity platforms, with a notable role as sub-adviser to multiple Bluemonte ETFs.

Jeffrey Jordano is a CFP® with nine years of industry experience, currently serving at Empower Advisory Group since 2025. His prior experience includes roles at PNC Investments, Principal Life Insurance Company, Personal Capital Advisors, Raymond James, Fisher Investments, and Goldman Sachs Ayco. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm integrates its services with Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns and annual rebalancing in its financial planning approach.

Michael Hall is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. His prior work includes over a decade at Woodbury Financial Services, Inc., and roles with AdvisorNet Wealth Partners and Cetera Wealth Services. Hall serves as vice president of the Lincoln Estate Planning Council board and is involved with neighborhood governance as a board member of Prairie Hollow HOA. Cetera Investment Advisers LLC is a nationwide advisory firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a multi-manager platform that offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Craig Heuton is a CFP® professional with 11 years of industry experience, all with Edward Jones since 2015. He is based in Blair, NE. Outside of his advisory role, Heuton officiates basketball games for local high schools and colleges and coordinates a yearly youth basketball 3-on-3 tournament in his community. Edward Jones is a full-service wealth management firm that serves a broad client base including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services under a fiduciary standard, supported by a nationwide network of over 23,700 financial advisors.

Rachel Truhlsen is a financial advisor at Edward Jones with a Series 66 designation and over 28 years of prior experience running her own law office. She joined Edward Jones in 2026 after a brief tenure at Northwestern Mutual. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of financial advisors and branch offices.

Jacob Sorensen is a Series 66 licensed financial advisor with Edward Jones in Blair, NE, where he has worked since 2023. He has two years of industry experience, including prior roles at IronConnect/Auction Resource and West Gate Bank. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Antonia Deutschman is a financial advisor at Edward Jones with 22 years of experience, holding a Series 66 designation. She has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Zachary Croonquist is a financial advisor at OSAIC with 11 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Securities America Advisors and Teckmeyer Financial Services. In addition to his advisory role, he is also licensed as an insurance agent and solicits insurance products based on client needs. OSAIC serves a diverse client base ranging from individual investors to corporations and charitable organizations. The firm offers a broad range of brokerage, advisory, and managed account services supported by sophisticated asset-allocation tools and multiple third-party platforms.

Matthew Geiseman is a CFP® professional with 22 years of industry experience, currently serving as a financial advisor at Edward Jones since 2003. He is also a certified yoga instructor and teaches yoga classes in Bennington, NE. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and affiliated financial products supported by a nationwide network of more than 23,700 advisors.

Donald Sorensen Jr. is a financial advisor with Edward Jones in Blair, NE, holding Series 63 and Series 66 licenses and 27 years of industry experience. He has been with Edward Jones since 1999. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients across a broad range of wealth levels. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jason Smith is a financial advisor with OSAIC who holds Series 63 and Series 65 licenses and has 28 years of industry experience. He previously worked at Securities America Advisors, Inc. and Securities America, Inc. for over 17 years each. In addition to his advisory work, he has been involved with the Boy Scouts of America since 2011. OSAIC serves a diverse range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with a focus on asset allocation, risk assessment, and portfolio management using various investment vehicles and third-party solutions.

Devon Wormuth is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at American Family Insurance for four years and has held roles in the irrigation and crane rigging industries, as well as at golf courses. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Kyle Acre is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Edward Jones since 2013. He is a member of the Board of Directors for Memorial Community Hospital & Health System in Blair, NE. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a broad range of investment advisory programs and affiliated services supported by a large network of advisors and branch offices nationwide.