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 and has worked with firms including Foundations Investment Advisors LLC and Western Wealth Builders. He is also licensed as an insurance agent, selling life, health, and annuity insurance. Brilliant Financial Advisors LLC offers discretionary portfolio management and financial planning services to individuals and business entities, including high-net-worth clients. The firm employs a combination of fundamental analysis, modern portfolio theory, and technical analysis, providing client-specific strategies with ongoing monitoring and reporting.

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 at RFG Advisory, LLC with nine years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at CWM, LLC and TS Bank. RFG Advisory is a multi-team registered investment adviser managing about $8 billion for over 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm employs a mix of actively managed and passive strategies, direct indexing, and tax-aware approaches, while providing access to alternative investments and retirement plan consulting.

Jeffrey Jordano is a Series 66-credentialed financial advisor with nine years of industry experience. He currently works at Empower Advisory Group and has held prior roles at firms including PNC Investments, Principal Life Insurance Company, and Fisher Investments. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s services integrate with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns and annual rebalancing within plan lineups chosen by plan sponsors.

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.

Brian Abrahams is a financial advisor with Edward Jones in Blair, Nebraska, holding a Series 66 designation and one year of experience at the firm. His prior experience includes roles at Blair Healing Rooms Inc., CLAAS of America, and Blair Family YMCA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, and offers affiliated capabilities such as a trust company and proprietary mutual funds.

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 at Edward Jones with 26 years of industry experience. He has been with Edward Jones since 1999 and holds Series 63 and Series 66 designations. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jason Smith is a financial advisor at OSAIC with 27 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Securities America Advisors, Inc. and Securities America, Inc. Apart from his advisory career, he has been involved with the Boy Scouts of America for over 15 years. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of financial services through numerous affiliated advisers and employs various tools and platforms to provide integrated brokerage, advisory, and managed account 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® professional with 12 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 over four million individual and institutional clients. The firm offers a range of investment advisory services and maintains affiliated capabilities such as a trust company and proprietary mutual funds, supported by a large national network of financial advisors and branch offices.