David Brooks Sr. is a financial advisor at SMART Wealth, LLC in Omaha, NE, holding Series 63, 65, and 66 credentials with 18 years of industry experience. His prior work history includes roles at AE Wealth Management, Verus Wealth Management, and Morgan Stanley. He serves as president of several affiliated entities including Tax SMART, LLC, which provides tax preparation and planning services, and Mid-West Learning, Inc., which offers marketing and educational space. SMART Wealth, LLC serves individual and high-net-worth households with retirement income strategies, ongoing investment advisory, portfolio management, and financial planning. The firm employs a discretionary investment approach using in-house models, sub-advisers, and turnkey platforms, and operates a Private Wealth Partners division focused on clients with $5 million or more in investable assets.

Tyler Petersen is a Partner & Wealth Advisor with RetirePath Advisors partnered with the Thrivent Advisor Network, LLC, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has worked with various Thrivent entities since 2012, including Thrivent Investment Management Inc and Thrivent Financial for Lutherans. Petersen serves as a director for the Dana College Foundation and is a board member of Relational Tithe, an organization focused on community support through relationship-based resource distribution. Thrivent Advisor Network, LLC provides investment advisory services to individuals, families, trusts, businesses, and charitable organizations. The firm emphasizes a long-term investment approach with customized asset allocations, using low-cost mutual funds, ETFs, fixed-income securities, and alternative investments, while offering clients access to independent managers and integrated services within the broader Thrivent group.

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.

Joseph Hearn is the sole advisor at Intentional Retirement, LLC in Omaha, NE, holding Series 63 and Series 65 licenses with 30 years of industry experience. He has worked at Intentional Retirement (formerly Provisio Publishing) since 2004 and previously at Teckmeyer Financial Services, L.L.C. He also operates as an independent insurance agent, spending a small portion of his time on this activity. Intentional Retirement provides advisory services to individual and high-net-worth clients, as well as retirement plan sponsors and participants, focusing on asset management, written financial planning, and retirement-plan fiduciary consulting and education. The firm manages over $131 million in client assets on a non-discretionary basis and offers pension consulting for plan assets exceeding $9 million.

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.

Daniel Thompson Jr. is a financial advisor at First Class Wealth Management LLC with eight years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Omega Insurance Group LLC and Farm Bureau Financial Services. Outside of his advisory role, he serves as a high school soccer referee during the spring and owns Isaiah Trucking, Inc. First Class Wealth Management is a small independent advisory firm serving individual and high-net-worth clients with tailored investment policy statements and portfolio management. The firm employs a long-term trading approach that incorporates cyclical, fundamental, technical, and modern portfolio theory analyses, focusing on mutual funds, ETFs, real estate funds, fixed income, and annuities.

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.

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.

Michael Green is the sole advisor at Evergreen Capital Management Inc in Omaha, NE, with 23 years of industry experience and Series 63 and 65 licenses. He has managed Evergreen Capital Management since 1989. In addition to his advisory role, he has served as an adjunct professor of finance at Creighton University since 2012. Evergreen Capital Management provides discretionary investment advisory services to individuals, foundations, small business retirement plans, and other institutional clients. The firm employs a fundamental, value-oriented investment approach focused on financially strong companies and offers educational seminars alongside customized portfolio management.

“Am I on the right track?” Whether you’re saving for a big goal or just want a reality check, I’ll give you a clear, straightforward assessment to build your confidence or or steer you back on course. “Are there things I should be doing differently?” From fine-tuning your investments to rethinking overall strategy, I’ll pinpoint opportunities and develop strategies that fit your unique life. “Who will be my thought partner when things change?” Life throws curveballs. Whether it be new jobs, market shifts, or family changes, I’m your flexible, hourly go-to, ready to adapt with you whenever you need me. “Who will I turn to if something happens to my spouse?” Losing a partner is overwhelming, and the financial questions can feel endless. I’ll step in with steady, compassionate advice to help you navigate what’s next.

Robert Wellendorf is a financial advisor at Executive Wealth Partners with 35 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Cambridge Investment Research Inc. and Cambridge Investment Research Advisors Inc. He also owns Executive Wealth Strategies LLC, through which he provides consulting, speaking engagements, and training to business owners and their families. Executive Wealth Partners offers discretionary and non-discretionary investment management, financial planning, and retirement rollover advice primarily to individual clients, including high-net-worth individuals and business owners. The firm manages portfolios tailored to client goals and risk tolerance, utilizing fundamental and technical analysis, and provides regular account reviews and reporting.

Erik Albertson is a financial advisor with Cherry Creek Financial Advisors, Inc. He holds Series 63 and Series 65 licenses and has 23 years of industry experience. Albertson has been with Cherry Creek Financial Advisors since 2002. Cherry Creek Financial Advisors is a fee-only independent registered investment adviser serving individual and high-net-worth clients, retirement plans, foundations, and other institutions. The firm manages approximately $24.2 million across 154 accounts, focusing on an asset-allocation driven investment process with customized target allocations primarily using exchange-traded funds and institutional no-load mutual funds.

Matthew Samson is a financial advisor with ILS Financial, LLC in Omaha, NE, holding a Series 66 designation and 11 years of industry experience. His career includes roles at Morgan Stanley and Principal Life Insurance Company, as well as service in the U.S. Marine Corps and Marine Corps Reserves. He serves on the board of PreVeteran, a nonprofit helping veterans transition to civilian life. ILS Financial is an independent advisory firm managing approximately $12.8 million for individual and business clients. The firm offers discretionary asset management, comprehensive financial planning, retirement-plan advisory services, and 3(21) fiduciary consulting for qualified plans, tailoring portfolios to client goals and risk tolerances while employing strategies like Modern Portfolio Theory and tactical asset allocation.

Levi Turner is a financial advisor at Turner Financial in Omaha, NE, with 10 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Cambridge Investment Research Advisors, LPL Financial, and Pacific Life. Turner Financial serves high-net-worth individuals, pension and profit-sharing plan sponsors, charitable organizations, and businesses by providing wealth management, comprehensive financial planning, and Retirement Plan Consulting as an ERISA 3(21) fiduciary. The firm employs a fundamental and value-oriented investment approach, combining active and passive asset allocation, and is notable for its formal Retirement Plan Consulting services and focus on plan sponsors and high-net-worth clients.

Caleb Moyer is a CFP®-designated financial advisor with six years of industry experience. He currently operates Moyer Financials LLC, an independent firm based in Omaha, NE. His prior experience includes roles at Creative Planning LLC and Stevens Capital Partners, Inc. In addition to financial advising, he is affiliated with Moyer Tax Services, LLC, a tax preparation and related services entity. Moyer Financials provides portfolio management and financial planning services to individuals, high-net-worth clients, trusts, estates, and business entities. The firm emphasizes diversified portfolios with a focus on asset allocation and passive investment vehicles, while also offering flexible active management and tax planning through its affiliated tax services firm.

Jeffery Ingraham is an advisor at Well Advised, LLC with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Horter Investment Management, LLC and Omaha Advisors, Inc., where he currently serves as president and is involved in fixed insurance sales. He is also a partner and insurance agent at iWise, LLC, a Medicare insurance business. Well Advised, LLC is an independent advisory firm serving individual and high-net-worth clients with discretionary asset management and financial planning. The firm uses a tailored approach combining fundamental, technical, and charting analyses, and offers managed accounts as well as a fee-based annuity advisory option.

Logan Sanders is a CFP® professional with four years of experience, currently serving as an advisor at Sanders Retirement Planning LLC. Prior to joining the firm, he held roles at TS Bank and US Bank. Outside of finance, he has been an instructor at Sanders ATA Martial Arts since 2008. Sanders Retirement Planning LLC provides investment advisory and financial planning services primarily to individual and high-net-worth clients, as well as trusts, estates, and business entities. The firm employs a combination of fundamental analysis and strategic asset allocation, managing most assets on a discretionary basis.