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.

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.

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.

“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.

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.

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.

Sydney Peatrowsky is a financial advisor with Virtue Wealth Counsel, LLC in Omaha, NE, holding a Series 65 designation. Sydney has three years of experience at Virtue Wealth Counsel and Peatrowsky Law, LLC. Outside of financial advising, Sydney has been involved with Sydney Odelia, LLC for ten years. Virtue Wealth Counsel provides investment advisory and portfolio management services to individual and high-net-worth clients, focusing on personalized financial planning that often integrates tax, estate, and charitable considerations. The firm serves a modest client base through direct advisor relationships tailored to families and individual clients.

Tyler Clark is a financial advisor at Clark Wealth Strategies, Inc. He holds a Series 65 designation and has one year of experience in the industry. Prior to joining Clark Wealth Strategies, he worked at Gallup and has experience in educational roles at the University of Nebraska–Lincoln and Westside High School. Clark Wealth Strategies, Inc. serves individual clients, including high-net-worth individuals, and retirement plans by providing investment management, retirement-plan and pension consulting, variable annuity sub-account management, and 1031 real estate exchange consulting. The firm manages approximately $43 million in discretionary assets for about 68 clients and emphasizes customized model portfolios with a focus on asset allocation, tax management, and continuous portfolio monitoring.

Phillip Vogel is a financial advisor at Vogel Wealth Management, LLC with 40 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. Prior to joining Vogel Wealth Management in 2023, he worked at KCD Financial, Inc. for 16 years. He is a member of the board of directors at 12 Step House, Inc., a nonprofit organization supporting individuals with addiction experiences. Vogel Wealth Management, LLC provides investment advisory services primarily on a non-discretionary basis to individuals, high-net-worth clients, and corporate entities. The firm offers asset management, third-party money manager recommendations, and retirement plan oversight, using fundamental, technical, charting, and cyclical analysis with quarterly reviews and ongoing monitoring.

Brock Castinado is a financial advisor at CWS Wealth Partners with five years of industry experience. He holds a Series 65 designation and has worked at several firms, including American Senior Benefits and Union Pacific Railroad. In addition to his advisory role, he operates an affiliated insurance agency, Castinado Company Limited. CWS Wealth Partners is a small supported advisory firm managing approximately $62 million for around 133 clients. The firm offers discretionary and non-discretionary portfolio management and comprehensive financial planning, using a mix of fundamental, technical, and cyclical analysis tailored to client goals and risk tolerances.

Rudy Thomas is a financial advisor with Fairway Asset Management, LLC in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with Fairway Asset Management since 2008 and serves as managing partner of Fairway Asset Management Holdings, LLC. Additionally, he is a finance committee member at Point Loma University, where he assists in the evaluation and oversight of the endowment. Fairway Asset Management is a registered investment adviser managing approximately $112 million across 74 client relationships. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting for individuals, small businesses, and institutions, utilizing a combination of top-down macroeconomic analysis and bottom-up security selection to build concentrated equity and fixed-income portfolios.

William Kizer Jr. is a financial advisor with The Premier Advisory Group, LLC in Omaha, Nebraska, holding Series 63 and Series 65 licenses with nine years of industry experience. He has also been involved with The Premier Group, LLC and William Kizer & Associates, where he serves as a principal and insurance agent. Kizer spends a significant portion of his time working in insurance-related business activities. The Premier Advisory Group, LLC provides fee-based financial planning primarily to individual and high net worth clients, delivering fixed-fee financial plans and referring clients to third-party money managers for discretionary portfolio management. The firm employs fundamental, technical, and cyclical analysis to develop client investment strategies and serves as a liaison with third-party managers.

Matthew Sorum is a financial advisor at Adaptive Advice, LLC in Omaha, NE, holding a Series 65 designation with one year of industry experience. Prior to joining Adaptive Advice, he worked at That 1 Painter and Summit Medical Staffing. Adaptive Advice serves individual and high-net-worth clients and their families by providing discretionary investment management and comprehensive financial planning, including portfolio management, retirement, tax, estate, and education planning. The firm uses a mix of fundamental and technical analysis to tailor portfolios and conducts regular reviews and rebalancing while coordinating with clients’ tax and estate professionals.

William Altman is a Series 65-licensed financial advisor with The Premier Advisory Group, LLC in Omaha, Nebraska, bringing 11 years of industry experience. He has been with The Premier Advisory Group since 2014 and is also involved with TPG Properties, LLC. Outside of advisory work, Altman is an owner and agent in an insurance agency affiliated with The Premier Group, LLC. The Premier Advisory Group provides fee-based financial planning and referral-based advisory services to individual clients. The firm does not manage client portfolios directly but refers clients to third-party money managers while assisting with account paperwork, statement reviews, and ongoing communication.

Dennis Peatrowsky is a ChFC® credentialed advisor with Virtue Wealth Counsel, LLC in Omaha, NE, where he has worked since 2019. He has two years of industry experience and previously worked at Vincent & Peatrowsky Law Offices, LLC, as well as holding roles at the University of Nebraska at Omaha, Target, Inc., and Skutt Catholic High School. Virtue Wealth Counsel serves individual clients, including high-net-worth households, providing portfolio management and comprehensive financial planning. The firm integrates investment management with estate and charitable planning, offering legal and philanthropic services through an affiliated attorney, which distinguishes it from many similar-sized firms.