David Brooks Sr. is a financial advisor with SMART Wealth, LLC in Omaha, NE, holding Series 63, 65, and 66 designations and 18 years of industry experience. He has been associated with SMART Wealth since 2020 and has leadership roles in multiple affiliated companies, including serving as president of Tax SMART, LLC and Mid-West Learning, Inc., which provides marketing and educational services. Brooks also oversees DMDN Insurance Company, Inc., which offers pooled insurance solutions. SMART Wealth serves individual and high-net-worth households with retirement income strategies, investment advisory, and financial planning. The firm manages discretionary portfolios through in-house models and sub-advisers, offers a Private Wealth Partners division for affluent clients, and sponsors the SMARTWay ETFs, integrating proprietary products with affiliated services.

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 at Commonwealth Financial Network with nine years of industry experience. He holds a Series 66 designation and has worked at firms including Securities America Advisors and Guardian Life Insurance. He is co-owner of Nelson Murphy Insurance & Investments, LLC, a private entity engaged in securities, advisory, and insurance business. 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 client assets totaling around $212.7 billion. The firm offers a comprehensive platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody 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.

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.

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.

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.

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.

“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.

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.

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.

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.

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.

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.

Matthew Samson is a financial advisor at ILS Financial, LLC in Omaha, NE, with 10 years of industry experience. He holds a Series 66 designation and has worked at firms including Morgan Stanley and Principal Life Insurance Company. Samson serves as a reservist in the U.S. Marine Corps and is a board member of PreVeteran, an organization that assists veterans transitioning to civilian life. ILS Financial, LLC provides discretionary asset management, comprehensive financial planning, and consulting services to individuals, high-net-worth clients, and businesses. The firm also offers ERISA 3(21) advisory services for qualified retirement plans, using tailored investment programs based on Modern Portfolio Theory and tactical asset allocation.