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.

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.

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.

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.

Mark Guilliatt is the Owner and President of AFSC Advisors, Inc. in Council Bluffs, IA, with 32 years of industry experience. He holds the CFP®, ChFC®, and Series 63 designations and previously worked at Great Point Capital, LLC. In addition to his advisory work, he has been involved in Medicaid planning for over 20 years. AFSC Advisors provides portfolio management and financial planning services to individuals and institutional clients, including pension plans and charitable organizations. The firm combines fundamental and cyclical analysis to tailor portfolios to client objectives and manages accounts according to personalized investment policies.

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.

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.

Quintin Smith is a financial advisor at Canvas Retirement Planning LLC with three years of experience in the industry. He holds a Series 65 designation and also works as a tax accountant at Schleisman Onken & Associates PC. Additionally, he owns Canvas Tax, a tax-related business. Canvas Retirement Planning LLC is a registered investment adviser offering discretionary investment management and limited-scope financial planning services to pooled, institutional, and individual clients. The firm employs an investment approach based on asset allocation and Modern Portfolio Theory, combining passive and active strategies, and maintains an affiliation with an accounting practice operated by its principal.

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Ken Koubsky is a CFP® professional with 25 years of industry experience. He has been with Kaizen Wealth Advisors, LLC since 2007, where he is the sole advisor. In addition to his advisory role, he is a licensed insurance agent who spends several hours monthly servicing existing policyholders and initiating new coverage. Kaizen Wealth Advisors, LLC is an independent registered investment adviser that offers selection of third-party money managers and comprehensive financial guidance to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, and corporate entities. The firm focuses on long-term investment strategies and coordinates with other professionals while primarily acting on a non-discretionary basis through external managers.

Mark Petersen is a CFP® with 27 years of industry experience. He is affiliated with Midwest Value Planning and has previously worked at Carson Wealth Management Group for 16 years. Midwest Value Planning provides consulting services primarily to investment advisor representatives and registered investment adviser firms, offering financial planning, tax advice, educational materials, advanced planning concepts, and marketing support. The firm also delivers limited individual income tax preparation and financial planning services outside of its adviser-consulting engagements.

Spencer Schneider is the principal of Schneider Wealth Management in Omaha, NE, holding a Series 65 license with one year of industry experience. Before founding his independent firm in 2026, he worked at PairOne Private Wealth LLC for one year and was a full-time student for ten years. Schneider Wealth Management offers discretionary asset management and comprehensive financial planning to individuals, high-net-worth clients, and trusts or estates. The firm employs a combination of fundamental, cyclical, technical analysis, and modern portfolio theory, and it may use third-party sub-advisors to manage client assets.

Jennifer Schenkelberg is a CFA® charterholder and principal of Schenkelberg Investments, LLC in Omaha, Nebraska, with 21 years of industry experience. She founded Schenkelberg Investments in 2016 and serves as its sole advisor. Outside of advisory services, she owns and operates a small number of rental properties. Schenkelberg Investments manages approximately $59.5 million across about 96 client relationships, serving individuals, high-net-worth clients, and fiduciary entities including trusts, estates, and charitable organizations. The firm employs a model-driven, core-and-satellite investment approach with named strategies and provides discretionary asset management, financial planning, and educational newsletters.

Robert Dodson is a financial advisor with Alba Financial LLC in Council Bluffs, IA, holding Series 63 and Series 66 credentials and 10 years of industry experience. He has previously worked at FBL Financial Group, Edward Jones, and several other financial services firms. Dodson also engages in investment advisory and financial planning through FBL Wealth Management, LLC. Alba Financial provides advisory services to individuals, charitable organizations, corporations, and employers, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs asset-allocation principles and modern portfolio theory, may use ESG screening upon request, and includes management of 401(k) assets and a wrap fee program among its notable offerings.

John Dee is a Series 65-licensed financial advisor with Sterling Financial Advisors, LLC in Omaha, NE. He has 12 years of industry experience and has been with Sterling Financial Advisors since 2012. Outside of his advisory role, he manages a vacation cabin rental property in Crosslake, MN. Sterling Financial Advisors serves individuals, trusts, pension and profit-sharing plans, and small businesses by providing asset management and pension consulting services. The firm employs discretionary portfolio management using fundamental and technical analysis across various asset classes and conducts periodic account reviews to align investments with client objectives.

Ronny Miller is a CFP® professional with eight years of experience at Guide Rock Capital Management, Inc. in Omaha, NE, and one year at Riverfront Wealth Management LLC. He has served as president of Gallup Federal Credit Union since 2007. Guide Rock Capital Management serves individual clients, including high-net-worth individuals, and financial institutions, with a focus on credit union members through its ownership by Gallup Federal Credit Union. The firm provides wealth management, financial planning, consulting, and discretionary asset management, employing both fundamental analysis and trading strategies supported by detailed written reporting.

Jacob Semansky is a financial advisor at Red Night Capital LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Mainelli Wagner & Associates, Inc., Ulteig, and the University of Nebraska-Lincoln. Red Night Capital LLC provides portfolio management and financial planning services to high-net-worth individuals, small businesses, charitable organizations, and other advisers. The firm employs a combination of fundamental, quantitative, technical, and modern portfolio techniques and is noted for its Advanced Derivatives Overlay offering, which includes multi-leg option and futures strategies.

Joseph Bayless is a financial advisor with Sterling Financial Advisors, LLC in Omaha, NE, holding Series 63 and Series 65 licenses and having 39 years of industry experience. His prior work includes positions at Omaha Wealth Management, LLC, Raymond James Financial Services, Inc, Morgan Stanley, and Citigroup Global Markets. Bayless is also licensed to sell insurance, annuities, and long-term care products through multiple companies. Sterling Financial Advisors serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and small businesses, providing asset management and pension consulting services. The firm employs a combination of fundamental and technical analysis with various investment strategies and operates a wrap-fee program while assisting pension clients with plan setup, fee review, and participant education.

Michael Butkus is a financial advisor at Sterling Financial Advisors, LLC in Omaha, NE, with 29 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Omaha Wealth Management, LLC and operated Michael J. Butkus & Company. Sterling Financial Advisors serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and small businesses, providing asset management and pension consulting services. The firm manages assets through wrap accounts, employing fundamental and technical analysis with a combination of long- and short-term strategies.