Brian Jones is the principal of Your Everyday ROI, an independent advisory firm. He holds a Series 65 credential and has recently started his career in financial advising after a long tenure with Howells-Dodge Consolidated Schools, where he has worked since 2007. Your Everyday ROI offers discretionary investment management and financial planning services for individuals and employer plan sponsors. The firm’s investment approach is primarily passive, focusing on index mutual funds and ETFs guided by Modern Portfolio Theory, with financial planning delivered through ongoing or project-based engagements.

Theresa Wiemer is a financial advisor at D.A. Davidson & Co. with 13 years of industry experience. She has been with D.A. Davidson since 2016 and holds the Series 63 and Series 66 designations. Outside of her advisory role, she serves as a committee member for the Creston Women's Club, a local nonprofit organization. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individuals, charitable organizations, and corporate clients. The firm offers comprehensive financial planning and specialized programs such as the Davidson Private Wealth program for high-net-worth clients, operating under fiduciary standards with both qualitative and quantitative investment analysis.

Bradley Bunner is an advisor at Empower Advisory Group with Series 63 and Series 66 licenses and four years of industry experience. His work history includes roles at Northwestern Mutual Wealth Management Company and Northwestern Mutual Life Insurance Company before joining Empower Advisory Group. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, utilizing an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm focuses on long-term portfolio returns and annual rebalancing, serving a large participant base with a high client-to-advisor workload.

Daniel Martin is a financial advisor at Ameritas Advisory Services, LLC with 15 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked in various roles at Ameritas and his own firm, Dan Martin Financial Services, since 2011. Outside of advising, he is involved in purchasing tax liens through Thunder-9. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of asset management and financial planning services using a variety of model portfolios, mutual funds, ETFs, and individual securities, and leverages multiple program platforms and third-party managers.

Megan Voelker is a financial advisor at OSAIC with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at LPL Financial, First Nebraska Bank, and Securities America. Outside of her advisory role, Megan is involved in several non-investment activities, including serving on the board of The Good Life Stock Dog Series, co-owning a stockdog photography business, and breeding and training working Border Collies through her own enterprise. OSAIC serves a diverse range of retail and institutional clients, offering brokerage and advisory services, financial planning, retirement consulting, and access to multiple investment platforms and third-party managers. The firm employs asset-allocation tools and automated rebalancing to build portfolios and supports both discretionary and non-discretionary account management.