First National Advisers, LLC

Thomas Woodward is a CFP® professional with 17 years of experience in the financial services industry. He is currently with First National Advisers, LLC and previously worked at UMB Financial Services Inc, RBC Capital Markets, LLC, and held roles in school districts in Missouri. First National Advisers, LLC is a subsidiary of First National Bank of Omaha that provides discretionary investment management to individuals and institutions, offering diversified equity and fixed-income models, managed strategies, and team-based wealth services. The firm is notable for its integration within a banking and trust complex and its role as sub-advisor to affiliated mutual funds.

Shruthi Manjunath is a CFA® charterholder with 24 years of experience at First National Advisers, LLC. She is based in Omaha, NE and has worked exclusively with the firm since 2002. First National Advisers, LLC provides discretionary investment management to individual and institutional clients, including high-net-worth individuals. The firm is a subsidiary of First National Bank of Omaha and manages approximately $7.3 billion in discretionary assets, offering services that include asset allocation, fund screening, and risk monitoring through its Private Wealth Reserve platform.

Brett Badalucco is a financial advisor at First National Advisers, LLC with 22 years of industry experience. He holds a Series 66 designation and has worked at firms including BMO Nesbitt Burns Securities Ltd., BMO Bank N.A., Bancwest Investment Services Inc., and Bank of the West. First National Advisers, LLC, a subsidiary of First National Bank of Omaha, provides discretionary investment management to individuals and institutions. The firm offers diversified equity and fixed-income models, managed mutual fund and individual equity strategies, and a team-based wealth service called Private Wealth Reserve.

Michelle Smithberg is a CFP® professional at First National Advisers, LLC with two years of industry experience. She previously worked at First National Bank of Omaha for 26 years. Outside of her advisory role, she serves as President of the Board of Directors for the Omaha Theater Company, a nonprofit focused on engaging youth and families in theater. First National Advisers, LLC is a subsidiary of First National Bank of Omaha providing discretionary investment management to individuals and institutions. The firm manages approximately $6.6 billion in assets, offering diversified equity and fixed-income models, managed mutual fund and equity strategies, and a team-based wealth service called Private Wealth Reserve.

John Smith is a CFA® charterholder and holds a Series 63 license with four years of industry experience. He is currently an advisor at First National Advisers, LLC, where he has worked for one year. His prior experience includes roles at Bank of America and several other investment firms. First National Advisers, LLC provides discretionary investment management to individuals, including high-net-worth clients, and institutional clients. The firm offers a team-based Private Wealth Reserve service focused on asset allocation, fund screening, and risk monitoring, and is a wholly owned subsidiary of First National Bank of Omaha with roughly $7.3 billion in discretionary assets under management.

Steven Anderson is a CFP® professional with 11 years of industry experience. He is currently with First National Advisers, LLC in Omaha, NE, and has held prior roles at UMB Private Wealth Management LLC, Triune Financial Partners, LLC, Ivy Distributors, Inc., and Waddell & Reed, Inc. Anderson serves on the advisory council for St. Therese Catholic School and is an instructor for CFP® education courses through Dalton Education LLC. First National Advisers, LLC provides discretionary investment management to individuals, including high-net-worth clients, and institutional clients. The firm offers a team-based Private Wealth Reserve service that focuses on asset allocation, fund screening, and risk monitoring, and is a subsidiary of First National Bank of Omaha with approximately $7.3 billion in discretionary assets under management.

David Craft is a CFA® charterholder and Series 63 licensee currently with First National Advisers, LLC, where he has worked since 2021. He has over 24 years of experience in the financial industry, previously serving at Wells Fargo Private Bank (formerly Northwest Bank) from 1996 to 2020. First National Advisers, LLC provides discretionary investment management for individuals, including high-net-worth clients, and institutional clients. The firm emphasizes asset allocation, quantitative and qualitative fund screening, and ongoing risk monitoring through a team-based Private Wealth Reserve service and manages approximately $7.3 billion in discretionary assets.

Scott Summers is a CFA® charterholder with over 10 years at First National Advisers, LLC and three years of industry experience. He serves as the Director of Investment Management at First National Bank of Omaha and is the Treasurer for the Saint Andrews Pointe Homeowners Association. First National Advisers, LLC provides discretionary investment management to individuals, including high-net-worth clients, and institutional clients using mutual funds, ETFs, fixed income, and individual equities. The firm is a wholly owned subsidiary of First National Bank of Omaha and manages approximately $7.3 billion in discretionary assets, offering team-based wealth management services with a focus on asset allocation, fund screening, and risk monitoring.

Michael Smith is an investment advisor at First National Advisers, LLC in Omaha, NE, with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Bank of the West, BancWest Investment Services, TD Ameritrade, and Omaha Public Schools. First National Advisers, LLC provides discretionary investment management to individuals, including high-net-worth clients, and institutional clients. The firm uses a team-based approach with an emphasis on asset allocation, quantitative and qualitative fund screening, and ongoing risk monitoring across a range of portfolio objectives.

Christie Hoffer is a CFA® charterholder with three years of experience at First National Advisers, LLC and over three decades at First National Bank of Omaha. She currently serves as Director of Investment Management at the bank, managing portfolios for high net worth clients, trusts, institutions, foundations, and endowments. First National Advisers, LLC is a subsidiary of First National Bank of Omaha providing discretionary investment management to individuals and institutions, including affiliated clients. The firm offers diversified equity and fixed-income model portfolios, managed mutual fund and equity strategies, and team-based wealth services, leveraging its embedded role within a banking and trust complex.

Robert Self is a CFP® with nine years of industry experience. He currently works at First National Advisers, LLC and has previously held positions at Country Club Trust Company, Wells Fargo Advisors, Bank of America, and Merrill. First National Advisers, LLC provides discretionary investment management to individuals, including high-net-worth clients, and institutional clients. The firm offers a team-based Private Wealth Reserve service focused on asset allocation, fund screening, and risk monitoring, serving roughly $7.3 billion in discretionary assets under management.

Craig Sall is a CFA® charterholder with 11 years of industry experience. He is currently with First National Advisers, LLC, where he has worked since 2022. Prior to this, he held roles at First National Bank of Omaha and Raymond James Financial Services from 2015 to 2022. He serves as a board member of the Mount Michael Booster Club, a nonprofit supporting high school sports and activities. First National Advisers, LLC is a subsidiary of First National Bank of Omaha that provides discretionary investment management to individuals and institutions, including affiliated clients. The firm offers diversified equity and fixed-income models, managed mutual fund and individual equity strategies, and a team-based wealth service known as Private Wealth Reserve.

Mark Palmesano is a financial advisor at First National Advisers, LLC with three years of industry experience. He holds a Series 65 designation and has worked at First National Bank of Omaha since 2019 and US Bancorp from 1997 to 2019. In addition to his advisory role, he serves as a director managing investments for high net worth individuals at First National Bank of Omaha. First National Advisers, LLC is a subsidiary of First National Bank of Omaha that provides discretionary investment management to individuals and institutions. The firm manages approximately $6.6 billion in discretionary assets and offers diversified equity and fixed-income models, managed mutual fund and individual equity strategies, and a team-based wealth service called Private Wealth Reserve.

Alissa Dehl is a financial advisor with First National Advisers, LLC, holding a Series 65 credential and four years of industry experience. She previously worked for First National Bank of Omaha for eleven years, where she was a Private Client Manager. Outside of her advisory role, she serves as Treasurer and Committee Member for the Boy Scouts of America Pack 464, overseeing financial tracking and fundraising activities. First National Advisers, LLC provides discretionary investment management to individuals, including high-net-worth clients, and institutional clients. The firm offers a team-based Private Wealth Reserve service focusing on asset allocation, fund screening, and risk monitoring, and is affiliated with First National Bank of Omaha and related entities.

Stacy Auman is a CFA® charterholder and holds a Series 65 license, serving as a financial advisor with First National Advisers, LLC since 2015 and has four years of industry experience. She is also the Director of Investment Management at First National Bank of Omaha and serves on multiple nonprofit boards, including the Leukemia and Lymphoma Society Lower Plains Board, Marian High School Endowment Board of Trustees, and St. Vincent DePaul Finance Committee. First National Advisers, LLC provides discretionary investment management to individuals, including high-net-worth clients, as well as institutional clients. The firm uses a team-based approach with asset allocation, quantitative and qualitative fund screening, and ongoing risk monitoring to implement model portfolios and is affiliated with First National Bank of Omaha.