SMART Wealth, LLC

David Brooks Sr. is a financial advisor with SMART Wealth, LLC in Omaha, NE, holding Series 63, 65, and 66 licenses and bringing 18 years of industry experience. His career includes roles at AE Wealth Management, LLC, Verus Wealth Management, LLC, and Morgan Stanley & Co., Incorporated. Brooks is president of Tax SMART, LLC, which provides tax preparation and planning services, and also leads Mid-West Learning, Inc., offering marketing, education, and classroom space. SMART Wealth serves individual and high-net-worth households with retirement income strategies, investment advisory, portfolio management, and financial planning. The firm manages discretionary portfolios through in-house models and sub-advisers, sponsors the SMARTWay ETFs, and operates affiliated firms providing insurance, tax, and marketing services.

Grant Behne Ryan is a financial advisor at SMART Wealth, LLC, holding a Series 65 designation. He has one year of industry experience and previously worked in food service and community center roles while completing his studies. SMART Wealth serves individual and high-net-worth households with retirement income strategies, portfolio management, and financial planning. The firm manages discretionary portfolios using in-house models and sub-advisers, offers dedicated services for affluent clients, and sponsors the SMARTWay ETFs as part of its investment solutions.

Jon Murray is a financial advisor with SMART Wealth, LLC in Omaha, NE, holding a Series 65 designation and one year of industry experience. His prior work includes roles at the Nebraska Department of Finance and Banking and Prosperity Home Mortgage. SMART Wealth serves individual and high-net-worth households with retirement income strategies, investment advisory, portfolio management, and financial planning. The firm manages discretionary portfolios using in-house models and third-party providers and operates a Private Wealth Partners division focused on clients with $5 million or more in investable assets.

Scott Arehart is a financial advisor at SMART Wealth, LLC in Omaha, NE, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Retire SMART, LLC, Welcome Home Financial Partners, and Insurance Agency Marketing Services. SMART Wealth serves individual and high-net-worth households with retirement income strategies, investment advisory, and financial planning. The firm manages discretionary portfolios using in-house models and sub-advisers, offers a Private Wealth Partners division for affluent clients, and sponsors the SMARTWay ETFs.

Ian Swanson is a financial advisor at SMART Wealth, LLC in Omaha, NE, holding a Series 65 credential with less than one year of industry experience. His prior work includes roles with U.S. Senators Pete Ricketts and Ben Sasse, as well as media positions at iHeartMedia/News Radio KFAB and 94.5 FM 1420 AM The Answer. SMART Wealth serves individual and high-net-worth households with retirement income strategies, investment advisory, portfolio management, and financial planning. The firm manages discretionary portfolios primarily through in-house model strategies and affiliated ETFs, offering a Private Wealth Partners division focused on clients with $5 million or more in investable assets.

Brady Christiansen is a financial advisor at SMART Wealth, LLC in Omaha, NE, holding a Series 65 designation. He has been with SMART Wealth and its affiliate Retire SMART since 2026 and has prior experience with Advisors Excel and various roles outside the financial industry. SMART Wealth serves individual and high-net-worth households with retirement income strategies, investment advisory, portfolio management, and financial planning. The firm manages discretionary portfolios using in-house models and external sub-advisers and sponsors the SMARTWay ETFs, offering specialized services for affluent clients through its Private Wealth Partners division.

Treshon Ingram is a financial advisor at SMART Wealth, LLC in Omaha, NE, holding a Series 65 credential with six years of industry experience. His career includes roles at Lifetime Planning Marketing, Inc. and Liberty Wealth Management, LLC, among others. SMART Wealth serves individual and high-net-worth households with retirement income strategies, investment advisory, portfolio management, and financial planning. The firm manages discretionary portfolios using in-house models and sub‑advisers, offers a Private Wealth Partners division for affluent clients, and sponsors the SMARTWay ETFs.

Alexander Murray is a financial advisor at SMART Wealth, LLC in Omaha, NE, holding a Series 65 credential with four years of industry experience. His prior work includes roles at Retire SMART, LLC and Creative Landscaping. SMART Wealth serves individual and high-net-worth households with retirement income strategies, financial planning, and ongoing investment advisory services. The firm manages discretionary portfolios using in-house model strategies and sub-advisers, and operates a Private Wealth Partners division focused on clients with $5 million or more in investable assets.

Bradley Starken is a financial advisor at SMART Wealth, LLC in Omaha, NE, holding a Series 66 designation with 12 years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company, Pacific Life, and Miller Financial Group. SMART Wealth serves individual and high-net-worth households with retirement income strategies, portfolio management, and financial planning. The firm uses in-house model strategies and external sub-advisers, sponsors the SMARTWay ETFs, and offers a Private Wealth Partners division for clients with $5 million or more in investable assets.

Sean Swanson is a financial advisor with SMART Wealth, LLC in Omaha, NE, holding Series 63 and Series 66 registrations and 20 years of industry experience. He has worked with firms including New York Life and The Leaders Group, Inc. In addition to his financial career, Swanson is a professional musician and a volunteer pastor at Generations Church, a 501(c)(3) organization in Omaha. SMART Wealth serves individual and high-net-worth households with retirement income strategies, investment advisory, portfolio management, and financial planning, including a Private Wealth Partners division focused on clients with $5 million or more in investable assets. The firm manages discretionary portfolios primarily through in-house model strategies and supports proprietary SMARTWay ETFs as part of its investment offerings.

Taylor Anderson is a financial advisor at SMART Wealth, LLC in Omaha, NE, holding Series 63 and Series 66 licenses with two years of industry experience. Before joining SMART Wealth, he worked at Charles Schwab and several regional financial institutions. SMART Wealth serves individual and high-net-worth households with retirement income strategies, investment advisory, portfolio management, and financial planning. The firm manages discretionary portfolios using in-house models and sub-advisers, sponsors the SMARTWay ETFs, and offers a Private Wealth Partners division focused on affluent clients with $5 million or more in investable assets.

Jeremy Love Shamblen is a financial advisor at SMART Wealth, LLC in Omaha, NE, holding Series 63 and Series 66 registrations with two years of industry experience. Prior to joining SMART Wealth, he worked at Charles Schwab & Co., Inc. and Pinnacle Bank. Outside of finance, he serves as an assistant golf professional at the Council Bluffs Country Club. SMART Wealth serves individual and high-net-worth households with retirement income strategies, investment advisory, portfolio management, and financial planning. The firm manages discretionary portfolios using in-house model strategies and sub-advisers, and sponsors the SMARTWay ETFs, with specialized services for affluent clients through its Private Wealth Partners division.

Karver Miller is a Series 65 registered advisor with SMART Wealth, LLC in Omaha, NE. He has been with SMART Wealth since 2026 and has prior experience at Retire SMART, United Health Group, and Restoration Systems. Miller also worked in educational roles at the University of Nebraska - Lincoln and Chaska High School before joining the financial industry. SMART Wealth serves individual and high-net-worth households with retirement income strategies, investment advisory, portfolio management, and financial planning. The firm manages discretionary portfolios through in-house models and sub-advisers and offers services tailored to affluent clients through its Private Wealth Partners division.

Dawson Emond is a Series 65 licensed advisor with SMART Wealth, LLC in Omaha, Nebraska, and has two years of industry experience. His prior work includes roles at Retire SMART, LLC and service in the United States Navy. SMART Wealth serves individual and high-net-worth households with retirement income strategies, investment advisory, portfolio management, and financial planning. The firm manages discretionary portfolios using in-house models and sub-advisers, offers a Private Wealth Partners division for affluent clients, and sponsors the SMARTWay ETFs within managed accounts.

Blake Grimm is a financial advisor at SMART Wealth, LLC in Omaha, NE, holding a Series 65 license with four years of industry experience. His prior roles include positions at Retire SMART, LLC and F&M Bank. SMART Wealth serves individual and high-net-worth households with retirement income strategies, investment advisory, portfolio management, and financial planning. The firm manages discretionary portfolios using in-house models and sub-advisers, offers the SMARTWay ETFs, and provides specialized services through affiliated firms.