Zachary Lundak is a CFP® and CFA® with six years of industry experience. He currently serves as the sole advisor at Barrett FP LLC, an independent firm he joined in 2025. His prior roles include positions at the University of Nebraska Foundation, Personal Capital Advisors Corporation, and HBE Wealth Management. Barrett FP LLC focuses on providing tailored, hourly financial planning primarily to individual and high-net-worth clients. The firm offers non-discretionary recommendations without managing or executing client investments, emphasizing diversification, tax efficiency, and low-cost mutual funds and ETFs.

John Barksdale is a financial advisor at Cherry Creek Financial Advisors, Inc. with 23 years of industry experience. He has been with Cherry Creek Financial Advisors since 2002 and holds Series 63 and Series 65 designations. Cherry Creek Financial Advisors is a fee-only independent registered investment adviser that provides portfolio management and financial planning primarily to individual and high-net-worth clients, as well as retirement plans, foundations, and other institutions. The firm uses an asset-allocation driven investment process with customized target allocations, mainly employing exchange-traded funds and institutional no-load mutual funds, and generally operates with discretionary authority.

Tyler Clark is a financial advisor at Clark Wealth Strategies, Inc. He holds a Series 65 designation and has one year of experience in the industry. Prior to joining Clark Wealth Strategies, he worked at Gallup and has experience in educational roles at the University of Nebraska–Lincoln and Westside High School. Clark Wealth Strategies, Inc. serves individual clients, including high-net-worth individuals, and retirement plans by providing investment management, retirement-plan and pension consulting, variable annuity sub-account management, and 1031 real estate exchange consulting. The firm manages approximately $43 million in discretionary assets for about 68 clients and emphasizes customized model portfolios with a focus on asset allocation, tax management, and continuous portfolio monitoring.

Isaiah Olson is a Series 65-licensed financial advisor with Clark Wealth Strategies, Inc. in Omaha, NE, where he has worked since 2019. He has three years of industry experience, including prior roles at Northwestern Mutual Investment Services LLC and Evolution Soccer Club. Clark Wealth Strategies serves individual clients, including high-net-worth individuals, and retirement plans, providing investment management, retirement-plan consulting, variable annuity sub-account management, and 1031 real estate exchange consulting. The firm manages approximately $43 million in discretionary assets and emphasizes customized model portfolios with asset allocation, tax management, and continuous monitoring.

Brandie Giffin is a financial advisor at Sterneck Capital Management LLC with nine years of industry experience. She holds a Series 65 designation and has been with Sterneck since 2014. Outside of her advisory role, Brandie and her husband manage a small Airbnb rental at their lake home. Sterneck Capital Management provides discretionary investment management, financial planning, and related advisory services to individuals, high-net-worth clients, trustees, and foundations. The firm employs a multi-cap, value-oriented investment approach with fundamental analysis and offers a range of portfolio options including equities, fixed income, private alternatives, and derivatives.

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.

Tiffany Polifka is a CFP® with 20 years of industry experience, currently serving as an advisor at Arnold Weitz & Co since 2010. She also has a longstanding role with Raymond James Financial Services, Inc. since 2008. Arnold Weitz & Co. provides investment advisory and financial planning services primarily to individual and family clients, including high-net-worth households, as well as trusts, foundations, and certain corporate entities. The firm emphasizes individualized asset-allocation models with a focus on equity income and balanced strategies.

David Clark is a financial advisor at Clark Wealth Strategies, Inc. in Omaha, NE, holding Series 63 and Series 65 credentials with 24 years of industry experience. He has been with Clark Wealth Strategies since 2008. Outside of his advisory role, he is a partner in West Omaha Films, a film production company. Clark Wealth Strategies serves individual clients, including high-net-worth individuals, and retirement plans by offering investment management, retirement-plan and pension consulting, variable annuity sub-account management, and 1031 real estate exchange consulting. The firm emphasizes customized model portfolios focused on asset allocation, tax management, and continuous monitoring, managing client accounts on a discretionary basis.

Dayne Lawyer is a financial advisor at MDRN Capital with a Series 65 designation and four years of industry experience. His prior roles include positions at Northwest Wealth Management, SMART Wealth, Retire SMART, and D Bryant Retirement Strategies. Outside of advising, he works as a bartender at Northern Lights Venue, a wedding and private event venue in Fort Calhoun, Nebraska. MDRN Capital provides discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm uses a combination of fundamental and technical analysis with a primarily long-term investment approach, offering portfolios implemented through independent managers, mutual funds, ETFs, stocks, and bonds.

Joseph Puetz is a financial advisor at Acrylic Financial, Inc. with 16 years of industry experience. He holds the Series 66 designation and has worked at several firms including Prudential, Virtue Capital Management, and IHT Wealth Management. Outside of advisory services, he places life insurance and fixed annuities through Broker's Alliance. Acrylic Financial, Inc. provides portfolio management and financial planning to individuals, other investment advisers, corporations, and pooled investment vehicles. The firm employs a combination of asset-allocation frameworks, active momentum models, fundamental and technical analysis, and modern portfolio theory to tailor programs to client goals and risk tolerance.

Nathan Fichter is a financial advisor at RIA Advisory Group, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at VisionPoint Advisory Group, LPL Financial, and Questar Capital Corporation. Outside of advising, he is involved in several business ventures including ownership of a Montessori school and a car wash. RIA Advisory Group, LLC is a multi-team registered investment adviser serving individuals, trusts, estates, and corporations. The firm manages diversified portfolios using discretionary strategies based on fundamental and technical analysis and maintains formal affiliations with legal and accounting professionals.

Cindy Bojanski is a CFP® professional with 20 years of industry experience, currently serving at ValMark Advisers, Inc. since 2022. Her prior work includes roles at LPL Financial, Cetera Advisors LLC, and Northwestern Mutual. Outside of her advisory work, she is an adjunct professor teaching Financial Institutions and Markets at Midland University and a co-owner of an orthotic and bracing company. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 advisors. The firm emphasizes diversified, goal-based portfolios using mutual funds, ETFs, and third-party managers, supported by proprietary platforms and comprehensive back-office services.

Dustin Everitt is a financial advisor at Thrivent Advisor Network, LLC with a Series 65 credential and over 25 years of experience in the industry. He previously worked at Corbion for three years and Archer Daniels Midland for 24 years. Thrivent Advisor Network serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of advisory representatives managing approximately $6.8 billion in client assets. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services, utilizing a range of investment strategies including low-cost diversified mutual funds and ETFs.

Jared Knobbe is a CFP® professional with 10 years of industry experience, currently affiliated with ValMark Advisers, Inc. He has worked with Valmark Securities, Inc. since 2023 and previously held roles at LPL Financial and Waddell & Reed Inc. Outside of financial advising, he operates JK Horseshoeing Services and serves on the Engler Alumni Board, focusing on business development and entrepreneurial support. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 advisors. The firm emphasizes diversified, goal-based model portfolios using mutual funds, ETFs, and third-party managers, alongside a range of proprietary platforms and advisory services.

Brandon Dirkschneider is a CFP® professional with 26 years of experience in the financial services industry. He is currently affiliated with ValMark Advisers, Inc. and has held positions at LPL Financial and Cetera Advisors LLC among others. Outside of his advisory work, he serves on the board of the International Farm Transition Network and is involved in several community and parish finance committees. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 advisors. The firm emphasizes diversified, goal-based portfolios using mutual funds, ETFs, and third-party managers, supported by proprietary platforms and a range of advisory and consulting services.

Chris Leaver is a financial advisor with Thrivent Advisor Network, LLC, holding the ChFC® designation and Series 63 and 66 licenses. He has 25 years of industry experience, including 18 years with Thrivent Financial for Lutherans and Thrivent Investment Management Inc. Outside of advising, he serves on the Endowment Board of First Lutheran Church in Fremont, Nebraska. Thrivent Advisor Network, LLC provides investment advisory services to individuals, families, trusts, estates, businesses, retirement plans, and charitable organizations. The firm emphasizes a long-term investment approach, utilizing customized asset allocations that often include low-cost mutual funds, ETFs, individual fixed-income securities, and alternative investments, supported by a network integrated within the broader Thrivent group.

Joshua Kegley is a Series 65-licensed financial advisor with 10 years of industry experience. He is currently with Wealth Management in Elkhorn, NE, and has served as National Sales Director at Retirement Plan Consultants since 2015. In addition to his advisory work, he owns Four Keys, LLC, a non-investment related business. Wealth Management Nebraska LLC provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as retirement plan sponsors and institutional clients. The firm manages approximately $3.1 billion in assets and employs a portfolio approach based on modern portfolio theory, primarily using passively managed mutual funds and ETFs.

Michael Guilliatt is a CFP® and ChFC® with 42 years of industry experience. He is currently with Ausdal Financial Partners, Inc. and previously worked for over two decades at Intervest International Equities Corporation. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through a network of about 152 advisors. The firm offers investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, utilizing a range of discretionary and non-discretionary strategies across multiple asset classes.

Angelica Mitchell is a CFP® professional at Modern Wealth Management, LLC with one year of industry experience. Prior to joining the firm, she held academic roles at Kansas State University and Fort Hays State University. Modern Wealth Management provides investment advisory and integrated planning services to a diverse client base, including individuals, trusts, pension plans, and corporations. The firm employs a centralized portfolio management model supported by an Investment Committee and offers a broad range of services such as discretionary investment management, tax and estate planning, and ERISA plan services.

Garrett Poland is a financial advisor with Thrivent Advisor Network, LLC, holding a Series 65 designation and two years of industry experience. He has been with Thrivent Advisor Network since 2022. Outside of his advisory role, Poland owns Redline Sports, a hockey consulting business where he organizes tournaments and camps. Thrivent Advisor Network provides investment advisory services to individuals, families, trusts, estates, businesses, retirement plans, and charitable organizations. The firm focuses on long-term investment strategies, utilizing customized asset allocations that often include low-cost mutual funds and ETFs, fixed-income securities, and alternative investments, while offering a range of implementation options and working within the broader Thrivent group.