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.

Joseph Hearn is the sole advisor at Intentional Retirement, LLC in Omaha, NE, holding Series 63 and Series 65 licenses with 30 years of industry experience. He has worked at Intentional Retirement (formerly Provisio Publishing) since 2004 and previously at Teckmeyer Financial Services, L.L.C. He also operates as an independent insurance agent, spending a small portion of his time on this activity. Intentional Retirement provides advisory services to individual and high-net-worth clients, as well as retirement plan sponsors and participants, focusing on asset management, written financial planning, and retirement-plan fiduciary consulting and education. The firm manages over $131 million in client assets on a non-discretionary basis and offers pension consulting for plan assets exceeding $9 million.

Eric Horne is a CFP® with 20 years of experience in the financial services industry. He is the sole advisor at ARC Element Wealth Design, an independent firm he has operated since 2024. His prior experience includes roles at Charles Schwab & Co., Inc., and TD Ameritrade, where he worked for over 18 years combined. ARC Element Wealth Design provides investment management, financial planning, and consulting services to individuals, trusts, estates, and charitable organizations. The firm manages approximately $29.5 million in discretionary assets and employs a strategic asset allocation approach with customized rebalancing, primarily using ETFs and mutual funds, while occasionally incorporating individual securities and option strategies.

Daniel Thompson is a financial advisor at First Class Wealth Management LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Farm Bureau Financial Services and Omega Insurance Group LLC. Outside of his advisory role, he owns Isaiah Trucking, Inc. and referees high school soccer in the spring. First Class Wealth Management is an independent firm serving individual and high-net-worth clients with tailored portfolio management and investment advisory services. The firm employs a long-term trading approach using a combination of cyclical, fundamental, technical, and modern portfolio theory analysis.

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.

Thomas Jackson is a Series 65-licensed advisor with 22 years of industry experience. He is the sole advisor at Thomas Jackson Family Office, Inc. in Omaha, NE, and has served as a director at Enterprise Bank, N.A. since 2003. Outside of advisory work, Jackson holds leadership and partnership roles in multiple private real estate and member-managed LLCs. Thomas Jackson Family Office provides non-discretionary advisory services to a select group of individuals, trusts, estates, and charitable organizations by introducing clients to third-party money managers and coordinating ongoing monitoring. The firm’s model emphasizes client-to-manager matching and involvement in private real estate entities, focusing more on referrals and alternative real estate activities than direct portfolio management.

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.

Robert Brown is a financial advisor with Legacy Estate Planning Group, Inc. in Omaha, NE, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has been with Legacy Estate Planning Group since 2010 and also serves as president of Legacy Wealth Strategies, L.L.C., an insurance services business where he provides consultation and sales of insurance and annuities. Additionally, Brown practiced law at Brown Law Offices, P.C., L.L.O. for 28 years. Legacy Estate Planning Group offers personalized financial planning and consulting primarily for high-net-worth individuals, trusts, and estates. The firm provides services including cash-flow and tax planning, retirement and estate planning, and insurance reviews, referring clients to third-party money managers for investment management while charging flat or hourly fees for its advisory services.

Thomas Maher is a CFP® with 11 years of industry experience, currently serving as the sole advisor at WealthMark in Papillion, NE. He has worked with WealthMark since 2016 and concurrently holds a senior role as Director of Implementations at Orion Advisor Services, a portfolio accounting solutions provider. WealthMark offers financial planning and discretionary portfolio management to individuals, high-net-worth clients, and small businesses. The firm’s investment approach emphasizes fundamental analysis combined with passive, long-term buy-and-hold strategies, primarily using diversified mutual funds and ETFs.

Charles Stiegemeier is the sole advisor at Charles Capital, an independent registered investment adviser based in Papillion, NE. He holds a Series 65 designation and has four years of experience in the financial industry. Outside of his advisory role, Stiegemeier works full-time as a project lead engineer for Aldridge Electric. Charles Capital serves individual clients, including some high-net-worth households, through discretionary portfolio management on a third-party managed-account platform and non-discretionary portfolio consulting. The firm’s investment approach emphasizes factor-based and quantitative analysis, with momentum as the primary factor, and employs various strategies tailored to client goals.

Daniel Kline is a CFP® and ChFC® with seven years of industry experience. He is the principal advisor at Fair Winds Financial Planning in Papillion, NE, and previously worked for ten years at First National Bank of Omaha. Fair Winds Financial Planning provides financial planning services to individuals and high-net-worth clients, focusing on areas such as retirement, risk management, college savings, and estate planning. The firm operates as an advice-only planner, charging hourly or fixed fees, and does not manage client assets or accept commissions.

Michael Green is the sole advisor at Evergreen Capital Management Inc in Omaha, NE, with 23 years of industry experience and Series 63 and 65 licenses. He has managed Evergreen Capital Management since 1989. In addition to his advisory role, he has served as an adjunct professor of finance at Creighton University since 2012. Evergreen Capital Management provides discretionary investment advisory services to individuals, foundations, small business retirement plans, and other institutional clients. The firm employs a fundamental, value-oriented investment approach focused on financially strong companies and offers educational seminars alongside customized portfolio management.

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.

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.

Mark Guilliatt is a CFP® and ChFC® with 31 years of industry experience. He is the owner and president of AFSC Advisors, Inc., an independent firm based in Council Bluffs, IA. His prior experience includes roles at Great Point Capital, LLC and Intervest International Equities Corporation. Outside of advisory work, he has provided Medicaid planning and application processing services for 20 years. AFSC Advisors serves individuals, pension and profit-sharing plans, charitable organizations, and corporations with investment management and financial planning. The firm develops written investment policies and constructs portfolios tailored to client objectives, emphasizing fundamental and cyclical analysis alongside regular account reviews.

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.

Robert Wellendorf is a financial advisor at Executive Wealth Partners with 35 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Cambridge Investment Research Inc. and Cambridge Investment Research Advisors Inc. He also owns Executive Wealth Strategies LLC, through which he provides consulting, speaking engagements, and training to business owners and their families. Executive Wealth Partners offers discretionary and non-discretionary investment management, financial planning, and retirement rollover advice primarily to individual clients, including high-net-worth individuals and business owners. The firm manages portfolios tailored to client goals and risk tolerance, utilizing fundamental and technical analysis, and provides regular account reviews and reporting.

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.

Matthew Samson is a financial advisor at ILS Financial, LLC in Omaha, NE, with 10 years of industry experience. He holds a Series 66 designation and has worked at firms including Morgan Stanley and Principal Life Insurance Company. Samson serves as a reservist in the U.S. Marine Corps and is a board member of PreVeteran, an organization that assists veterans transitioning to civilian life. ILS Financial, LLC provides discretionary asset management, comprehensive financial planning, and consulting services to individuals, high-net-worth clients, and businesses. The firm also offers ERISA 3(21) advisory services for qualified retirement plans, using tailored investment programs based on Modern Portfolio Theory and tactical asset allocation.