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.

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.

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.

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.

Timothy Kutsch is a financial advisor at Brilliant Financial Advisors LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Foundations Investment Advisors LLC and Western Wealth Builders. He is also licensed as an insurance agent, selling life, health, and annuity insurance. Brilliant Financial Advisors LLC offers discretionary portfolio management and financial planning services to individuals and business entities, including high-net-worth clients. The firm employs a combination of fundamental analysis, modern portfolio theory, and technical analysis, providing client-specific strategies with ongoing monitoring and reporting.

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.

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.

Levi Turner is a financial advisor at Turner Financial with nine years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Cambridge Investment Research Advisors, LPL Financial, Pacific Life, and Lincoln Financial Group. Turner Financial provides wealth management, comprehensive financial planning, and retirement plan consulting services, including acting as an ERISA 3(21) fiduciary. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporations, using a value-oriented investment approach that combines fundamental analysis with both passive and active funds.

Jeffery Ingraham is a financial advisor at Well Advised, LLC with 23 years of industry experience. He holds Series 63 and Series 65 designations and has worked with firms including Omaha Advisors, Inc. and Horter Investment Management, LLC. In addition to his advisory role, he is a partner at iWise, LLC, a Medicare insurance business in Omaha, NE. Well Advised, LLC provides discretionary asset management and financial planning services to individual and high-net-worth clients, tailoring investment programs to clients’ goals and risk tolerance. The firm manages portfolios directly and through the AssetMark platform, employing fundamental and technical analysis with periodic portfolio reviews.

Logan Sanders is a CFP® with three years of industry experience, currently serving as an advisor at Sanders Retirement Planning LLC. Prior to this role, he worked at TS Bank and US Bank. Outside of finance, he has been a martial arts instructor since 2008. Sanders Retirement Planning provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, and business entities. The firm customizes portfolios using fundamental analysis and a combination of strategic and tactical asset allocation, typically managing client accounts on a discretionary basis.

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.

Bradley Kingsbury is a financial advisor at Blue Capital with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Capital Synergy Partners, Inc. from 2011 to 2019. Kingsbury serves as a board member of Divine Shepherd Lutheran Church in Omaha, NE. Blue Capital provides investment advisory and financial planning services primarily to individual clients, offering tailored portfolio management through discretionary and non-discretionary accounts. The firm employs a range of strategies including asset allocation, dollar-cost averaging, and both long- and short-term trading, with a focus on aligning portfolios with clients’ objectives, time horizon, and risk tolerance.

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.

Phillip Vogel is a financial advisor at Vogel Wealth Management, LLC with 40 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. Prior to joining Vogel Wealth Management in 2023, he worked at KCD Financial, Inc. for 16 years. He is a member of the board of directors at 12 Step House, Inc., a nonprofit organization supporting individuals with addiction experiences. Vogel Wealth Management, LLC provides investment advisory services primarily on a non-discretionary basis to individuals, high-net-worth clients, and corporate entities. The firm offers asset management, third-party money manager recommendations, and retirement plan oversight, using fundamental, technical, charting, and cyclical analysis with quarterly reviews and ongoing monitoring.