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.

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.

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.

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.

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.

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.

Brock Castinado is a financial advisor at CWS Wealth Partners in Omaha, NE, holding a Series 65 designation with four years of industry experience. His prior work includes roles at American Senior Benefits, Puritan Manufacturing, Union Pacific Railroad, and Darios Brassierie. He is also involved in fixed insurance sales through his own firm, Castinado Company Limited. CWS Wealth Partners is a small supported advisory firm managing approximately $62 million for around 133 individual clients. The firm offers discretionary and non-discretionary portfolio management and comprehensive financial planning, employing a range of strategies based on client goals and risk tolerances, and may utilize third-party managers and platforms in client accounts.

Rudy Thomas is a financial advisor with Fairway Asset Management, LLC in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with Fairway Asset Management since 2008 and serves as managing partner of Fairway Asset Management Holdings, LLC. Additionally, he is a finance committee member at Point Loma University, where he assists in the evaluation and oversight of the endowment. Fairway Asset Management is a registered investment adviser managing approximately $112 million across 74 client relationships. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting for individuals, small businesses, and institutions, utilizing a combination of top-down macroeconomic analysis and bottom-up security selection to build concentrated equity and fixed-income portfolios.

William Kizer is a financial advisor with The Premier Advisory Group, LLC in Omaha, NE, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. He has worked with The Premier Advisory Group and The Premier Group since 2017 and has been principal of William Kizer & Associates since 2016. Outside of advisory work, he is also active as an insurance agent. The Premier Advisory Group offers fee-based financial planning, educational seminars, and referral-based advisory services primarily to individual clients. The firm focuses on fixed flat fees for planning and refers clients to third-party money managers while providing liaison services and financial reviews without exercising discretionary trading authority.

Matthew Sorum is a Series 65 licensed advisor at Adaptive Advice, LLC in Omaha, NE, with experience spanning several roles since 2014, including positions at Fiserv and Cariant Health Partners. He has been with Adaptive Advice since 2025. Outside of his advisory role, he previously worked at That 1 Painter, indicating a background beyond traditional financial services. Adaptive Advice manages approximately $8.29 million across 18 client relationships, serving individual and high-net-worth clients. The firm combines fundamental and technical analysis with diversified strategies and offers discretionary portfolio management along with free educational seminars open to the public.

William Altman is a Series 65-licensed financial advisor with The Premier Advisory Group, LLC in Omaha, Nebraska, bringing 11 years of industry experience. He has been with The Premier Advisory Group since 2014 and is also involved with TPG Properties, LLC. Outside of advisory work, Altman is an owner and agent in an insurance agency affiliated with The Premier Group, LLC. The Premier Advisory Group provides fee-based financial planning and referral-based advisory services to individual clients. The firm does not manage client portfolios directly but refers clients to third-party money managers while assisting with account paperwork, statement reviews, and ongoing communication.

Dennis Peatrowsky is a ChFC® credentialed advisor with Virtue Wealth Counsel, LLC in Omaha, NE, where he has worked since 2019. He has two years of industry experience and previously worked at Vincent & Peatrowsky Law Offices, LLC, as well as holding roles at the University of Nebraska at Omaha, Target, Inc., and Skutt Catholic High School. Virtue Wealth Counsel serves individual clients, including high-net-worth households, providing portfolio management and comprehensive financial planning. The firm integrates investment management with estate and charitable planning, offering legal and philanthropic services through an affiliated attorney, which distinguishes it from many similar-sized firms.

Michael Chochon is a financial advisor at Adaptive Advice, LLC in Omaha, NE, holding a Series 65 credential with eight years of industry experience. Prior to joining Adaptive Advice, he worked at Sequent Planning, LLC and Senior Market Sales, Inc. He also serves as an independent insurance agent and provides consulting on artificial intelligence and CFO functions through his own businesses. Adaptive Advice offers discretionary investment management and comprehensive financial planning to individuals, high-net-worth clients, and families, with a focus on tailored portfolios and regular client reviews. The firm is noted for sponsoring free public educational seminars on various financial topics.

Joseph Elsasser is a CFP® professional with 18 years of industry experience, currently serving as the sole advisor at Adaptive Advice, LLC in Omaha, NE. He has held leadership roles at Covisum, LLC, a financial planning software company where he is president and partner, as well as previous experience at Sequent Planning, LLC. Elsasser also advises Secure Companies, Inc. on product design and business development. Adaptive Advice, LLC provides discretionary investment management and comprehensive financial planning to individuals, high-net-worth clients, and families. The firm manages approximately $38.9 million across about 83 client relationships, emphasizing tailored portfolios, asset allocation, and regular client reviews, and is notable for sponsoring free public educational seminars.

Aaron Hilgemann is a CFA® charterholder with three years of industry experience. He is currently with Bazis Private Wealth, LLC and previously held roles at Orion Portfolio Solutions, Bank of the West, and Orion Advisor Technology, LLC. Outside the financial industry, he served in the U.S. Marine Corps from 2013 to 2017 and has experience working in the restaurant sector. Bazis Private Wealth, LLC provides personalized advisory services to individuals, pension and profit-sharing plans, trusts, estates, and corporate clients. The firm offers portfolio management, financial planning, retirement plan consulting, and alternative investment consulting, managing assets through a wrap-fee program and using a combination of fundamental, charting, and quantitative research in its investment approach.

Dennis Peatrowsky is a financial advisor at Virtue Wealth Counsel, LLC with 28 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Questar Asset Management and Vincent & Peatrowsky Law Offices. Peatrowsky is also an attorney at Peatrowsky Law, LLC, focusing on estate and business planning and securities law. Additionally, he serves as a chapter director and archdiocese coordinator for His Way At Work, a ministry for consecrated business owners. Virtue Wealth Counsel serves individual clients, including high-net-worth households, offering portfolio management and comprehensive financial planning. The firm integrates investment management with estate and charitable-planning services, distinguishing itself by including active attorney-affiliated legal and philanthropic offerings.

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.