Brian Jones is the principal and sole advisor at Your Everyday ROI in Howells, Nebraska. He holds a Series 65 designation and has been working at Your Everyday ROI since 2025. Prior to his advisory role, he has been employed at Howells-Dodge Consolidated Schools since 2007. Your Everyday ROI offers financial planning services to individuals, including high net worth clients, through subscription arrangements, project-based engagements, and hourly consultations. The firm operates as an advice-only planner without managing client assets or accepting custody, emphasizing passive investment principles and client-directed implementation.

Theresa Wiemer is a financial advisor at D.A. Davidson & Co. with 12 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Smith Hayes Financial Services Corporation for 14 years before joining D.A. Davidson & Co. in 2016. Outside of her advisory role, she serves as a committee member of the Creston Women's Club, a nonprofit organization. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, high-net-worth individuals, charitable organizations, and corporate clients. The firm offers ERISA retirement plan advisory services, comprehensive financial planning, and a private wealth program for clients with over $20 million in net worth, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.

Daniel Martin is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has worked with Ameritas and its affiliated entities since 2011 and operates his own firm, Dan Martin Financial Services, since 2014. Outside of his advisory role, Martin is a licensed independent insurance agent and is involved in purchasing tax liens through a partnership in Thunder-9. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary services, utilizing model portfolios, third-party sub-advisers, and custom strategies.

Megan Voelker is a financial advisor at Osaic with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at LPL Financial, First Nebraska Bank, and Securities America. Outside of advising, Megan is involved in nonprofit activities related to stock dog competitions and co-owns a stock dog photography business. She also breeds and trains working Border Collies through her own business. Osaic Wealth, Inc. serves a diverse client base including individuals, pension plans, corporations, and nonprofits, offering a range of advisory and brokerage services. The firm employs a technology-driven investment process and supports thousands of advisors managing approximately $200 billion in assets.