SMART Wealth, LLC

Grant Behne Ryan is a financial advisor with SMART Wealth, LLC in Omaha, NE, holding a Series 65 designation and approximately one year of professional experience. Prior to joining SMART Wealth, he worked at Retire SMART and has experience outside the financial industry, including roles at Pitch Pizzeria and the City of Omaha Community Center. SMART Wealth serves a diverse clientele, including high-net-worth individuals, offering retirement income strategies, discretionary portfolio management, and financial planning. The firm utilizes a model-driven, goal-focused investment approach and sponsors the SMARTWay ETFs, with policies in place to offset sub-advisory fees for retail managed accounts.

Jon Murray is a Series 65-licensed advisor at SMART Wealth, LLC with one year of industry experience. His prior roles include positions at the Nebraska Department of Finance and Banking and Prosperity Home Mortgage. SMART Wealth serves a broad base of individual clients, including high-net-worth households, providing retirement income strategies, discretionary portfolio management, and financial planning. The firm is notable for sponsoring and sub-advising the SMARTWay ETFs and employs a model-driven, goal-focused investment approach.

Scott Arehart is a financial advisor with SMART Wealth, LLC in Omaha, NE, holding a Series 65 credential and one year of industry experience. His prior roles include positions at Retire SMART, LLC and Welcome Home Financial Partners. SMART Wealth serves individual clients, including high-net-worth households, by providing retirement income strategies, discretionary portfolio management, and financial planning. The firm sponsors and sub-advises the SMARTWay ETFs and employs a model-driven, goal-focused investment approach.

Riley Vigil is a financial advisor at SMART Wealth, LLC in Omaha, NE, holding a Series 65 designation with one year of industry experience. Prior to joining SMART Wealth, he held roles at Cintas, Creighton University, and other organizations. SMART Wealth serves a broad base of individual clients, including high-net-worth households, providing retirement income strategies, discretionary portfolio management, and financial planning. The firm employs a model-driven, goal-focused investment approach and sponsors the SMARTWay ETFs, distinguishing itself with fee-offset policies and a network of affiliated businesses offering complementary financial services.

Treshon Ingram is a financial advisor at SMART Wealth, LLC in Omaha, NE, holding a Series 65 credential with five years of industry experience. His prior roles include positions at Lifetime Planning Marketing, Liberty Wealth Management, Advisors Excel, and KTA. SMART Wealth serves a diverse client base, including high-net-worth households, offering retirement income strategies, discretionary portfolio management, and financial planning. The firm employs a model-driven, goal-focused investment approach and sponsors the SMARTWay ETFs, with a policy to offset sub-advisory fees for retail accounts.

Alexander Murray is a financial advisor with SMART Wealth, LLC in Omaha, NE. He holds a Series 65 credential and has four years of industry experience. Prior to his advisory role, he worked in landscaping and retail. SMART Wealth serves individual clients, including high-net-worth households, offering retirement income strategies, discretionary portfolio management, and financial planning. The firm is notable for sponsoring and sub-advising the SMARTWay ETFs and employs a model-driven, goal-focused investment approach.

Bradley Starken is a financial advisor with SMART Wealth, LLC in Omaha, NE, holding a Series 66 designation and 12 years of industry experience. His prior work includes roles at Northwestern Mutual Wealth Management Company and Pacific Life. Bradley is also involved with Retire SMART, LLC. SMART Wealth serves a diverse client base, including high-net-worth households, offering retirement income strategies, discretionary portfolio management, and financial planning. The firm emphasizes model-driven, goal-focused investment management and sponsors the SMARTWay ETFs.

Sean Swanson is a financial advisor with SMART Wealth, LLC in Omaha, NE, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. His prior roles include positions at New York Life and The Leaders Group, Inc. Outside of finance, Swanson is a professional musician and volunteers as a pastor at Generations Church, a nonprofit in Omaha. SMART Wealth serves individual clients, including high-net-worth households, offering retirement income strategies, discretionary portfolio management, and financial planning. The firm employs a model-driven, goal-focused investment approach and sponsors the SMARTWay ETFs, with a fee structure designed to avoid duplicative compensation.

Taylor Anderson is a financial advisor at SMART Wealth, LLC in Omaha, NE, holding Series 63 and Series 66 licenses with one year of industry experience. Prior to joining SMART Wealth, Anderson worked at Charles Schwab and Retire SMART, LLC, among other firms. SMART Wealth serves a broad base of individual clients, including high-net-worth households, offering retirement income strategies, discretionary portfolio management, and financial planning. The firm is notable for sponsoring and sub-advising the SMARTWay ETFs and employs a model-driven, goal-focused investment approach.

Louis Brooks is a financial advisor with SMART Wealth, LLC in Omaha, NE, holding a Series 65 license and three years of industry experience. Prior to joining SMART Wealth and its affiliate Retire SMART, he worked in legal and security-related roles, including as an attorney and at Virginia Defenders. Brooks also provides non-investment legal advice to private individuals through his sole proprietorship. SMART Wealth serves a diverse client base, including high-net-worth households, offering retirement income strategies, discretionary portfolio management, and financial planning. The firm employs a model-driven, goal-focused investment approach and sponsors the SMARTWay ETFs, with policies designed to minimize duplicative fees for retail managed accounts.

Jeremy Love Shamblen is a financial advisor with SMART Wealth, LLC in Omaha, NE, holding Series 63 and Series 66 licenses and one year of industry experience. Before joining SMART Wealth in 2025, he worked at Charles Schwab & Co., Inc. and Pinnacle Bank. Outside of his advisory role, he serves as an Assistant Golf Professional at Council Bluffs Country Club. SMART Wealth serves a broad base of individual clients, including high-net-worth households, providing retirement income strategies, discretionary portfolio management, and financial planning. The firm employs a model-driven, goal-focused investment approach and sponsors the SMARTWay ETFs, with policies to offset sub-advisory fees on retail managed accounts.

Dawson Emond is a financial advisor at SMART Wealth, LLC with one year of industry experience. He holds a Series 65 designation and has prior work experience including service in the United States Navy and roles at Fed Ex, Helmerich & Payne, and Lexus of Omaha. SMART Wealth serves a diverse range of individual clients, including high-net-worth households, offering retirement income strategies, discretionary portfolio management, and financial planning. The firm employs a primarily model-driven, goal-focused investment approach and sponsors the SMARTWay ETFs while providing fee offsets to avoid duplicative compensation.

Blake Grimm is a financial advisor at SMART Wealth, LLC with three years of industry experience. He holds a Series 65 designation and has worked at SMART Wealth since 2022. His prior experience includes roles at Retire SMART, LLC and F&M Bank. SMART Wealth serves individual clients, including high-net-worth households, offering retirement income strategies, discretionary portfolio management, and financial planning. The firm sponsors and sub-advises the SMARTWay ETFs and employs a primarily model-driven, goal-focused investment approach.

Jacob Orand is a Series 65-licensed financial advisor with SMART Wealth, LLC in Omaha, NE, and has two years of industry experience. Prior to joining SMART Wealth, he worked at Retire SMART, LLC and was involved with the Omaha Children's Museum for eight years. He also has experience with the United Way of the Midlands. SMART Wealth serves individual clients, including high-net-worth households, providing retirement income strategies, discretionary portfolio management, and financial planning. The firm employs a model-driven, goal-focused investment approach and sponsors the SMARTWay ETFs, with a fee structure designed to avoid duplicative sub-advisory compensation.

Paul Ferguson is a financial advisor at SMART Wealth, LLC in Omaha, NE, holding Series 63 and Series 65 licenses with three years of industry experience. His prior roles include positions at U.S. Bancorp Investments, U.S. Bank, and Wells Fargo Bank, as well as service in the United States Army Nebraska National Guard. Outside of advisory work, he is involved with Gries Lightning LLC, where he performs general contractor work related to home repair. SMART Wealth serves a diverse clientele, including high-net-worth households, offering retirement income strategies, discretionary portfolio management, and financial planning. The firm is notable for sponsoring and sub-advising the SMARTWay ETFs and employs a primarily model-driven, goal-focused investment approach.