Jamison Moeller is a CFP® certificant with 23 years of experience in the financial services industry. He has worked at Principal Securities Inc. since 2016 and was previously with Heck & Moeller Financial Services from 2011 to 2017. Moeller also has over two decades of experience at Principal Life Insurance Company. In addition to his advisory role, he is involved in the sale of various insurance products including long-term care, health, and traditional insurance. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs, with investment implementation typically managed on a discretionary basis by these third parties.

Mike Yasin is a Financial Consultant currently working at Fidelity Investments since 2024. In this role, he focuses on empowering clients to pursue their financial goals through personalized planning and emphasizes effective communication and relationship-building. Prior to his current position, Mike worked in Sales and Relationship Management at BNY Mellon from 2011 to 2024. His professional experience spans wealth accumulation and preservation, guiding individuals and families through financial planning processes. Mike holds a California Insurance License. Outside of his professional work, he engages in family activities, fitness, music, photography, running, and scuba diving.

Jamie Rottinghaus is a financial advisor at Orion Portfolio Solutions, LLC with seven years of industry experience. He holds the Series 65 and Series 66 designations and has worked at Orion Advisor Technology since 2021, Orion Portfolio Solutions since 2017, and CNB Custody from 2016 to 2021. Orion Portfolio Solutions primarily serves independent investment advisory firms, retirement plans, charitable organizations, and institutional sponsors. The firm offers model-driven and managed-account solutions and supports a large client base through three delivery platforms, managing approximately $64.8 billion in assets under administration.

Benjamin Vaske is a Series 65-licensed financial advisor with five years of industry experience. He has worked at Orion Portfolio Solutions, LLC since 2021 and previously held positions at Blue Cross Blue Shield of Nebraska, Econic, LLC, and the University of Nebraska - Lincoln. Orion Portfolio Solutions primarily serves independent investment advisory firms and their clients, as well as retirement plans, charitable organizations, and corporate and institutional sponsors. The firm offers model-driven and managed-account solutions, sub-advisory services, and technology-enabled portfolio management, supporting approximately 198 advisors and over 185,000 client relationships.

John Baczwaski is a financial advisor with Principal Financial Services, holding a Series 66 designation and 22 years of industry experience. He has been associated with Principal Securities Inc. since 2016 and Principal Life Insurance Company since 2003. Baczwaski is also the owner of Baz Wealth Management LLC, an entity established for tax purposes. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel outside the United States. The firm offers financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions under distinct advisory and promoter arrangements.

Kylee Beach is a financial advisor at Orion Portfolio Solutions, LLC with 12 years of industry experience. She holds the Series 65 designation and has worked with Northstar Financial Services Group, LLC and Orion Advisor Solutions, LLC. Orion Portfolio Solutions primarily serves independent investment advisory firms and their clients, retirement plans, charitable organizations, and corporate sponsors. The firm focuses on model-driven and managed-account solutions, supporting a large client base and providing specialized portfolio management and platform services.

Francis Vlock is a financial advisor with Eagle Strategies (NY Life) in Elkhorn, Nebraska. He holds the ChFC® designation and a Series 63 license, with 44 years of industry experience. His career includes roles at Eagle Strategies since 2001, as well as extensive tenure with New York Life and its affiliated entities dating back to 1974. Vlock operates businesses under the names Vlock Financial Group and Generation Strategies, LLC, focusing on New York Life products and insurance services. Eagle Strategies serves a diverse client base of individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes customized recommendations and primarily manages assets on a non-discretionary basis, working within an integrated New York Life affiliate framework.

Isabella De Simone is a financial advisor at Orion Portfolio Solutions, LLC with one year of industry experience and holds a Series 65 designation. Her background includes roles at Sei and Bucknell University, along with ongoing self-employment as a babysitter since 2014. Orion Portfolio Solutions serves independent investment advisory firms, retirement plans, charitable organizations, and institutional sponsors. The firm focuses on model-driven and managed-account solutions, supporting about 198 advisors and more than 185,000 client relationships with approximately $64.8 billion in assets under administration.

Todd Darnold is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing seven years of industry experience. He has worked at Securities America, Inc. prior to joining Osaic Advisory Services in 2024. In addition to his advisory role, he has been a faculty member at Creighton University since 2008, where he teaches and conducts academic research in management and entrepreneurship. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, pension plans, corporations, trusts, and charitable organizations. The firm provides investment management, financial planning, retirement plan consulting, and related services through multiple program models, utilizing proprietary guidance and third-party platforms.

Alexander Brinkman is a financial advisor at Osaic Advisory Services, LLC with nine years of industry experience. He holds a Series 66 designation and has previously worked at firms including Fidelity Investments, Bank of America, Merrill, and Securities America. In addition to his advisory role, he serves as a Senior Operations Leader at Kerins Hendrickson Wealth Management. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension plans, corporations, trusts, charitable organizations, and governmental entities. The firm provides a range of services including investment management, financial planning, retirement plan consulting, and third-party manager oversight, delivering advisory programs through multiple models and utilizing both proprietary and third-party platforms.

Natalie James is a financial advisor with Orion Portfolio Solutions, LLC in Omaha, NE, holding a Series 66 designation and 11 years of industry experience. Her career includes roles at Brinker Capital Securities, Orion Advisor Technology, and TDAmeritrade. Orion Portfolio Solutions primarily serves independent investment advisory firms and their clients, including retirement plans, charitable organizations, and institutional sponsors. The firm focuses on model-driven and managed-account solutions and supports a large client base with technology-enabled portfolio management services.

Brian Towner is a financial advisor at Orion Portfolio Solutions, LLC with 13 years of industry experience. He has held roles at Brinker Capital Securities since 2019 and has been with Orion Portfolio Solutions since 2014. His credentials include Series 63 and Series 66 licenses. Orion Portfolio Solutions primarily serves independent investment advisory firms and their clients, including retirement plans, charitable organizations, and institutional sponsors. The firm focuses on model-driven and managed-account solutions, supporting over 198 advisors and more than 185,000 client relationships with approximately $64.8 billion in assets under administration.

Michael Hutchinson is a financial advisor with Eagle Strategies (NY Life) based in Elkhorn, Nebraska. He holds the Series 66 designation and has 19 years of industry experience. His career includes roles with Masters Financial & Insurance Group, LLC, Eagle Strategies, and New York Life, among others. Outside of his advisory work, he is involved in nonprofit activities such as advising the Nebraska Sportsmen's Foundation and volunteering for Combat Warriors/Wounded Warriors fundraisers, as well as consulting on cemetery design and layout. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes tailored recommendations across various program types, including retirement plan consulting and co-advisory relationships, and manages a substantial portion of assets on a non-discretionary basis.

Mark Soukup is a financial advisor at Orion Portfolio Solutions, LLC with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Brinker Capital Securities LLC, Northern Lights Distributors, LLC, and CLS Investments, LLC. He is based in Omaha, NE. Orion Portfolio Solutions primarily serves independent investment advisory firms and their clients, retirement plans, charitable organizations, and corporate and institutional sponsors. The firm offers model-driven and managed-account solutions through multiple delivery platforms, supporting approximately 198 advisors and over 185,000 client relationships.

James Dooling III is a financial advisor at Orion Portfolio Solutions, LLC with a Series 65 credential. He has experience at multiple firms including Principal Asset Management and Principal Financial Group. His background also includes roles at Pennsylvania State University and Brinker Capital Investments. Orion Portfolio Solutions primarily serves independent investment advisory firms and their clients, as well as retirement plans, charitable organizations, and corporate sponsors. The firm focuses on model-driven and managed-account solutions and provides technology-enabled portfolio management and sub-advisory services.

John Hoffman Jr. is a CFA® charterholder and holds a Series 65 license, currently serving as a financial advisor at Orion Portfolio Solutions, LLC in Omaha, NE. He has four years of industry experience, including prior work at KPMG LLP and an eight-year tenure at the University of Pittsburgh. Orion Portfolio Solutions primarily serves independent investment advisory firms and their clients, as well as retirement plans, charitable organizations, and institutional sponsors. The firm focuses on model-driven and managed-account solutions and supports approximately 198 advisors with $64.8 billion in assets under administration.

Gabriella Gonzalez is a financial advisor at Orion Portfolio Solutions, LLC, holding a Series 65 credential with three years of industry experience. Her prior work includes roles at Florida Financial Advisors and various positions outside the financial sector, including at Chick-fil-A and Target. Orion Portfolio Solutions serves independent investment advisory firms and their clients, as well as retirement plans, charitable organizations, and corporate sponsors. The firm focuses on model-driven and managed-account solutions and supports approximately 198 advisors with about $64.8 billion in assets under administration.

Derek Burry is a financial advisor at TIAA-CREF with 15 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Mutual of Omaha Investor Services and Mutual of Omaha for 13 years. Outside of his advisory role, he is a non-managing partner in a family real estate LLC. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services to individuals, trusts, estates, and small retirement plans. The firm offers both point-in-time planning and ongoing discretionary management, including customized and model portfolio options, and serves as adviser to a donor-advised fund.

Ryan Donovan is a Series 65 licensed advisor with Orion Portfolio Solutions, LLC in Omaha, NE, with one year of industry experience. He has been affiliated with Orion Advisor Solutions and its related entities since 2014. Orion Portfolio Solutions serves independent investment advisory firms, retirement plans, charitable organizations, and institutional sponsors. The firm focuses on model-driven and managed-account solutions, supporting nearly 198 advisors and over 185,000 client relationships, with approximately $64.8 billion in assets under administration.

Scott Conroy is a financial advisor at CWM, LLC with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Cetera Wealth Services, LPL Financial, and CWM since 2012. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, institutions, and corporations through a network of over 600 advisors. The firm uses a discretionary investment approach with model portfolios overseen by an in-house Investment Committee and offers a range of services including portfolio management, financial planning, and retirement-plan solutions.