Matthew Mileski is a financial advisor at Orion Portfolio Solutions, LLC with 14 years of industry experience. He holds a Series 66 designation and has worked at Orion Portfolio Solutions since 2022 and Brinker Capital since 2015. Orion Portfolio Solutions primarily serves independent investment advisory firms and their clients, retirement plans, charitable organizations, and institutional sponsors. The firm focuses on model-driven and managed-account solutions and supports approximately 198 advisors managing over $64 billion in assets across more than 185,000 client relationships.

Casey La Framboise is a financial advisor at CWM, LLC with two years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Fifth Third Securities and Fifth Third Bank. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm offers portfolio management, financial planning, sub-advisory, and retirement-plan services, typically managing accounts on a discretionary basis using model portfolios overseen by an in-house Investment Committee.

Robert Bailey is a financial advisor at Principal Financial Services with eight years of industry experience. He holds a Series 66 designation and has worked at Principal Securities Inc and Principal Life Insurance Company since 2023, following five years at Thrivent Financial. Outside of his advisory role, Bailey serves as Treasurer of Femi's Heart Foundation and Secretary for Frontline Chaplains International's Heartland Chaplains Corps chapter. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Gina Kenney is a financial advisor at Orion Portfolio Solutions, LLC with a Series 65 designation and three years of industry experience. Prior to joining Orion in 2026, she worked at Ategenos Capital, Clark Capital Management Group, and SEI Investments Management Corp. 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 and supports a large client base through technology-enabled portfolio management and integrated platform services.

Alexander Houston is a financial advisor with Principal Financial Services and holds a Series 66 designation. He has been in the industry since 2026, previously working with Today's Advisors, Today's Benefits, Inc., Today's Benefits and Financial Services, Inc., Principal Securities, Inc., and Principal Life Insurance Company. Before entering the financial industry, he worked six years at OCi Services and four years at Pitch West Pizzaria. 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 abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Christopher Bosse is a financial advisor with Orion Portfolio Solutions, LLC, holding a Series 65 designation and 12 years of industry experience. He has worked at Brinker Capital Securities since 2022 and has been with Orion Portfolio Solutions since 2007. Orion Portfolio Solutions primarily serves independent investment advisory firms and their clients, retirement plans, charitable organizations, and institutional sponsors. The firm emphasizes model-driven and managed-account solutions, supporting nearly 200 advisors and more than 185,000 client relationships with approximately $64.8 billion in assets under administration.

Natalie Webert is a financial advisor at Orion Portfolio Solutions, LLC, with 12 years at the firm and a total of 9 years of industry experience. She holds a Series 65 designation. Prior to her current role, she spent five years with CLS Investments, LLC. Orion Portfolio Solutions primarily serves independent investment advisory firms and their clients, along with retirement plans, charitable organizations, and corporate and institutional sponsors. The firm offers model-driven and managed-account solutions and supports approximately 198 advisors managing over $64 billion in assets.

Michael Lenge is a Series 66-licensed financial advisor with nine years of industry experience. He is currently with Orion Portfolio Solutions, LLC and has held prior roles at Brinker Capital and Wealthcare Advisory Partners. His outside activities include involvement with Coastal Insurance Consulting, LLC, a non-variable insurance business. Orion Portfolio Solutions primarily serves independent investment advisory firms and their clients, retirement plans, charitable organizations, and institutional sponsors. The firm focuses on model-driven and managed-account solutions, offering a range of strategists, separately managed accounts, and technology-enabled indexing services, supporting approximately 198 advisors and over 185,000 client relationships.

Rhonda Campbell is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 12 years of industry experience. She has worked at Parker Financial Associates and Western International Securities, Inc., among other firms. Outside of her advisory role, she provides accounting, bill pay, and payroll services through RLC Business Solutions. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering various advisory programs and support services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm provides operational, trading, technology, compliance, and practice-management support while allowing advisors discretion in portfolio construction.

Dillon Plath is a Series 65-registered advisor with CWM, LLC, located in Omaha, NE. He has experience at Carson Group, PrimeTime Healthcare, Werner Enterprises, and the University of Nebraska at Omaha. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm uses discretionary model portfolios governed by an internal Investment Committee and offers a range of portfolio management and retirement-plan services.

Martin Hagge is a financial advisor with Eagle Strategies (NY Life) holding a Series 66 designation and three years of industry experience. He has worked at V Capital, LLC D/B/A V5 Capital since 2025 and has been affiliated with Eagle Strategies LLC and NYLIFE Securities LLC since 2023 and 2022, respectively. Outside of his advisory role, he owns J6 Ranch LLC, which raises and trains calf roping horses for the equine industry. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers a variety of advisory programs with an emphasis on tailoring recommendations to client objectives and primarily manages assets on a non-discretionary basis.

Andrew Glaser is a financial advisor at Orion Portfolio Solutions, LLC with 12 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at JPMorgan Chase Bank NA and J.P. Morgan Securities. Glaser has been with Orion since 2021. Orion Portfolio Solutions serves independent investment advisory firms and their clients, including retirement plans, charitable organizations, and institutional sponsors. The firm manages approximately $64.8 billion in assets under administration and focuses on model-driven, managed-account solutions alongside technology-enabled portfolio services.

Kevin Zlomke is a financial advisor at CWM, LLC with 20 years of industry experience. He holds a Series 65 designation and has worked at CWM since 2019. His prior experience includes roles at FTJ FundChoice, LLC and Northern Lights Distributors, LLC, where he was employed for 15 years. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm manages portfolios using a discretionary model approach, combining fundamental and technical analysis, third-party sub-advisors, and customization tools, along with a range of retirement-plan services and explicit conflict-of-interest disclosures.

Ronnett Kitten is a financial advisor at CWM, LLC with a Series 65 credential and three years of industry experience. Prior to joining CWM, she worked at Oakeson Steiner Wealth & Retirement and OneDigital Investment Advisors, and she has over two decades of experience at Ellerbrock-Noris Agency, Inc. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of partner offices and more than 600 advisors. The firm offers discretionary portfolio management using model portfolios, sub-advisory services, and a range of retirement-plan services supported by in-house research, third-party providers, and customization tools.

Mcbee Butcher Jr. is a CFP® and CFA® with 25 years of industry experience. He joined Orion Portfolio Solutions, LLC in 2024, after spending ten years at Sei Investments Company. He serves as a board member and investment committee chair for the Philadelphia Association of Zeta Psi. Orion Portfolio Solutions primarily supports 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, offering a range of portfolio management and technology services with approximately $64.8 billion in assets under administration.

Ryan Krauss is a financial advisor at J.W. Cole Advisors, Inc. with 12 years of industry experience. He holds a Series 65 designation and has worked previously at Global Financial Private Capital and US Central Financial, where he remains involved as president. Outside of his advisory role, he is an owner/member of several personal LLCs used for tax planning and real estate purposes. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent investment adviser representatives. The firm provides portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions, utilizing both discretionary and non-discretionary approaches.

Monte Peterson is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at Brokers International Financial Services, LPL Financial, and Cetera Advisors LLC. He is also involved in managing TR Financial and Peterson Investment Management, and works as an insurance agent selling fixed insurance products. Integrity Alliance serves a broad client base including individual investors, corporations, and qualified retirement plans, offering portfolio management, financial planning, and both wrap and non-wrap programs through a large network of advisors. The firm employs a variety of investment approaches and maintains dual registration as an SEC-registered investment adviser and broker-dealer.

George White is a financial advisor at CWM, LLC in Omaha, NE, holding Series 63 and Series 65 licenses with 22 years of industry experience. His prior work includes roles at Carson Group, Fortigent, LLC, and LPL Financial. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm manages portfolios primarily on a discretionary basis using model portfolios, combining fundamental and technical analysis with third-party sub-advisors and customization tools, and offers a variety of retirement-plan services including a delegated 3(38) option.

Jennifer Potmesil is a CFP® professional with 11 years of industry experience, currently with Mariner and previously with Merrill. She has been with Mariner since 2018 and recently started at Msec, LLC in 2026. Outside of her advisory roles, she serves as a clerk in Council Bluffs, IA. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs a discretionary, customized portfolio approach supported by in-house research and third-party managers, with notable integration of tax, accounting, and administrative CFO services.

Thomas Foley is a financial advisor at Hightower Advisors in Omaha, NE, with 31 years of industry experience. He holds the Series 63 and Series 65 designations and has been with HighTower Securities, LLC and HighTower Advisors, LLC since 2016. Outside of his advisory work, he is involved with Bultaco Enterprise LLC, a real estate business. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and pooled investment vehicles. The firm’s advisory approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research and portfolio construction techniques.