Chad Horsham is a financial advisor with Eagle Strategies (NY Life) based in Elkhorn, Nebraska. He holds the ChFC® designation and the Series 63 license, with 21 years of experience in the industry. Horsham operates under the Horsham Financial Group for selling New York Life products and brokering non-registered insurance products. He is also a shareholder in NYLARC Holding Company, Inc., which reinsures life insurance policies he writes with New York Life. Eagle Strategies serves a diverse clientele, including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm focuses on tailored solutions across multiple program types and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Michele Schreck is a financial advisor with CWM, LLC in Omaha, NE, holding Series 63 and Series 65 licenses and 33 years of industry experience. Her career includes roles at LPL Financial LLC from 1993 to 2017, and she has been with both Carson Wealth and CWM LLC since 2012. 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 employs a discretionary investment approach using model portfolios guided by an in-house Investment Committee, combining fundamental and technical analysis along with third-party sub-advisors and customization tools.

Mark Yoder is a CFA® charterholder with eight years of industry experience. He is currently with Orion Portfolio Solutions, LLC and previously worked at Brinker Capital Securities and The Glenmede Trust Company. 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 approximately 198 advisors with $64.8 billion in assets under administration.

Tyler Lindsay is a financial advisor with CWM, LLC in Omaha, NE, holding Series 63 and Series 65 licenses, and has five years of industry experience. He previously worked at LPL Financial, LLC for six years and held roles at US Bank and Foresters Financial Services. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a large network of advisors. The firm offers portfolio management and financial planning services, typically managing accounts on a discretionary basis using model portfolios overseen by an internal Investment Committee.

Thomas Wilson is a Chartered Financial Analyst (CFA®) with 29 years of experience in the investment industry. He currently serves at Orion Portfolio Solutions, LLC and has been with Brinker Capital since 2005. Based in Omaha, NE, he holds the Series 63 license and works within enterprise-level advisory services. Orion Portfolio Solutions primarily serves independent investment advisory firms and their end clients, as well as retirement plans, charitable organizations, and institutional sponsors. The firm focuses on model-driven and managed-account solutions and operates multiple delivery platforms, overseeing approximately $64.8 billion in assets with a client base exceeding 185,000 relationships.

Ashley Heinzman is a financial advisor at Orion Portfolio Solutions, LLC with Series 65 credentials and three years of industry experience. She has been with Orion-related firms since 2018, including roles at Orion Advisor Solutions and Orion Portfolio Solutions. Prior to her work in financial services, she was employed at OneStaff Medical Solutions and Infogroup. Orion Portfolio Solutions primarily serves independent investment advisory firms and their clients, as well as retirement plans, charitable organizations, and corporate sponsors. The firm offers 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.

Nathaniel Edie is a financial advisor with Integrity Alliance, LLC, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Brokers International Financial Services, LPL Financial, Cetera Advisors LLC, and Tagge Rutherford Financial Group. He is also the owner and president of Edie Financial LLC, a business entity related to his practice. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of independent investment adviser representatives. The firm offers a range of investment management and consulting services, employing various portfolio strategies and utilizing multiple custodial platforms and program sponsors.

Brandon Barahona is a financial advisor at Orion Portfolio Solutions, LLC with four years of industry experience. He holds a Series 66 designation and has worked previously at Brinker Capital Securities, Brinker Capital, SEI Investments, TD Bank, and West Chester University of Pennsylvania. 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 approximately 198 advisors managing about $64.8 billion in assets under administration.

Meagan Hassebrock is a Series 66-licensed financial advisor with five years of industry experience, currently with Osaic Advisory Services, LLC. She previously worked with Arbor Point Advisors and Securities America, Inc., and has a background with ConAgra Brands, Inc. Outside of her advisory role, Meagan volunteers as a check-in assistant for the Kids Ministry at Christ Community Church. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a broad client base including individuals, pension and profit-sharing plans, corporations, trusts, and charitable organizations. The firm provides a range of services such as investment management, financial planning, retirement plan consulting, and third-party manager oversight, utilizing multiple program models and a mix of proprietary and third-party platforms.

Mary Yost is a financial advisor at Orion Portfolio Solutions, LLC with a Series 66 designation and no industry experience prior to her current roles. She has been with Orion Portfolio Solutions since 2022 and also worked with Brinker Capital Securities, LLC starting in 2026. Previously, she held positions at Pegasus Partners and BMO Harris Bank. Orion Portfolio Solutions primarily serves independent investment advisory firms and their clients, as well as retirement plans, charitable organizations, and corporate sponsors. The firm offers model-driven and managed-account solutions, supporting a large client base through multiple platforms and focusing on portfolio management and technology-enabled services.

Grant Saunders is a financial advisor with Orion Portfolio Solutions, LLC, holding Series 66, Series 65, and Series 63 licenses and bringing 10 years of industry experience. His prior roles include positions at Brinker Capital Securities, ADP Inc., SS&C Technologies, and American Funds. Orion Portfolio Solutions primarily serves independent investment advisory firms, retirement plans, charitable organizations, and institutional sponsors. The firm emphasizes model-driven and managed-account solutions, supporting a large client base with substantial assets under administration through integrated technology and a range of portfolio management services.

Gene Frerichs is a Series 65 credentialed financial advisor with 27 years of industry experience. He has been with Orion Portfolio Solutions, LLC since 2020 and previously worked at Northern Lights Distributors, LLC and CLS Investments, LLC. 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, supporting nearly 198 advisors and more than 185,000 client relationships with approximately $64.8 billion in assets under administration.

Gabriela Caito is a financial advisor with CWM, LLC holding a Series 65 credential and one year of industry experience. Her prior work includes roles at Carson Wealth and Farm Credit Services of America. 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 manages accounts primarily on a discretionary basis using model portfolios and a combination of fundamental and technical analysis, third-party sub-advisors, and customization tools.

Jennifer Austin is a financial advisor with CWM, LLC in Omaha, NE, holding Series 66 and Series 63 credentials and 20 years of industry experience. She has previously worked at Ameritas Advisory Services and Ameritas Investment Corp. Outside of her advisory role, she owns Jennifer Austin Fine Art, LLC, where she creates and sells original artwork, and is an associate artist with The Burkholder Project. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutions through a network of over 600 advisors. The firm manages discretionary accounts using model portfolios guided by an in-house Investment Committee and offers a range of services including portfolio management, financial planning, and retirement-plan solutions.

Zachary Bereznak is a CFA® charterholder with seven years of industry experience. He is currently with Orion Portfolio Solutions, LLC and previously worked at Merrill, Neuberger Berman, and ClearBridge Investments. He holds Series 65 and Series 63 licenses. Orion Portfolio Solutions primarily serves independent investment advisory firms, retirement plans, charitable organizations, and institutional sponsors. The firm focuses on model-driven and managed-account solutions and provides technology-enabled portfolio management and trading services across its platforms, managing approximately $64.8 billion in assets.

Blake Williams is a financial advisor at Orion Portfolio Solutions, LLC with six years of industry experience. He holds a Series 65 designation and has worked at Orion since 2019, following prior roles at Union Bank and Trust, Northwestern Mutual, and Todd's Lawn Care. Orion Portfolio Solutions serves independent investment advisory firms and their clients, retirement plans, charitable organizations, and institutional sponsors. The firm specializes in model-driven and managed-account solutions and supports a large client base with technology-enabled portfolio management services.

Christopher Horan is a financial advisor at Orion Portfolio Solutions, LLC with 13 years of industry experience. He holds Series 63 and Series 65 designations. His work history includes roles at Orion Portfolio Solutions, Brinker Capital Securities, and Alphathena. Orion Portfolio Solutions primarily serves independent advisory firms and their clients, retirement plans, charitable organizations, and institutional sponsors. The firm focuses on model-driven and managed-account solutions, offering technology-enabled portfolio management and sub-advisory services while supporting approximately 198 advisors and over 185,000 client relationships.

Ryan Furstenau is a financial advisor at CWM, LLC with 23 years of industry experience. He previously worked at LPL Financial LLC from 2003 to 2026 and operates Furstenau Financial. His additional business activities include involvement in non-variable insurance and management of an ethanol plant investment. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutional clients through a nationwide network of partner offices. The firm employs a discretionary investment approach using model portfolios and combines fundamental and technical analysis, sub-advisors, and customization tools, with a focus on retirement-plan services and comprehensive fiduciary processes.

Julia Daly is a financial advisor at Orion Portfolio Solutions, LLC, holding a Series 65 credential. She has accumulated experience through roles at firms including Pathstone Family Office and McAlinden Research Partners. Prior to her advisory career, she was involved in education at Lafayette College and Dwight-Englewood School. Orion Portfolio Solutions serves independent advisory firms and their clients, retirement plans, charitable organizations, and institutional sponsors. The firm emphasizes model-driven and managed-account solutions and supports approximately 198 advisors with $64.8 billion in assets under administration.

Matthew Schuster is a financial advisor at Orion Portfolio Solutions, LLC with a Series 65 designation and over seven years of industry experience. Prior to joining Orion in 2026, he worked at Tributary Capital Management and TS Bank. Orion Portfolio Solutions serves independent investment advisory firms, retirement plans, charitable organizations, and corporate sponsors. The firm offers model-driven and managed-account solutions supported by technology-enabled platforms, managing approximately $64.8 billion in assets and more than 185,000 client relationships.