Michael Frascone is a financial advisor with Orion Portfolio Solutions, LLC in Omaha, NE, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. He has worked with Brinker Capital since 2000 and joined Orion Portfolio Solutions in 2022. Orion Portfolio Solutions primarily serves independent investment advisory firms, retirement plans, charitable organizations, and corporate sponsors through model-driven and managed-account solutions. The firm supports approximately 198 advisors and more than 185,000 client relationships, focusing on portfolio management, technology-enabled services, and sub-advisory offerings.

Frank Nickel III is a financial advisor with Orion Portfolio Solutions, LLC based in Omaha, NE, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. His prior work includes twelve years at Morgan Stanley Smith Barney and ongoing roles at Brinker Capital Securities since 2017. He serves as an investment committee member for the State of Delaware. 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, offering technology-enabled portfolio management and supporting approximately 198 advisors and over 185,000 client relationships.

Donald Seaman is a financial advisor with CWM, LLC in Omaha, NE, holding Series 63 and Series 66 licenses and possessing 12 years of industry experience. His previous roles include positions at Securities America Inc. and multiple entities within CWM, LLC since 2023. Seaman also serves as a Senior Surveillance Analyst, developing and running regulatory surveillance reports. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutions through over 600 advisors. The firm offers portfolio management, financial planning, and retirement plan services, employing a discretionary investment approach that combines model portfolios with fundamental and technical analysis, third-party sub-advisors, and customized solutions.

Mindy Dalrymple is a financial advisor with CWM, LLC, holding a Series 65 designation and two years of industry experience. She has been affiliated with Carson Group since 2013 and joined CWM, LLC in 2023. Outside of advising, she is a licensed residential Realtor in Nebraska and co-owns a lawn and landscaping business with her husband. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, and institutional clients through a large network of advisors. The firm provides portfolio management, financial planning, and retirement plan services, typically managing accounts on a discretionary basis using model portfolios overseen by an internal Investment Committee.

Mark Slattery is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include positions at Securities America Advisors, Securities America Inc, and Brokers Clearing House. Outside of his advisory work, he serves on the Cystic Fibrosis Board of Omaha and is involved in agricultural ventures through GS3 Farm. Commonwealth Financial Network is a registered investment adviser that supports a national network of nearly 3,000 advisors, offering a range of advisory programs and services including wealth management and retirement plan consulting. The firm provides operational, trading, compliance, and practice-management support while allowing advisors discretion in constructing client portfolios.

James Siemonsma is a financial advisor at Mariner with 26 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at Proequities, Inc. and Honkamp Krueger Financial Services. He also serves as a strategic advisor to Interact Solutions in Sioux Falls, SD. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations, providing investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm utilizes customized discretionary portfolios supported by an internal management team and third-party managers, with a notable integration of tax and accounting services uncommon for firms of its size.

Paul West is a CFP® professional with 21 years of industry experience, currently serving at CWM, LLC since 2012. He holds the Series 66 designation and is based in Omaha, NE. Outside of his advisory role, West is involved in several nonprofit and community organizations, including board memberships with the 1890 Foundation, Dreamweaver, MOQ Finance Board, Omaha Marian High School, iHUB, and the CHI Foundation, as well as serving as Chair of the Omaha Chamber Economic Development. CWM, LLC is an SEC-registered investment adviser that serves a diverse client base including individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a large network of partner offices. The firm employs discretionary portfolio management using model portfolios, combining fundamental and technical analysis with third-party sub-advisors and customization tools, and offers comprehensive retirement plan services with an emphasis on fiduciary oversight and operational support.

Alex Jensen is a CFP® professional with four years of industry experience, currently serving as a financial advisor at CWM, LLC. Prior to joining CWM, he worked at Carson Wealth Management and spent 12 years at U.S. Bank. CWM, LLC is an SEC-registered investment adviser with over 600 advisors, serving a diverse client base including individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients. The firm employs a discretionary portfolio management approach that uses model portfolios and combines fundamental and technical analysis, third-party sub-advisors, and customization tools, with a particular focus on retirement plan and institutional services.

Jamie Blair is a financial advisor at Orion Portfolio Solutions, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has been with Orion since 2014. Located in Omaha, NE, he is part of a firm with 198 total advisors. 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 and supports a large client base through its integrated technology platforms.

Tiffany Holman is a financial advisor with Principal Financial Services in Elkhorn, NE, holding Series 63 and Series 65 designations and seven years of industry experience. She has worked with multiple entities related to group benefits and insurance, including owning Today's Benefits Inc., a company focused on group benefits. Outside of her advisory work, she serves as Board President of Bennington Youth Cheer, overseeing organizational and team activities. Principal Securities provides brokerage and registered investment advisory services to a wide client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money manager solutions through various adviser and promoter arrangements.

Zach Saalfeld is a financial advisor with VOYA Financial Advisors, Inc. in Omaha, NE, holding Series 63 and Series 65 licenses and eight years of industry experience. Before joining Voya in 2023, he worked at American Century Investment Services from 2018 to 2023 and has held positions in automotive and engineering sectors. He is also an independent insurance agent involved in the sales of fixed insurance products. VOYA Financial Advisors, Inc. serves a diverse range of clients including individuals, institutions, and plan sponsors, offering financial planning, portfolio management, and plan-sponsor consulting through various program structures, primarily focusing on non-discretionary advisory relationships.

Matthew Breunig is a Series 65 licensed financial advisor with six years of experience at Orion Portfolio Solutions, LLC. Based in Omaha, NE, he has also worked with Orion Advisor Technology, LLC and American Campus Communities. 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 supports approximately 198 advisors with about $64.8 billion in assets under administration.

Clint Eikmeier is a financial advisor with Commonwealth Financial Network in Omaha, NE, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Trusted Wealth Partners, Securities America Advisors, and Cetera Advisors. He is also the owner of CJE Financial Services, LLC, a private entity related to securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm supports advisors with operations, trading, technology, compliance, and practice management, while offering model portfolios and distinct program structures such as PPS Custom and Personalized Indexing.

Robert Luckey Jr. is a financial advisor at Orion Portfolio Solutions, LLC in Omaha, NE, holding a Series 65 license with six years of industry experience. Prior to joining Orion in 2019, he spent 23 years at Fifth Third Bank. Outside of his advisory role, he works part-time as a sales associate in the hardware department at The Home Depot. 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, providing technology-enabled portfolio management and support for over 198 advisors and more than 185,000 client relationships.

Kelsey Culjat is a financial advisor with CWM, LLC in Omaha, NE, holding Series 63 and Series 66 licenses and eight years of industry experience. Prior to joining CWM, Culjat worked at D.A. Davidson & Co., Charles Schwab & Co., and TD Ameritrade. Outside of advising, Culjat owns several investment properties. 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 partner offices and over 600 advisors. The firm uses discretionary model portfolios governed by an in-house Investment Committee and offers services including portfolio management, financial planning, and retirement-plan solutions.

Dawn Batho is a financial advisor with Orion Portfolio Solutions, LLC in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has been with Orion Portfolio Solutions since 2004 and also worked at Brinker Capital Securities since 2021. 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 focuses on model-driven and managed-account solutions, providing technology-enabled services and supporting approximately 198 advisors with about $64.8 billion in assets under administration.

Danielle Ruiz Vela is a Series 66 licensed financial advisor with eight years of industry experience. She has worked at Orion Portfolio Solutions and Brinker Capital Securities since 2022, and previously held roles at Sutton Pierce, United Health Care, Neaumix Fit, and Pacific Life. Orion Portfolio Solutions serves independent investment advisory firms, retirement plans, charitable organizations, and corporate sponsors through model-driven and managed-account solutions. The firm supports approximately 198 advisors and over 185,000 client relationships, focusing on portfolio management and platform services with about $64.8 billion in assets under administration.

Edward Sempek is a Series 65-licensed advisor with Orion Portfolio Solutions, LLC in Omaha, NE, where he has worked since 2019. He has a total of six years of industry experience, including eleven years at Orion Advisor Services, LLC. Outside of advisory work, he is a managing member of Creative Krumb LLC, a bakery business in Omaha. Orion Portfolio Solutions primarily serves independent investment advisory firms, retirement plans, charitable organizations, and corporate 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.

Joel Riha Aldrich is a financial advisor at CWM, LLC with three years of industry experience. He holds the Series 65 designation and previously worked at Orion Portfolio Solutions and Orion Advisor Technology for five years. Outside of his advisory roles, he has experience in the restaurant and hospitality sectors, including positions at A&G Restaurant and Omaha Country Club. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm manages accounts primarily on a discretionary basis using model portfolios and combines fundamental and technical analysis with third-party sub-advisors and customization tools.

Gregg Johnson is an investment advisor representative and national sales director at CWM, LLC with 35 years of industry experience. He has worked at Cetera Wealth Services, Securities America, and CWM in various capacities since 2006. Johnson serves on the board of the Metro Omaha Red Cross and participates in their sub-committee for board member recruitment. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, corporations, and institutional clients through a network of over 600 advisors. The firm offers portfolio management and financial planning, managing accounts on a discretionary basis using model portfolios and a combination of fundamental and technical analysis, third-party sub-advisors, and customization tools.