Nicholas Fabiano is a financial advisor with Orion Portfolio Solutions, LLC, holding Series 63 and Series 65 licenses and five years of industry experience. He has worked at Orion Portfolio Solutions and Brinker Capital Securities since 2023, following a tenure at TD Ameritrade from 2020 to 2023. Outside of his advisory work, he operates an online retail business called Kabuki Blu. Orion Portfolio Solutions primarily serves independent investment advisory firms, retirement plans, charitable organizations, and corporate sponsors. The firm focuses on model-driven and managed-account solutions, supporting a large client base with technology-enabled portfolio management and integrated platform services.

Richard Havenridge is a financial advisor with Principal Financial Services and holds a Series 66 credential. He has 14 years of industry experience, including roles at Ameriprise and SII Investments. Outside of his advisory work, he serves as a church council member at First United Methodist Church in Springfield, Nebraska, and is an ordained wedding officiant through American Marriage Ministries. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement consulting, and access to third-party money manager solutions under various adviser and promoter arrangements.

Andrew Goins is a CFA® charterholder with 11 years of industry experience. He is currently with Orion Portfolio Solutions, LLC and has also worked at Brinker Capital Securities. Orion Portfolio Solutions serves independent investment advisory firms, retirement plans, charitable organizations, and institutional sponsors through model-driven and managed-account solutions. The firm manages approximately $64.8 billion in assets across three delivery platforms and supports a large client base with a focus on portfolio management and technology-enabled services.

Jackson Clark is a financial advisor at Orion Portfolio Solutions, LLC with a Series 65 credential and one year of industry experience. His prior work includes roles at Envestnet Inc., Florida Financial Advisors, and various positions outside the financial sector, including experience in construction and hospitality. Orion Portfolio Solutions primarily serves independent investment advisory firms and their clients, retirement plans, charitable organizations, and institutional sponsors, offering model-driven and managed-account solutions through multiple delivery platforms. The firm supports approximately 198 advisors and over 185,000 client relationships, managing about $64.8 billion in assets.

Michael Richards is a financial advisor at Orion Portfolio Solutions, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at The Vanguard Group, Brinker Capital Securities, and Orion Advisor Technology. Outside of his advisory roles, Richards has been involved with small businesses including a landscaping company he has operated since 2017. Orion Portfolio Solutions primarily serves independent investment advisory firms and their clients, as well as retirement plans, charitable organizations, and institutional sponsors. The firm offers model-driven and managed-account solutions supported by technology, managing approximately $64.8 billion in assets and servicing over 185,000 client relationships.

Michael Jeffries is a financial advisor with Orion Portfolio Solutions, LLC, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Cetera, Summit Brokerage Services, and Brinker Capital Securities. Jeffries is based in Omaha, NE. 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, offering a range of platforms and services including separately managed accounts, wealth advisory for high-net-worth clients, and technology-enabled custom indexing.

Cedric Louit is a financial advisor at Orion Portfolio Solutions, LLC in Omaha, NE, holding a Series 65 credential. He has been with Orion since 2026 and has prior experience at First Financial Bank and other firms. Outside of finance, he was involved with Moon Ripple Media from 2021 to 2023. Orion Portfolio Solutions serves independent investment advisory firms, retirement plans, charitable organizations, and corporate sponsors. The firm offers model-driven and managed-account solutions and supports approximately 198 advisors with around $64.8 billion in assets under administration.

Paul Wick is a financial advisor with Orion Portfolio Solutions, LLC, holding the Series 65 and Series 66 designations and possessing nine years of industry experience. He has worked with Orion Portfolio Solutions and Orion Advisor Solutions since 2015 and was previously involved with Gemini Alternative Funds, LLC and Northern Lights Distributors, 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 approximately 198 advisors and over 185,000 client relationships with around $64.8 billion in assets under administration.

Wesley Siebert is a financial advisor with Principal Financial Services in Elkhorn, Nebraska, holding a Series 66 designation and 18 years of industry experience. His prior work includes roles at Invictus Strategies, Principal Securities Inc., and MassMutual Life Insurance Company. Outside of his advisory practice, Siebert serves as a board member for Biodiversity Partnership USA, Inc., a nonprofit focused on conservation efforts primarily in Madagascar. 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 direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Shayla Kriha is a financial advisor at CWM, LLC with 10 years of industry experience. She holds the Series 66 designation and has worked at CWM since 2017. Prior to that, she was with LPL Financial and Carson Wealth. 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 portfolios on a discretionary basis using model portfolios overseen by an internal Investment Committee and offers a range of financial planning and retirement services.

Brian Morgan is a CFP® professional with 12 years of industry experience, currently serving as an advisor at Orion Portfolio Solutions, LLC since 2019. His prior experience includes roles at Morgan Stanley from 2010 to 2017 and Advizr from 2017 to 2019. 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 around $64.8 billion in assets under administration.

Mark Stritt is a financial advisor with CWM, LLC, holding a Series 65 designation and 11 years of industry experience. He has previously worked at Oakeson Steiner Wealth & Retirement and OneDigital Investment Advisors. 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 model portfolios managed by an Investment Committee and integrates fundamental and technical analysis, third-party sub-advisors, and customization tools to offer portfolio management, financial planning, and retirement plan services.

Anthony Di Mona Jr. is a financial advisor with Orion Portfolio Solutions, LLC, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His prior experience includes roles at Brinker Capital Securities, Lincoln Financial Distributors, and DiMona Insurance Services. 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, supporting a large client base with over $64 billion in assets under administration.

Andrew Penke is a financial advisor with CWM, LLC who holds a Series 66 designation and has nine years of industry experience. His prior work includes positions at TD Ameritrade and Cetera Advisor Networks. Outside of his advisory role, he is a musician who occasionally performs with a group at local coffee shops in Omaha, NE. CWM, LLC is an SEC-registered investment adviser serving a diverse client base that includes individuals, high-net-worth families, foundations, endowments, corporations, and institutions. The firm manages portfolios primarily on a discretionary basis using model portfolios and offers a range of services such as financial planning, sub-advisory solutions, and retirement-plan services through a network of over 600 advisors.

Dillon Philmon is a financial advisor with Orion Portfolio Solutions, LLC, holding a Series 66 designation and five years of industry experience. His career includes roles at Orion Portfolio Solutions and Hidden Levers since 2021, as well as prior experience with MML Investors Services, Mass Mutual Life Insurance Company, Enterprise Rent-A-Car, SUNY Albany, and Hilton Parma Recreation. Orion Portfolio Solutions serves independent investment advisory firms, retirement plans, charitable organizations, and institutional sponsors, offering model-driven and managed-account solutions alongside technology-enabled portfolio management services. The firm administers approximately $64.8 billion in assets and supports nearly 200 advisors and over 185,000 client relationships.

Matthew Arkfeld is a financial advisor at CWM, LLC with seven years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at OSAIC, Sagepoint Financial, and Wells Fargo. 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, and retirement plan services, typically managing accounts on a discretionary basis using model portfolios overseen by an internal Investment Committee.

Todd Clarke is a financial advisor with Orion Portfolio Solutions, LLC, holding Series 63 and Series 65 credentials and 33 years of industry experience. He has worked with firms including Northstar Financial Services Group, Northern Lights Distributors, and CLS Investments. Outside of financial advising, he manages a rental property management company. 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, supporting approximately 198 advisors and over 185,000 client relationships with about $64.8 billion in assets under administration.

Gerald Matzke III is a Series 66-licensed financial advisor with nine years of industry experience. He is currently with Orion Portfolio Solutions, LLC, having previously worked at Brinker Capital Securities, Lincoln Financial Advisors, and First Westroads Bank. Orion Portfolio Solutions serves independent investment advisory firms, retirement plans, charitable organizations, and corporate sponsors. The firm focuses on model-driven and managed-account strategies, supporting approximately 198 advisors and over 185,000 client relationships with about $64.8 billion in assets under administration.

Jack Herman is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Mariner. His prior roles include positions at Charles Schwab, Pacific Life Insurance Company, and FBL Financial Group. Herman is located in Omaha, NE. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers customized discretionary portfolios supported by an investment committee, combining in-house research with third-party managers, and provides integrated tax, accounting, and financial wellness services.

Alicia Baxter is a financial advisor at CWM, LLC with 12 years of industry experience. She holds the Series 66 and Series 63 licenses and has worked at firms including Cetera Wealth Services, Next Financial Group, BancWest Investment Services, and Securities America. Outside of her advisory role, she is involved seasonally as a team member at Vala's Pumpkin Patch in Nebraska, where she contributes by baking cookies. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, corporations, and institutional clients through more than 600 advisors. The firm provides portfolio management, financial planning, and retirement plan services, often managing accounts on a discretionary basis using model portfolios overseen by an in-house Investment Committee.