Karina Kovalcik is a CFA® charterholder with experience at Orion Portfolio Solutions, where she has worked since 2026. Prior to this, she held roles at Lockton Re and Chaikin Analytics. She is based in Omaha, NE. Orion Portfolio Solutions primarily serves independent investment advisory firms and their clients, offering model-driven and managed-account solutions along with technology-enabled services. The firm supports a large client base across multiple platforms and focuses on portfolio management and platform services.

William Stinnett III is a financial advisor at Orion Portfolio Solutions, LLC with seven years of experience in the industry. He holds a Series 65 license and has worked previously at Citi Bank, Payless, and Old Navy. Orion Portfolio Solutions primarily serves independent investment advisory firms, retirement plans, charitable organizations, and institutional sponsors, providing model-driven and managed-account solutions through multiple delivery platforms. The firm supports a large client base and offers services including sub-advisory, outsourced trading, and technology-enabled portfolio management tools.

Robert Keller is a CFA® charterholder currently with Orion Portfolio Solutions, LLC. He has eight years of prior experience at Clark Capital and joined Orion in 2025. His background also includes time at Pacer ETFs and a brief period as a job seeker. 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, offering technology-enabled portfolio management and specialized services for high-net-worth households.

Isaiah Jones is a financial advisor with CWM, LLC in Omaha, NE, holding a Series 66 credential and eight years of industry experience. He previously worked at Securities America, Inc. and Cetera Wealth Services, LLC. In addition to his advisory role, he develops reporting applications for business data insights within affiliated firms. 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 offers portfolio management, financial planning, and retirement-plan services, managing accounts primarily on a discretionary basis using model portfolios overseen by an in-house Investment Committee.

Matthew Pinkerton is a Series 66 licensed financial advisor with eight years of industry experience. He has worked at several firms, including Edward Jones and Prudential Insurance Company of America, and currently serves with Principal Financial Services. His background includes roles in insurance and brokerage services. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers financial planning, retirement consulting, and third-party money manager solutions through various advisory and promoter arrangements.

Daniel Tucker is a CFP® professional with 36 years of industry experience, currently serving at Mariner Wealth Advisors since 2018. He has also been involved with Msec, LLC since 2012. Tucker serves on the board of directors for Chariots 4 Hope, a nonprofit providing vehicles to low-income families. Mariner Wealth Advisors serves a diverse client base including individuals, pension plans, trusts, and corporations, offering services such as investment management, financial planning, retirement consulting, and coordinated tax services. The firm utilizes discretionary, customized portfolios supported by internal research and third-party managers, and provides specialized offerings including ERISA 3(38) retirement plan solutions and integrated tax and accounting services.

Brian Storey is a CFA® charterholder with eight years of industry experience. He is currently affiliated with Orion Portfolio Solutions, LLC and has previously worked at Brinker Capital Investments, First Citizens Asset Management, and First Citizens Bank. 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 services including separately managed accounts, wealth advisory for high-net-worth households, and technology-enabled custom indexing.

Chad Peterson is a financial advisor with Integrity Alliance, LLC, holding a Series 63 license and bringing 30 years of industry experience. He has worked at Brokers International Financial Services, LPL Financial, and Cetera Advisors LLC, and has been involved with The Tagger Rutherford Group since 1994. Outside of his advisory role, he serves as President and Owner of CRP Wealth Management. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent investment adviser representatives. The firm offers a range of services including asset management, financial planning, retirement plan consulting, and access to third-party manager programs, utilizing various portfolio management approaches and custodial platforms.

Michael Shonsey is a financial advisor with Integrity Alliance, LLC, holding a Series 63 designation and over 54 years of industry experience. He has worked at Brokers International Financial Services, LPL Financial, and Cetera Advisors LLC, and has operated Shonsey Wealth Management since 2007. In addition to advisory work, he is also licensed as an insurance agent. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent investment adviser representatives. The firm provides asset management, financial planning, retirement plan consulting, and access to various third-party manager programs, employing a range of portfolio management approaches and custodial platforms.

Daniel Gorman is a financial advisor at Orion Portfolio Solutions, LLC with 16 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Envestnet Asset Management and Nordstrom. His career includes roles at several investment services firms prior to joining Orion Portfolio Solutions. 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 operates multiple delivery platforms, supporting a large advisor base and a high level of assets under administration.

Alexandra Lenihan is a financial advisor with Principal Financial Services, holding a Series 66 designation and having two years of industry experience. She has worked at Principal Financial Services and Principal Life Insurance Company since 2023 and has prior experience with DC Retirement Strategies, State Nebraska Bank & Trust, and in academia at Wayne State College and the University of Nebraska-Lincoln. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and corporations. The firm’s advisory services include financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Michael Wostoupal is a financial advisor with Orion Portfolio Solutions, LLC, holding a Series 65 designation and five years of industry experience. He has been with Orion Portfolio Solutions since 2018 and previously worked at Starbucks from 2016 to 2018. Orion Portfolio Solutions serves independent investment advisory firms, retirement plans, charitable organizations, and corporate and institutional sponsors through model-driven and managed-account solutions. The firm supports nearly 200 advisors with approximately $64.8 billion in assets under administration and offers a range of services including separately managed accounts, a Wealth Advisory service for high-net-worth households, and technology-enabled custom indexing.

Deborah Koch is an investment advisor representative at Osaic Advisory Services, LLC with 27 years of industry experience. She previously worked at Arbor Point Advisors and Securities America Inc for nine years. Koch also oversees operations for Kerins Hendrickson Wealth Management, her independent wealth management practice. Osaic Advisory Services, LLC serves a broad client base including individuals, pension and profit-sharing plans, corporations, trusts, and charitable organizations. The firm offers comprehensive investment management and financial planning services delivered through multiple program models, utilizing proprietary and third-party platforms.

Brianne Faulkner is a CFP® with six years of industry experience, currently affiliated with Principal Financial Services. She has previously worked at First Investments & Planning and Raymond James Financial Services Advisors, INC. She has experience in life, disability, annuities, long-term care, health, Medicare supplements, and group benefits insurance products. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors and qualified retirement plans. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs, implementing investments primarily on a discretionary basis.

Jaclyn Peal is a financial advisor at CWM, LLC with 18 years of industry experience. She holds a Series 66 designation and has previously worked at Cetera Wealth Services, Gemini Fund Services, Northern Lights Distributors, and CLS Investments. Peal also serves as Vice President of Business Consulting for CWM’s Carson Partners. 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 services, and retirement-plan solutions, utilizing discretionary model portfolios governed by an in-house investment committee and supported by a range of third-party providers and customization tools.

Tammy Christensen is a financial advisor with Orion Portfolio Solutions, LLC, based in Omaha, NE. She holds Series 63 and Series 65 licenses and has 24 years of industry experience. Her work history includes roles at Brinker Capital Securities, Cetera Advisors Networks, CWM, LLC, and Stockcross. 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, supporting a high client count and asset level per advisor through integrated portfolio management and technology platforms.

Thomas Kozney is a financial advisor at Mariner with 18 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at several firms, including Raymond James Financial Services and TD Ameritrade. Kozney has been with Mariner since 2019. Mariner serves a diverse client base through investment management, financial planning, retirement plan consulting, and tax services. The firm offers customized portfolio solutions supported by in-house research and third-party managers, alongside integrated tax and accounting capabilities uncommon in large advisory enterprises.

Sharlyn Leh is a Series 66-licensed financial advisor with 15 years of industry experience. She is currently with Orion Portfolio Solutions, LLC and affiliated firms, having previously worked for AssetMark Brokerage, LLC and AssetMark Financial Holdings, Inc. She is based in Omaha, NE. Orion Portfolio Solutions 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, supporting approximately 198 advisors and over 185,000 client relationships with about $64.8 billion in assets under administration.

Eric Hoff is a financial advisor with Orion Portfolio Solutions, LLC, holding a Series 65 credential and affiliated with the firm since 2013. He has experience as an independent contractor for Uber Eats and serves as a youth basketball official. Orion Portfolio Solutions primarily serves independent investment advisory firms and their clients, along with retirement plans, charitable organizations, and corporate sponsors. The firm focuses on model-driven and managed-account solutions, supporting a large client base through multiple delivery platforms and technology-enabled services.

Kyle Booras is a financial advisor at Orion Portfolio Solutions, LLC, holding a Series 65 credential with 12 years of industry experience. He has previously worked at Brinker Capital and Signal Advisors Wealth, LLC. Booras is based in Omaha, NE. 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 over $64.8 billion in assets under administration.