Jack Crumley is a financial advisor with Integrity Alliance, LLC in Omaha, NE, holding Series 63 and Series 65 designations and five years of industry experience. Prior to joining Integrity Alliance, he has worked at Brokers International Financial Services, LPL Financial LLC, and Mutual of Omaha. Outside of his advisory role, he is involved with TR Financial as a financial consultant. Integrity Alliance serves a broad client base, including individual investors, corporations, and qualified retirement plans, offering a range of investment advisory and brokerage services through a large network of over 300 advisors managing approximately $5.4 billion in assets. The firm provides multiple portfolio management options and supports both discretionary and non-discretionary investment strategies.

Ronald Pruitt is a CFA® charterholder with 17 years of industry experience, currently serving at Orion Portfolio Solutions, LLC since 2024. His prior roles include positions at Nasdaq Analytics, eVestment Alliance, Solovis, and ENVESTNET ASSET MANAGEMENT, along with running his own consulting business. He is a board member and minority investor in OneNeighbor, a mobile application for independent contractors offering home maintenance services. 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 about 198 advisors and over 185,000 client relationships with approximately $64.8 billion in assets under administration.

Brittany Saunders is a financial advisor at Orion Portfolio Solutions, LLC with two years of industry experience. She holds Series 66 and Series 63 licenses and has previously worked at Jefferies Investment Advisers, LLC, Janney Montgomery Scott LLC, and Venerable. Outside of her advisory role, she operates an independent online resale business specializing in vintage clothing and homewares. Orion Portfolio Solutions serves independent investment advisory firms and their clients, retirement plans, charitable organizations, and corporate and institutional sponsors. The firm focuses on model-driven and managed-account solutions and supports a large client base with a technology-enabled platform and extensive portfolio management services.

Sarah James is a CFP® and holds a Series 65 license with four years of industry experience. She currently works at CWM, LLC and has held prior roles at OneDigital Investment Advisors, Oakeson Steiner Wealth & Retirement, Lutz & Company, and McDermott & Miller, PC. 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 discretionary accounts using model portfolios developed by an internal Investment Committee and offers services including portfolio management, financial planning, sub-advisory, and retirement-plan solutions with a focus on fiduciary processes and operational transparency.

Christopher Graw is a CFP® with 23 years of industry experience currently serving with CWM, LLC. His prior experience includes roles at Northwestern Mutual and Cetera, among others. Outside of advisory work, he serves as a board member of the Indian Creek Native Center, a nonprofit organization. CWM, LLC is an SEC-registered investment adviser that serves individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm manages discretionary accounts using model portfolios supported by an in-house Investment Committee and combines fundamental and technical analysis with access to alternative investments and customization tools.

Mickey Ellison is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Orion Portfolio Solutions, LLC since 2019. Prior to joining Orion, he worked at Aegis Group LLC and Sii Investments Inc. for a combined 17 years. Orion Portfolio Solutions primarily serves independent investment advisory firms and their clients, retirement plans, charitable organizations, and corporate sponsors. The firm offers 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.

David Carroll is a financial advisor with CWM, LLC, holding Series 63 and Series 66 licenses and over 31 years of industry experience. His prior roles include positions at Carson Wealth, Purshe Kaplan Sterling Investments, Elk River Wealth Management, Mutual of Omaha Bank, and LPL Financial. He is also registered as a fixed/traditional insurance agent. 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 provides portfolio management, financial planning, sub-advisory services, and retirement-plan offerings, typically managing accounts on a discretionary basis using model portfolios governed by an internal Investment Committee.

Liam West is a financial advisor at CWM, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Sweet Financial Partners and Carson Group. Outside of finance, he works as a bartender and server at Champions Run Country Club. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutions through a network of more than 600 advisors. The firm employs discretionary management 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.

James Wapelhorst is a financial advisor with Commonwealth Financial Network based in Elkhorn, NE, holding Series 63 and Series 66 registrations and 18 years of industry experience. His career includes roles at Northwestern Mutual from 2008 to 2018, followed by his current position at CalmWater Financial Group since 2018. Outside of advisory work, he owns J Fly, LLC, a private entity established for owning and maintaining an airplane. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients, managing roughly $212.7 billion in assets. The firm provides a broad adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Dustin Johnson is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. His prior roles include positions at Brokers International Financial Services, LPL Financial, Tagge Rutherford Financial Group, and Cetera Advisors LLC. Outside of his advisory work, he serves as Vice President of the Skoda-Thurber Foundation, participates in fundraising for Mustaches for Kids, co-owns a barbecue catering company, and sits on the Board of Directors for the Omaha Home For Boys. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm provides continuous asset management, financial planning, and retirement consulting using a variety of portfolio management approaches and access to multiple custodial platforms and third-party programs.

James Boese is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors since 2023. His prior experience includes roles at TS Bank, Callahan Financial Planning Company, FBL Financial Group, and Bank of the West. Mariner Wealth Advisors serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm utilizes discretionary, customized portfolios supported by an internal investment team and third-party managers, with additional capabilities in tax integration and financial wellness solutions.

Connor White is a financial advisor at CWM, LLC with a Series 65 designation and three years of industry experience. He has worked at Carson Wealth and CWM, LLC since 2022. Outside of his advisory roles, his background includes experience in education and nonprofit settings such as Wheaton College and Pine Cove Christian Camps. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutional clients through a large network of partner offices and advisors. The firm manages portfolios using discretionary, model-driven approaches combined with fundamental and technical analysis, third-party sub-advisors, and customization tools, with a focus on fiduciary processes and a broad range of retirement and institutional services.

Lauren Degroot is a financial advisor with Commonwealth Financial Network in Omaha, NE, holding a Series 66 designation and 13 years of industry experience. She is the owner of Oakstead Wealth Management, a private entity offering securities, advisory, and insurance services. Degroot has worked at several firms, including Adaptive Advice, Sequent Planning, and Cetera Advisors. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and hundreds of thousands of clients. The firm provides a broad adviser-support platform with various managed-account programs, access to third-party managers, retirement and plan consulting, and custody/clearing services.

Brett Leach is a financial advisor with Orion Portfolio Solutions, LLC and holds the Series 63, Series 65, and Series 66 designations. He has 15 years of industry experience, including five years at Brinker Capital Securities and 14 years with Orion. Orion Portfolio Solutions primarily serves independent investment advisory firms, retirement plans, charitable organizations, and institutional sponsors. The firm offers model-driven and managed-account solutions, technology-enabled indexing, and sub-advisory and outsourced services, managing approximately $64.8 billion in assets for over 185,000 client relationships.

Patrick Ferrer is a financial advisor with Orion Portfolio Solutions, LLC in Omaha, NE. He holds Series 63 and Series 65 licenses and has eight years of industry experience. His prior work includes five years at Brinker Capital Securities. Orion Portfolio Solutions primarily serves independent investment advisory firms, retirement plans, charitable organizations, and institutional sponsors, focusing on model-driven and managed-account solutions supported by advanced technology platforms. The firm manages approximately $64.8 billion in assets across nearly 198 advisors and over 185,000 client relationships.

Thelma Pickering is a financial advisor at Mariner with nine years of industry experience. She holds the Series 63 and Series 65 designations and has worked at Mariner Wealth since 2021, following prior roles at Securities America, Inc. and Moylan Kropp. Mariner serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations through investment management, financial planning, retirement consulting, and access to specialized investment vehicles. The firm combines in-house research with third-party managers to implement discretionary, customized portfolios and offers integrated tax, accounting, and family office services alongside employer financial wellness solutions.

Neisha Watson is a financial advisor at Orion Portfolio Solutions, LLC with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at firms including Brinker Capital Securities, EF Legacy Securities, and Aira Retirement. Orion Portfolio Solutions primarily serves independent investment advisory firms, retirement plans, charitable organizations, and institutional sponsors. The firm offers model-driven and managed-account solutions supported by technology platforms and manages approximately $64.8 billion in assets across nearly 200 advisors.

Jeffrey Schwantz is a financial advisor at Orion Portfolio Solutions, LLC in Omaha, NE, holding Series 65 and Series 63 credentials. He has accumulated experience through roles at several financial technology and data firms, including Morningstar Inc, eMONEY ADVISOR, Advisor360, and Luma Financial Technologies. 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, supported by technology platforms, and manages approximately $64.8 billion in assets under administration.

Spencer Fleming is a financial advisor with Orion Portfolio Solutions, LLC, holding a Series 65 designation and 11 years of industry experience. He has been with Orion Portfolio Solutions since 2013. Orion Portfolio Solutions primarily serves independent investment advisory firms and their clients, including retirement plans, charitable organizations, and institutional sponsors. The firm offers model-driven and managed-account solutions across multiple platforms and manages approximately $64.8 billion in assets under administration.

Evan Eberly is a financial advisor at Hightower Advisors with nine years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at RBC Capital Markets, CWM, LLC dba Carson Group Partners, and AXA Advisors. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual investors, institutions, and charitable organizations. The firm employs a multi-manager approach utilizing both affiliated and third-party managers, offering a range of portfolio management and financial planning services tailored to varied client needs.