Gregory Allison is a CFA® charterholder with 11 years of industry experience. He is currently with Orion Portfolio Solutions, LLC and previously worked at BNY Mellon Advisors, Inc., Lockwood Advisors, and Hartford Funds Distributors, LLC. His background includes roles at several notable firms in the investment advisory and asset management sectors. 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, supporting a high client count and asset level per advisor across its platforms.

Robert Ashby III is a financial professional with 15 years of industry experience, currently affiliated with CWM, LLC in Omaha, NE. He holds Series 63, Series 65, and Series 66 credentials and has worked at firms including Cetera Wealth Services, BMO Harris Bank, LPL Financial, BancWest Investment Services, and COR Clearing. 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, employing discretionary account management with model portfolios overseen by an Investment Committee and utilizing various analysis and customization tools.

Lisa Pekny is a financial advisor at Orion Portfolio Solutions, LLC with 12 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at CLS Investments, LLC for five years. Pekny has been with Orion since 2019. 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, providing services such as separately managed accounts, sub-advisory, and technology-enabled portfolio management, supporting approximately 198 advisors and over 185,000 client relationships.

Tami Heinrichs is a financial advisor at CWM, LLC with seven years of industry experience and holds a Series 65 designation. Her prior work includes roles at OneDigital Investment Advisors, Oakeson Steiner Wealth & Retirement, OSL, Inc., Lutz, and McDermott & Miller PC. Outside of advising, she is involved as the treasurer and owner of a farming operation and owns a tax preparation business. 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 accounts primarily on a discretionary basis using model portfolios and offers services including portfolio management, financial planning, sub-advisory, and retirement-plan solutions.

Daniel Leal Restrepo is a CFP® with seven years of industry experience, currently serving as a financial advisor at CWM, LLC since 2021. Prior to joining CWM, he worked at Bank of America and Merrill from 2019 to 2021. Outside of finance, he coaches gymnastics at the Nebraska School of Gymnastics and serves as an advisory board member for El Centro de las Americas, a charitable organization. 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 offers portfolio management, financial planning, sub-advisory, and retirement-plan services, utilizing a discretionary, model-portfolio approach governed by an in-house Investment Committee.

Matt Whipkey is a financial advisor at CWM, LLC with six years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Cetera Wealth Services, TD Ameritrade, and Jeff Moore State Farm Insurance. Outside of finance, he is also involved in music, providing live performances and lessons through his own business. 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 a range of services including portfolio management and retirement-plan solutions, typically managing accounts on a discretionary basis using model portfolios overseen by an in-house Investment Committee.

Steven Walton is a financial advisor with Orion Portfolio Solutions, LLC, holding a Series 66 designation and seven years of industry experience. His career includes roles at Brinker Capital Securities, Orion Advisor Technology, and TD Ameritrade. Outside of finance, he works as a fitness trainer with VASA Fitness and The Exercise Coach. 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 and offering integrated technology and portfolio management services.

Michael Cain is a financial advisor with VOYA Financial Advisors, Inc. in Omaha, NE, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been with VOYA Financial Advisors since 2014. Outside of his advisory role, Cain is an independent insurance agent specializing in the sales of fixed insurance products. VOYA Financial Advisors serves a diverse client base including individual and institutional investors such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers a range of services including financial planning, portfolio management, and plan-sponsor consulting, often providing non-discretionary advice across multiple program structures.

Christopher Owens is a Series 65-licensed financial advisor with Orion Portfolio Solutions, LLC in Omaha, NE. He has six years of prior experience at BNY and five years at Sei. Owens joined Orion in 2026. 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, offering technology-enabled portfolio management and sub-advisory services while supporting a high client count and significant assets under administration.

William Royal is a CFP® with 11 years of experience in the financial industry. He currently works at CWM, LLC and has previously been associated with firms including Cetera Wealth Services, BMY Wealth Management, LPL Financial, Merrill, Bank of America, and Edward Jones. Royal serves as a board member of the Stephenville Optimist Club, treasurer for the Erath County Texas A&M Club, and a board member of the Stephenville Education Foundation. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutions through over 600 advisors. The firm manages discretionary portfolios using model portfolios combined with fundamental and technical analysis, third-party sub-advisors, and customization tools, emphasizing fiduciary processes and regular client reporting.

Justin Haschke is a financial advisor at CWM, LLC with 12 years of industry experience. He holds the CFP® designation and Series 66 license. His prior experience includes roles at Cetera, Cetera Wealth Services, and LPL Financial. Outside of advising, Haschke serves on multiple nonprofit and economic development boards, including the Stephenville Economic Development Foundation and the Tarleton State University Foundation, and he is a city councilman in Stephenville. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, and institutions through over 600 advisors. The firm manages discretionary accounts using model portfolios governed by an internal Investment Committee and offers a range of services including financial planning, retirement plan consulting, and access to alternative investments.

Ryan Lewis is a financial advisor with CWM, LLC in Omaha, NE, holding a Series 65 designation and one year of industry experience. His prior experience includes roles at Carson Wealth and the Carson Group. Outside of his advisory work, he is also licensed as an insurance agent specializing in life, health, disability, annuities, and long-term care products. 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, financial planning, and a range of retirement-plan services, managing accounts typically on a discretionary basis using model portfolios supported by fundamental and technical analysis, third-party sub-advisors, and customization tools.

Kira Reitz is a financial advisor with Orion Portfolio Solutions, LLC, holding a Series 66 designation and 18 years of industry experience. She has worked at Orion Portfolio Solutions since 2022 and has been with Brinker Capital Securities since 2012. 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 a large client base with substantial assets under administration.

David Rosenblum is a CFP® and CFA® professional with 13 years of industry experience. He is currently with Orion Portfolio Solutions, LLC and Brinker Capital Securities, and has held roles at several firms including AgroFresh Solutions, Inc. and Silver Oak Securities Inc. Outside of his advisory work, he owns babybudgetbasics.com, a financial education business providing budgeting tools for new parents. Orion Portfolio Solutions primarily serves independent investment advisory firms, retirement plans, charitable organizations, and institutional sponsors through model-driven and managed-account solutions. The firm supports a large client base with a technology-enabled platform offering customized portfolio management, sub-advisory services, and integrated banking and lending solutions.

Carson Scharff is a financial advisor with Orion Portfolio Solutions, LLC, holding a Series 65 credential and two years of industry experience. His background includes roles at Cornhusker Bank, Charles Schwab, and Douglas County, along with earlier experience in education and small business. Orion Portfolio Solutions primarily serves independent investment advisory firms and their clients, as well as retirement plans, charitable organizations, and institutional sponsors. The firm emphasizes model-driven and managed-account solutions and supports approximately 198 advisors with about $64.8 billion in assets under administration.

Charles Aronica IV is a CFA® charterholder with 14 years of industry experience. He is currently with Orion Portfolio Solutions, LLC and has previously worked at Brinker Capital and Ladenburg Thalmann Asset Management. Orion Portfolio Solutions serves independent investment advisory firms, retirement plans, charitable organizations, and institutional sponsors through model-driven and managed-account solutions. The firm supports approximately 200 advisors and over 185,000 client relationships, managing about $64.8 billion in assets under administration.

Tyler Blair is a financial advisor with Orion Portfolio Solutions, LLC, holding Series 63 and Series 65 credentials and five years of industry experience. His prior roles include positions at Paychex Securities Corporation, Paychex, Inc., and Capital Group - American Funds. He has also served in the Colorado Air National Guard. 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 approximately 198 advisors and over 185,000 client relationships with around $64.8 billion in assets under administration.

Erik Hardin is a financial advisor with Orion Portfolio Solutions, LLC, holding a Series 65 designation and 13 years of industry experience. His career includes multiple roles at Orion Portfolio Solutions and Brinker Capital Securities, as well as a position at SEI Investments. 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 and supports approximately 198 advisors managing more than $64 billion in assets under administration.

Jeff Bornhoft is an investment advisory representative with CWM, LLC, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has worked at Cetera Wealth Services, LLC since 2017 and CWM, LLC since 2016. 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 a range of retirement-plan services, managing accounts primarily on a discretionary basis with a model portfolio approach overseen by an in-house Investment Committee.

Nathan Pavao is a financial advisor with Orion Portfolio Solutions, LLC in Omaha, NE. He holds Series 63 and Series 65 credentials and has four years of industry experience. His prior roles include positions at Edward Jones, Franklin Distributors, LLC, and Brinker Capital Securities. 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 technology-enabled portfolio management and sub-advisory services.