Damien Martinez is a Series 66-licensed financial advisor with seven years of industry experience, currently affiliated with Principal Financial Services. His career includes roles at Midlands Financial, Principal Securities Inc., Principal Life Insurance Company, Oggvo, Bank of America, Merrill, and BMW Northwest. Martinez also works as an insurance agent specializing in life, annuities, disability income, health, long-term care, and Medicare supplement products. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel overseas. The firm offers direct advisory programs, financial planning, retirement consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

John Browning is a Series 66-licensed financial advisor with 15 years of industry experience. He is currently with Orion Portfolio Solutions, LLC and has previously worked at Brinker Capital Securities, Equity Advisor Solutions, and Paychex. Orion Portfolio Solutions, LLC 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 technology-enabled portfolio management and platform services with approximately $64.8 billion in assets under administration.

David Ping is a financial advisor with TLG Advisors, Inc. based in Elkhorn, Nebraska, holding Series 63 and Series 65 licenses and 17 years of industry experience. His prior roles include positions at Northwestern Mutual, Equitable Advisors, and AXA Advisors. He is also owner and president of Insurance Partner Solutions, a brokerage general agency specializing in life insurance and annuities. TLG Advisors, Inc. serves a diverse client base including individuals, institutions, and retirement plans, offering portfolio management, financial planning, and fiduciary services. The firm’s investment approach emphasizes manager selection, fundamental analysis, and Modern Portfolio Theory to build diversified portfolios, supported by both independent advisors and sub-advisors.

Christopher Brostrom is a CFP® with 14 years of industry experience, currently serving as an advisor at CWM, LLC. His prior roles include positions at Carson Group, LPL Financial, RINK & ROLF, Dennis Duckworth, and Waddell & Reed. He is also president of the Lincoln East Rotary Club, where he leads weekly and monthly meetings. CWM, LLC is an SEC-registered adviser with over 600 advisors serving individuals, families, foundations, endowments, corporations, and institutions. The firm manages accounts using discretionary model portfolios overseen by an in-house Investment Committee and offers a range of services including portfolio management, financial planning, and retirement-plan solutions.

Jeffrey Wallace is a financial advisor at Integrity Alliance, LLC with 35 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Brokers International Financial Services, Cambridge Investment Research Advisors, and The Olson Group. Wallace also operates Wallace Insurance Sales, where he sells fixed annuities and various insurance products. Integrity Alliance is a large advisory and brokerage enterprise serving individual investors, corporations, and qualified retirement plans. The firm offers a range of portfolio management and financial planning services through multiple platforms and supports both discretionary and non-discretionary investment approaches.

Noreen Beaman is a financial advisor with Orion Portfolio Solutions, LLC, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. She has a long tenure with Brinker Capital, spanning from 1991 to 2022, before joining Orion. In addition to her advisory role, she serves as an executive coach at East Bay Merchant Partners, focusing on coaching and consulting for investments and philanthropic interests. Orion Portfolio Solutions primarily serves independent advisory firms and their clients, retirement plans, charitable organizations, and institutional sponsors. The firm delivers model-driven and managed-account solutions and supports a large client base through technology-enabled services and integrated third-party platforms.

Denis Mc Cartan is a financial advisor with Orion Portfolio Solutions, LLC, holding Series 63 and Series 65 licenses and two years of industry experience. His prior experience includes roles at Brinker Capital Securities, Sei, The Vanguard Group, and the Pennsylvania Army National Guard. 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, offering a range of technology-enabled investment platforms and services supporting over 185,000 client relationships.

Noah Kingston is a financial advisor at CWM, LLC with a Series 66 credential and two years of industry experience. His prior work includes roles at Cetera Wealth Services and NP Dodge Management Company. He also serves as an analyst in compliance for CWM’s Carson Group Holdings, conducting audits to ensure adherence to firm policies. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, corporations, and institutions through a network of over 600 advisors, offering portfolio management and a range of retirement-plan services guided by an in-house Investment Committee.

Ryan Alderman is a CFA® charterholder with two years of industry experience, currently serving as a financial advisor at Orion Portfolio Solutions, LLC. He has previously worked at Vanguard for five years before joining Orion, where he has been for five years. 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 a high client count and asset level per advisor through multiple specialized platforms.

Christopher Martin is a financial advisor at Orion Portfolio Solutions, LLC with seven years of industry experience. He holds a Series 66 designation and previously worked at Brinker Capital Securities for 26 years. 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, supported by technology platforms, and manages approximately $64.8 billion in assets across nearly 200 advisors.

Nolan Mauk is a financial advisor at Orion Portfolio Solutions, LLC in Omaha, NE, holding a Series 65 designation with two years of industry experience. His prior roles include positions at Renaissance Financial, Nelnet, Inc., and Cargill, Inc. He also has experience outside finance, including working at Tequila Harry's Mexican Restaurant. Orion Portfolio Solutions primarily serves independent investment advisory firms and their clients, including retirement plans, charitable organizations, and corporate sponsors. The firm focuses on model-driven and managed-account solutions, offering services such as strategist models, separately managed accounts, and technology-enabled custom indexing.

Denis Mccartan is a financial advisor with Orion Portfolio Solutions, LLC, holding Series 63 and Series 65 licenses and 24 years of industry experience. He has worked at Brinker Capital since 2005 and joined Orion Portfolio Solutions in 2022. Based in Omaha, NE, he serves clients through these affiliated firms. Orion Portfolio Solutions primarily supports independent investment advisory firms, retirement plans, charitable organizations, and institutional sponsors. The firm offers model-driven and managed-account solutions and operates multiple delivery platforms, administering approximately $64.8 billion in assets and serving over 185,000 client relationships.

Nathaniel Brobst is a financial advisor with Commonwealth Financial Network, holding CFP® and Series 66 designations and bringing 21 years of industry experience. His prior roles include positions at Securities America Advisors, Inc. and TD Ameritrade, Inc. He is the owner of Brobst Financial LLC and conducts business transition consulting as part of his professional activities. 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 individual and institutional clients. The firm provides a broad adviser-support platform, including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Scott Pfeil is a ChFC® credentialed financial advisor with Eagle Strategies (NY Life) in Omaha, NE, bringing 29 years of industry experience. He has been with Eagle Strategies since 2011 and has held roles with New York Life Insurance Company and Nylife Securities Inc. since 2004. Outside of his advisory work, Pfeil serves as an elder and volunteer on the safety team at Grace Hill Church and owns a custom woodworking and milling business. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers multiple program types and emphasizes tailoring recommendations to client goals and plan sponsor criteria, with most assets managed on a non-discretionary basis.

Jeffrey Jordano is a Series 66-credentialed financial advisor with nine years of industry experience. He currently works at Empower Advisory Group and has held prior roles at firms including PNC Investments, Principal Life Insurance Company, and Fisher Investments. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s services integrate with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns and annual rebalancing within plan lineups chosen by plan sponsors.

Emanuel Marshall is a financial advisor with Orion Portfolio Solutions, LLC, based in Omaha, NE, holding Series 63 and Series 66 credentials and having 28 years of industry experience. His prior work includes a 24-year tenure at Fidelity Brokerage Services, Inc., as well as roles at StanCorp Equities, Inc., StanCorp Investment Advisers, Inc., and Standard Retirement Services, Inc. He has been with Orion Portfolio Solutions since 2019. Orion Portfolio Solutions primarily serves independent investment advisory firms and their clients, including retirement plans, charitable organizations, and institutional sponsors. The firm focuses on model-driven and managed-account solutions and supports approximately 198 advisors and over 185,000 client relationships with about $64.8 billion in assets under administration.

Nicholas Boylan is a financial advisor at Orion Portfolio Solutions, LLC with 19 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Orion since 2022, alongside a sixteen-year tenure at Brinker Capital Securities. Orion Portfolio Solutions primarily serves independent investment advisory firms and their clients, as well as retirement plans and institutional sponsors. The firm focuses on model-driven and managed-account solutions, supporting approximately 198 advisors and over 185,000 client relationships with more than $64 billion in assets under administration.

Myles Shonsey is a financial advisor at Integrity Alliance, LLC with five years of industry experience. He holds a Series 66 designation and has previously worked at Brokers International Financial Services, LPL Financial, Truck Center Companies, and Midland University. Shonsey serves as a board member for the Omaha Country Club Caddie Alumni Association, where he helps plan meetings and events. Integrity Alliance serves individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers a range of investment management and consulting services, utilizing both advisor-managed and model-based portfolios across multiple platforms.

Robert Wellman is a CFP® with 18 years of experience in the financial services industry. He is currently with CWM, LLC, where he has worked since 2016, including time with affiliated firms such as Cetera Wealth Services and Cetera Advisor Networks. His prior experience includes roles at Edward Jones, LPL Financial, and Carson Wealth Management Group. CWM, LLC is an SEC-registered investment adviser serving a diverse client base that includes individuals, high-net-worth families, foundations, and institutional clients through a network of over 600 advisors. The firm manages accounts primarily on a discretionary basis using model portfolios and offers a range of services including portfolio management, financial planning, and retirement-plan solutions.

Debra Hendrickson is a financial advisor with Osaic Advisory Services, LLC, holding a Series 66 designation and having 17 years of industry experience. She previously worked at Arbor Point Advisors and Securities America Inc for ten years. Hendrickson has been involved with Concordia Lutheran Schools of Omaha for over 15 years. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, pension plans, corporations, trusts, and charitable organizations. The firm offers a range of services such as investment management, financial planning, retirement plan consulting, and third-party manager oversight, delivering advisory services through multiple program models and utilizing both proprietary and third-party platforms.