Jon Springer is a financial advisor with CWM, LLC in Omaha, NE, holding Series 63 and Series 66 designations and 32 years of industry experience. His prior roles include positions at Carson Wealth, Purshe Kaplan Sterling Investments, Elk River Wealth Management, Mutual of Omaha Bank, LPL Financial, and U.S. Bancorp Investments. In addition to his advisory work, he holds a life, health, disability, annuities, and long-term care insurance license and acts as an insurance agent. 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 portfolios primarily on a discretionary basis using model portfolios guided by an internal Investment Committee and incorporates a combination of fundamental and technical analysis, third-party sub-advisors, and customization tools.

Sarina Tannehill is a financial advisor with Eagle Strategies (NY Life) and holds Series 66 and Series 63 licenses. She has 15 years of industry experience and has worked with firms including Generation Strategies, LLC and Vlock Financial Group. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm offers multiple program types and focuses on tailoring recommendations to client objectives, with the majority of assets managed on a non-discretionary basis.

Jose Lopes is a financial advisor with CWM, LLC based in Omaha, NE, holding the ChFC® designation and Series 63 license. He has 18 years of industry experience and has previously worked at firms including Securian Financial Services and SagePoint Financial. Lopes serves as treasurer and a member of the finance committee for Pawtucket Central Falls Development, a nonprofit organization. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutions through a national network of advisors. The firm employs a discretionary management approach using model portfolios, combining fundamental and technical analysis with third-party sub-advisors and customization tools, and places significant focus on retirement plan and institutional services.

Daniel Grieb is a financial advisor with J.W. Cole Advisors, Inc. in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked with multiple firms, including BTF Financial Group, LLC, and operates a CPA firm where he manages client accounting, tax planning, and preparation. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a network of over 400 independent investment adviser representatives. The firm offers portfolio management, fee-based financial planning, access to third-party managers, and various managed account solutions, with investment decisions implemented on discretionary or non-discretionary bases.

Silver Sibert is a financial advisor at CWM, LLC with a Series 66 credential and three years of industry experience. Prior to joining CWM, Sibert worked at Carson Wealth and Mutual of Omaha in various capacities. Outside of finance, Sibert owns and oversees bookkeeping for a health club business, Sibert Fitness LLC, operating under the Anytime Fitness brand. CWM, LLC is an SEC-registered investment adviser serving individuals, 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.

Joshua Yost is a financial advisor with CWM, LLC, holding a Series 66 designation and 17 years of industry experience. He has worked at several firms including OneDigital Investment Advisors and LPL Financial. Outside of advising, he is a partner in a tax services business and holds the role of insurance agent. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients. The firm manages portfolios using discretionary model strategies supported by an in-house Investment Committee and offers a range of services including retirement-plan management and sub-advisory solutions.

Michael Gruidel is a financial advisor with CWM, LLC based in Omaha, NE. He holds the CFP® designation and has nine years of industry experience, including roles at Cetera Wealth Services, TD Ameritrade, and Mutual of Omaha. Prior to his advisory career, he worked at Clancy's Pub & Grill. 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, and retirement-plan services, utilizing model portfolios managed by an in-house Investment Committee and a combination of fundamental and technical analysis.

Johnathon Smith is a financial advisor at TLG Advisors, Inc. with 10 years of industry experience. He holds a Series 66 designation and has worked at firms including Wells Fargo Clearing and Ameriprise Financial Services. Outside of advising, he is involved in a family business, assisting with e-commerce tasks for John and Gabbs Games, LLC. TLG Advisors serves a diverse client base, including individuals, high-net-worth clients, trusts, and institutional investors. The firm focuses on manager selection and monitoring using fundamental analysis and Modern Portfolio Theory, offering portfolio management and financial planning services through a network of independent representatives and sub-advisors.

Benjamin Frantz is a Series 65-licensed financial advisor with 12 years of experience at Orion Portfolio Solutions, LLC, where he has worked since 2014. Based in Omaha, NE, Frantz has spent his entire advisory career within the Orion organization. Orion Portfolio Solutions primarily serves independent investment advisory firms, retirement plans, charitable organizations, and corporate and institutional sponsors. The firm offers model-driven and managed-account solutions, technology-enabled custom indexing, and supports more than 198 advisors with approximately $64.8 billion in assets under administration.

Justin Schultes is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at CWM, LLC. His prior experience includes roles at Cetera, LPL Financial, and Cambridge Investment Research. He serves on the building committee for Xavier Catholic Schools and is a board member of Matthew 25, a nonprofit focused on community health through housing, food, and education initiatives. CWM, LLC is an SEC-registered investment adviser with over 600 advisors that serves individuals, families, foundations, corporations, and institutional clients. The firm employs discretionary account management using model portfolios, combining fundamental and technical analysis, third-party sub-advisors, and customization tools, with a strong emphasis on retirement plan services and fiduciary processes.

Grant Dorhout is a financial advisor with CWM, LLC in Omaha, NE, holding a Series 65 license and nine years of industry experience. Prior to joining CWM in 2022, he worked at AlphaStar Capital Management, LLC from 2017 to 2022 and has operated Dorhout Retirement Services since 2006. He is also an independent insurance agent, selling various insurance products and services. 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 on a discretionary basis using model portfolios overseen by an in-house Investment Committee and provides a range of services including portfolio management, financial planning, and retirement-plan solutions.

Meghan Castinado is a financial advisor with Orion Portfolio Solutions, LLC, holding a Series 65 designation and 12 years of industry experience. She has worked at Orion since 2019 and previously spent six years at CLS Investments, LLC. Her family co-owns an RIA, though she is not involved in that business. Orion Portfolio Solutions primarily serves independent investment advisory firms and their clients, retirement plans, charitable organizations, and institutional sponsors. The firm offers model-driven and managed-account solutions supported by technology platforms, overseeing approximately $64.8 billion in assets and serving more than 185,000 client relationships.

Angelo Atenco Torres is a financial advisor at Orion Portfolio Solutions, LLC, holding a Series 65 designation with approximately one year of industry experience. Prior to joining Orion, he worked in various roles including positions at The Continental Mid-town and Los Sarapes Chalfont, and has experience in educational institutions such as Temple University and Norristown Area High School. 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 large client base with approximately $64.8 billion in assets under administration across multiple delivery platforms.

Natalie Mc Carty is a Series 65-credentialed advisor with Orion Portfolio Solutions, LLC, based in Omaha, NE, and has two years of industry experience. Her prior work includes roles at Gap Inc., Caliber Corporate Advisers, and WE Communications. Orion Portfolio Solutions primarily serves independent investment advisory firms and their clients, including retirement plans and institutional sponsors. The firm focuses on model-driven and managed-account solutions and supports approximately 198 advisors with about $64.8 billion in assets under administration.

Jason Comes is a financial advisor at CWM, LLC with 34 years of industry experience. He holds a Series 63 designation and has worked at LPL Financial, Carson Wealth, and Cetera Advisor Networks. Outside of advising, he is also licensed as an insurance agent selling life, health, disability, annuities, and long-term care insurance. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutional clients through a large network of advisors. The firm manages portfolios primarily on a discretionary basis using model portfolios alongside fundamental and technical analysis, third-party sub-advisors, and customized tools, with a significant focus on retirement plans and institutional services.

Alexander Schultz is a CFP® professional with eight years of experience in the financial services industry. He is currently with Mariner and has previously worked with firms including Northwestern Mutual and Scott Royal. Schultz also holds a compliance associate role at Mariner and is an investment advisor representative at MSEC, LLC. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm employs a discretionary, customized portfolio approach supported by in-house research and third-party managers, with additional capabilities in tax integration and financial wellness solutions.

Joseph Mannschreck is a Series 65-licensed financial advisor with five years of industry experience, currently associated with Orion Portfolio Solutions, LLC in Omaha, NE. He previously worked at Brinker Capital Securities and has experience in a masonry business. Orion Portfolio Solutions serves independent investment advisory firms, retirement plans, charitable organizations, and institutional sponsors with model-driven and managed-account solutions, supporting approximately 198 advisors and over 185,000 client relationships. The firm offers a range of services including separately managed accounts, Wealth Advisory for high-net-worth clients, and technology-enabled custom indexing, focusing on portfolio management and platform services.

Joseph Larsen is a Series 65-licensed financial advisor with two years of industry experience, currently with Orion Portfolio Solutions, LLC. He has previously worked at TownSquare Capital, The Norden Group, PEG Companies, Nu Skin, and Deseret Book. Larsen is based in Omaha, NE. Orion Portfolio Solutions primarily serves independent investment advisory firms and their clients, along with retirement plans, charitable organizations, and institutional sponsors. The firm focuses on model-driven and managed-account solutions, offering technology-enabled portfolio management and support services for advisors.

Kent Schroeder is a financial advisor with Orion Portfolio Solutions, LLC in Omaha, NE, holding Series 63 and Series 65 designations and bringing 16 years of industry experience. His prior roles include positions at Brinker Capital Securities, Orion Advisor Technology, LLC, and TD Ameritrade. Orion Portfolio Solutions primarily serves independent investment advisory firms, retirement plans, charitable organizations, and institutional sponsors through a range of 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.

Michael Ann Henne is a Series 65-licensed financial advisor at Orion Portfolio Solutions, LLC with experience spanning positions at TIFF Investment Management, Hamilton Lane, Wells Fargo - Riley Financial Strategies Group, and the University of Pittsburgh. She has been with Orion Portfolio Solutions since 2026. 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, providing services such as strategist models, separately managed accounts, and technology-enabled custom indexing, managing approximately $64.8 billion in assets across a broad client base.