John Baczwaski is a financial advisor with Principal Financial Services, holding a Series 66 designation and 22 years of industry experience. He has been associated with Principal Securities Inc. since 2016 and Principal Life Insurance Company since 2003. Baczwaski is also the owner of Baz Wealth Management LLC, an entity established for tax purposes. 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 outside the United States. The firm offers financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions under distinct advisory and promoter arrangements.

Kylee Beach is a financial advisor at Orion Portfolio Solutions, LLC with 12 years of industry experience. She holds the Series 65 designation and has worked with Northstar Financial Services Group, LLC and Orion Advisor Solutions, LLC. Orion Portfolio Solutions primarily serves independent investment advisory firms and their clients, retirement plans, charitable organizations, and corporate sponsors. The firm focuses on model-driven and managed-account solutions, supporting a large client base and providing specialized portfolio management and platform services.

Francis Vlock is a financial advisor with Eagle Strategies (NY Life) in Elkhorn, Nebraska. He holds the ChFC® designation and a Series 63 license, with 44 years of industry experience. His career includes roles at Eagle Strategies since 2001, as well as extensive tenure with New York Life and its affiliated entities dating back to 1974. Vlock operates businesses under the names Vlock Financial Group and Generation Strategies, LLC, focusing on New York Life products and insurance services. Eagle Strategies serves a diverse client base of individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes customized recommendations and primarily manages assets on a non-discretionary basis, working within an integrated New York Life affiliate framework.

Isabella De Simone is a financial advisor at Orion Portfolio Solutions, LLC with one year of industry experience and holds a Series 65 designation. Her background includes roles at Sei and Bucknell University, along with ongoing self-employment as a babysitter since 2014. 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 about 198 advisors and more than 185,000 client relationships with approximately $64.8 billion in assets under administration.

Ashley Buchanan is a financial advisor at Sanctuary Advisors, LLC with nine years of industry experience and holds a Series 66 designation. Prior to joining Sanctuary Advisors in 2026, Buchanan worked at CWM, LLC DBA Carson Partners and Cetera Wealth Services, among other firms. Outside of advising, Buchanan serves as a youth softball coach for the Elkhorn Athletic Association/Nebraska Quakes Softball team. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base including individuals, corporations, pension plans, trusts, and charitable organizations. The firm supports a network of over 400 independent adviser representatives who employ a variety of investment strategies through discretionary and non-discretionary account management.

Todd Darnold is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing seven years of industry experience. He has worked at Securities America, Inc. prior to joining Osaic Advisory Services in 2024. In addition to his advisory role, he has been a faculty member at Creighton University since 2008, where he teaches and conducts academic research in management and entrepreneurship. 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 provides investment management, financial planning, retirement plan consulting, and related services through multiple program models, utilizing proprietary guidance and third-party platforms.

Alexander Brinkman is a financial advisor at Osaic Advisory Services, LLC with nine years of industry experience. He holds a Series 66 designation and has previously worked at firms including Fidelity Investments, Bank of America, Merrill, and Securities America. In addition to his advisory role, he serves as a Senior Operations Leader at Kerins Hendrickson Wealth Management. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension plans, corporations, trusts, charitable organizations, and governmental entities. The firm provides a range of services including investment management, financial planning, retirement plan consulting, and third-party manager oversight, delivering advisory programs through multiple models and utilizing both proprietary and third-party platforms.

Natalie James is a financial advisor with Orion Portfolio Solutions, LLC in Omaha, NE, holding a Series 66 designation and 11 years of industry experience. Her career includes roles at Brinker Capital Securities, Orion Advisor Technology, and TDAmeritrade. 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 a large client base with technology-enabled portfolio management services.

Brian Towner is a financial advisor at Orion Portfolio Solutions, LLC with 13 years of industry experience. He has held roles at Brinker Capital Securities since 2019 and has been with Orion Portfolio Solutions since 2014. His credentials include Series 63 and Series 66 licenses. 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, supporting over 198 advisors and more than 185,000 client relationships with approximately $64.8 billion in assets under administration.

Michael Hutchinson is a financial advisor with Eagle Strategies (NY Life) based in Elkhorn, Nebraska. He holds the Series 66 designation and has 19 years of industry experience. His career includes roles with Masters Financial & Insurance Group, LLC, Eagle Strategies, and New York Life, among others. Outside of his advisory work, he is involved in nonprofit activities such as advising the Nebraska Sportsmen's Foundation and volunteering for Combat Warriors/Wounded Warriors fundraisers, as well as consulting on cemetery design and layout. 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 emphasizes tailored recommendations across various program types, including retirement plan consulting and co-advisory relationships, and manages a substantial portion of assets on a non-discretionary basis.

Mark Soukup is a financial advisor at Orion Portfolio Solutions, LLC with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Brinker Capital Securities LLC, Northern Lights Distributors, LLC, and CLS Investments, LLC. He is based in Omaha, NE. Orion Portfolio Solutions primarily serves independent investment advisory firms and their clients, retirement plans, charitable organizations, and corporate and institutional sponsors. The firm offers model-driven and managed-account solutions through multiple delivery platforms, supporting approximately 198 advisors and over 185,000 client relationships.

Trevor Johnson is a financial advisor at J.W. Cole Advisors, Inc. in Omaha, NE, with 16 years of industry experience. He holds a Series 66 designation and has been with J.W. Cole Advisors and J.W. Cole Financial since 2015. Outside of his advisory role, he is involved in introducing a new sports equipment product, a light football helmet, to athletes. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, retirement plans, and other entities through a national network of over 400 independent investment adviser representatives. The firm offers portfolio management, fee-based financial planning, access to third-party investment managers, and various managed account solutions, with investment decisions implemented on discretionary or non-discretionary bases.

James Dooling III is a financial advisor at Orion Portfolio Solutions, LLC with a Series 65 credential. He has experience at multiple firms including Principal Asset Management and Principal Financial Group. His background also includes roles at Pennsylvania State University and Brinker Capital Investments. 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 provides technology-enabled portfolio management and sub-advisory services.

John Hoffman Jr. is a CFA® charterholder and holds a Series 65 license, currently serving as a financial advisor at Orion Portfolio Solutions, LLC in Omaha, NE. He has four years of industry experience, including prior work at KPMG LLP and an eight-year tenure at the University of Pittsburgh. 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 $64.8 billion in assets under administration.

Kyle Ryan is a financial advisor at Commonwealth Financial Network with 12 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Pacific Life Insurance and Dort's. Outside of his advisory role, he serves as an auditor for the South Omaha Eagles Club #154. Commonwealth Financial Network serves a national network of approximately 2,900 advisors and manages roughly $212.7 billion in client assets. The firm offers a broad range of managed-account programs, access to third-party asset managers, and custody services, providing both discretionary and nondiscretionary investment solutions.

Jeffrey Ziemba is a financial advisor at D.A. Davidson & Co. in Omaha, NE, holding a Series 66 designation with 18 years of industry experience. He has been with D.A. Davidson & Co. since 2016. Outside of his advisory role, he serves as secretary for the Lamp of Learning Educational Foundation and is on the board of directors for the Fire Ridge Homeowners Association. D.A. Davidson & Co. provides a range of investment advisory and brokerage services to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm offers ERISA retirement plan advisory, equity research, financial planning, and a Private Wealth program for high-net-worth clients, operating under fiduciary standards with both qualitative and quantitative investment analysis.

Gabriella Gonzalez is a financial advisor at Orion Portfolio Solutions, LLC, holding a Series 65 credential with three years of industry experience. Her prior work includes roles at Florida Financial Advisors and various positions outside the financial sector, including at Chick-fil-A and Target. Orion Portfolio Solutions 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 approximately 198 advisors with about $64.8 billion in assets under administration.

Derek Burry is a financial advisor at TIAA-CREF with 15 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Mutual of Omaha Investor Services and Mutual of Omaha for 13 years. Outside of his advisory role, he is a non-managing partner in a family real estate LLC. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services to individuals, trusts, estates, and small retirement plans. The firm offers both point-in-time planning and ongoing discretionary management, including customized and model portfolio options, and serves as adviser to a donor-advised fund.

Ryan Donovan is a Series 65 licensed advisor with Orion Portfolio Solutions, LLC in Omaha, NE, with one year of industry experience. He has been affiliated with Orion Advisor Solutions and its related entities since 2014. 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 nearly 198 advisors and over 185,000 client relationships, with approximately $64.8 billion in assets under administration.

Elisa Stansbury is a financial advisor at Schwab Wealth Advisory with Series 66 and Series 63 licenses and four years of industry experience. Her background includes roles at Charles Schwab & Co., Inc., TD Ameritrade, Inc., and six years at Gourmet Foods International. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations using Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not directly charge clients fees, distinguishing its service model from many enterprise wealth managers.