Scott Conroy is a financial advisor at CWM, LLC with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Cetera Wealth Services, LPL Financial, and CWM since 2012. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, institutions, and corporations through a network of over 600 advisors. The firm uses a discretionary investment approach with model portfolios overseen by an in-house Investment Committee and offers a range of services including portfolio management, financial planning, and retirement-plan solutions.

Justin Kane is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 designations and seven years of industry experience. He has previously worked at Morgan Stanley and TD Ameritrade. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients. The firm emphasizes long-term portfolio returns and annual rebalancing through an integrated service model tied to Empower’s recordkeeping and administrative platforms.

Gerald Monahan III is a financial advisor at Brookstone Capital Management LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has operated Monahan Financial, Inc. since 2004. Outside of advisory work, he is involved in residential real estate rental activities with family. Brookstone Capital Management is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions. The firm provides fee-based asset management and financial planning through a turnkey asset management platform and emphasizes discretionary investment management via model portfolios and managed accounts.

Matthew Medlock is a financial advisor with Integrity Alliance, LLC, holding a Series 66 license and five years of industry experience. His prior work includes roles at LPL Financial, Tagge Rutherford Financial Group, and Cetera Advisors. Outside of his advisory work, he is also licensed as an insurance agent involved in the sales and service of fixed insurance products. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers a variety of investment management and consulting services, employing multiple portfolio strategies and utilizing custodial platforms to support reporting, trading, and administration.

Ashley Calabretto is a financial advisor at Orion Portfolio Solutions, LLC with 12 years of industry experience and a Series 65 designation. She has worked at Orion Advisor Technology, LLC since 2018 and previously spent seven years at Northstar Financial Services Group, LLC. Orion Portfolio Solutions primarily 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, supporting nearly 200 advisors and over 185,000 client relationships with approximately $64.8 billion in assets under administration.

Shannon Reynolds is a financial advisor at Orion Portfolio Solutions, LLC with 2 years of industry experience. She holds a Series 65 designation and has been with Orion Portfolio Solutions since 2016. Orion Portfolio Solutions primarily serves independent investment advisory firms and their clients, along with retirement plans, charitable organizations, and corporate sponsors. The firm focuses on model-driven and managed-account solutions, offering portfolio management and technology-enabled services, and supports nearly 200 advisors with over $64 billion in assets under administration.

Stewart Martin is a financial advisor with Orion Portfolio Solutions, LLC, holding Series 65 and Series 63 licenses and bringing 24 years of industry experience. His prior roles include positions at NGAM Distribution L.P. and Brinker Capital Securities. Orion Portfolio Solutions serves independent investment advisory firms, retirement plans, charitable organizations, and institutional sponsors, focusing on model-driven and managed-account solutions alongside technology-enabled portfolio management and administrative services.

Andrew Reisdorff is a financial advisor at CWM, LLC with 13 years of industry experience. He holds a Series 65 designation and has worked at CWM since 2019, with previous roles at FTJ FundChoice, LLC and CLS Investments LLC. 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 employs discretionary account management using model portfolios and combines fundamental and technical analysis, third-party sub-advisors, and customization tools, emphasizing retirement plan and institutional services.

Ibrahim Bakhit is a financial advisor with Schwab Wealth Advisory in Omaha, NE, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He previously worked at TD Ameritrade for 14 years before joining Schwab Wealth Advisory and Charles Schwab and Co., Inc. in 2024. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations based on Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within Schwab and does not directly charge clients fees or exercise discretionary trading authority.

John Dippel is a financial advisor at Allworth Financial, L.P. with 29 years of industry experience. He holds Series 63, 65, and 66 designations and has previously worked at TD Ameritrade, Charles Schwab, and AW Securities. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio management using various model strategies and employs technology to manage held-away employer retirement accounts.

Sean Meagher is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors since 2018. He previously worked at Bank of America and Merrill from 2015 to 2018. Outside of traditional financial services, he was involved with Major League Lacrosse from 2015 to 2019. Mariner serves a diverse client base, including individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm combines in-house research with third-party managers to deliver customized portfolios and provides integrated tax, accounting, and family office services uncommon for a firm of its size.

Sarah Robak is a financial advisor at D.A. Davidson & Co. with 11 years of industry experience. She holds the CFP® and CFA® designations and has worked previously at Bridges Investment Management Inc. and TD Ameritrade. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including retirement plans, individual investors, and charitable organizations, offering services such as ERISA retirement plan advisory, financial planning, and a private wealth program for high-net-worth clients. The firm operates under fiduciary standards and integrates qualitative and quantitative analysis in its investment recommendations.

Scott Toms is a financial advisor at CWM, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Cetera Advisor Networks, Carson Wealth, Linsco Private Ledger Corp, and Cornerstone Wealth Management Group. Outside of advising, he is also an insurance agent selling life, annuities, and long-term care insurance. 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 and offers a range of services including financial planning, retirement-plan solutions, and sub-advisory services.

Brad Yoder is a financial advisor at Integrated Wealth Concepts LLC with a Series 65 credential and four years of industry experience. He has worked previously at Avantax Advisory Services and has held a vice president role at DeBoer & Associates PC, a CPA firm. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, utilizing customized portfolios with a long-term approach and a combination of internal management and third-party asset managers.

W Illiam Crum is a Series 65-licensed financial advisor with two years of industry experience, currently with Orion Portfolio Solutions, LLC. His prior roles include positions at Taskvisory, Angel Studios, Ad Ventures, and Vermillion Rock Advisors. Crum also spent two years affiliated with the Church of Jesus Christ of Latter-day Saints. Orion Portfolio Solutions serves independent investment advisory firms and their clients, retirement plans, charitable organizations, and institutional sponsors. The firm manages approximately $64.8 billion in assets and supports around 198 advisors and over 185,000 client relationships through model-driven and managed-account solutions, sub-advisory and trading services, and a technology-enabled investment platform.

Brent Stricklett is a CFA® charterholder with 19 years of experience in the financial services industry. He is currently with Transamerica Financial Advisors and has previously worked at firms including Securities America, MUTUAL OF OMAHA Investor Services, and Ladenburg Thalmann & Co. Inc. Outside of advisory roles, he was involved with Catch-A-Lobster LLC from 2011 to 2016. Transamerica Financial Advisors, LLC provides investment advisory, brokerage, and retirement-plan services to individual investors, employer-sponsored plans, trusts, estates, charitable organizations, and businesses. The firm utilizes a range of model portfolios and third-party managers, delivering services through multiple program platforms and a large advisor network.

Dylan Shelman is a Series 65-registered financial advisor with Orion Portfolio Solutions, LLC, based in Omaha, NE. He has been with Orion Portfolio Solutions and Orion Advisor Solutions since 2023. Prior to his current role, he worked at Topgolf and held teaching positions at the University of Nebraska at Omaha and Papillion La-Vista Highschool. 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 198 advisors and over 185,000 client relationships, managing around $64.8 billion in assets under administration.

Charles Dorn is a Series 65-licensed financial advisor at Focus Partners Wealth, LLC with three years of industry experience. He previously worked at Homan Wealth Advisors, Ameriprise Financial, and has held roles outside of finance, including positions in the golf and retail industries. Focus Partners serves a diverse client base including individuals, high-net-worth families, family offices, and institutional clients, offering a wide range of wealth management and advisory services. The firm’s investment approach combines active and passive strategies through an enhanced open architecture framework, utilizing both fundamental and quantitative analysis along with specialized tools such as trend-following and options overlay strategies.

Christopher Romano is a CFA® charterholder with 16 years of industry experience. He is currently with Orion Portfolio Solutions, LLC and Orion Advisor Technology, LLC, where he has worked since 2018. Prior to that, he spent six years at ETF Global. Outside of his primary roles, Romano consults for Koyfin, an analytical and charting platform, focusing on product organization and quantitative performance attribution methods. Orion Portfolio Solutions primarily serves independent investment advisory firms, retirement plans, charitable organizations, and institutional sponsors, managing approximately $64.8 billion in assets. The firm offers model-driven managed-account solutions, technology-enabled custom indexing, and other portfolio management and platform services.

Curtis Christensen is a ChFC® with 34 years of industry experience, currently serving with Eagle Strategies (NY Life) since 2016. He has been affiliated with New York Life and Nylife Securities LLC since 2007. Outside of his advisory role, he owns and operates a light hauling and pet transportation business. Eagle Strategies serves individual and institutional clients with financial planning, investment management, and retirement-plan advisory services. The firm offers a variety of program types and emphasizes tailored recommendations, managing the majority of its assets on a non-discretionary basis within the integrated New York Life affiliate structure.