David Nabity is a financial advisor at Integrity Alliance, LLC with over 44 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. His career includes long-term roles at Lion Street Financial and Nabity Financial Group, among others. Outside of advising, he serves as Executive Director of the Omaha Alliance for the Private Sector, a nonprofit focused on education, and is involved in Christian art and music through Testimonial Productions LLC. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a large network of independent advisers. The firm provides a range of investment management and consulting services, utilizing various portfolio approaches and custodial platforms.

Mili Rosen is a CFA® charterholder with four years of experience at Orion Portfolio Solutions, LLC and Brinker Capital Securities, following prior roles at AccessLex Institute and JP Morgan Chase & Co. She is based in Omaha, NE. Orion Portfolio Solutions serves independent investment advisory firms, retirement plans, charitable organizations, and institutional sponsors through model-driven and managed-account solutions, supporting nearly 200 advisors and over 185,000 client relationships across its platforms.

Connor Mcdonald is a Series 65-licensed financial advisor with six years at Orion Portfolio Solutions, LLC and Orion Advisor Solutions, and seven years of prior experience at Wells Fargo. He is based in Omaha, NE, and has two years of industry experience under his license. 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 services such as strategist models, separately managed accounts, and a technology-enabled custom indexing platform.

Nicole Kramer is a CFA® charterholder with four years of industry experience. She is affiliated with Orion Portfolio Solutions, LLC and has held positions at Brinker Capital Securities and Mercer Investments LLC. 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, providing technology-enabled services and sub-advisory support for more than 198 advisors and approximately 185,000 client relationships.

Timothy Noe is a Series 65-licensed financial advisor with over five years of industry experience, currently serving at Orion Portfolio Solutions, LLC since 2019. His prior roles include positions at Divisions Maintenance Group and Meijer Inc., along with academic experience at Eastern Kentucky University. 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 approximately 198 advisors and more than 185,000 client relationships with about $64.8 billion in assets under administration.

Christopher Coffman is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and 16 years of industry experience. His prior work includes roles at Edward Jones, Wells Fargo Advisors, TD Ameritrade, and multiple Ameritas affiliates. He also operates InSOURCE Financial Advisors, providing insurance and financial services. Ameritas Advisory Services, LLC delivers investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers various managed account programs and fee-based management of variable annuity and universal life subaccounts, supported by a comprehensive platform and third-party resources.

Todd Bertucci is a financial advisor with Orion Portfolio Solutions, LLC in Omaha, NE. He holds Series 63 and Series 65 licenses and has six years of industry experience. Bertucci has been with Orion Advisor Solutions since 2011 and joined Orion Portfolio Solutions in 2023. 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, supporting a large client base with technology-enabled portfolio management and a broad range of investment services.

Matthew Mileski is a financial advisor at Orion Portfolio Solutions, LLC with 14 years of industry experience. He holds a Series 66 designation and has worked at Orion Portfolio Solutions since 2022 and Brinker Capital since 2015. 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 and supports approximately 198 advisors managing over $64 billion in assets across more than 185,000 client relationships.

Bryan Holen is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 designations and over 26 years of experience in the industry. His career includes roles at Ameritas-related firms and Principal Life Insurance Company, as well as leadership of his own insurance sales business. He serves on the board of the NAIFA National PAC, contributing to the oversight of this political action committee. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers various managed account programs and fee-based management of variable annuity and life insurance subaccounts, with advisory relationships delivered on both discretionary and non-discretionary bases.

Casey La Framboise is a financial advisor at CWM, LLC with two years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Fifth Third Securities and Fifth Third Bank. 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, sub-advisory, and retirement-plan services, typically managing accounts on a discretionary basis using model portfolios overseen by an in-house Investment Committee.

Robert Bailey is a financial advisor at Principal Financial Services with eight years of industry experience. He holds a Series 66 designation and has worked at Principal Securities Inc and Principal Life Insurance Company since 2023, following five years at Thrivent Financial. Outside of his advisory role, Bailey serves as Treasurer of Femi's Heart Foundation and Secretary for Frontline Chaplains International's Heartland Chaplains Corps chapter. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Grant Gotschall is a financial advisor at First Command Advisory Services with nine years of industry experience. He holds a Series 66 designation and has worked at various firms, including Mutual of Omaha and Raymond James Financial Services. Outside of advisory work, he owns a single-family rental property. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, focusing on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Gina Kenney is a financial advisor at Orion Portfolio Solutions, LLC with a Series 65 designation and three years of industry experience. Prior to joining Orion in 2026, she worked at Ategenos Capital, Clark Capital Management Group, and SEI Investments Management Corp. 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 and supports a large client base through technology-enabled portfolio management and integrated platform services.

Alexander Houston is a financial advisor with Principal Financial Services and holds a Series 66 designation. He has been in the industry since 2026, previously working with Today's Advisors, Today's Benefits, Inc., Today's Benefits and Financial Services, Inc., Principal Securities, Inc., and Principal Life Insurance Company. Before entering the financial industry, he worked six years at OCi Services and four years at Pitch West Pizzaria. 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 abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Christopher Bosse is a financial advisor with Orion Portfolio Solutions, LLC, holding a Series 65 designation and 12 years of industry experience. He has worked at Brinker Capital Securities since 2022 and has been with Orion Portfolio Solutions since 2007. Orion Portfolio Solutions primarily serves independent investment advisory firms and their clients, retirement plans, charitable organizations, and institutional sponsors. The firm emphasizes model-driven and managed-account solutions, supporting nearly 200 advisors and more than 185,000 client relationships with approximately $64.8 billion in assets under administration.

Natalie Webert is a financial advisor at Orion Portfolio Solutions, LLC, with 12 years at the firm and a total of 9 years of industry experience. She holds a Series 65 designation. Prior to her current role, she spent five years with CLS Investments, LLC. Orion Portfolio Solutions primarily serves independent investment advisory firms and their clients, along with retirement plans, charitable organizations, and corporate and institutional sponsors. The firm offers model-driven and managed-account solutions and supports approximately 198 advisors managing over $64 billion in assets.

Michael Lenge is a Series 66-licensed financial advisor with nine years of industry experience. He is currently with Orion Portfolio Solutions, LLC and has held prior roles at Brinker Capital and Wealthcare Advisory Partners. His outside activities include involvement with Coastal Insurance Consulting, LLC, a non-variable insurance business. 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 strategists, separately managed accounts, and technology-enabled indexing services, supporting approximately 198 advisors and over 185,000 client relationships.

Rhonda Campbell is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 12 years of industry experience. She has worked at Parker Financial Associates and Western International Securities, Inc., among other firms. Outside of her advisory role, she provides accounting, bill pay, and payroll services through RLC Business Solutions. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering various advisory programs and support services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm provides operational, trading, technology, compliance, and practice-management support while allowing advisors discretion in portfolio construction.

Dillon Plath is a Series 65-registered advisor with CWM, LLC, located in Omaha, NE. He has experience at Carson Group, PrimeTime Healthcare, Werner Enterprises, and the University of Nebraska at Omaha. 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 uses discretionary model portfolios governed by an internal Investment Committee and offers a range of portfolio management and retirement-plan services.

Martin Hagge is a financial advisor with Eagle Strategies (NY Life) holding a Series 66 designation and three years of industry experience. He has worked at V Capital, LLC D/B/A V5 Capital since 2025 and has been affiliated with Eagle Strategies LLC and NYLIFE Securities LLC since 2023 and 2022, respectively. Outside of his advisory role, he owns J6 Ranch LLC, which raises and trains calf roping horses for the equine industry. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers a variety of advisory programs with an emphasis on tailoring recommendations to client objectives and primarily manages assets on a non-discretionary basis.