Colin Danahy is a financial advisor with Orion Portfolio Solutions, LLC, holding a Series 65 designation and two years of industry experience. His prior work history includes roles at Village Pointe Toyota and Jimmy Johns. 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, offering a range of portfolio management and technology-enabled services across its platforms.

Brent Pine is a CFP® professional with 38 years of industry experience, currently serving with CWM, LLC. His prior roles include positions at Carson Wealth, Geneos Wealth Management, and Integrated Wealth Management. He also operates a fixed insurance business, selling life, disability, annuities, and long-term care products. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutions through a large network of advisors. The firm employs discretionary portfolio management using model portfolios, combining fundamental and technical analysis alongside third-party sub-advisors and customization tools.

Gregory King is a CFA® charterholder and holds a Series 66 license, with four years of industry experience. He is currently with Orion Portfolio Solutions, LLC and has previously worked at Brinker Capital and Wells Fargo Advisors. His background also includes roles at Villanova University and involvement with Safe Splash and Seven Locks Pool Club. Orion Portfolio Solutions primarily serves independent investment advisory firms and their clients, as well as retirement plans, charitable organizations, and institutional sponsors. The firm specializes in model-driven and managed-account solutions, supported by technology-enabled services and a platform that manages approximately $64.8 billion in assets.

Jacob Orton is a financial advisor at Orion Portfolio Solutions, LLC with Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at Brinker Capital Securities, Fidelity Investments, Thanksgiving Point, and Alice Lane. He also served with the Church of Jesus Christ of Latter Day Saints. Orion Portfolio Solutions primarily serves independent investment advisory firms and their clients, as well as retirement plans, charitable organizations, and corporate 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.

Shannon Link is a financial advisor at Orion Portfolio Solutions, LLC in Omaha, NE, holding a Series 66 designation with four years of industry experience. Her work history includes positions at Brinker Capital Securities, Orion Portfolio Solutions, Tempoe, Sunglass Hut, and Xavier University. Orion Portfolio Solutions 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 approximately 198 advisors and more than 185,000 client relationships with about $64.8 billion in assets under administration.

Bryan Gelster is a financial advisor with Orion Portfolio Solutions, LLC, holding a Series 65 credential and 12 years of industry experience. He has been with Orion Advisor Solutions, LLC since 2011 and joined Orion Portfolio Solutions in 2023. Orion Portfolio Solutions serves independent investment advisory firms, 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.

Rahim Solehdin is a financial advisor with Eagle Strategies (NY Life) in Elkhorn, Nebraska, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has been associated with Eagle Strategies since 2023 and has a background at NYLife Securities and New York Life Insurance Company dating back to 2013. Eagle Strategies serves a diverse clientele including individual investors, institutional clients, and plan sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives, with a significant portion of assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.

Cade Denazario Akers is a CFP® with 11 years of industry experience currently affiliated with Orion Portfolio Solutions, LLC. His prior roles include positions at Charles Schwab & Co Inc and Bellevue College. Orion Portfolio Solutions primarily serves independent investment advisory firms and their clients, offering model-driven and managed-account solutions supported by technology platforms. The firm manages approximately $64.8 billion in assets and serves a broad client base including retirement plans and institutional sponsors.

Andrei Petre is a financial advisor with Orion Portfolio Solutions, LLC in Omaha, NE, holding Series 63 and Series 65 credentials and seven years of industry experience. His prior roles include positions at Brinker Capital, Janney Montgomery Scott, and The Vanguard Group. Orion Portfolio Solutions serves independent investment advisory firms, retirement plans, charitable organizations, and institutional sponsors, offering model-driven and managed-account solutions alongside sub-advisory and technology-enabled services. The firm supports a high client count and significant assets under administration, focusing on portfolio management and platform services.

Joanna Swanson is a financial advisor at Principal Financial Services with 14 years of industry experience. She holds a Series 66 designation and has worked at firms including CWM, LLC, Cetera Advisor Networks LLC, and First National Bank of Omaha. She serves as a board member of the Rose Theatre in Omaha, where she participates in budget approvals and fundraising efforts. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money manager solutions, with investment implementation typically managed on a discretionary basis by these third-party managers.

Benjamin Rawlings is a Series 65 licensed advisor with three years of industry experience. He is currently with Orion Portfolio Solutions, LLC and has been associated with Orion Advisor Technology since 2014. 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, providing portfolio management and platform services to support approximately 198 advisors and over 185,000 client relationships.

Madelyn Corcoran is a financial advisor at Orion Portfolio Solutions, LLC with a Series 66 credential and three years of industry experience. Her work history includes roles at Brinker Capital Securities, Cetera, and Renaissance Financial. She has also been involved with the University of Nebraska-Lincoln Athletic Department and Wilderness Ridge Country Club. Orion Portfolio Solutions primarily serves independent investment advisory firms and their clients, offering model-driven and managed-account solutions across multiple platforms. The firm supports a large client base with services including sub-advisory, outsourced trading, and technology-enabled portfolio management.

Austin Johnson is a Series 65-licensed financial advisor with three years of industry experience. He is currently with Orion Portfolio Solutions, LLC in Omaha, NE, where he has worked since 2023. Prior to this, he spent five years at Redtail Technology and four years at In-n-Out Burger. Orion Portfolio Solutions primarily serves independent investment advisory firms and their clients, as well as retirement plans, charitable organizations, and corporate sponsors. The firm emphasizes model-driven and managed-account solutions and supports over 198 advisors with approximately $64.8 billion in assets under administration.

Solomon Berry is an investment advisory representative with CWM, LLC based in Omaha, NE, holding Series 63 and Series 66 licenses and 13 years of industry experience. He previously worked at Fidelity Brokerage Services LLC and has been with CWM, LLC and its affiliate Cetera Wealth Services since 2018. Outside of his advisory role, he also works as a clothing specialist at Scheels All Sports. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, corporations, and institutional clients through a network of over 600 advisors. The firm provides portfolio management, financial planning, sub-advisory, and retirement plan services, using discretionary management with model portfolios overseen by an in-house Investment Committee.

Jason Shevland is a financial advisor with Orion Portfolio Solutions, LLC, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has been with Orion Portfolio Solutions since 2022 and concurrently associated with Brinker Capital since 1998. Orion Portfolio Solutions serves independent investment advisory firms and their clients, including retirement plans, charitable organizations, and corporate sponsors. The firm emphasizes model-driven and managed-account solutions supported by technology platforms, managing approximately $64.8 billion in assets and working with nearly 198 advisors.

Phillip Colling is a Series 65 licensed advisor with Orion Portfolio Solutions, LLC in Omaha, NE, and has three years of industry experience. He has been with Orion Advisor Solutions since 2015 and Orion Portfolio Solutions since 2018. Orion Portfolio Solutions serves independent investment advisory firms and their clients, as well as retirement plans, charitable organizations, and corporate and institutional sponsors. The firm emphasizes model-driven and managed-account solutions and supports approximately 198 advisors managing over $64 billion in assets.

Shaun Kardell is a financial advisor at Orion Portfolio Solutions, LLC with 12 years of industry experience. He holds the Series 65 and Series 66 designations and has previously worked at Brinker Capital Securities LLC, Orion Advisor Services, LLC, and Northern Lights Distributors, LLC. 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 a high client count and asset level per advisor through integrated portfolio management and technology-driven services.

Russell Nieland is a CFP® with 14 years of industry experience, currently affiliated with CWM, LLC in Omaha, NE. He has previously worked at firms including Carson Wealth, Cetera Advisor Networks, and TD Ameritrade. In addition to his advisory role, he is licensed to sell fixed insurance products such as life, 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 network of over 600 advisors. The firm offers portfolio management, financial planning, and retirement-plan services, employing discretionary management with model portfolios overseen by an in-house Investment Committee and integrating various analytical and customization tools.

Alexandria Ulrich is a financial advisor with CWM, LLC in Omaha, NE, holding a Series 66 designation and five years of industry experience. Her prior roles include positions at Carson Group and Cetera Wealth Services. Outside of advisory work, she provides compliance support related to advertising review for Carson Group Holdings, LLC. CWM, LLC serves a diverse client base including individuals, high-net-worth families, foundations, and institutional clients through a large network of advisors. The firm employs discretionary management with model portfolios overseen by an in-house Investment Committee and emphasizes fiduciary processes, retirement plan services, and platform relationships.

Mark Audrain is a financial advisor at Orion Portfolio Solutions, LLC with seven years of industry experience. He holds a Series 66 designation and has previously worked at Aspiration and CommunityAmerica Financial Solutions LLC, as well as FINRA Inc. Orion Portfolio Solutions 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 and over 185,000 client relationships with about $64.8 billion in assets under administration.