Andrew Glaser is a financial advisor at Orion Portfolio Solutions, LLC with 12 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at JPMorgan Chase Bank NA and J.P. Morgan Securities. Glaser has been with Orion since 2021. Orion Portfolio Solutions serves independent investment advisory firms and their clients, including retirement plans, charitable organizations, and institutional sponsors. The firm manages approximately $64.8 billion in assets under administration and focuses on model-driven, managed-account solutions alongside technology-enabled portfolio services.

Eric Donlen Iverson is a Series 65-licensed advisor with Integrity Alliance, LLC, based in Omaha, NE, and has been with the firm since 2025. He has prior experience in health and fixed insurance sales with American Senior Benefits. Iverson also worked in ride-sharing services from 2016 to 2018. Integrity Alliance is a large advisor network with over 300 independent representatives managing approximately $5.4 billion in assets. The firm serves a diverse client base including individuals, corporations, and qualified retirement plans, offering portfolio management, financial planning, and access to both discretionary and non-discretionary investment solutions.

Kevin Zlomke is a financial advisor at CWM, LLC with 20 years of industry experience. He holds a Series 65 designation and has worked at CWM since 2019. His prior experience includes roles at FTJ FundChoice, LLC and Northern Lights Distributors, LLC, where he was employed for 15 years. 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 using a discretionary model approach, combining fundamental and technical analysis, third-party sub-advisors, and customization tools, along with a range of retirement-plan services and explicit conflict-of-interest disclosures.

Ronnett Kitten is a financial advisor at CWM, LLC with a Series 65 credential and three years of industry experience. Prior to joining CWM, she worked at Oakeson Steiner Wealth & Retirement and OneDigital Investment Advisors, and she has over two decades of experience at Ellerbrock-Noris Agency, Inc. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of partner offices and more than 600 advisors. The firm offers discretionary portfolio management using model portfolios, sub-advisory services, and a range of retirement-plan services supported by in-house research, third-party providers, and customization tools.

Mcbee Butcher Jr. is a CFP® and CFA® with 25 years of industry experience. He joined Orion Portfolio Solutions, LLC in 2024, after spending ten years at Sei Investments Company. He serves as a board member and investment committee chair for the Philadelphia Association of Zeta Psi. Orion Portfolio Solutions primarily supports 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, offering a range of portfolio management and technology services with approximately $64.8 billion in assets under administration.

Christine Sand is a CFP® and holds a Series 65 license with eight years of industry experience. She has been with Creative Planning since 2017 and previously worked at Mutual of Omaha and the University of Nebraska - Lincoln. Christine is based in Omaha, NE. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supported by supplemental options such as direct indexing and tax-loss harvesting.

Ryan Krauss is a financial advisor at J.W. Cole Advisors, Inc. with 12 years of industry experience. He holds a Series 65 designation and has worked previously at Global Financial Private Capital and US Central Financial, where he remains involved as president. Outside of his advisory role, he is an owner/member of several personal LLCs used for tax planning and real estate purposes. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent investment adviser representatives. The firm provides portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions, utilizing both discretionary and non-discretionary approaches.

Breann Urban is a financial advisor at AE Wealth Management, LLC with a Series 65 license and two years of industry experience. She has held roles at several firms including Leverage Planning, CETERA Advisor Networks LLC, and Pacific Life Insurance Company. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individual households, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and a variety of investment strategies, serving over 127,000 clients with a focus on scalable platform services.

Monte Peterson is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at Brokers International Financial Services, LPL Financial, and Cetera Advisors LLC. He is also involved in managing TR Financial and Peterson Investment Management, and works as an insurance agent selling fixed insurance products. Integrity Alliance serves a broad client base including individual investors, corporations, and qualified retirement plans, offering portfolio management, financial planning, and both wrap and non-wrap programs through a large network of advisors. The firm employs a variety of investment approaches and maintains dual registration as an SEC-registered investment adviser and broker-dealer.

George White is a financial advisor at CWM, LLC in Omaha, NE, holding Series 63 and Series 65 licenses with 22 years of industry experience. His prior work includes roles at Carson Group, Fortigent, LLC, and LPL Financial. 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, combining fundamental and technical analysis with third-party sub-advisors and customization tools, and offers a variety of retirement-plan services including a delegated 3(38) option.

Jennifer Potmesil is a CFP® professional with 11 years of industry experience, currently with Mariner and previously with Merrill. She has been with Mariner since 2018 and recently started at Msec, LLC in 2026. Outside of her advisory roles, she serves as a clerk in Council Bluffs, IA. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs a discretionary, customized portfolio approach supported by in-house research and third-party managers, with notable integration of tax, accounting, and administrative CFO services.

Thomas Foley is a financial advisor at Hightower Advisors in Omaha, NE, with 31 years of industry experience. He holds the Series 63 and Series 65 designations and has been with HighTower Securities, LLC and HighTower Advisors, LLC since 2016. Outside of his advisory work, he is involved with Bultaco Enterprise LLC, a real estate business. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and pooled investment vehicles. The firm’s advisory approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research and portfolio construction techniques.

Chad Horsham is a financial advisor with Eagle Strategies (NY Life) based in Elkhorn, Nebraska. He holds the ChFC® designation and the Series 63 license, with 21 years of experience in the industry. Horsham operates under the Horsham Financial Group for selling New York Life products and brokering non-registered insurance products. He is also a shareholder in NYLARC Holding Company, Inc., which reinsures life insurance policies he writes with New York Life. Eagle Strategies serves a diverse clientele, including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm focuses on tailored solutions across multiple program types and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Michele Schreck is a financial advisor with CWM, LLC in Omaha, NE, holding Series 63 and Series 65 licenses and 33 years of industry experience. Her career includes roles at LPL Financial LLC from 1993 to 2017, and she has been with both Carson Wealth and CWM LLC since 2012. 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 employs a discretionary investment approach using model portfolios guided by an in-house Investment Committee, combining fundamental and technical analysis along with third-party sub-advisors and customization tools.

Troy Woods is an investment advisor at TLG Advisors, Inc. with 33 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including The Leaders Group Inc and CLS Investments, LLC. In addition to his advisory role, he is principal and manager of Element Insurance Partners, a brokerage general agency focused on insurance products for financial advisors. TLG Advisors, Inc. manages approximately $2.0 billion in discretionary assets and serves individuals, retirement plans, trusts, charitable organizations, businesses, and institutional investors. The firm provides investment supervisory and portfolio management services, comprehensive financial and estate planning, and ERISA fiduciary services, utilizing a research approach based on fundamental analysis and Modern Portfolio Theory.

Mark Yoder is a CFA® charterholder with eight years of industry experience. He is currently with Orion Portfolio Solutions, LLC and previously worked at Brinker Capital Securities and The Glenmede Trust Company. 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 approximately 198 advisors with $64.8 billion in assets under administration.

Tyler Lindsay is a financial advisor with CWM, LLC in Omaha, NE, holding Series 63 and Series 65 licenses, and has five years of industry experience. He previously worked at LPL Financial, LLC for six years and held roles at US Bank and Foresters Financial Services. 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 offers portfolio management and financial planning services, typically managing accounts on a discretionary basis using model portfolios overseen by an internal Investment Committee.

Thomas Wilson is a Chartered Financial Analyst (CFA®) with 29 years of experience in the investment industry. He currently serves at Orion Portfolio Solutions, LLC and has been with Brinker Capital since 2005. Based in Omaha, NE, he holds the Series 63 license and works within enterprise-level advisory services. Orion Portfolio Solutions primarily serves independent investment advisory firms and their end clients, as well as retirement plans, charitable organizations, and institutional sponsors. The firm focuses on model-driven and managed-account solutions and operates multiple delivery platforms, overseeing approximately $64.8 billion in assets with a client base exceeding 185,000 relationships.

Ashley Heinzman is a financial advisor at Orion Portfolio Solutions, LLC with Series 65 credentials and three years of industry experience. She has been with Orion-related firms since 2018, including roles at Orion Advisor Solutions and Orion Portfolio Solutions. Prior to her work in financial services, she was employed at OneStaff Medical Solutions and Infogroup. Orion Portfolio Solutions primarily serves independent investment advisory firms and their clients, as well as retirement plans, charitable organizations, and corporate sponsors. The firm offers 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.

Nathaniel Edie is a financial advisor with Integrity Alliance, LLC, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Brokers International Financial Services, LPL Financial, Cetera Advisors LLC, and Tagge Rutherford Financial Group. He is also the owner and president of Edie Financial LLC, a business entity related to his practice. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of independent investment adviser representatives. The firm offers a range of investment management and consulting services, employing various portfolio strategies and utilizing multiple custodial platforms and program sponsors.