Eric Jones is a financial advisor with J. W. Cole Advisors, Inc. in Omaha, NE, holding a Series 66 credential and 19 years of industry experience. He has been with J.W. Cole Financial, Inc. and J. W. Cole Advisors, Inc. since 2012. Jones serves as a voting board member for the American Legion Cornhusker Boys State nonprofit camp. J.W. Cole Advisors operates a large network of independent advisors and provides fee-based portfolio management, financial planning, retirement plan services, and access to multiple third-party investment platforms. The firm serves individuals, high-net-worth clients, and institutional accounts using a mix of fundamental and technical analysis, model-based strategies, and digital advice solutions.

Daniel Scholz is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 credential and over 42 years of industry experience. He has longstanding ties to Ameritas-affiliated firms, including Ameritas Life Insurance Corp. and Ameritas Investment Corp., and has been involved with Envision Wealth Network since 1975. Scholz is also licensed as an independent insurance agent to sell fixed insurance products. Ameritas Advisory Services, LLC provides 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 variable universal life subaccounts, supported by multiple custodial platforms and third-party tools.

Brandon Barahona is a financial advisor at Orion Portfolio Solutions, LLC with four years of industry experience. He holds a Series 66 designation and has worked previously at Brinker Capital Securities, Brinker Capital, SEI Investments, TD Bank, and West Chester University of Pennsylvania. 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 managing about $64.8 billion in assets under administration.

Meagan Hassebrock is a Series 66-licensed financial advisor with five years of industry experience, currently with Osaic Advisory Services, LLC. She previously worked with Arbor Point Advisors and Securities America, Inc., and has a background with ConAgra Brands, Inc. Outside of her advisory role, Meagan volunteers as a check-in assistant for the Kids Ministry at Christ Community Church. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a broad client base including individuals, pension and profit-sharing plans, corporations, trusts, and charitable organizations. The firm provides a range of services such as investment management, financial planning, retirement plan consulting, and third-party manager oversight, utilizing multiple program models and a mix of proprietary and third-party platforms.

Mary Yost is a financial advisor at Orion Portfolio Solutions, LLC with a Series 66 designation and no industry experience prior to her current roles. She has been with Orion Portfolio Solutions since 2022 and also worked with Brinker Capital Securities, LLC starting in 2026. Previously, she held positions at Pegasus Partners and BMO Harris Bank. 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 a large client base through multiple platforms and focusing on portfolio management and technology-enabled services.

Grant Saunders is a financial advisor with Orion Portfolio Solutions, LLC, holding Series 66, Series 65, and Series 63 licenses and bringing 10 years of industry experience. His prior roles include positions at Brinker Capital Securities, ADP Inc., SS&C Technologies, and American Funds. Orion Portfolio Solutions primarily serves independent investment advisory firms, retirement plans, charitable organizations, and institutional sponsors. The firm emphasizes model-driven and managed-account solutions, supporting a large client base with substantial assets under administration through integrated technology and a range of portfolio management services.

Gene Frerichs is a Series 65 credentialed financial advisor with 27 years of industry experience. He has been with Orion Portfolio Solutions, LLC since 2020 and previously worked at Northern Lights Distributors, LLC and CLS Investments, LLC. 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 nearly 198 advisors and more than 185,000 client relationships with approximately $64.8 billion in assets under administration.

Gabriela Caito is a financial advisor with CWM, LLC holding a Series 65 credential and one year of industry experience. Her prior work includes roles at Carson Wealth and Farm Credit Services of America. 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 manages accounts primarily on a discretionary basis using model portfolios and a combination of fundamental and technical analysis, third-party sub-advisors, and customization tools.

Jennifer Austin is a financial advisor with CWM, LLC in Omaha, NE, holding Series 66 and Series 63 credentials and 20 years of industry experience. She has previously worked at Ameritas Advisory Services and Ameritas Investment Corp. Outside of her advisory role, she owns Jennifer Austin Fine Art, LLC, where she creates and sells original artwork, and is an associate artist with The Burkholder Project. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutions through a network of over 600 advisors. The firm manages discretionary accounts using model portfolios guided by an in-house Investment Committee and offers a range of services including portfolio management, financial planning, and retirement-plan solutions.

Katherin Jones is a financial advisor at D.A. Davidson & Co. in Omaha, NE, with 12 years of industry experience. She holds Series 63 and Series 66 credentials and has been with D.A. Davidson & Co. since 2016. D.A. Davidson & Co. provides investment advisory and brokerage services to various clients, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers services under fiduciary standards, including ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for clients with over $20 million in net worth.

Zachary Bereznak is a CFA® charterholder with seven years of industry experience. He is currently with Orion Portfolio Solutions, LLC and previously worked at Merrill, Neuberger Berman, and ClearBridge Investments. He holds Series 65 and Series 63 licenses. Orion Portfolio Solutions primarily serves independent investment advisory firms, retirement plans, charitable organizations, and institutional sponsors. The firm focuses on model-driven and managed-account solutions and provides technology-enabled portfolio management and trading services across its platforms, managing approximately $64.8 billion in assets.

Blake Williams is a financial advisor at Orion Portfolio Solutions, LLC with six years of industry experience. He holds a Series 65 designation and has worked at Orion since 2019, following prior roles at Union Bank and Trust, Northwestern Mutual, and Todd's Lawn Care. Orion Portfolio Solutions serves independent investment advisory firms and their clients, retirement plans, charitable organizations, and institutional sponsors. The firm specializes in model-driven and managed-account solutions and supports a large client base with technology-enabled portfolio management services.

Christopher Horan is a financial advisor at Orion Portfolio Solutions, LLC with 13 years of industry experience. He holds Series 63 and Series 65 designations. His work history includes roles at Orion Portfolio Solutions, Brinker Capital Securities, and Alphathena. Orion Portfolio Solutions primarily serves independent advisory firms and their clients, retirement plans, charitable organizations, and institutional sponsors. The firm focuses on model-driven and managed-account solutions, offering technology-enabled portfolio management and sub-advisory services while supporting approximately 198 advisors and over 185,000 client relationships.

Kolby Blatchford is a financial advisor at Integrity Alliance, LLC with six years of industry experience. He holds a Series 66 designation and has previously worked at firms including Cetera, Woodbury Financial Services, and Prudential Insurance. Outside of his advisory role, he runs a weekly networking group to support business growth. 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 continuous asset management, financial planning, and retirement consulting using strategic, tactical, and modern portfolio approaches across various investment platforms.

Ryan Furstenau is a financial advisor at CWM, LLC with 23 years of industry experience. He previously worked at LPL Financial LLC from 2003 to 2026 and operates Furstenau Financial. His additional business activities include involvement in non-variable insurance and management of an ethanol plant investment. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutional clients through a nationwide network of partner offices. The firm employs a discretionary investment approach using model portfolios and combines fundamental and technical analysis, sub-advisors, and customization tools, with a focus on retirement-plan services and comprehensive fiduciary processes.

Julia Daly is a financial advisor at Orion Portfolio Solutions, LLC, holding a Series 65 credential. She has accumulated experience through roles at firms including Pathstone Family Office and McAlinden Research Partners. Prior to her advisory career, she was involved in education at Lafayette College and Dwight-Englewood School. Orion Portfolio Solutions serves independent advisory firms and their clients, retirement plans, charitable organizations, and institutional sponsors. The firm emphasizes model-driven and managed-account solutions and supports approximately 198 advisors with $64.8 billion in assets under administration.

Matthew Schuster is a financial advisor at Orion Portfolio Solutions, LLC with a Series 65 designation and over seven years of industry experience. Prior to joining Orion in 2026, he worked at Tributary Capital Management and TS Bank. Orion Portfolio Solutions serves independent investment advisory firms, retirement plans, charitable organizations, and corporate sponsors. The firm offers model-driven and managed-account solutions supported by technology-enabled platforms, managing approximately $64.8 billion in assets and more than 185,000 client relationships.

Michael Frascone is a financial advisor with Orion Portfolio Solutions, LLC in Omaha, NE, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. He has worked with Brinker Capital since 2000 and joined Orion Portfolio Solutions in 2022. Orion Portfolio Solutions primarily serves independent investment advisory firms, retirement plans, charitable organizations, and corporate sponsors through model-driven and managed-account solutions. The firm supports approximately 198 advisors and more than 185,000 client relationships, focusing on portfolio management, technology-enabled services, and sub-advisory offerings.

John Simonson is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Creative Planning since 2014. He holds a Series 66 license and is based in Omaha, NE. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, and retirement plans. The firm manages approximately $217 billion in client assets and employs a financial planning–led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by various tactical options and a range of retirement plan services.

Frank Nickel III is a financial advisor with Orion Portfolio Solutions, LLC based in Omaha, NE, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. His prior work includes twelve years at Morgan Stanley Smith Barney and ongoing roles at Brinker Capital Securities since 2017. He serves as an investment committee member for the State of Delaware. 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, offering technology-enabled portfolio management and supporting approximately 198 advisors and over 185,000 client relationships.