William Wostoupal is a financial advisor at Orion Portfolio Solutions, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Brinker Capital Securities and Northstar Financial Services Group. Outside of advisory work, he is a co-owner of two real estate investment companies where he performs limited administrative duties. Orion Portfolio Solutions primarily serves independent investment advisory firms and their clients, retirement plans, and institutional sponsors. The firm focuses on model-driven and managed-account solutions, offering technology-enabled portfolio management and integrated platform services across approximately 198 advisors and over 185,000 client relationships.

Curren Webb is a financial advisor with OSAIC Advisory Services, LLC, holding Series 63 and Series 65 credentials and 22 years of industry experience. He previously worked at Arbor Point Advisors and Securities America Inc for a decade each. Webb is a co-owner of Fortress Wealth Advisors, an LLC used to manage expenses and provide financial planning and securities-related advice. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension plans, corporations, trusts, charitable organizations, and municipal entities. The firm offers diverse advisory programs and integrates proprietary and third-party platforms to deliver investment management and related services.

Christina Muska is a financial advisor with Hightower Advisors in Omaha, NE. She holds a Series 66 designation and has two years of industry experience. Prior to joining Hightower Advisors in 2022, she worked at Physicians Mutual for one year. Hightower Advisors provides investment advisory and planning services to a broad mix of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers alongside proprietary research and diverse investment options.

David Matzko is a financial advisor with CWM, LLC in Omaha, NE, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. His prior roles include positions at LPL Financial and Morgan Stanley Smith Barney. He serves as a senior analyst in investment research within CWM’s affiliated entities. 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 discretionary management using model portfolios overseen by an internal Investment Committee and offers services including portfolio management, financial planning, and retirement-plan solutions.

Jamison Moeller is a CFP® certificant with 23 years of experience in the financial services industry. He has worked at Principal Securities Inc. since 2016 and was previously with Heck & Moeller Financial Services from 2011 to 2017. Moeller also has over two decades of experience at Principal Life Insurance Company. In addition to his advisory role, he is involved in the sale of various insurance products including long-term care, health, and traditional insurance. 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 financial planning, retirement plan consulting, and access to third-party money manager programs, with investment implementation typically managed on a discretionary basis by these third parties.

Lance Jones is a CFP® professional with 24 years of experience, currently affiliated with SPC and Parkland Securities. He has served at SPC since 2004 and Parkland Securities since 2014. Jones is a past Chair of the Archbishops Committee on Development for the Archdiocese of Omaha and serves as President and board member of Police Athletics for Community Engagement (PACE) in Omaha, an organization providing free sports programming to at-risk youth. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans, managing approximately $5.66 billion in assets through a network of over 460 advisers. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, delivering discretionary and nondiscretionary investment strategies tailored to client needs.

Joel Miller is a financial advisor with Private Advisor Group, LLC, based in Omaha, NE, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has been with Private Advisor Group and affiliated with LPL Financial since 2012. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers a range of portfolio management and financial planning services, utilizing multiple investment strategies and third-party asset management programs.

David Tews 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 firms including Securities America Inc and Carson Group Holdings LLC. Outside of his advisory role, he owns small businesses involved in online sales and pet sales. CWM, LLC is an SEC-registered investment adviser that serves individuals, high-net-worth families, foundations, endowments, corporations, and institutions through a network of more than 600 advisors. The firm offers portfolio management, financial planning, and retirement-plan services, managing accounts on a discretionary basis using model portfolios supported by both fundamental and technical analysis.

Mike Yasin is a Financial Consultant currently working at Fidelity Investments since 2024. In this role, he focuses on empowering clients to pursue their financial goals through personalized planning and emphasizes effective communication and relationship-building. Prior to his current position, Mike worked in Sales and Relationship Management at BNY Mellon from 2011 to 2024. His professional experience spans wealth accumulation and preservation, guiding individuals and families through financial planning processes. Mike holds a California Insurance License. Outside of his professional work, he engages in family activities, fitness, music, photography, running, and scuba diving.

Jamie Rottinghaus is a financial advisor at Orion Portfolio Solutions, LLC with seven years of industry experience. He holds the Series 65 and Series 66 designations and has worked at Orion Advisor Technology since 2021, Orion Portfolio Solutions since 2017, and CNB Custody from 2016 to 2021. Orion Portfolio Solutions primarily serves independent investment advisory firms, retirement plans, charitable organizations, and institutional sponsors. The firm offers model-driven and managed-account solutions and supports a large client base through three delivery platforms, managing approximately $64.8 billion in assets under administration.

Benjamin Vaske is a Series 65-licensed financial advisor with five years of industry experience. He has worked at Orion Portfolio Solutions, LLC since 2021 and previously held positions at Blue Cross Blue Shield of Nebraska, Econic, LLC, and the University of Nebraska - Lincoln. 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 offers model-driven and managed-account solutions, sub-advisory services, and technology-enabled portfolio management, supporting approximately 198 advisors and over 185,000 client relationships.

John Baczwaski is a financial advisor with Principal Financial Services, holding a Series 66 designation and 22 years of industry experience. He has been associated with Principal Securities Inc. since 2016 and Principal Life Insurance Company since 2003. Baczwaski is also the owner of Baz Wealth Management LLC, an entity established for tax purposes. 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 outside the United States. The firm offers financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions under distinct advisory and promoter arrangements.

Kylee Beach is a financial advisor at Orion Portfolio Solutions, LLC with 12 years of industry experience. She holds the Series 65 designation and has worked with Northstar Financial Services Group, LLC and Orion Advisor Solutions, LLC. 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, supporting a large client base and providing specialized portfolio management and platform services.

Francis Vlock is a financial advisor with Eagle Strategies (NY Life) based in Elkhorn, Nebraska. He holds the ChFC® designation and Series 63 license and has 43 years of industry experience. He has worked with Eagle Strategies since 2001 and has operated Vlock Financial Group and Generation Strategies, LLC, through which he offers New York Life products and non-registered insurance services. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm delivers tailored advice across multiple program types, emphasizing non-discretionary asset management and fiduciary responsibilities to retirement investors.

Isabella De Simone is a financial advisor at Orion Portfolio Solutions, LLC with one year of industry experience and holds a Series 65 designation. Her background includes roles at Sei and Bucknell University, along with ongoing self-employment as a babysitter since 2014. Orion Portfolio Solutions serves independent investment advisory firms, retirement plans, charitable organizations, and institutional sponsors. The firm focuses on 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.

Todd Darnold is a financial advisor with OSAIC Advisory Services, LLC in Omaha, NE. He holds Series 63 and Series 66 licenses and has seven years of industry experience, including prior work at Securities America, Inc. Since 2008, he has also served as a faculty member at Creighton University, teaching and conducting research in management and entrepreneurship. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm provides investment management, financial planning, retirement consulting, and related services through multiple program models, utilizing both proprietary and third-party platforms.

Alexander Brinkman is a financial advisor with OSAIC Advisory Services, LLC, holding a Series 66 credential and nine years of industry experience. His prior experience includes roles at Fidelity Investments, Bank of America, Merrill, Securities America, and Arbor Point Advisors. He also serves as a Senior Operations Leader at Kerins Hendrickson Wealth Management, where he assists with client support, trading, and operational tasks. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, pension plans, corporations, and charitable organizations. The firm offers a wide range of services such as investment management, financial planning, and retirement plan consulting, employing multiple advisory program models and utilizing both proprietary and third-party platforms for portfolio management.

Natalie James is a financial advisor with Orion Portfolio Solutions, LLC in Omaha, NE, holding a Series 66 designation and 11 years of industry experience. Her career includes roles at Brinker Capital Securities, Orion Advisor Technology, and TDAmeritrade. Orion Portfolio Solutions primarily serves independent investment advisory firms and their clients, including retirement plans, charitable organizations, and institutional sponsors. The firm focuses on model-driven and managed-account solutions and supports a large client base with technology-enabled portfolio management services.

Brian Towner is a financial advisor at Orion Portfolio Solutions, LLC with 13 years of industry experience. He has held roles at Brinker Capital Securities since 2019 and has been with Orion Portfolio Solutions since 2014. His credentials include Series 63 and Series 66 licenses. Orion Portfolio Solutions primarily serves independent investment advisory firms and their clients, including retirement plans, charitable organizations, and institutional sponsors. The firm focuses on model-driven and managed-account solutions, supporting over 198 advisors and more than 185,000 client relationships with approximately $64.8 billion in assets under administration.

Michael Hutchinson is a financial advisor with Eagle Strategies (NY Life) based in Elkhorn, Nebraska. He holds the Series 66 designation and has 19 years of industry experience. His career includes roles with Masters Financial & Insurance Group, LLC, Eagle Strategies, and New York Life, among others. Outside of his advisory work, he is involved in nonprofit activities such as advising the Nebraska Sportsmen's Foundation and volunteering for Combat Warriors/Wounded Warriors fundraisers, as well as consulting on cemetery design and layout. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes tailored recommendations across various program types, including retirement plan consulting and co-advisory relationships, and manages a substantial portion of assets on a non-discretionary basis.