Stewart Martin is a financial advisor with Orion Portfolio Solutions, LLC, holding Series 65 and Series 63 licenses and bringing 24 years of industry experience. His prior roles include positions at NGAM Distribution L.P. and Brinker Capital Securities. Orion Portfolio Solutions serves independent investment advisory firms, retirement plans, charitable organizations, and institutional sponsors, focusing on model-driven and managed-account solutions alongside technology-enabled portfolio management and administrative services.

Andrew Reisdorff is a financial advisor at CWM, LLC with 13 years of industry experience. He holds a Series 65 designation and has worked at CWM since 2019, with previous roles at FTJ FundChoice, LLC and CLS Investments LLC. 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 employs discretionary account management using model portfolios and combines fundamental and technical analysis, third-party sub-advisors, and customization tools, emphasizing retirement plan and institutional services.

Jenifer Dahir is a financial advisor with Principal Financial Services in Omaha, NE, holding Series 63 and Series 65 licenses and 19 years of industry experience. She has worked at Principal Securities Inc. since 2016. Outside of her advisory role, she sells individual and small group health insurance plans as well as fixed life and long-term care insurance through various carriers. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.

Ibrahim Bakhit is a financial advisor with Schwab Wealth Advisory in Omaha, NE, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He previously worked at TD Ameritrade for 14 years before joining Schwab Wealth Advisory and Charles Schwab and Co., Inc. in 2024. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations based on Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within Schwab and does not directly charge clients fees or exercise discretionary trading authority.

Ryan Betts is a financial advisor at Integrity Alliance, LLC with a Series 66 designation and one year of industry experience. His prior work includes roles at First Express Insurance and Consortio Group LLC, as well as various positions outside the financial sector. Integrity Alliance provides advisory and brokerage services to individual investors, corporations, and qualified retirement plans, managing approximately $5.4 billion in client assets through a network of over 300 independent advisors. The firm offers portfolio management, financial planning, and both wrap and non-wrap programs, delivering investment advice via discretionary accounts, model portfolios, and third-party sub-advisers.

Sean Meagher is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors since 2018. He previously worked at Bank of America and Merrill from 2015 to 2018. Outside of traditional financial services, he was involved with Major League Lacrosse from 2015 to 2019. Mariner serves a diverse client base, including individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm combines in-house research with third-party managers to deliver customized portfolios and provides integrated tax, accounting, and family office services uncommon for a firm of its size.

Sarah Robak is a financial advisor at D.A. Davidson & Co. with 11 years of industry experience. She holds the CFP® and CFA® designations and has worked previously at Bridges Investment Management Inc. and TD Ameritrade. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including retirement plans, individual investors, and charitable organizations, offering services such as ERISA retirement plan advisory, financial planning, and a private wealth program for high-net-worth clients. The firm operates under fiduciary standards and integrates qualitative and quantitative analysis in its investment recommendations.

Scott Toms is a financial advisor at CWM, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Cetera Advisor Networks, Carson Wealth, Linsco Private Ledger Corp, and Cornerstone Wealth Management Group. Outside of advising, he is also an insurance agent selling life, annuities, and long-term care insurance. 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 and offers a range of services including financial planning, retirement-plan solutions, and sub-advisory services.

Brad Yoder is a financial advisor at Integrated Wealth Concepts LLC with a Series 65 credential and four years of industry experience. He has worked previously at Avantax Advisory Services and has held a vice president role at DeBoer & Associates PC, a CPA firm. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, utilizing customized portfolios with a long-term approach and a combination of internal management and third-party asset managers.

W Illiam Crum is a Series 65-licensed financial advisor with two years of industry experience, currently with Orion Portfolio Solutions, LLC. His prior roles include positions at Taskvisory, Angel Studios, Ad Ventures, and Vermillion Rock Advisors. Crum also spent two years affiliated with the Church of Jesus Christ of Latter-day Saints. Orion Portfolio Solutions serves independent investment advisory firms and their clients, retirement plans, charitable organizations, and institutional sponsors. The firm manages approximately $64.8 billion in assets and supports around 198 advisors and over 185,000 client relationships through model-driven and managed-account solutions, sub-advisory and trading services, and a technology-enabled investment platform.

Dylan Shelman is a Series 65-registered financial advisor with Orion Portfolio Solutions, LLC, based in Omaha, NE. He has been with Orion Portfolio Solutions and Orion Advisor Solutions since 2023. Prior to his current role, he worked at Topgolf and held teaching positions at the University of Nebraska at Omaha and Papillion La-Vista Highschool. Orion Portfolio Solutions serves independent investment advisory firms, retirement plans, charitable organizations, and institutional sponsors through model-driven and managed-account solutions. The firm supports approximately 198 advisors and over 185,000 client relationships, managing around $64.8 billion in assets under administration.

Charles Dorn is a Series 65-licensed financial advisor at Focus Partners Wealth, LLC with three years of industry experience. He previously worked at Homan Wealth Advisors, Ameriprise Financial, and has held roles outside of finance, including positions in the golf and retail industries. Focus Partners serves a diverse client base including individuals, high-net-worth families, family offices, and institutional clients, offering a wide range of wealth management and advisory services. The firm’s investment approach combines active and passive strategies through an enhanced open architecture framework, utilizing both fundamental and quantitative analysis along with specialized tools such as trend-following and options overlay strategies.

Christopher Romano is a CFA® charterholder with 16 years of industry experience. He is currently with Orion Portfolio Solutions, LLC and Orion Advisor Technology, LLC, where he has worked since 2018. Prior to that, he spent six years at ETF Global. Outside of his primary roles, Romano consults for Koyfin, an analytical and charting platform, focusing on product organization and quantitative performance attribution methods. Orion Portfolio Solutions primarily serves independent investment advisory firms, retirement plans, charitable organizations, and institutional sponsors, managing approximately $64.8 billion in assets. The firm offers model-driven managed-account solutions, technology-enabled custom indexing, and other portfolio management and platform services.

Curtis Christensen is a ChFC® with 34 years of industry experience, currently serving with Eagle Strategies (NY Life) since 2016. He has been affiliated with New York Life and Nylife Securities LLC since 2007. Outside of his advisory role, he owns and operates a light hauling and pet transportation business. Eagle Strategies serves individual and institutional clients with financial planning, investment management, and retirement-plan advisory services. The firm offers a variety of program types and emphasizes tailored recommendations, managing the majority of its assets on a non-discretionary basis within the integrated New York Life affiliate structure.

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.

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.