Scott Wood is a financial advisor with CWM, LLC, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has been with CWM since 2022 and has a long tenure at Mutual Of Omaha Investor Services, Inc. and Mutual Of Omaha Fund Management Company dating back to 1989. Outside of financial services, he is the founder and coach of Vision Quest Consulting, a business consulting firm focused on strategic growth and team planning for non-financial businesses. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutions through over 600 advisors. The firm offers portfolio management, financial planning, retirement-plan services, and sub-advisory solutions, employing a combination of fundamental and technical analysis alongside third-party sub-advisors and customization tools.

Timothy Koester is a Series 65 credentialed financial advisor with four years of industry experience. He has been with Orion Portfolio Solutions, LLC since 2018 and also has experience with Orion Advisor Technology. Outside of his advisory work, he is a compensated DoorDash driver. Orion Portfolio Solutions primarily serves independent investment advisory firms, retirement plans, charitable organizations, and corporate sponsors. The firm is known for its model-driven and managed-account solutions and supports roughly 198 advisors and over 185,000 client relationships with approximately $64.8 billion in assets under administration.

Hector Ortiz III is a financial advisor at Orion Portfolio Solutions, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including The Vanguard Group Inc., TD Ameritrade, and Brinker Capital Securities 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 specializes in model-driven and managed-account solutions and supports a large client base with technology-enabled portfolio management and advisory services.

Joseph Eplite is a financial advisor at Orion Portfolio Solutions, LLC with three years of industry experience. He holds a Series 65 designation and has worked at firms including Newport Group and NuView Trust Company. Outside of his advisory work, he is involved in managing a food truck business through Zetten Ventures LLC and works as a delivery driver for Door Dash and Uber. Orion Portfolio Solutions primarily serves independent advisory firms, retirement plans, charitable organizations, and corporate sponsors, offering model-driven managed-account solutions and technology-enabled portfolio management services. The firm supports nearly 200 advisors and over 185,000 client relationships with approximately $64.8 billion in assets under administration.

Francisco Rodriguez Morales is a financial advisor with Orion Portfolio Solutions, LLC, holding Series 63 and Series 65 credentials and eight years of industry experience. He has worked at Orion since 2019 and previously gained experience at TD Ameritrade and Viaero Wireless. 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 operates multiple platforms supporting nearly 200 advisors and a large client base.

Jacob Moran is a financial advisor at CWM, LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Orion Portfolio Solutions and Ameriprise. His background also includes roles outside finance, such as construction and university positions. 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 offers portfolio management, financial planning, and retirement plan services, employing a discretionary approach with model portfolios overseen by an in-house Investment Committee.

Alyssa Seidl is a financial advisor at Orion Portfolio Solutions, LLC with nine years of industry experience. She holds a Series 66 designation and has previously worked at Betterment, AssetMark Financial, Inc., and First Allied Securities, Inc. Seidl is based in Omaha, NE. 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 and supports a high client and asset level per advisor through integrated portfolio management and technology platforms.

Maximiliano Gomez Guzman is a financial advisor with Orion Portfolio Solutions, LLC, holding a Series 66 designation and one year of industry experience. His work history includes roles at Brinker Capital Securities and Long Financial Group, as well as management positions within several Mexican restaurant businesses. Orion Portfolio Solutions 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 assets under administration through its multiple delivery platforms.

Trevor Noble is a financial advisor with Orion Portfolio Solutions, LLC, holding Series 63 and Series 65 designations and bringing 11 years of industry experience. His prior roles include positions at Brinker Capital Securities, SEI Investments, Dimensional Fund Advisors, and TD Ameritrade. 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 technology-enabled services and a high level of assets and client relationships per advisor.

Isaac Staat is a Series 66 licensed financial advisor with six years of industry experience, currently with Orion Portfolio Solutions, LLC. His prior work includes roles at Securian Advisors of the Northwest, Edward Jones, and other organizations. Outside of finance, he serves as an assistant cross country running coach for the Snohomish School District. Orion Portfolio Solutions primarily supports independent investment advisory firms, retirement plans, charitable organizations, and institutional sponsors through model-driven and managed-account solutions. The firm manages approximately $64.8 billion in assets across about 198 advisors and offers services including separately managed accounts, wealth advisory for high-net-worth households, and tax-aware portfolio management.

Matthew Peters is a CFP® professional with 23 years of experience in the financial services industry. He is currently affiliated with Commonwealth Financial Network and is the owner of Peters Wealth Plan, LLC. His prior experience includes roles at Securities America Advisors, Inc. and managing his own practice from 2009 to 2023. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm provides a broad platform including managed-account programs, third-party asset manager access, and custody services, supporting a diverse range of investment options and approaches.

William Girton is a CFA® charterholder and holds a Series 65 license, currently serving as a financial advisor at Orion Portfolio Solutions, LLC. He has six years of industry experience, including prior roles at Janney Montgomery Scott and Brinker Capital. Orion Portfolio Solutions primarily serves independent investment advisory firms and their clients, along with retirement plans, charitable organizations, and corporate sponsors. The firm focuses on model-driven and managed-account solutions, supported by proprietary technology, and manages approximately $64.8 billion in assets across 198 advisors.

Malcolm Leslie is a financial advisor at Orion Portfolio Solutions, LLC, based in Omaha, NE, with 21 years of industry experience. He holds Series 66, Series 65, and Series 63 credentials. His previous roles include positions at Janus Henderson Distributors US LLC and Envestnet Asset Management. Orion Portfolio Solutions serves independent investment advisory firms, retirement plans, charitable organizations, and corporate sponsors. The firm specializes in 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.

Carrie Fenton is a financial advisor at Cetera Planning Partners in Omaha, NE, holding a Series 65 license with seven years of industry experience. She also works as an accountant at Schleisman Onken & Associates, a regional CPA firm providing tax, consulting, and auditing services. Additionally, she provides wealth management services through Financial Associates, LLC. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees, offering investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm integrates tax planning, bookkeeping, payroll support, and estate-planning services, utilizing diversified allocations of mutual funds and ETFs tailored to clients’ objectives and risk tolerance.

Elizabeth Schanou is a financial advisor with CWM, LLC based in Omaha, NE. She holds a Series 65 designation and has 14 years of industry experience. Prior to joining CWM, she worked at Carson Wealth Management Group beginning in 2005. CWM, LLC is an SEC-registered investment adviser that serves a diverse client base including individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm offers a range of services such as portfolio management, financial planning, and retirement-plan solutions, and employs a discretionary investment approach using model portfolios combined with fundamental and technical analysis.

Charles Smith is a financial advisor at Prime Capital Financial with five years of industry experience. He holds a Series 65 designation and has worked at Prime Capital Investment Advisors, LLC since 2020 and First National Bank of Omaha since 2007. Outside of his advisory role, he serves as treasurer and secretary of LRC Racing, a nonprofit running club in Omaha, Nebraska. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers a wide range of services including asset management, financial planning, retirement plan sponsor and trustee services, and family office offerings, utilizing both discretionary and non-discretionary investment approaches.

Richard Seitz is a financial advisor at Orion Portfolio Solutions, LLC with 20 years of industry experience. He holds the Series 66 and Series 63 designations. His prior roles include positions at Brinker Capital Securities, AssetMark Financial, and LPL Financial, among others. 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, including separately managed accounts and technology-enabled custom indexing, supporting a large client base with approximately $64.8 billion in assets under administration.

Bryan Sweet is a financial advisor at CWM, LLC with 45 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior work includes long tenures at Raymond James Financial Services and his own firms, Sweet Financial Partners and Sweet Financial Services. Outside of advising, Sweet is involved in entrepreneurial coaching, co-hosting a conference for top producers, and serves as president of an opera endowment committee. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, and institutional clients through a large network of advisors. The firm offers portfolio management and retirement plan services using model portfolios guided by an in-house Investment Committee, combining fundamental and technical analysis with access to alternative investments and customization tools.

Aidan Boyle is a Financial Advisor at Merrill Lynch Wealth Management. In this role, he partners with clients to develop customized investment strategies tailored to their long-term wealth objectives. His approach focuses on retirement readiness, portfolio growth, and comprehensive financial planning, aligning solutions with clients' risk tolerance, time horizon, and financial goals. Aidan's expertise includes managing new wealth, personal retirement planning, portfolio management services, and small business strategies. He provides informed and disciplined investment guidance, emphasizing trust and clear communication to help clients navigate market complexities. He holds a Bachelor's Degree from Carnegie Mellon University and holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Aidan is proficient in English and French. Outside of work, his interests include football, golfing, pickleball, skiing, spending time with his family, tennis, and traveling.

Kyle Hosch is a financial advisor at Orion Portfolio Solutions, LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Brinker Capital Securities, Triton Pacific Securities, and CNL Securities Corporation. Outside of his advisory role, he owns Aylos Holdings, LLC, a business involved in the purchase and resale of luxury watches. Orion Portfolio Solutions primarily serves independent investment advisory firms, retirement plans, charitable organizations, and corporate sponsors. The firm offers model-driven managed-account solutions and technology-enabled services, supporting a large client base and assets under administration.