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.

Mark Soukup is a financial advisor at Orion Portfolio Solutions, LLC with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Brinker Capital Securities LLC, Northern Lights Distributors, LLC, and CLS Investments, LLC. He is based in Omaha, NE. Orion Portfolio Solutions primarily serves independent investment advisory firms and their clients, retirement plans, charitable organizations, and corporate and institutional sponsors. The firm offers model-driven and managed-account solutions through multiple delivery platforms, supporting approximately 198 advisors and over 185,000 client relationships.

John Loudon is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and two years of industry experience. His career includes roles at Investment Advisors Inc. and Ameritas Investment Company, LLC. Outside of advisory activities, he has worked in the food service industry and golf club management. Ameritas Advisory Services, LLC provides investment advisory and planning services to individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers asset management, financial planning, retirement plan advisory, and variable product subaccount management, utilizing model portfolios, mutual funds, ETFs, and individual securities across various program platforms.

Trevor Johnson is a financial advisor at J.W. Cole Advisors, Inc. in Omaha, NE, with 16 years of industry experience. He holds a Series 66 designation and has been with J.W. Cole Advisors and J.W. Cole Financial since 2015. Outside of his advisory role, he is involved in introducing a new sports equipment product, a light football helmet, to athletes. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, retirement plans, and other entities through a national network of over 400 independent investment adviser representatives. The firm offers portfolio management, fee-based financial planning, access to third-party investment managers, and various managed account solutions, with investment decisions implemented on discretionary or non-discretionary bases.

James Dooling III is a financial advisor at Orion Portfolio Solutions, LLC with a Series 65 credential. He has experience at multiple firms including Principal Asset Management and Principal Financial Group. His background also includes roles at Pennsylvania State University and Brinker Capital Investments. Orion Portfolio Solutions primarily 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 and provides technology-enabled portfolio management and sub-advisory services.

John Hoffman Jr. is a CFA® charterholder and holds a Series 65 license, currently serving as a financial advisor at Orion Portfolio Solutions, LLC in Omaha, NE. He has four years of industry experience, including prior work at KPMG LLP and an eight-year tenure at the University of Pittsburgh. 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 approximately 198 advisors with $64.8 billion in assets under administration.

Jeffrey Ziemba is a financial advisor at D.A. Davidson & Co. in Omaha, NE, holding a Series 66 designation with 18 years of industry experience. He has been with D.A. Davidson & Co. since 2016. Outside of his advisory role, he serves as secretary for the Lamp of Learning Educational Foundation and is on the board of directors for the Fire Ridge Homeowners Association. D.A. Davidson & Co. provides a range of investment advisory and brokerage services to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm offers ERISA retirement plan advisory, equity research, financial planning, and a Private Wealth program for high-net-worth clients, operating under fiduciary standards with both qualitative and quantitative investment analysis.

Gabriella Gonzalez is a financial advisor at Orion Portfolio Solutions, LLC, holding a Series 65 credential with three years of industry experience. Her prior work includes roles at Florida Financial Advisors and various positions outside the financial sector, including at Chick-fil-A and Target. 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 and supports approximately 198 advisors with about $64.8 billion in assets under administration.

Derek Burry is a financial advisor at TIAA-CREF with 15 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Mutual of Omaha Investor Services and Mutual of Omaha for 13 years. Outside of his advisory role, he is a non-managing partner in a family real estate LLC. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services to individuals, trusts, estates, and small retirement plans. The firm offers both point-in-time planning and ongoing discretionary management, including customized and model portfolio options, and serves as adviser to a donor-advised fund.

Ryan Donovan is a Series 65 licensed advisor with Orion Portfolio Solutions, LLC in Omaha, NE, with one year of industry experience. He has been affiliated with Orion Advisor Solutions and its related entities 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 nearly 198 advisors and over 185,000 client relationships, with approximately $64.8 billion in assets under administration.

Elisa Stansbury is a financial advisor at Schwab Wealth Advisory with Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Schwab Wealth Advisory, she worked at Charles Schwab & Co., Inc. and TD Ameritrade, and she has six years of experience with Gourmet Foods International. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab-referred clients, utilizing asset-allocation models and research tools to offer tailored recommendations without exercising discretionary trading authority.

Scott Conroy is an investment advisory representative with Carson Wealth who holds the Series 63 and Series 66 designations and has 24 years of industry experience. He has worked at firms including Cetera Wealth Services, LPL Financial, and TD Ameritrade. Conroy is based in Omaha, NE. Carson Wealth is an SEC-registered investment adviser operating an enterprise platform with over 650 advisors and approximately $50.6 billion in assets under management. The firm offers services such as discretionary asset management, financial planning, and retirement plan management, utilizing a model portfolio approach overseen by an Investment Committee and supported by multiple custodial and technology partnerships.

Gerald Monahan III is a financial advisor at Brookstone Capital Management LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has operated Monahan Financial, Inc. since 2004. Outside of advisory work, he is involved in residential real estate rental activities with family. Brookstone Capital Management is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions. The firm provides fee-based asset management and financial planning through a turnkey asset management platform and emphasizes discretionary investment management via model portfolios and managed accounts.

Matthew Medlock is a financial advisor with Integrity Alliance, LLC, holding a Series 66 license and five years of industry experience. His prior work includes roles at LPL Financial, Tagge Rutherford Financial Group, and Cetera Advisors. Outside of his advisory work, he is also licensed as an insurance agent involved in the sales and service of fixed insurance products. 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 a variety of investment management and consulting services, employing multiple portfolio strategies and utilizing custodial platforms to support reporting, trading, and administration.

Ashley Calabretto is a financial advisor at Orion Portfolio Solutions, LLC with 12 years of industry experience and a Series 65 designation. She has worked at Orion Advisor Technology, LLC since 2018 and previously spent seven years at Northstar Financial Services Group, LLC. Orion Portfolio Solutions primarily serves independent investment advisory firms and their clients, retirement plans, charitable organizations, and corporate and institutional sponsors. The firm focuses on model-driven and managed-account solutions, supporting nearly 200 advisors and over 185,000 client relationships with approximately $64.8 billion in assets under administration.

Shannon Reynolds is a financial advisor at Orion Portfolio Solutions, LLC with 2 years of industry experience. She holds a Series 65 designation and has been with Orion Portfolio Solutions since 2016. 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, offering portfolio management and technology-enabled services, and supports nearly 200 advisors with over $64 billion in assets under administration.

Stewart Martin is a financial advisor at Orion Portfolio Solutions, LLC with 24 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at NGAM Distribution L.P. for 11 years and Brinker Capital Securities for 2 years prior to his current role. Orion Portfolio Solutions serves independent investment advisory firms, retirement plans, charitable organizations, and institutional sponsors, managing approximately $64.8 billion in assets across its delivery platforms. The firm focuses on model-driven and managed-account solutions, offering services such as separately managed accounts, custom indexing, and outsourced trading and billing through a technology-enabled platform.

Andrew Reisdorff is a financial advisor with Carson Wealth in Omaha, NE, holding a Series 65 designation and 13 years of industry experience. His prior roles include positions at CWM, LLC since 2019, FTJ FundChoice, LLC in 2019, and CLS Investments LLC from 2012 to 2018. CWM, LLC is an SEC-registered investment adviser managing approximately $50.6 billion through a network of over 650 advisors. The firm offers discretionary asset management, financial planning, sub-advisory relationships, and retirement plan services, with investment decisions guided by an Investment Committee that uses both fundamental and technical analyses.

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.