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.

Casey Walters is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 66 and Series 63 credentials and 10 years of industry experience. His prior work includes roles at TDAmeritrade, Charles Schwab, Claraphi Advisory Network LLC, and Transamerica Investors Securities Corporation. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering managed and non-discretionary advice focused on asset allocation, contribution rates, and retirement timing. The firm utilizes Morningstar Investment Management’s technology and portfolio oversight to support its advice programs and serves a large client base primarily through non-discretionary asset management.

Kyle Ryan is a financial advisor at Commonwealth Financial Network with 12 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Pacific Life Insurance and Dort's. Outside of his advisory role, he serves as an auditor for the South Omaha Eagles Club #154. Commonwealth Financial Network serves a national network of approximately 2,900 advisors and manages roughly $212.7 billion in client assets. The firm offers a broad range of managed-account programs, access to third-party asset managers, and custody services, providing both discretionary and nondiscretionary investment solutions.

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 66 and Series 63 licenses and four years of industry experience. Her background includes roles at Charles Schwab & Co., Inc., TD Ameritrade, Inc., and six years at Gourmet Foods International. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations using Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not directly charge clients fees, distinguishing its service model from many enterprise wealth managers.

Scott Conroy 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 Cetera Wealth Services, LPL Financial, and CWM since 2012. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, institutions, and corporations through a network of over 600 advisors. The firm uses a discretionary investment approach with model portfolios overseen by an in-house Investment Committee and offers a range of services including portfolio management, financial planning, and retirement-plan solutions.

Justin Kane is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 designations and seven years of industry experience. He has previously worked at Morgan Stanley and TD Ameritrade. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients. The firm emphasizes long-term portfolio returns and annual rebalancing through an integrated service model tied to Empower’s recordkeeping and administrative platforms.

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 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.

John Dippel is a financial advisor at Allworth Financial, L.P. with 29 years of industry experience. He holds Series 63, 65, and 66 designations and has previously worked at TD Ameritrade, Charles Schwab, and AW Securities. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio management using various model strategies and employs technology to manage held-away employer retirement accounts.

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.