Matthew Mileski is a financial advisor at Orion Portfolio Solutions, LLC with 14 years of industry experience. He holds a Series 66 designation and has worked at Orion Portfolio Solutions since 2022 and Brinker Capital since 2015. 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 supports approximately 198 advisors managing over $64 billion in assets across more than 185,000 client relationships.

Bryan Holen is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 designations and over 26 years of experience in the industry. His career includes roles at Ameritas-related firms and Principal Life Insurance Company, as well as leadership of his own insurance sales business. He serves on the board of the NAIFA National PAC, contributing to the oversight of this political action committee. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers various managed account programs and fee-based management of variable annuity and life insurance subaccounts, with advisory relationships delivered on both discretionary and non-discretionary bases.

Casey La Framboise is a financial advisor at CWM, LLC with two years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Fifth Third Securities and Fifth Third Bank. 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 offers portfolio management, financial planning, sub-advisory, and retirement-plan services, typically managing accounts on a discretionary basis using model portfolios overseen by an in-house Investment Committee.

Robert Bailey is a financial advisor at Principal Financial Services with eight years of industry experience. He holds a Series 66 designation and has worked at Principal Securities Inc and Principal Life Insurance Company since 2023, following five years at Thrivent Financial. Outside of his advisory role, Bailey serves as Treasurer of Femi's Heart Foundation and Secretary for Frontline Chaplains International's Heartland Chaplains Corps chapter. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Grant Gotschall is a financial advisor at First Command Advisory Services with nine years of industry experience. He holds a Series 66 designation and has worked at various firms, including Mutual of Omaha and Raymond James Financial Services. Outside of advisory work, he owns a single-family rental property. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, focusing on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Joyce Sobczyk is a financial advisor at VOYA Financial Advisors, Inc. with 23 years of industry experience. She holds the Series 66 designation and has worked at various firms, including multiple roles within Voya and Cobalt Credit Union. She serves as vice president of the Nebraska Trailblazers, a local walking club. VOYA Financial Advisors, Inc. serves a diverse client base including individuals, institutions, and retirement plan sponsors, offering services such as financial planning, portfolio management, and plan-sponsor consulting through multiple program structures with a focus on recommendation-based advice.

Gina Kenney is a financial advisor at Orion Portfolio Solutions, LLC with a Series 65 designation and three years of industry experience. Prior to joining Orion in 2026, she worked at Ategenos Capital, Clark Capital Management Group, and SEI Investments Management Corp. 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 and supports a large client base through technology-enabled portfolio management and integrated platform services.

Alexander Houston is a financial advisor with Principal Financial Services and holds a Series 66 designation. He has been in the industry since 2026, previously working with Today's Advisors, Today's Benefits, Inc., Today's Benefits and Financial Services, Inc., Principal Securities, Inc., and Principal Life Insurance Company. Before entering the financial industry, he worked six years at OCi Services and four years at Pitch West Pizzaria. 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 abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Christopher Bosse is a financial advisor with Orion Portfolio Solutions, LLC, holding a Series 65 designation and 12 years of industry experience. He has worked at Brinker Capital Securities since 2022 and has been with Orion Portfolio Solutions since 2007. Orion Portfolio Solutions primarily serves independent investment advisory firms and their clients, retirement plans, charitable organizations, and institutional sponsors. The firm emphasizes model-driven and managed-account solutions, supporting nearly 200 advisors and more than 185,000 client relationships with approximately $64.8 billion in assets under administration.

Natalie Webert is a financial advisor at Orion Portfolio Solutions, LLC, with 12 years at the firm and a total of 9 years of industry experience. She holds a Series 65 designation. Prior to her current role, she spent five years with CLS Investments, LLC. Orion Portfolio Solutions primarily serves independent investment advisory firms and their clients, along with retirement plans, charitable organizations, and corporate and institutional sponsors. The firm offers model-driven and managed-account solutions and supports approximately 198 advisors managing over $64 billion in assets.

Michael Lenge is a Series 66-licensed financial advisor with nine years of industry experience. He is currently with Orion Portfolio Solutions, LLC and has held prior roles at Brinker Capital and Wealthcare Advisory Partners. His outside activities include involvement with Coastal Insurance Consulting, LLC, a non-variable insurance business. 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 a range of strategists, separately managed accounts, and technology-enabled indexing services, supporting approximately 198 advisors and over 185,000 client relationships.

Dillon Plath is a Series 65-registered advisor with CWM, LLC, located in Omaha, NE. He has experience at Carson Group, PrimeTime Healthcare, Werner Enterprises, and the University of Nebraska at Omaha. 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 uses discretionary model portfolios governed by an internal Investment Committee and offers a range of portfolio management and retirement-plan services.

Martin Hagge is a financial advisor with Eagle Strategies (NY Life) holding a Series 66 designation and three years of industry experience. He has worked at V Capital, LLC D/B/A V5 Capital since 2025 and has been affiliated with Eagle Strategies LLC and NYLIFE Securities LLC since 2023 and 2022, respectively. Outside of his advisory role, he owns J6 Ranch LLC, which raises and trains calf roping horses for the equine industry. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers a variety of advisory programs with an emphasis on tailoring recommendations to client objectives and primarily manages assets on a non-discretionary basis.

Andrew Glaser is a financial advisor at Orion Portfolio Solutions, LLC with 12 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at JPMorgan Chase Bank NA and J.P. Morgan Securities. Glaser has been with Orion since 2021. Orion Portfolio Solutions serves independent investment advisory firms and their clients, including retirement plans, charitable organizations, and institutional sponsors. The firm manages approximately $64.8 billion in assets under administration and focuses on model-driven, managed-account solutions alongside technology-enabled portfolio services.

Eric Donlen Iverson is a Series 65-licensed advisor with Integrity Alliance, LLC, based in Omaha, NE, and has been with the firm since 2025. He has prior experience in health and fixed insurance sales with American Senior Benefits. Iverson also worked in ride-sharing services from 2016 to 2018. Integrity Alliance is a large advisor network with over 300 independent representatives managing approximately $5.4 billion in assets. The firm serves a diverse client base including individuals, corporations, and qualified retirement plans, offering portfolio management, financial planning, and access to both discretionary and non-discretionary investment solutions.

Kevin Zlomke is a financial advisor at CWM, LLC with 20 years of industry experience. He holds a Series 65 designation and has worked at CWM since 2019. His prior experience includes roles at FTJ FundChoice, LLC and Northern Lights Distributors, LLC, where he was employed for 15 years. 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 using a discretionary model approach, combining fundamental and technical analysis, third-party sub-advisors, and customization tools, along with a range of retirement-plan services and explicit conflict-of-interest disclosures.

Ronnett Kitten is a financial advisor at CWM, LLC with a Series 65 credential and three years of industry experience. Prior to joining CWM, she worked at Oakeson Steiner Wealth & Retirement and OneDigital Investment Advisors, and she has over two decades of experience at Ellerbrock-Noris Agency, Inc. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of partner offices and more than 600 advisors. The firm offers discretionary portfolio management using model portfolios, sub-advisory services, and a range of retirement-plan services supported by in-house research, third-party providers, and customization tools.

Mcbee Butcher Jr. is a CFP® and CFA® with 25 years of industry experience. He joined Orion Portfolio Solutions, LLC in 2024, after spending ten years at Sei Investments Company. He serves as a board member and investment committee chair for the Philadelphia Association of Zeta Psi. Orion Portfolio Solutions primarily supports 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, offering a range of portfolio management and technology services with approximately $64.8 billion in assets under administration.

Christine Sand is a CFP® and holds a Series 65 license with eight years of industry experience. She has been with Creative Planning since 2017 and previously worked at Mutual of Omaha and the University of Nebraska - Lincoln. Christine is based in Omaha, NE. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supported by supplemental options such as direct indexing and tax-loss harvesting.

Breann Urban is a financial advisor at AE Wealth Management, LLC with a Series 65 license and two years of industry experience. She has held roles at several firms including Leverage Planning, CETERA Advisor Networks LLC, and Pacific Life Insurance Company. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individual households, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and a variety of investment strategies, serving over 127,000 clients with a focus on scalable platform services.