Robert Grow is a financial advisor with Principal Financial Services in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. His prior roles include positions at Bridge Financial, Cetera Advisors LLC, and Questar Asset Management. He also engages in offering life insurance and fixed annuities as part of his financial advisory activities. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. 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.

Brian Morgan is a CFP® professional with 12 years of industry experience, currently serving as an advisor at Orion Portfolio Solutions, LLC since 2019. His prior experience includes roles at Morgan Stanley from 2010 to 2017 and Advizr from 2017 to 2019. 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 around $64.8 billion in assets under administration.

Mark Stritt is a financial advisor with CWM, LLC, holding a Series 65 designation and 11 years of industry experience. He has previously worked at Oakeson Steiner Wealth & Retirement and OneDigital Investment Advisors. 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 employs model portfolios managed by an Investment Committee and integrates fundamental and technical analysis, third-party sub-advisors, and customization tools to offer portfolio management, financial planning, and retirement plan services.

Rhonda Deitchler is a financial advisor with D.A. Davidson & Co. in Omaha, NE, holding Series 66 and Series 63 licenses and bringing 26 years of industry experience. She previously worked for 16 years at Wells Fargo Advisors Financial Network LLC. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base including employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for clients with over $20 million in net worth, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.

Anthony Di Mona Jr. is a financial advisor with Orion Portfolio Solutions, LLC, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His prior experience includes roles at Brinker Capital Securities, Lincoln Financial Distributors, and DiMona Insurance Services. 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, supporting a large client base with over $64 billion in assets under administration.

Andrew Penke is a financial advisor with CWM, LLC who holds a Series 66 designation and has nine years of industry experience. His prior work includes positions at TD Ameritrade and Cetera Advisor Networks. Outside of his advisory role, he is a musician who occasionally performs with a group at local coffee shops in Omaha, NE. CWM, LLC is an SEC-registered investment adviser serving a diverse client base that includes individuals, high-net-worth families, foundations, endowments, corporations, and institutions. The firm manages portfolios primarily on a discretionary basis using model portfolios and offers a range of services such as financial planning, sub-advisory solutions, and retirement-plan services through a network of over 600 advisors.

Kevin Schmidt is a Series 66-licensed financial advisor with nine years of experience at First Command Advisory Services in Papillion, NE. Prior to his advisory career, he served eight years in the US Navy. Outside of his financial work, he is involved as a soccer referee with the Nebraska Referee Development Program, a nonprofit organization. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and various wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Lane Tryon is a CFP®, CFA®, and Series 65 credentialed advisor with nine years of industry experience. He has worked at Creative Planning since 2017 and previously spent four years at Powell, Ebert & Smolik, P.C. 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 process that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by additional portfolio management techniques and a suite of retirement plan services.

Dillon Philmon is a financial advisor with Orion Portfolio Solutions, LLC, holding a Series 66 designation and five years of industry experience. His career includes roles at Orion Portfolio Solutions and Hidden Levers since 2021, as well as prior experience with MML Investors Services, Mass Mutual Life Insurance Company, Enterprise Rent-A-Car, SUNY Albany, and Hilton Parma Recreation. Orion Portfolio Solutions serves independent investment advisory firms, retirement plans, charitable organizations, and institutional sponsors, offering model-driven and managed-account solutions alongside technology-enabled portfolio management services. The firm administers approximately $64.8 billion in assets and supports nearly 200 advisors and over 185,000 client relationships.

Matthew Arkfeld is a financial advisor at CWM, LLC with seven years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at OSAIC, Sagepoint Financial, and Wells Fargo. 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, and retirement plan services, typically managing accounts on a discretionary basis using model portfolios overseen by an internal Investment Committee.

Todd Clarke is a financial advisor with Orion Portfolio Solutions, LLC, holding Series 63 and Series 65 credentials and 33 years of industry experience. He has worked with firms including Northstar Financial Services Group, Northern Lights Distributors, and CLS Investments. Outside of financial advising, he manages a rental property management company. Orion Portfolio Solutions primarily serves independent investment advisory firms, retirement plans, charitable organizations, and institutional sponsors. The firm focuses on model-driven and managed-account solutions, supporting approximately 198 advisors and over 185,000 client relationships with about $64.8 billion in assets under administration.

Gerald Matzke III is a Series 66-licensed financial advisor with nine years of industry experience. He is currently with Orion Portfolio Solutions, LLC, having previously worked at Brinker Capital Securities, Lincoln Financial Advisors, and First Westroads Bank. Orion Portfolio Solutions serves independent investment advisory firms, retirement plans, charitable organizations, and corporate sponsors. The firm focuses on model-driven and managed-account strategies, supporting approximately 198 advisors and over 185,000 client relationships with about $64.8 billion in assets under administration.

Jack Herman is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Mariner. His prior roles include positions at Charles Schwab, Pacific Life Insurance Company, and FBL Financial Group. Herman is located in Omaha, NE. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers customized discretionary portfolios supported by an investment committee, combining in-house research with third-party managers, and provides integrated tax, accounting, and financial wellness services.

Richard Homan is a CFP® with 22 years of industry experience. He is currently with Focus Partners Wealth, LLC and previously operated Homan Wealth Advisors, LLC for over two decades. In addition to his advisory work, he provides tax planning and consulting services through his part-time role at Hancock & Dana, P.C. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients, offering wealth management, financial and tax planning, and retirement plan consulting. The firm employs an investment approach that combines active and passive strategies within a long-term, tax- and fee-sensitive framework.

Alicia Baxter is a financial advisor at CWM, LLC with 12 years of industry experience. She holds the Series 66 and Series 63 licenses and has worked at firms including Cetera Wealth Services, Next Financial Group, BancWest Investment Services, and Securities America. Outside of her advisory role, she is involved seasonally as a team member at Vala's Pumpkin Patch in Nebraska, where she contributes by baking cookies. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, corporations, and institutional clients through more than 600 advisors. The firm provides portfolio management, financial planning, and retirement plan services, often managing accounts on a discretionary basis using model portfolios overseen by an in-house Investment Committee.

Karina Kovalcik is a CFA® charterholder with experience at Orion Portfolio Solutions, where she has worked since 2026. Prior to this, she held roles at Lockton Re and Chaikin Analytics. She is based in Omaha, NE. Orion Portfolio Solutions primarily serves independent investment advisory firms and their clients, offering model-driven and managed-account solutions along with technology-enabled services. The firm supports a large client base across multiple platforms and focuses on portfolio management and platform services.

William Stinnett III is a financial advisor at Orion Portfolio Solutions, LLC with seven years of experience in the industry. He holds a Series 65 license and has worked previously at Citi Bank, Payless, and Old Navy. Orion Portfolio Solutions primarily serves independent investment advisory firms, retirement plans, charitable organizations, and institutional sponsors, providing model-driven and managed-account solutions through multiple delivery platforms. The firm supports a large client base and offers services including sub-advisory, outsourced trading, and technology-enabled portfolio management tools.

Robert Keller is a CFA® charterholder currently with Orion Portfolio Solutions, LLC. He has eight years of prior experience at Clark Capital and joined Orion in 2025. His background also includes time at Pacer ETFs and a brief period as a job seeker. 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, offering technology-enabled portfolio management and specialized services for high-net-worth households.

Josh Mikus is a financial advisor with Ameritas Advisory Services, LLC and holds a Series 66 designation. He has two years of industry experience and is also affiliated with inSource Financial Advisors, where he is involved in insurance and annuity sales. Josh's work history includes roles at Ameritas and The Experience Company, and he has been involved with the University of Nebraska-Lincoln since 2020. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers various managed account programs and fee-based management of variable annuity and variable universal life subaccounts, supported by an Investment Committee and third-party partners to align portfolios with client objectives.

Isaiah Jones is a financial advisor with CWM, LLC in Omaha, NE, holding a Series 66 credential and eight years of industry experience. He previously worked at Securities America, Inc. and Cetera Wealth Services, LLC. In addition to his advisory role, he develops reporting applications for business data insights within affiliated firms. 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, managing accounts primarily on a discretionary basis using model portfolios overseen by an in-house Investment Committee.