Chad Horsham is a financial advisor with Eagle Strategies (NY Life) based in Elkhorn, NE. He holds the ChFC® designation and has 21 years of industry experience. Horsham operates Horsham Financial Group, through which he sells New York Life products and brokers non-registered insurance products. He is also a shareholder in NYLARC Holding Company, Inc. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm is notable for its emphasis on tailored recommendations and managing a large portion of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Michele Schreck is a financial advisor with CWM, LLC in Omaha, NE, holding Series 63 and Series 65 licenses and 33 years of industry experience. Her career includes roles at LPL Financial LLC from 1993 to 2017, and she has been with both Carson Wealth and CWM LLC since 2012. 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 a discretionary investment approach using model portfolios guided by an in-house Investment Committee, combining fundamental and technical analysis along with third-party sub-advisors and customization tools.

Troy Woods is an investment advisor at TLG Advisors, Inc. with 33 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including The Leaders Group Inc and CLS Investments, LLC. In addition to his advisory role, he is principal and manager of Element Insurance Partners, a brokerage general agency focused on insurance products for financial advisors. TLG Advisors, Inc. manages approximately $2.0 billion in discretionary assets and serves individuals, retirement plans, trusts, charitable organizations, businesses, and institutional investors. The firm provides investment supervisory and portfolio management services, comprehensive financial and estate planning, and ERISA fiduciary services, utilizing a research approach based on fundamental analysis and Modern Portfolio Theory.

Mark Yoder is a CFA® charterholder with eight years of industry experience. He is currently with Orion Portfolio Solutions, LLC and previously worked at Brinker Capital Securities and The Glenmede Trust Company. 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 approximately 198 advisors with $64.8 billion in assets under administration.

Tyler Lindsay is a financial advisor with CWM, LLC in Omaha, NE, holding Series 63 and Series 65 licenses, and has five years of industry experience. He previously worked at LPL Financial, LLC for six years and held roles at US Bank and Foresters Financial Services. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a large network of advisors. The firm offers portfolio management and financial planning services, typically managing accounts on a discretionary basis using model portfolios overseen by an internal Investment Committee.

Thomas Wilson is a CFA® charterholder with 29 years of industry experience, currently serving as an advisor at Orion Portfolio Solutions, LLC since 2022. His prior experience includes 15 years at Brinker Capital and 2 years at Davidson Capital Management. 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, serving about 198 advisors and over 185,000 client relationships nationwide.

Ashley Heinzman is a financial advisor at Orion Portfolio Solutions, LLC with one year of industry experience. She holds a Series 65 designation and has worked at Orion Portfolio Solutions since 2023, following prior roles at Orion Advisor Solutions, OneStaff Medical Solutions, and Infogroup. Orion Portfolio Solutions serves independent investment advisory firms, retirement plans, charitable organizations, and corporate sponsors. The firm focuses on model-driven and managed-account solutions, offering technology-enabled portfolio management services and supporting approximately 198 advisors with over $64 billion in assets under administration.

Nathaniel Edie is a financial advisor with Integrity Alliance, LLC, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Brokers International Financial Services, LPL Financial, Cetera Advisors LLC, and Tagge Rutherford Financial Group. He is also the owner and president of Edie Financial LLC, a business entity related to his practice. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of independent investment adviser representatives. The firm offers a range of investment management and consulting services, employing various portfolio strategies and utilizing multiple custodial platforms and program sponsors.

Eric Jones is a financial advisor with J. W. Cole Advisors, Inc. in Omaha, NE, holding a Series 66 credential and 19 years of industry experience. He has been with J.W. Cole Financial, Inc. and J. W. Cole Advisors, Inc. since 2012. Jones serves as a voting board member for the American Legion Cornhusker Boys State nonprofit camp. J.W. Cole Advisors operates a large network of independent advisors and provides fee-based portfolio management, financial planning, retirement plan services, and access to multiple third-party investment platforms. The firm serves individuals, high-net-worth clients, and institutional accounts using a mix of fundamental and technical analysis, model-based strategies, and digital advice solutions.

Daniel Scholz is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 license and over 42 years of industry experience. He has worked with Ameritas Life Insurance Corp. and Ameritas Investment Corp. since 1984 and has been involved with Envision Wealth Network since 1975. He is also licensed as an independent insurance agent for fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses, offering a wide range of asset management and financial planning solutions.

Brandon Barahona is a financial advisor at Orion Portfolio Solutions, LLC with four years of industry experience. He holds a Series 66 designation and has worked previously at Brinker Capital Securities, Brinker Capital, SEI Investments, TD Bank, and West Chester University of Pennsylvania. 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 approximately 198 advisors managing about $64.8 billion in assets under administration.

Alexander Pettis is a financial advisor at Empower Advisory Group with one year of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Charles Schwab & Co., Inc. for two years. Pettis has also been involved in executive protection and legal assistance roles prior to his advisory career. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail brokerage account holders. The firm’s approach focuses on long-term portfolio returns and savings rates, integrating its services with Empower’s recordkeeping and administrative platforms.

Meagan Hassebrock is a Series 66-licensed financial advisor with five years of industry experience, currently with Osaic Advisory Services, LLC. She previously worked with Arbor Point Advisors and Securities America, Inc., and has a background with ConAgra Brands, Inc. Outside of her advisory role, Meagan volunteers as a check-in assistant for the Kids Ministry at Christ Community Church. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a broad client base including individuals, pension and profit-sharing plans, corporations, trusts, and charitable organizations. The firm provides a range of services such as investment management, financial planning, retirement plan consulting, and third-party manager oversight, utilizing multiple program models and a mix of proprietary and third-party platforms.

Mary Yost is a financial advisor at Orion Portfolio Solutions, LLC with a Series 66 designation and no industry experience prior to her current roles. She has been with Orion Portfolio Solutions since 2022 and also worked with Brinker Capital Securities, LLC starting in 2026. Previously, she held positions at Pegasus Partners and BMO Harris Bank. Orion Portfolio Solutions primarily serves independent investment advisory firms and their clients, as well as retirement plans, charitable organizations, and corporate sponsors. The firm offers model-driven and managed-account solutions, supporting a large client base through multiple platforms and focusing on portfolio management and technology-enabled services.

Grant Saunders is a financial advisor at Orion Portfolio Solutions, LLC with 10 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior roles include positions at Brinker Capital Securities, ADP Inc., SS&C Technologies, and American Funds. Orion Portfolio Solutions primarily serves independent investment advisory firms, retirement plans, charitable organizations, and corporate sponsors. The firm emphasizes model-driven and managed-account solutions and supports a high client count and asset level per advisor through technology-enabled platforms and a range of portfolio management services.

Gene Frerichs is a Series 65 credentialed financial advisor with 27 years of industry experience. He has been with Orion Portfolio Solutions, LLC since 2020 and previously worked at Northern Lights Distributors, LLC and CLS Investments, 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 focuses on model-driven and managed-account solutions, supporting nearly 198 advisors and more than 185,000 client relationships with approximately $64.8 billion in assets under administration.

Gabriela Caito is a financial advisor with CWM, LLC holding a Series 65 credential and one year of industry experience. Her prior work includes roles at Carson Wealth and Farm Credit Services of America. 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 manages accounts primarily on a discretionary basis using model portfolios and a combination of fundamental and technical analysis, third-party sub-advisors, and customization tools.

Jennifer Austin is a financial advisor with CWM, LLC in Omaha, Nebraska, holding Series 63 and Series 66 licenses and 20 years of industry experience. She previously worked at Ameritas Advisory Services and Ameritas Investment Corp. Outside of her advisory role, she owns Jennifer Austin Fine Art, LLC, where she creates and sells original artwork, and is an associate artist with The Burkholder Project. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a large network of partner offices and advisors. The firm offers portfolio management, financial planning, and retirement-plan services, employing a discretionary investment approach guided by an in-house Investment Committee that utilizes model portfolios, third-party sub-advisors, and customization tools.

Katherin Jones is a financial advisor at D.A. Davidson & Co. in Omaha, NE, with 12 years of industry experience. She holds Series 63 and Series 66 credentials and has been with D.A. Davidson & Co. since 2016. D.A. Davidson & Co. provides investment advisory and brokerage services to various clients, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers services under fiduciary standards, including ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for clients with over $20 million in net worth.

Zachary Bereznak is a CFA® charterholder with seven years of industry experience. He is currently with Orion Portfolio Solutions, LLC and has previously worked at Brinker Capital Securities, Merrill, Neuberger Berman, and ClearBridge Investments. Bereznak is based in Omaha, NE, and holds Series 63 and Series 65 licenses. 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, offering technology-enabled services and supporting a large client base with approximately $64.8 billion in assets under administration.