Casey La Framboise is a financial advisor at Carson Wealth with three years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at Fifth Third Securities and Fifth Third Bank. Carson Wealth is an SEC-registered investment adviser overseeing approximately $50.6 billion through a network of over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing a model portfolio approach supported by an Investment Committee and partnerships with custodians and alternative investment providers.

Robert Bailey is a financial advisor with Principal Financial Services in Elkhorn, NE, holding a Series 66 designation and nine years of industry experience. He previously worked at Thrivent Financial for five years before joining Principal Securities Inc. and Principal Life Insurance Company. Outside of his advisory role, he serves as treasurer of FEMI's Heart Foundation and secretary for the Heartland Chaplains Corps chapter of Frontline Chaplains International. 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, and access to third-party money managers through various advisory and promoter arrangements.

Gina Kenney is a financial advisor with Orion Portfolio Solutions, LLC, holding a Series 65 designation and four years of industry experience. She previously worked at Ategenos Capital, Clark Capital Management Group, and SEI Investments Management Corp. Orion Portfolio Solutions serves independent advisory firms, retirement plans, charitable organizations, and institutional sponsors, focusing on model-driven and managed-account solutions. The firm supports nearly 200 advisors and over 185,000 client relationships with approximately $64.8 billion in assets under administration.

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.

Rhonda Campbell is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 12 years of industry experience. She has worked at Parker Financial Associates and Western International Securities, Inc., among other firms. Outside of her advisory role, she provides accounting, bill pay, and payroll services through RLC Business Solutions. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering various advisory programs and support services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm provides operational, trading, technology, compliance, and practice-management support while allowing advisors discretion in portfolio construction.

Dillon Plath is a financial advisor at Carson Wealth with a Series 65 credential and approximately one year of industry experience. His prior work includes roles at PrimeTime Healthcare, Werner Enterprises, and the University of Nebraska at Omaha. Carson Wealth is an SEC-registered investment adviser managing about $50.6 billion through more than 650 advisors. The firm serves corporate, institutional, and high-net-worth clients, offering discretionary asset management, financial planning, and retirement plan services supported by an Investment Committee that constructs and monitors model portfolios.

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 financial advisor with Integrity Alliance, LLC in Omaha, NE, holding a Series 65 designation and one year of industry experience. Prior to joining Integrity Alliance in 2025, he worked at American Senior Benefits specializing in health and fixed insurance sales. Iverson also has experience driving for ride-share services from 2016 to 2018. Integrity Alliance serves a diverse client base including individual investors, corporations, and qualified retirement plans through a large network of over 300 advisors managing approximately $5.4 billion in assets. The firm offers a range of services such as portfolio management, financial planning, and third-party manager referrals, utilizing various investment approaches and platforms while maintaining both SEC-registered investment adviser and broker-dealer registrations.

Kevin Zlomke is a financial advisor with Carson Wealth who holds a Series 65 designation and has 20 years of industry experience. He has worked at CWM, LLC since 2019 and previously spent 15 years with Northern Lights Distributors, LLC and CLS Investments, LLC. CWM, LLC is an SEC-registered investment adviser that manages approximately $50.6 billion through a network of over 650 advisors. The firm offers discretionary asset management, financial planning, sub-advisory services, and retirement plan oversight, utilizing an Investment Committee to guide portfolio management and providing access to customized indexing and alternative investments.

Ronnett Kitten is a financial advisor with Carson Wealth holding a Series 65 designation and four years of industry experience. She has worked at CWM, LLC since 2023 and has prior experience at Oakeson Steiner Wealth & Retirement and OneDigital Investment Advisors. Carson Wealth is an SEC-registered investment adviser operating an enterprise platform with more than 650 advisors and approximately $50.6 billion in assets under management. The firm serves corporate, institutional, and high-net-worth clients, providing services such as discretionary asset management, financial planning, and retirement plan management through a model portfolio approach guided by an Investment Committee.

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.

Ryan Krauss is a financial advisor at J.W. Cole Advisors, Inc. with 12 years of industry experience. He holds a Series 65 designation and has worked previously at Global Financial Private Capital and US Central Financial, where he remains involved as president. Outside of his advisory role, he is an owner/member of several personal LLCs used for tax planning and real estate purposes. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent investment adviser representatives. The firm provides portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions, utilizing both discretionary and non-discretionary approaches.

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.

Monte Peterson is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at Brokers International Financial Services, LPL Financial, and Cetera Advisors LLC. He is also involved in managing TR Financial and Peterson Investment Management, and works as an insurance agent selling fixed insurance products. Integrity Alliance serves a broad client base including individual investors, corporations, and qualified retirement plans, offering portfolio management, financial planning, and both wrap and non-wrap programs through a large network of advisors. The firm employs a variety of investment approaches and maintains dual registration as an SEC-registered investment adviser and broker-dealer.

George White is a financial advisor at Carson Wealth with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Fortigent, LPL Financial, and Wells Fargo Clearing. CWM, LLC, where he is affiliated, is an SEC-registered investment adviser operating a large enterprise platform with over 650 advisors and approximately $50.6 billion in assets under management. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing an Investment Committee to construct and monitor model portfolios and providing access to customized indexing and alternative investments.