Christopher Horan is a financial advisor at Orion Portfolio Solutions, LLC with 13 years of industry experience. He holds Series 63 and Series 65 designations. His work history includes roles at Orion Portfolio Solutions, Brinker Capital Securities, and Alphathena. Orion Portfolio Solutions primarily serves independent 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 portfolio management and sub-advisory services while supporting approximately 198 advisors and over 185,000 client relationships.

Kolby Blatchford is a financial advisor at Integrity Alliance, LLC with six years of industry experience. He holds a Series 66 designation and has previously worked at firms including Cetera, Woodbury Financial Services, and Prudential Insurance. Outside of his advisory role, he runs a weekly networking group to support business growth. 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 continuous asset management, financial planning, and retirement consulting using strategic, tactical, and modern portfolio approaches across various investment platforms.

Ryan Furstenau is a financial advisor at CWM, LLC with 23 years of industry experience. He previously worked at LPL Financial LLC from 2003 to 2026 and operates Furstenau Financial. His additional business activities include involvement in non-variable insurance and management of an ethanol plant investment. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutional clients through a nationwide network of partner offices. The firm employs a discretionary investment approach using model portfolios and combines fundamental and technical analysis, sub-advisors, and customization tools, with a focus on retirement-plan services and comprehensive fiduciary processes.

Julia Daly is a financial advisor at Orion Portfolio Solutions, LLC, holding a Series 65 credential. She has accumulated experience through roles at firms including Pathstone Family Office and McAlinden Research Partners. Prior to her advisory career, she was involved in education at Lafayette College and Dwight-Englewood School. Orion Portfolio Solutions serves independent advisory firms and their clients, retirement plans, charitable organizations, and institutional sponsors. The firm emphasizes model-driven and managed-account solutions and supports approximately 198 advisors with $64.8 billion in assets under administration.

Matthew Schuster is a financial advisor at Orion Portfolio Solutions, LLC with a Series 65 designation and over seven years of industry experience. Prior to joining Orion in 2026, he worked at Tributary Capital Management and TS Bank. Orion Portfolio Solutions serves independent investment advisory firms, retirement plans, charitable organizations, and corporate sponsors. The firm offers model-driven and managed-account solutions supported by technology-enabled platforms, managing approximately $64.8 billion in assets and more than 185,000 client relationships.

Michael Frascone is a financial advisor with Orion Portfolio Solutions, LLC in Omaha, NE, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. He has worked with Brinker Capital since 2000 and joined Orion Portfolio Solutions in 2022. Orion Portfolio Solutions primarily serves independent investment advisory firms, retirement plans, charitable organizations, and corporate sponsors through model-driven and managed-account solutions. The firm supports approximately 198 advisors and more than 185,000 client relationships, focusing on portfolio management, technology-enabled services, and sub-advisory offerings.

John Simonson is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Creative Planning since 2014. He holds a Series 66 license and is based in Omaha, NE. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, and retirement plans. The firm manages approximately $217 billion in client assets and employs a financial planning–led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by various tactical options and a range of retirement plan services.

Frank Nickel III is a financial advisor with Orion Portfolio Solutions, LLC based in Omaha, NE, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. His prior work includes twelve years at Morgan Stanley Smith Barney and ongoing roles at Brinker Capital Securities since 2017. He serves as an investment committee member for the State of Delaware. 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, offering technology-enabled portfolio management and supporting approximately 198 advisors and over 185,000 client relationships.

Donald Seaman is a financial advisor with CWM, LLC in Omaha, NE, holding Series 63 and Series 66 licenses and possessing 12 years of industry experience. His previous roles include positions at Securities America Inc. and multiple entities within CWM, LLC since 2023. Seaman also serves as a Senior Surveillance Analyst, developing and running regulatory surveillance reports. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutions through over 600 advisors. The firm offers portfolio management, financial planning, and retirement plan services, employing a discretionary investment approach that combines model portfolios with fundamental and technical analysis, third-party sub-advisors, and customized solutions.

Mindy Dalrymple is a financial advisor with CWM, LLC, holding a Series 65 designation and two years of industry experience. She has been affiliated with Carson Group since 2013 and joined CWM, LLC in 2023. Outside of advising, she is a licensed residential Realtor in Nebraska and co-owns a lawn and landscaping business with her husband. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, and institutional clients through a large network of advisors. The firm provides portfolio management, financial planning, and retirement plan services, typically managing accounts on a discretionary basis using model portfolios overseen by an internal Investment Committee.

Mark Slattery is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include positions at Securities America Advisors, Securities America Inc, and Brokers Clearing House. Outside of his advisory work, he serves on the Cystic Fibrosis Board of Omaha and is involved in agricultural ventures through GS3 Farm. Commonwealth Financial Network is a registered investment adviser that supports a national network of nearly 3,000 advisors, offering a range of advisory programs and services including wealth management and retirement plan consulting. The firm provides operational, trading, compliance, and practice-management support while allowing advisors discretion in constructing client portfolios.

James Siemonsma is a financial advisor at Mariner with 26 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at Proequities, Inc. and Honkamp Krueger Financial Services. He also serves as a strategic advisor to Interact Solutions in Sioux Falls, SD. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations, providing investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm utilizes customized discretionary portfolios supported by an internal management team and third-party managers, with a notable integration of tax and accounting services uncommon for firms of its size.

Gary King is a financial advisor with D.A. Davidson & Co. in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with D.A. Davidson since 2016. Outside of his advisory role, King is involved in youth and amateur sports officiating as a hockey referee and baseball umpire, and he owns a vending machine business. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm provides a range of services under fiduciary standards, including retirement plan advisory, financial planning, and wealth management, and participates in municipal advisory and underwriting activities.

Paul West is a CFP® professional with 21 years of industry experience, currently serving at CWM, LLC since 2012. He holds the Series 66 designation and is based in Omaha, NE. Outside of his advisory role, West is involved in several nonprofit and community organizations, including board memberships with the 1890 Foundation, Dreamweaver, MOQ Finance Board, Omaha Marian High School, iHUB, and the CHI Foundation, as well as serving as Chair of the Omaha Chamber Economic Development. CWM, LLC is an SEC-registered investment adviser that serves a diverse client base including individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a large network of partner offices. The firm employs discretionary portfolio management using model portfolios, combining fundamental and technical analysis with third-party sub-advisors and customization tools, and offers comprehensive retirement plan services with an emphasis on fiduciary oversight and operational support.

Alex Jensen is a CFP® professional with four years of industry experience, currently serving as a financial advisor at CWM, LLC. Prior to joining CWM, he worked at Carson Wealth Management and spent 12 years at U.S. Bank. CWM, LLC is an SEC-registered investment adviser with over 600 advisors, serving a diverse client base including individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients. The firm employs a discretionary portfolio management approach that uses model portfolios and combines fundamental and technical analysis, third-party sub-advisors, and customization tools, with a particular focus on retirement plan and institutional services.

Anthony Daniel is a CFP® with 19 years of industry experience, currently affiliated with Commonwealth Financial Network. His prior experience includes roles at Securities America Advisors, MassMutual, and Nationwide Investment Services Corporation. Outside of his advisory work, he is co-owner of Grove Park Companies, LLC, a woodworking business based in Omaha, NE. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and hundreds of thousands of clients. The firm offers a broad adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and various investment options including model portfolios and tax-aware strategies.

Michael Rouse is a financial advisor with First Command Advisory Services in La Vista, NE, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Bancwest Investment Services, Bank of the West, Arbor Point Advisors, and Securities America. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed centrally by an Investment Management Team and Wealth Portfolio Managers using a model portfolio approach.

Jamie Blair is a financial advisor at Orion Portfolio Solutions, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has been with Orion since 2014. Located in Omaha, NE, he is part of a firm with 198 total advisors. 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 and supports a large client base through its integrated technology platforms.

Tiffany Holman is a financial advisor with Principal Financial Services in Elkhorn, NE, holding Series 63 and Series 65 designations and seven years of industry experience. She has worked with multiple entities related to group benefits and insurance, including owning Today's Benefits Inc., a company focused on group benefits. Outside of her advisory work, she serves as Board President of Bennington Youth Cheer, overseeing organizational and team activities. Principal Securities provides brokerage and registered investment advisory services to a wide 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 manager solutions through various adviser and promoter arrangements.

Sean Moylan is a CFP® and ChFC® with 20 years of industry experience. He is currently with Osaic Advisory Services, LLC and has previously worked at Arbor Point Advisors and Securities America Advisors, Inc. Moylan also operates Moylan Law, LLC, focusing on estate planning, probate, and small business management. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension plans, corporations, trusts, charitable organizations, and municipal entities. The firm provides a range of services including investment management, financial planning, retirement plan consulting, and third-party manager oversight through multiple program models.