Jennifer Potmesil is a CFP® professional with 11 years of industry experience, currently with Mariner and previously with Merrill. She has been with Mariner since 2018 and recently started at Msec, LLC in 2026. Outside of her advisory roles, she serves as a clerk in Council Bluffs, IA. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs a discretionary, customized portfolio approach supported by in-house research and third-party managers, with notable integration of tax, accounting, and administrative CFO services.

Thomas Foley is a financial advisor at Hightower Advisors in Omaha, NE, with 31 years of industry experience. He holds the Series 63 and Series 65 designations and has been with HighTower Securities, LLC and HighTower Advisors, LLC since 2016. Outside of his advisory work, he is involved with Bultaco Enterprise LLC, a real estate business. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and pooled investment vehicles. The firm’s advisory approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research and portfolio construction techniques.

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 at Carson Wealth with 33 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at LPL Financial LLC and Cetera Advisor Networks LLC. She has been with Carson Wealth and CWM LLC since 2012. CWM, LLC 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 an Investment Committee to construct and monitor model portfolios and providing tailored solutions including custom indexing and access to alternative investments.

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 at Carson Wealth with Series 63 and Series 65 credentials and five years of industry experience. His prior roles include positions at LPL Financial, US Bank, and Foresters Financial Services. Carson Wealth operates an enterprise platform managing approximately $50.6 billion through over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, employing an Investment Committee that develops and monitors model portfolios and provides customized investment solutions.

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 at Carson Wealth holding a Series 65 designation with one year of industry experience. Her prior work includes roles at Farm Credit Services of America, Wolfe Research, Berkshire Hathaway Homestate Companies, and positions connected to Creighton University and Loyola University Chicago. Carson Wealth is an SEC-registered investment adviser overseeing approximately $50.6 billion through a network of more than 650 advisors. The firm provides discretionary asset management, financial planning, and retirement plan services, supported by an Investment Committee that constructs and monitors model portfolios using both fundamental and technical analysis.

Jennifer Austin is a financial advisor at Carson Wealth based in Omaha, NE, with 20 years of industry experience. She holds Series 63 and Series 66 designations and has 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. Carson Wealth is an SEC-registered investment adviser operating an enterprise platform with over 650 advisors and approximately $50.6 billion in assets under management. The firm offers a range of services including discretionary asset management, financial planning, and retirement plan services, supported by a dedicated Investment Committee and a network of custodial and technology partners.