Zach Saalfeld is a financial advisor with VOYA Financial Advisors, Inc. in Omaha, NE, holding Series 63 and Series 65 licenses and eight years of industry experience. Before joining Voya in 2023, he worked at American Century Investment Services from 2018 to 2023 and has held positions in automotive and engineering sectors. He is also an independent insurance agent involved in the sales of fixed insurance products. VOYA Financial Advisors, Inc. serves a diverse range of clients including individuals, institutions, and plan sponsors, offering financial planning, portfolio management, and plan-sponsor consulting through various program structures, primarily focusing on non-discretionary advisory relationships.

Matthew Breunig is a Series 65 licensed financial advisor with six years of experience at Orion Portfolio Solutions, LLC. Based in Omaha, NE, he has also worked with Orion Advisor Technology, LLC and American Campus Communities. 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 and supports approximately 198 advisors with about $64.8 billion in assets under administration.

Clint Eikmeier is a financial advisor with Commonwealth Financial Network in Omaha, NE, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Trusted Wealth Partners, Securities America Advisors, and Cetera Advisors. He is also the owner of CJE Financial Services, LLC, a private entity related to securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm supports advisors with operations, trading, technology, compliance, and practice management, while offering model portfolios and distinct program structures such as PPS Custom and Personalized Indexing.

Robert Luckey Jr. is a financial advisor at Orion Portfolio Solutions, LLC in Omaha, NE, holding a Series 65 license with six years of industry experience. Prior to joining Orion in 2019, he spent 23 years at Fifth Third Bank. Outside of his advisory role, he works part-time as a sales associate in the hardware department at The Home Depot. 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, providing technology-enabled portfolio management and support for over 198 advisors and more than 185,000 client relationships.

Kelsey Culjat is a financial advisor with CWM, LLC in Omaha, NE, holding Series 63 and Series 66 licenses and eight years of industry experience. Prior to joining CWM, Culjat worked at D.A. Davidson & Co., Charles Schwab & Co., and TD Ameritrade. Outside of advising, Culjat owns several investment properties. 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 over 600 advisors. The firm uses discretionary model portfolios governed by an in-house Investment Committee and offers services including portfolio management, financial planning, and retirement-plan solutions.

Dawn Batho is a financial advisor with Orion Portfolio Solutions, LLC in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has been with Orion Portfolio Solutions since 2004 and also worked at Brinker Capital Securities since 2021. Orion Portfolio Solutions primarily serves independent investment advisory firms and their clients, as well as retirement plans, charitable organizations, and corporate and institutional sponsors. The firm focuses on model-driven and managed-account solutions, providing technology-enabled services and supporting approximately 198 advisors with about $64.8 billion in assets under administration.

Danielle Ruiz Vela is a Series 66 licensed financial advisor with eight years of industry experience. She has worked at Orion Portfolio Solutions and Brinker Capital Securities since 2022, and previously held roles at Sutton Pierce, United Health Care, Neaumix Fit, and Pacific Life. Orion Portfolio Solutions 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 over 185,000 client relationships, focusing on portfolio management and platform services with about $64.8 billion in assets under administration.

Cade Baumgart is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 credential and beginning his advisory career in 2025. Prior to joining Bankers Life Advisory, he worked in various roles including insurance sales with Bankers Life & Casualty and experience in hospitality and education. He is also appointed as an insurance sales representative, writing business for Medicare supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and consulting primarily to mass-affluent and high-net-worth individuals, focusing on customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis in its investment approach.

Michael Murphy is a financial advisor at Commonwealth Financial Network with 31 years of industry experience. He holds a Series 63 designation and previously worked at Securities America Advisors and Securities America Inc. Murphy is also co-owner of Nelson Murphy Insurance & Investments, LLC, a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering advisory programs, wealth management, and retirement plan consulting. The firm provides operational, trading, technology, investment management, compliance, and practice-management support to its affiliated advisors.

Scott Ziemba is a financial advisor at D.A. Davidson & Co. in Omaha, NE, holding a Series 66 designation with 12 years of industry experience. He has been with D.A. Davidson & Co. since 2016. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individuals, charitable organizations, and corporate clients. The firm offers a range of services, including ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for ultra-high-net-worth clients, operating under the Advisers Act fiduciary standard and ERISA fiduciary duties.

Edward Sempek is a Series 65-licensed advisor with Orion Portfolio Solutions, LLC in Omaha, NE, where he has worked since 2019. He has a total of six years of industry experience, including eleven years at Orion Advisor Services, LLC. Outside of advisory work, he is a managing member of Creative Krumb LLC, a bakery business in Omaha. Orion Portfolio Solutions primarily serves independent investment advisory firms, retirement plans, charitable organizations, and corporate and institutional sponsors. The firm focuses on model-driven and managed-account solutions, supporting over 198 advisors and more than 185,000 client relationships with approximately $64.8 billion in assets under administration.

Curtis Harrington is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has worked at Ameritas Advisory Services since 2021 and also maintains roles at Ameritas Life Insurance Corp. and Central Financial Services, where he is engaged in life insurance sales as a licensed agent. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs, ongoing consulting, and fee-based management of variable annuity and variable universal life subaccounts, supported by an Investment Committee and third-party partners for portfolio construction and monitoring.

Joel Riha Aldrich is a financial advisor at CWM, LLC with three years of industry experience. He holds the Series 65 designation and previously worked at Orion Portfolio Solutions and Orion Advisor Technology for five years. Outside of his advisory roles, he has experience in the restaurant and hospitality sectors, including positions at A&G Restaurant and Omaha Country Club. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm manages accounts primarily on a discretionary basis using model portfolios and combines fundamental and technical analysis with third-party sub-advisors and customization tools.

Jacqueline O'Hern is a financial advisor with Creative Planning in Omaha, NE, holding CFP®, Series 65, and Series 63 designations. She has 11 years of industry experience, including prior roles at Lockton Companies, LLC and its related entities from 2016 to 2017 before joining Creative Planning in 2017. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Gregg Johnson is an investment advisor representative and national sales director at CWM, LLC with 35 years of industry experience. He has worked at Cetera Wealth Services, Securities America, and CWM in various capacities since 2006. Johnson serves on the board of the Metro Omaha Red Cross and participates in their sub-committee for board member recruitment. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, corporations, and institutional clients through a network of over 600 advisors. The firm offers portfolio management and financial planning, managing accounts on a discretionary basis using model portfolios and a combination of fundamental and technical analysis, third-party sub-advisors, and customization tools.

Nicholas Fabiano is a financial advisor with Orion Portfolio Solutions, LLC, holding Series 63 and Series 65 licenses and five years of industry experience. He has worked at Orion Portfolio Solutions and Brinker Capital Securities since 2023, following a tenure at TD Ameritrade from 2020 to 2023. Outside of his advisory work, he operates an online retail business called Kabuki Blu. Orion Portfolio Solutions primarily serves independent investment advisory firms, retirement plans, charitable organizations, and corporate sponsors. The firm focuses on model-driven and managed-account solutions, supporting a large client base with technology-enabled portfolio management and integrated platform services.

Rachel Witt is a financial advisor at First Command Advisory Services with six years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked at Principal Financial Services, Charles Schwab, TD Ameritrade, and Fidelity National Title Insurance. 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 using model portfolios managed by centralized teams, emphasizing in-person financial coaching and an employee-ownership structure.

Richard Havenridge is a financial advisor with Principal Financial Services and holds a Series 66 credential. He has 14 years of industry experience, including roles at Ameriprise and SII Investments. Outside of his advisory work, he serves as a church council member at First United Methodist Church in Springfield, Nebraska, and is an ordained wedding officiant through American Marriage Ministries. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement consulting, and access to third-party money manager solutions under various adviser and promoter arrangements.

Patrick Regan is a financial advisor with D.A. Davidson & Co. in Omaha, NE, holding a Series 66 designation and bringing 26 years of industry experience. He previously worked at Wells Fargo Advisors Financial Network LLC for 16 years and CapTrust Financial Advisors, LLC for one year. Regan serves on several finance and investment committees, including the St. Vincent de Paul Church of Omaha endowment committee and the Omaha Archdiocese Archbishop’s Committee for Development, and holds leadership roles with local organizations such as the Estates of Huntington Park HOA. D.A. Davidson & Co. provides advisory and brokerage services to a diverse client base, including retirement plans, high-net-worth individuals, charitable organizations, and corporate clients. The firm offers a range of services under fiduciary standards, combining qualitative and quantitative analysis to manage investments and financial plans, and distinguishes itself through municipal advisory activities and affiliated custodial services.

Andrew Goins is a CFA® charterholder with 11 years of industry experience. He is currently with Orion Portfolio Solutions, LLC and has also worked at Brinker Capital Securities. Orion Portfolio Solutions serves 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 across three delivery platforms and supports a large client base with a focus on portfolio management and technology-enabled services.