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.

Brandon Seifert is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has worked at AE Wealth Management since 2021 and previously spent eight years with Securities America Inc. and Securities America Advisors. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm provides a platform-centered approach featuring model portfolio solutions, discretionary asset management, financial planning, and various plan services.

Blake Williams is a financial advisor at Orion Portfolio Solutions, LLC with six years of industry experience. He holds a Series 65 designation and has worked at Orion since 2019, following prior roles at Union Bank and Trust, Northwestern Mutual, and Todd's Lawn Care. Orion Portfolio Solutions serves independent investment advisory firms and their clients, retirement plans, charitable organizations, and institutional sponsors. The firm specializes in model-driven and managed-account solutions and supports a large client base with technology-enabled portfolio management services.

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 Carson Wealth with 23 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at LPL Financial LLC for over two decades. In addition to his advisory role, he is involved in a family investment entity focused on an ethanol plant. Carson Wealth is an SEC-registered investment adviser overseeing approximately $50.6 billion through a network of over 650 advisors. The firm provides discretionary asset management, financial planning, and retirement plan services, using an Investment Committee to manage model portfolios and offering tailored solutions like custom indexing and alternative investments.

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, based in Omaha, NE. He holds the Series 63 and Series 66 designations and has 26 years of industry experience, including 20 years at Brinker Capital prior to joining Orion in 2022. Orion Portfolio Solutions primarily serves independent advisory firms, retirement plans, charitable organizations, and institutional sponsors, managing approximately $64.8 billion in assets while supporting nearly 198 advisors and over 185,000 client relationships. The firm focuses on model-driven and managed-account solutions, offering sub-advisory, trading, billing services, and technology-enabled portfolio management.

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 at Carson Wealth with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Securities America, Inc. and Cetera Wealth Services, LLC. In addition to his advisory role, he serves as a Senior Surveillance Analyst for Carson Wealth-related entities, developing and running surveillance reports to meet regulatory and firm requirements. 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, retirement plan services, and tailored investment solutions supported by a dedicated Investment Committee.

Mindy Dalrymple is a financial advisor at Carson Wealth with a Series 65 designation and two years of industry experience. She has been affiliated with CWM, LLC since 2023 and with Carson Group since 2013. Outside of financial advising, she co-owns a lawn, landscaping, and snow removal business and is a licensed residential Realtor in Nebraska. She also co-manages short-term and long-term rental properties in Colorado. CWM, LLC is an SEC-registered 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 its Investment Committee and tailored portfolio solutions.

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 with Mariner in Omaha, NE, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His prior work includes roles at Msec, LLC, ProEquities, Inc, and Honkamp Krueger Financial Services. He also serves as a strategic advisor to Interact Solutions. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, and specialized services such as tax integration and Core Family Office solutions. The firm employs discretionary, customized portfolio strategies supported by an internal management team and third-party managers.

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 experience in the financial advisory industry, currently serving at Carson Wealth. His prior roles include positions at CWM, LLC, Method Enterprises, LLC, Ipro One Management, Inc., and Securities America Advisors, Inc. He is involved in several community and nonprofit boards, including serving as Chair of the Omaha Chamber Economic Development and as a board member of multiple charitable and educational organizations. Carson Wealth is an SEC-registered investment adviser operating an enterprise platform with over 650 advisors and more than $50 billion in assets under management. The firm offers discretionary asset management, financial planning, retirement plan services, and access to alternative investments, using an Investment Committee to construct and monitor model portfolios with both fundamental and technical inputs.

Alex Jensen is a CFP® professional with four years of industry experience, currently serving at Carson Wealth. He previously worked at U.S. Bank for twelve years before joining Carson Wealth Management and CWM, LLC. CWM, LLC is an SEC-registered investment adviser managing approximately $50.6 billion through a network of over 650 advisors. The firm offers services including discretionary asset management, financial planning, and retirement plan management, using an Investment Committee-driven approach with model portfolios and tailored solutions such as custom indexing and alternative investments.

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.