Matt Butler is a financial advisor at Mariner based in Omaha, NE. He holds a Series 65 designation and has experience working with several firms including Orion Advisor Technology and LifeLong Financial Solutions. Prior to his advisory roles, he worked at Colonial Life and the Nebraska Department of Education. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations by providing investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs discretionary, customized portfolio strategies supported by an internal investment committee and offers integrated tax, accounting, and financial wellness solutions.

Andrew Vonderfecht is a financial advisor with CWM, LLC holding a Series 65 designation. He has been in the industry since 2026 and has worked at both CWM, LLC and Oakeson Steiner. His prior experience includes roles outside of finance at Main West Equipment and Touch Above Lawns, as well as involvement with Bro Sno LLC. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutional clients through partner offices and a large advisor network. The firm offers portfolio management, financial planning, and retirement services using model portfolios and combines fundamental and technical analysis with various customization tools.

Tami Mendell is a financial advisor with Principal Financial Services in Omaha, NE, holding a Series 63 designation and having 30 years of industry experience. Her career includes roles at Principal Securities, Bridge Financial, Cetera Advisors, Questar Asset Management, and Spectrum Capital. Outside of finance, she works in the kitchen staff for a pasta sauce company and serves as Secretary for the Connect Omaha Networking Group. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm offers direct advisory programs, financial planning, retirement consulting, and access to third-party money managers through various advisory and promoter arrangements.

Erin Lammert is a financial advisor with First Command Advisory Services in Papillion, NE, holding a Series 66 designation and nine years of industry experience. Prior to her advisory roles, she served seven years in the United States Army. She is also treasurer and co-owner of Live Free Financial Planning LLC, a non-investment-related business. 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 wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers, emphasizing in-person financial coaching and employee ownership.

Jessica Golson is an investment advisory representative with CWM, LLC, holding a Series 66 designation and 17 years of industry experience. She has worked at CWM, LLC and Cetera Wealth Services, LLC since 2017 and previously at CLS Investments, LLC and Northern Lights Distributors, LLC from 2011 to 2017. 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 more than 600 advisors. The firm provides portfolio management, financial planning, and retirement plan services, typically managing accounts on a discretionary basis using model portfolios and combining internal research with third-party sub-advisors and alternative investment access.

Allison Malcolm is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. Her prior roles include positions at Northwestern Mutual Investment Services LLC, Mercer Global Advisors, and Td Ameritrade. She has also been involved with the Nebraska Council on Economic Education for five years. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing Schwab's asset allocation models and research tools. The firm focuses on annual financial reviews and investment recommendations while leaving final trading decisions to clients, operating within the broader Schwab ecosystem.

Kara Roloson is a financial advisor with CWM, LLC based in Omaha, NE, holding a Series 65 designation and one year of industry experience. Prior to joining CWM, she worked at Dupaco Community Credit Union and has held roles in education and the automotive industry. She serves on the boards of two young professional organizations focused on networking and supporting local schools in the Cedar Rapids area. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutions through a network of over 600 advisors. The firm manages portfolios on a discretionary basis using in-house and third-party strategies, offering a variety of retirement-plan services and emphasizing fiduciary oversight and comprehensive client reporting.

Kyle Reznicek is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 66 credentials and 18 years of industry experience. He has worked at AE Wealth Management and AE Financial Services since 2022 and previously spent 11 years at Securities America Advisors and Securities America Inc. He serves as a Supervisory Controls Specialist within his firm. 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 offers a platform-centered approach with model portfolio solutions, discretionary management, financial planning, and plan services, supporting advisors with an internal Investment Consulting Group and programs licensing models to other RIAs.

Braden Beiermann is a financial advisor at Orion Portfolio Solutions, LLC with a Series 65 designation and two years of industry experience. He previously worked at Sandhills Global and held roles at Wisconsin Lutheran College and Nebraska Lutheran before joining Orion. Orion Portfolio Solutions serves independent investment advisory firms, retirement plans, charitable organizations, and corporate sponsors, offering model-driven and managed-account solutions supported by technology platforms. The firm manages approximately $64.8 billion in assets under administration and supports around 198 advisors with over 185,000 client relationships.

Brian Libby is a CFA® charterholder with 11 years of industry experience. He currently works at Orion Portfolio Solutions, LLC and has held prior roles at Brinker Capital and Oppenheimerfunds. His background includes positions at Orion Advisor Technology and Brinker Capital Investments. Orion Portfolio Solutions serves independent investment advisory firms, retirement plans, charitable organizations, and corporate sponsors by offering model-driven and managed-account solutions, including separately managed accounts and a technology-enabled custom indexing platform. The firm supports a large client base with a focus on portfolio management and integrated platform services.

Kevin Von Seggern is a financial advisor at Orion Portfolio Solutions, LLC with eight years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Brinker Capital Securities and FBL Financial Group. Outside of his advisory work, he assists with seasonal labor on a family farm. Orion Portfolio Solutions serves independent investment advisory firms and their clients, as well as retirement plans, charitable organizations, and institutional sponsors. The firm centers on model-driven and managed-account solutions, supporting a large client base with a focus on portfolio management and platform services.

Jack Crumley is a financial advisor with Integrity Alliance, LLC in Omaha, NE, holding Series 63 and Series 65 designations and five years of industry experience. Prior to joining Integrity Alliance, he has worked at Brokers International Financial Services, LPL Financial LLC, and Mutual of Omaha. Outside of his advisory role, he is involved with TR Financial as a financial consultant. Integrity Alliance serves a broad client base, including individual investors, corporations, and qualified retirement plans, offering a range of investment advisory and brokerage services through a large network of over 300 advisors managing approximately $5.4 billion in assets. The firm provides multiple portfolio management options and supports both discretionary and non-discretionary investment strategies.

Ronald Pruitt is a CFA® charterholder with 17 years of industry experience, currently serving at Orion Portfolio Solutions, LLC since 2024. His prior roles include positions at Nasdaq Analytics, eVestment Alliance, Solovis, and ENVESTNET ASSET MANAGEMENT, along with running his own consulting business. He is a board member and minority investor in OneNeighbor, a mobile application for independent contractors offering home maintenance services. 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 about 198 advisors and over 185,000 client relationships with approximately $64.8 billion in assets under administration.

Gregory Duracinski is a financial advisor with Schwab Wealth Advisory, holding a Series 66 designation and nine years of industry experience. He has previously worked at TD Ameritrade and Charles Schwab Bank, among other firms. Outside of his advisory role, he serves as a board member for the Giles Ridge SID, a neighborhood organization in Omaha, Nebraska. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering clients annual financial reviews and investment recommendations using Schwab’s research tools and asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and does not directly charge clients fees.

Brittany Saunders is a financial advisor at Orion Portfolio Solutions, LLC with two years of industry experience. She holds Series 66 and Series 63 licenses and has previously worked at Jefferies Investment Advisers, LLC, Janney Montgomery Scott LLC, and Venerable. Outside of her advisory role, she operates an independent online resale business specializing in vintage clothing and homewares. Orion Portfolio Solutions serves independent investment advisory firms and their clients, retirement plans, charitable organizations, and corporate and institutional sponsors. The firm focuses on model-driven and managed-account solutions and supports a large client base with a technology-enabled platform and extensive portfolio management services.

Sarah James is a CFP® and holds a Series 65 license with four years of industry experience. She currently works at CWM, LLC and has held prior roles at OneDigital Investment Advisors, Oakeson Steiner Wealth & Retirement, Lutz & Company, and McDermott & Miller, PC. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm manages discretionary accounts using model portfolios developed by an internal Investment Committee and offers services including portfolio management, financial planning, sub-advisory, and retirement-plan solutions with a focus on fiduciary processes and operational transparency.

Christopher Graw is a CFP® with 23 years of industry experience currently serving with CWM, LLC. His prior experience includes roles at Northwestern Mutual and Cetera, among others. Outside of advisory work, he serves as a board member of the Indian Creek Native Center, a nonprofit organization. CWM, LLC is an SEC-registered investment adviser that serves individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm manages discretionary accounts using model portfolios supported by an in-house Investment Committee and combines fundamental and technical analysis with access to alternative investments and customization tools.

Russell Manners is a financial advisor at D.A. Davidson & Co. in Omaha, NE, holding Series 63 and Series 65 licenses with 45 years of industry experience. He has been with D.A. Davidson & Co. since 2016. Outside of his advisory role, he manages rental properties in Colorado. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, equity research, financial planning, and a Private Wealth program for high-net-worth clients, while adhering to fiduciary standards.

Mickey Ellison is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Orion Portfolio Solutions, LLC since 2019. Prior to joining Orion, he worked at Aegis Group LLC and Sii Investments Inc. for a combined 17 years. Orion Portfolio Solutions primarily serves independent investment advisory firms and their clients, retirement plans, charitable organizations, and corporate sponsors. The firm offers model-driven and managed-account solutions, supporting approximately 198 advisors and over 185,000 client relationships with about $64.8 billion in assets under administration.

Charles Stubbendeck is a financial advisor at AE Wealth Management, LLC with a Series 65 credential and experience working since 2026. His prior work includes roles at Leverage Planning, LeverageRx Insurance Services, LeverageRx Inc., and State Farm. 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 uses discretionary model portfolios and various investment strategies, serving a large number of clients through standardized model and platform services.