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.

Jackson Clark is a financial advisor at Orion Portfolio Solutions, LLC with a Series 65 credential and one year of industry experience. His prior work includes roles at Envestnet Inc., Florida Financial Advisors, and various positions outside the financial sector, including experience in construction and hospitality. Orion Portfolio Solutions primarily serves independent investment advisory firms and their clients, retirement plans, charitable organizations, and institutional sponsors, offering model-driven and managed-account solutions through multiple delivery platforms. The firm supports approximately 198 advisors and over 185,000 client relationships, managing about $64.8 billion in assets.

Michael Richards is a financial advisor at Orion Portfolio Solutions, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at The Vanguard Group, Brinker Capital Securities, and Orion Advisor Technology. Outside of his advisory roles, Richards has been involved with small businesses including a landscaping company he has operated since 2017. Orion Portfolio Solutions primarily serves independent investment advisory firms and their clients, as well as retirement plans, charitable organizations, and institutional sponsors. The firm offers model-driven and managed-account solutions supported by technology, managing approximately $64.8 billion in assets and servicing over 185,000 client relationships.

George Specht is a financial advisor at Transamerica Financial Advisors with 26 years of industry experience. He holds Series 63 and Series 66 registrations. His prior work includes roles at td ameritrade and BancWest Investment Services. Transamerica Financial Advisors serves a broad client base that includes individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with discretionary and non-discretionary program options.

Michael Jeffries is a financial advisor with Orion Portfolio Solutions, LLC, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Cetera, Summit Brokerage Services, and Brinker Capital Securities. Jeffries is based in Omaha, NE. Orion Portfolio Solutions primarily serves independent investment advisory firms, retirement plans, charitable organizations, and institutional sponsors. The firm focuses on model-driven and managed-account solutions, offering a range of platforms and services including separately managed accounts, wealth advisory for high-net-worth clients, and technology-enabled custom indexing.

Cedric Louit is a financial advisor at Orion Portfolio Solutions, LLC in Omaha, NE, holding a Series 65 credential. He has been with Orion since 2026 and has prior experience at First Financial Bank and other firms. Outside of finance, he was involved with Moon Ripple Media from 2021 to 2023. Orion Portfolio Solutions serves independent investment advisory firms, retirement plans, charitable organizations, and corporate sponsors. The firm offers model-driven and managed-account solutions and supports approximately 198 advisors with around $64.8 billion in assets under administration.

Paul Wick is a financial advisor with Orion Portfolio Solutions, LLC, holding the Series 65 and Series 66 designations and possessing nine years of industry experience. He has worked with Orion Portfolio Solutions and Orion Advisor Solutions since 2015 and was previously involved with Gemini Alternative Funds, LLC and Northern Lights Distributors, LLC. 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, supporting approximately 198 advisors and over 185,000 client relationships with around $64.8 billion in assets under administration.

Wesley Siebert is a financial advisor with Principal Financial Services in Elkhorn, Nebraska, holding a Series 66 designation and 18 years of industry experience. His prior work includes roles at Invictus Strategies, Principal Securities Inc., and MassMutual Life Insurance Company. Outside of his advisory practice, Siebert serves as a board member for Biodiversity Partnership USA, Inc., a nonprofit focused on conservation efforts primarily in Madagascar. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Kevyn Sopinski is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Commonwealth since 2017 and previously spent 12 years at Waddell & Reed, Inc. Sopinski is also involved in several business ventures, including serving as co-owner and president of SWP RE Holdings, LLC, and managing member of Pathfinder Wealth Advisors, LLC. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and services, providing operational, trading, technology, and compliance support while allowing advisors discretion in portfolio construction.

Shayla Kriha is a financial advisor at CWM, LLC with 10 years of industry experience. She holds the Series 66 designation and has worked at CWM since 2017. Prior to that, she was with LPL Financial and Carson Wealth. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm manages portfolios on a discretionary basis using model portfolios overseen by an internal Investment Committee and offers a range of financial planning and retirement services.

Robert Grow is a financial advisor with Principal Financial Services in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. His prior roles include positions at Bridge Financial, Cetera Advisors LLC, and Questar Asset Management. He also engages in offering life insurance and fixed annuities as part of his financial advisory activities. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Kevin Stillman is a Series 65-licensed financial advisor with Focus Partners Wealth, LLC in Omaha, NE, bringing three years of industry experience. He previously worked at Sanctuary Advisors, LLC and Evernest Financial Advisors, and spent five years at Orion prior to that. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Brian Morgan is a CFP® professional with 12 years of industry experience, currently serving as an advisor at Orion Portfolio Solutions, LLC since 2019. His prior experience includes roles at Morgan Stanley from 2010 to 2017 and Advizr from 2017 to 2019. 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 and supports approximately 198 advisors with around $64.8 billion in assets under administration.

Jason Meysenburg is a financial advisor with PNC Wealth Management in Omaha, NE, holding Series 63 and Series 66 credentials and 30 years of industry experience. He previously worked at Bank of the West and BancWest Investment Services for 17 years. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio strategy pilot for employees that uses algorithm-driven risk assessments and discretionary management via mutual funds and ETFs.

Mark Stritt is a financial advisor with CWM, LLC, holding a Series 65 designation and 11 years of industry experience. He has previously worked at Oakeson Steiner Wealth & Retirement and OneDigital Investment Advisors. 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 employs model portfolios managed by an Investment Committee and integrates fundamental and technical analysis, third-party sub-advisors, and customization tools to offer portfolio management, financial planning, and retirement plan services.