Jamie Blair is a financial advisor at Orion Portfolio Solutions, LLC in Omaha, NE, holding Series 63 and Series 65 licenses with 10 years of industry experience. Blair has been with Orion Portfolio Solutions since 2014. Orion Portfolio Solutions primarily serves independent investment advisory firms and their end clients, along with retirement plans, charitable organizations, and corporate and institutional sponsors. The firm focuses on model-driven and managed-account solutions, offering a range of platforms and services that support a large client base and substantial assets under administration.

Tiffany Holman is a financial advisor with Principal Financial Services in Elkhorn, NE, holding Series 63 and Series 65 designations and seven years of industry experience. She has worked with multiple entities related to group benefits and insurance, including owning Today's Benefits Inc., a company focused on group benefits. Outside of her advisory work, she serves as Board President of Bennington Youth Cheer, overseeing organizational and team activities. Principal Securities provides brokerage and registered investment advisory services to a wide client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money manager solutions through various adviser and promoter arrangements.

Sean Moylan is a financial advisor with Osaic Advisory Services, LLC, holding the CFP® and ChFC® designations and bringing 20 years of industry experience. His career includes roles at Arbor Point Advisors and Securities America Advisors, Inc. He also practices law through Moylan Law, LLC, focusing on estate planning, probate, and small business matters. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension plans, corporations, trusts, and nonprofit organizations. The firm provides investment management, financial planning, retirement consulting, and related services through multiple program models, utilizing both proprietary and third-party platforms to build and monitor client portfolios.

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. He previously worked at American Century Investment Services, Inc. and has a background including roles at Woodhouse Auto Family and Computer Engineering Inc. Zach is also an independent insurance agent specializing in fixed insurance products. Voya Financial Advisors, Inc. serves individuals, pension plans, charitable organizations, and corporate clients through comprehensive financial planning and portfolio management services. The firm utilizes both discretionary and non-discretionary account structures, combining in-house and external strategies with technology-driven tools to deliver customized investment solutions.

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 at Carson Wealth in Omaha, NE, holding Series 63 and Series 66 licenses with eight years of industry experience. Prior to joining Carson Wealth, Culjat worked at D.A. Davidson & Co., Charles Schwab & Co., Inc., and TD Ameritrade, Inc. She has ownership interests in rental properties outside of her advisory role. Carson Wealth is an SEC-registered investment adviser managing 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 that constructs and monitors portfolios with both fundamental and technical inputs.

Dawn Batho is a financial advisor with Orion Portfolio Solutions, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has worked at Orion Portfolio Solutions since 2004 and has been with 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 institutional sponsors. The firm focuses on model-driven and managed-account solutions, offering a range of portfolio management and platform services with approximately $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.

Austin Endorf is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and having two years of industry experience. He previously worked at Frontier Bank and has a background that includes several years in full-time education prior to his advisory roles. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program, providing fiduciary investment advice and financial planning with a focus on asset allocation and investment selection. The firm uses Charles Schwab’s proprietary research tools and standard asset-allocation models, offering non-discretionary, point-in-time wealth management consultations mostly through separately managed accounts.

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 based in Omaha, NE, holding Series 63 and 65 credentials and 25 years of industry experience. He has worked with Ameritas Advisory Services since 2021 and has been involved in life insurance sales as a licensed agent through Central Financial Services since 2001. 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. The firm offers a range of services including asset management, financial planning, and retirement plan advisory, utilizing multiple program platforms and a variety of investment vehicles.

Joel Riha Aldrich is a financial advisor at Carson Wealth with a Series 65 credential and three years of industry experience. Prior to joining Carson Group and CWM, LLC in 2025, he worked for Orion Portfolio Solutions and Orion Advisor Technology for five years. His work history also includes roles outside of financial services at establishments such as Omaha Country Club and Orsi's Italian Bakery. CWM, LLC 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 discretionary asset management, financial planning, and retirement plan services, utilizing an Investment Committee to construct and monitor model portfolios and providing tailored solutions like Orion Custom Indexing and access to alternative investments.

Jacqueline O'hern is a Certified Financial Planner (CFP®) with 11 years of industry experience. She has worked at Creative Planning since 2017 and previously held roles at Lockton Companies, LLC, Lockton Investment Advisors, LLC, Lockton Financial Advisors, LLC, and OneDigital. 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 combines low-cost indexing and buy-and-hold strategies with selective private market exposure and offers a range of fiduciary and institutional services.

Gregg Johnson is a financial advisor with Carson Wealth in Omaha, NE, holding Series 63, 65, and 66 credentials and bringing 35 years of industry experience. He previously worked with Securities America Advisor, Inc. and Cetera Advisor Networks before joining Carson Wealth. Johnson serves as a board member of the Metro Omaha Red Cross and participates in local church finance committee activities. Carson Wealth is an SEC-registered investment adviser managing approximately $50.6 billion through a network of over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, with investment decisions guided by a dedicated Investment Committee and supported by integrated custodial and technology platforms.

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.