Samuel Clinch is a financial advisor with CWM, LLC in Omaha, NE, holding a Series 66 designation and beginning his advisory career in 2024. His prior work includes roles at Cetera Wealth Services, Trius Federal Credit Union, and teaching positions at the University of Nebraska-Kearney and Kearney Catholic High School. 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 accounts primarily on a discretionary basis using model portfolios overseen by an in-house Investment Committee and offers a range of services including portfolio management, financial planning, sub-advisory, and retirement-plan solutions.

Jaymon Meikle is a financial advisor at CWM, LLC with 13 years of industry experience. He holds the ChFC® designation along with Series 65 and Series 66 licenses. His prior roles include positions at Gertsema Wealth, Cetera Advisor Networks LLC, and USAA-affiliated companies. CWM, LLC is an SEC-registered investment adviser serving a diverse client base that includes individuals, high-net-worth families, foundations, endowments, corporations, and institutions. The firm manages portfolios primarily on a discretionary basis using model portfolios overseen by an in-house Investment Committee and integrates both fundamental and technical analysis along with third-party sub-advisors and customization tools.

Ray Slaughter is a financial advisor with CWM, LLC based in Omaha, NE, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. His career includes roles at Cetera Wealth Services, LLC and TD Waterhouse Investor Services, Inc., with overlapping experience at Ameritrade, Inc. He also serves as a compliance analyst with CWM’s Carson Group Partners division. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients. The firm manages discretionary accounts using model portfolios overseen by an internal Investment Committee and integrates fundamental and technical analysis, third-party sub-advisors, and customized tools to support portfolio management and retirement plan services.

Brent Pine is a CFP® professional with 38 years of industry experience, currently serving with CWM, LLC. His prior roles include positions at Carson Wealth, Geneos Wealth Management, and Integrated Wealth Management. He also operates a fixed insurance business, selling life, disability, annuities, and long-term care products. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutions through a large network of advisors. The firm employs discretionary portfolio management using model portfolios, combining fundamental and technical analysis alongside third-party sub-advisors and customization tools.

Janae Galvis is a CFP® with 18 years of industry experience, currently serving at D.A. Davidson & Co. since 2012. She holds the Series 66 designation and is based in Omaha, NE. Outside of her advisory role, she serves as treasurer for The Benjamin H. Ryan Foundation, a nonprofit organization. D.A. Davidson & Co. provides 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 offers ERISA retirement plan advisory services, comprehensive financial planning, and a specialized Private Wealth program for clients with significant assets.

Bradley Knuth is a financial advisor at D.A. Davidson & Co. in Omaha, NE, with 41 years of industry experience. He holds Series 63 and Series 65 credentials and has been with D.A. Davidson since 2016. Outside of his advisory role, he serves as a board member and secretary/treasurer for The Durham Museum Foundation and as a non-voting trustee for the Sigma Phi Epsilon Education Foundation of Nebraska, engaging in fundraising and board oversight activities. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including employer-sponsored retirement plans, high-net-worth individuals, charitable organizations, and corporate clients. The firm offers a range of advisory services under the Advisers Act fiduciary standard, including ERISA plan advisory, comprehensive financial planning, and a private wealth program for clients with over $20 million in net worth.

Solomon Berry is an investment advisory representative with CWM, LLC based in Omaha, NE, holding Series 63 and Series 66 licenses and 13 years of industry experience. He previously worked at Fidelity Brokerage Services LLC and has been with CWM, LLC and its affiliate Cetera Wealth Services since 2018. Outside of his advisory role, he also works as a clothing specialist at Scheels All Sports. 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 provides portfolio management, financial planning, sub-advisory, and retirement plan services, using discretionary management with model portfolios overseen by an in-house Investment Committee.

Colin Kramer is a financial advisor with Commonwealth Financial Network in Papillion, NE, holding a Series 66 designation and 19 years of industry experience. His prior work includes 11 years at Waddell & Reed, Inc. and ownership roles in entities such as Colin M. Kramer, LLC and SWP Re Holdings LLC. He is also a co-owner and managing member of Pathfinder Wealth Advisors, LLC, which operates securities, advisory, and insurance businesses. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing advisory programs and services including wealth management and retirement plan consulting. The firm supports its advisors with operations, trading, technology, investment management, compliance, and practice-management resources.

Russell Nieland is a CFP® with 14 years of industry experience, currently affiliated with CWM, LLC in Omaha, NE. He has previously worked at firms including Carson Wealth, Cetera Advisor Networks, and TD Ameritrade. In addition to his advisory role, he is licensed to sell fixed insurance products such as life, disability, annuities, and long-term care insurance. 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 offers portfolio management, financial planning, and retirement-plan services, employing discretionary management with model portfolios overseen by an in-house Investment Committee and integrating various analytical and customization tools.

Alyssa Zuck is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 66 credentials and 12 years of industry experience. Her career includes roles at firms such as LPL Financial, Northwestern Mutual Wealth Management Company, Cetera Advisor Networks, Merrill Lynch, and Edward Jones. She provides administrative support to Wealth Enhancement Advisory Services as part of her professional activities. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized consulting, employing a strategic investment approach that combines passive and active management supported by internal research and periodic rebalancing.

Alexandria Ulrich is a financial advisor with CWM, LLC in Omaha, NE, holding a Series 66 designation and five years of industry experience. Her prior roles include positions at Carson Group and Cetera Wealth Services. Outside of advisory work, she provides compliance support related to advertising review for Carson Group Holdings, LLC. CWM, LLC serves a diverse client base including individuals, high-net-worth families, foundations, and institutional clients through a large network of advisors. The firm employs discretionary management with model portfolios overseen by an in-house Investment Committee and emphasizes fiduciary processes, retirement plan services, and platform relationships.

Trevor Kula is a financial advisor at D.A. Davidson & Co. in Omaha, NE, holding a Series 66 designation with 21 years of industry experience. He has been with D.A. Davidson & Co. since 2008. 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, wrap fee programs, equity research, and comprehensive financial planning, and it operates under fiduciary standards with a focus on both qualitative and quantitative investment analysis.

Ryan Detrick is a financial advisor with CWM, LLC based in Omaha, NE. He holds Series 63 and Series 66 designations and has 12 years of industry experience. His prior work includes six years at LPL Financial and one year at Haberer Registered Investment Advisor Inc. 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 accounts primarily on a discretionary basis using model portfolios and combines fundamental and technical analysis with third-party sub-advisors and customization tools.

Benjamin Palma is a financial advisor with CWM, LLC, holding a Series 66 designation and over 20 years of industry experience. He previously worked at TD Ameritrade, Charles Schwab, and Cetera Wealth Services before joining CWM. Palma serves as a Regional Supervision Manager, overseeing advisors’ daily operations. 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 employs model portfolios managed by an in-house Investment Committee and offers portfolio management, financial planning, retirement-plan services, and sub-advisory solutions.

Kate Rehberg is a CFP® professional with one year of industry experience, currently serving at CWM, LLC in Omaha, NE. Prior to joining CWM, she spent time at Carson Wealth and Carson Group, and has a background that includes roles at Indiana University and Millard North High School. Outside of finance, she works as a pitching instructor with Elkhorn Training Camp, LLC. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutional clients through a large network of advisors. The firm manages accounts using discretionary model portfolios and integrates fundamental and technical analysis alongside third-party sub-advisors, emphasizing retirement-plan services and a variety of investment customization tools.

Douglas Gilbert is a financial advisor at Mercer Global Advisors Inc. with 19 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Mercer since 2013 in various roles. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with investment advisory, financial, tax, retirement, and estate planning services. The firm uses a Modern Portfolio Theory-based approach focused on globally diversified, risk-appropriate portfolios implemented through a combination of low-cost ETFs, index funds, separate account managers, and private funds.

Chad Greenway is a financial advisor at TIAA-CREF with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at TIAA-CREF since 2017, previously spending six years at TD Ameritrade Investment Management. TIAA‑CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with prior employer retirement plan relationships through TIAA. The firm provides a separation between one-time planning services and ongoing portfolio management, acting as adviser to the TIAA Donor Advised Fund and operating within a vertically integrated structure that employs affiliated funds.

Laura Adams is a financial advisor with Primerica Advisors based in Omaha, NE, holding Series 63 and Series 65 licenses and seven years of industry experience. Her work history includes roles at Guardian Life Insurance Company, Park Avenue Securities LLC, and Wells Fargo Clearing Services. She also has experience outside of finance, having worked at The Diamond Room Omaha for three years. Primerica Advisors serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, utilizing proprietary and third-party investment strategies, along with financial planning and consulting services.

Sierra Winder is a financial advisor with Principal Financial Services in Omaha, NE, holding Series 65 and Series 63 designations with one year of industry experience. Prior to joining Principal, Sierra worked at J.P. Morgan Securities and several financial institutions. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm emphasizes direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.

Tad Singer is a financial advisor at CWM, LLC with 29 years of industry experience. He previously worked at WealthPLAN Partners, LLC, Allen Capital Group, and D.A. Davidson & Co. Outside of his advisory role, Singer serves as a board member of the International Wine and Food Society and is involved with the Creighton University Medical Center community board. He is also an owner of Vertex Health Systems, a men's and women's health clinic. 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 and combines fundamental and technical analysis with third-party sub-advisors and customization tools.