Dillon Philmon is a financial advisor with Orion Portfolio Solutions, LLC, holding a Series 66 designation and five years of industry experience. His career includes roles at Orion Portfolio Solutions and Hidden Levers since 2021, as well as prior experience with MML Investors Services, Mass Mutual Life Insurance Company, Enterprise Rent-A-Car, SUNY Albany, and Hilton Parma Recreation. Orion Portfolio Solutions serves independent investment advisory firms, retirement plans, charitable organizations, and institutional sponsors, offering model-driven and managed-account solutions alongside technology-enabled portfolio management services. The firm administers approximately $64.8 billion in assets and supports nearly 200 advisors and over 185,000 client relationships.

Matthew Arkfeld is a financial advisor at Carson Wealth in Omaha, NE, holding Series 63 and Series 65 licenses with seven years of industry experience. His prior roles include positions at Wells Fargo Bank, Sagepoint Financial, and OSAIC. He currently supports the Carson trade desk as a trade support specialist. Carson Wealth is an SEC-registered investment adviser operating an enterprise platform with more than 650 advisors and overseeing approximately $50.6 billion in assets. The firm serves corporate, institutional, and high-net-worth clients through discretionary asset management, financial planning, retirement plan services, and tailored investment solutions overseen by an Investment Committee.

Todd Clarke is a financial advisor with Orion Portfolio Solutions, LLC, holding Series 63 and Series 65 credentials and 33 years of industry experience. He has worked with firms including Northstar Financial Services Group, Northern Lights Distributors, and CLS Investments. Outside of financial advising, he manages a rental property management company. 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, supporting approximately 198 advisors and over 185,000 client relationships with about $64.8 billion in assets under administration.

Joseph Niederee is a financial advisor with TIAA-CREF in Omaha, NE, holding a Series 66 license and bringing 15 years of industry experience. He has worked at TIAA-CREF since 2016 and previously spent five years with TD Ameritrade. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, and corporate entities, often serving those with connections to TIAA-administered employer retirement plans. The firm separates point-in-time planning from ongoing discretionary management and acts as adviser to a donor-advised fund, operating within a vertically integrated structure that includes affiliated funds.

Gerald Matzke III is a Series 66-licensed financial advisor with nine years of industry experience. He is currently with Orion Portfolio Solutions, LLC, having previously worked at Brinker Capital Securities, Lincoln Financial Advisors, and First Westroads Bank. Orion Portfolio Solutions serves independent investment advisory firms, retirement plans, charitable organizations, and corporate sponsors. The firm focuses on model-driven and managed-account strategies, supporting approximately 198 advisors and over 185,000 client relationships with about $64.8 billion in assets under administration.

Jack Herman is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Mariner. His prior roles include positions at Charles Schwab & Co., Pacific Life Insurance Company, and FBL Financial Group. Mariner serves a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds, offering services such as investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm employs customized, discretionary portfolios managed by an Investment Committee and supported by in-house research alongside third-party managers, with a notable integration of tax and accounting services uncommon at its enterprise scale.

Richard Homan is a CFP® with 22 years of industry experience. He is currently with Focus Partners Wealth, LLC and previously operated Homan Wealth Advisors, LLC for over two decades. In addition to his advisory work, he provides tax planning and consulting services through his part-time role at Hancock & Dana, P.C. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients, offering wealth management, financial and tax planning, and retirement plan consulting. The firm employs an investment approach that combines active and passive strategies within a long-term, tax- and fee-sensitive framework.

Alicia Baxter is a financial advisor with Carson Wealth based in Omaha, NE, holding Series 66 and Series 63 credentials and bringing 12 years of industry experience. Her prior roles include positions at Cetera Wealth Services, Next Financial Group, BancWest Investment Services, and Securities America. Outside of her advisory work, she has a seasonal role at Vala's Pumpkin Patch where she participates in baking activities. Carson Wealth 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 provides discretionary asset management, financial planning, and retirement plan services, with investment decisions guided by an Investment Committee employing both fundamental and technical analysis.

Karina Kovalcik is a CFA® charterholder with experience at Orion Portfolio Solutions, where she has worked since 2026. Prior to this, she held roles at Lockton Re and Chaikin Analytics. She is based in Omaha, NE. Orion Portfolio Solutions primarily serves independent investment advisory firms and their clients, offering model-driven and managed-account solutions along with technology-enabled services. The firm supports a large client base across multiple platforms and focuses on portfolio management and platform services.

Marc Haiar is a CFA® charterholder with 25 years of experience in the financial services industry. He currently works with Transamerica Financial Advisors and has held positions at Concorde Asset Management, Kalos Capital, Ladenburg Thalmann, and Securities America. Outside of his advisory role, he volunteers as a flag football coach with the YMCA in Omaha, NE. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm provides both advisory and broker-dealer services through proprietary and third-party model portfolios, offering discretionary and non-discretionary program options.

William Stinnett III is a financial advisor at Orion Portfolio Solutions, LLC with seven years of experience in the industry. He holds a Series 65 license and has worked previously at Citi Bank, Payless, and Old Navy. Orion Portfolio Solutions primarily serves independent investment advisory firms, retirement plans, charitable organizations, and institutional sponsors, providing model-driven and managed-account solutions through multiple delivery platforms. The firm supports a large client base and offers services including sub-advisory, outsourced trading, and technology-enabled portfolio management tools.

Robert Keller is a CFA® charterholder currently with Orion Portfolio Solutions, LLC. He has eight years of prior experience at Clark Capital and joined Orion in 2025. His background also includes time at Pacer ETFs and a brief period as a job seeker. 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, offering technology-enabled portfolio management and specialized services for high-net-worth households.

Josh Mikus is a financial advisor at Ameritas Advisory Services, LLC with two years of industry experience. He holds a Series 66 designation and has previously worked with Ameritas Investment Company, LLC and inSource Financial Advisors. He is also employed at inSource Financial Advisors, where he is involved in insurance and annuity sales. 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 such as asset management, financial planning, and retirement plan advisory, utilizing a variety of investment options and program platforms.

Isaiah Jones is a financial advisor with Carson Wealth in Omaha, NE, holding a Series 66 designation and with eight years of industry experience. He has worked previously at Securities America, Inc. and Cetera Wealth Services, LLC. In addition to advising, Jones works as a business intelligence developer focused on developing reporting applications for business data insights within the Carson Group. Carson Wealth is an enterprise platform managing approximately $50.6 billion across more than 650 advisors. The firm provides discretionary asset management, financial planning, and retirement plan services through model portfolios and tailored solutions, supported by custodial and technology partnerships.

Matthew Pinkerton is a Series 66 licensed financial advisor with eight years of industry experience. He has worked at several firms, including Edward Jones and Prudential Insurance Company of America, and currently serves with Principal Financial Services. His background includes roles in insurance and brokerage services. 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 offers financial planning, retirement consulting, and third-party money manager solutions through various advisory and promoter arrangements.

Daniel Tucker is a CFP® with 36 years of industry experience, currently affiliated with Mariner. He has worked with Mariner Wealth Advisors and Msec, LLC during his career. Tucker serves on the board of Chariots 4 Hope, a faith-based nonprofit that provides vehicles to low-income families. Mariner serves a diverse client base, including individuals, high-net-worth households, pension plans, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm combines in-house research with third-party managers and provides a range of strategies including alternatives and digital assets, along with integrated tax and accounting services uncommon among large advisory firms.

Brian Storey is a CFA® charterholder with eight years of industry experience. He is currently affiliated with Orion Portfolio Solutions, LLC and has previously worked at Brinker Capital Investments, First Citizens Asset Management, and First Citizens Bank. 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 services including separately managed accounts, wealth advisory for high-net-worth households, and technology-enabled custom indexing.

Chad Peterson is a financial advisor with Integrity Alliance, LLC, holding a Series 63 license and bringing 30 years of industry experience. He has worked at Brokers International Financial Services, LPL Financial, and Cetera Advisors LLC, and has been involved with The Tagger Rutherford Group since 1994. Outside of his advisory role, he serves as President and Owner of CRP Wealth Management. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent investment adviser representatives. The firm offers a range of services including asset management, financial planning, retirement plan consulting, and access to third-party manager programs, utilizing various portfolio management approaches and custodial platforms.

Michael Shonsey is a financial advisor with Integrity Alliance, LLC, holding a Series 63 designation and over 54 years of industry experience. He has worked at Brokers International Financial Services, LPL Financial, and Cetera Advisors LLC, and has operated Shonsey Wealth Management since 2007. In addition to advisory work, he is also licensed as an insurance agent. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent investment adviser representatives. The firm provides asset management, financial planning, retirement plan consulting, and access to various third-party manager programs, employing a range of portfolio management approaches and custodial platforms.

Daniel Gorman is a financial advisor with Orion Portfolio Solutions, LLC in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His work history includes roles at ENVESTNET Asset Management and Zacks Investment Management, among others. 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 and supports a high client count and asset level per advisor through a range of portfolio management and platform services.