Alexandra Lenihan is a financial advisor with Principal Financial Services, holding a Series 66 designation and having two years of industry experience. She has worked at Principal Financial Services and Principal Life Insurance Company since 2023 and has prior experience with DC Retirement Strategies, State Nebraska Bank & Trust, and in academia at Wayne State College and the University of Nebraska-Lincoln. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and corporations. The firm’s advisory services include financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Michael Wostoupal is a Series 65 credentialed advisor with Orion Portfolio Solutions, LLC, based in Omaha, Nebraska. He has six years of industry experience, including two years at Starbucks prior to joining Orion in 2018. Orion Portfolio Solutions primarily serves independent investment advisory firms and their clients, retirement plans, charitable organizations, and institutional sponsors. The firm focuses on model-driven and managed-account solutions, supported by a technology platform, and manages approximately $64.8 billion in assets while serving around 198 advisors and more than 185,000 client relationships.

Katherine Ramirez is a financial advisor with Empower Advisory Group in Omaha, NE, holding Series 63 and Series 66 licenses and 18 years of industry experience. Her career includes roles at Bank of America, Merrill, BancWest Investment Services, Bank of the West, and Applied Underwriters before joining Empower in 2022. Empower Advisory Group provides financial planning and investment management mainly to employer-sponsored retirement plan sponsors and their participants, offering services integrated with Empower’s recordkeeping and administrative platforms. The firm focuses on long-term portfolio returns and savings rates through point-in-time financial plans and optional managed account solutions.

Deborah Koch is an investment advisor representative at Osaic Advisory Services, LLC with 27 years of industry experience. She previously worked at Arbor Point Advisors and Securities America Inc for nine years. Koch also oversees operations for Kerins Hendrickson Wealth Management, her independent wealth management practice. Osaic Advisory Services, LLC serves a broad client base including individuals, pension and profit-sharing plans, corporations, trusts, and charitable organizations. The firm offers comprehensive investment management and financial planning services delivered through multiple program models, utilizing proprietary and third-party platforms.

Brianne Faulkner is a CFP® with six years of industry experience, currently affiliated with Principal Financial Services. She has previously worked at First Investments & Planning and Raymond James Financial Services Advisors, INC. She has experience in life, disability, annuities, long-term care, health, Medicare supplements, and group benefits insurance products. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors and qualified retirement plans. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs, implementing investments primarily on a discretionary basis.

Jaclyn Peal is a financial advisor at Carson Wealth with 18 years of industry experience and holds a Series 66 designation. Her career includes roles at Cetera Wealth Services, Northern Lights Distributors, Securities America Advisors, and Morgan Stanley. She also serves as Vice President of Business Consulting for CWM, DBA Carson Partners. Carson Wealth is an SEC-registered investment adviser operating an enterprise platform with more than 650 advisors and overseeing approximately $50.6 billion. The firm offers a range of services, including discretionary asset management, financial planning, and retirement plan services, supported by an Investment Committee that manages model portfolios and tailored investment solutions.

Tammy Christensen is a financial advisor with Orion Portfolio Solutions, LLC, based in Omaha, NE. She holds Series 63 and Series 65 licenses and has 24 years of industry experience. Her work history includes roles at Brinker Capital Securities, Cetera Advisors Networks, CWM, LLC, and Stockcross. Orion Portfolio Solutions primarily serves independent investment advisory firms and their clients, retirement plans, charitable organizations, and institutional sponsors. The firm focuses on model-driven and managed-account solutions, supporting a high client count and asset level per advisor through integrated portfolio management and technology platforms.

Thomas Kozney is a financial advisor at Mariner with 18 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at several firms, including Raymond James Financial Services and TD Ameritrade. Kozney has been with Mariner since 2019. Mariner serves a diverse client base through investment management, financial planning, retirement plan consulting, and tax services. The firm offers customized portfolio solutions supported by in-house research and third-party managers, alongside integrated tax and accounting capabilities uncommon in large advisory enterprises.

Matthew Mcbride is a financial advisor at Focus Partners Wealth, LLC with 13 years of industry experience. He holds the Series 65 designation and previously worked for Homan Wealth Advisors, LLC from 2011 to 2025. Focus Partners serves individuals, high-net-worth families, family offices, corporate and institutional clients with a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds, and it offers access to specialized financial products and affiliated private funds.

Sharlyn Leh is a Series 66-licensed financial advisor with 15 years of industry experience. She is currently with Orion Portfolio Solutions, LLC and affiliated firms, having previously worked for AssetMark Brokerage, LLC and AssetMark Financial Holdings, Inc. She is based in Omaha, NE. Orion Portfolio Solutions serves independent investment advisory firms and their clients, 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.

Eric Hoff is a Series 65 licensed advisor with Orion Portfolio Solutions, LLC, based in Omaha, NE, where he has worked since 2013. He has one year of industry experience. Outside of his advisory role, he works as an independent contractor for Uber Eats and serves as a youth basketball official. Orion Portfolio Solutions primarily serves independent investment advisory firms and their clients, as well as retirement plans and institutional sponsors. The firm focuses on model-driven and managed-account solutions, supporting a large client base through technology-enabled portfolio management and related services.

Kyle Booras is a financial advisor at Orion Portfolio Solutions, LLC, holding a Series 65 credential with 12 years of industry experience. He has previously worked at Brinker Capital and Signal Advisors Wealth, LLC. Booras is based in Omaha, NE. 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 over $64.8 billion in assets under administration.

Bryant Grimminger is a financial advisor at Orion Portfolio Solutions, LLC with the Series 65 designation and four years of industry experience. He has worked at Orion Portfolio Solutions and Orion Advisor Solutions since 2018 and previously held roles at Facts Nelnet Business Solutions and the University of Nebraska–Lincoln. 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 services including strategist models, separately managed accounts, and technology-enabled custom indexing.

Noel Gines is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 designation and four years of industry experience. His career includes roles at Bankers Life Advisory Services and Bankers Life and Casualty, among others. He is also involved in retirement planning focused on Medicare gap coverage and related insurance solutions. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to develop tailored asset allocations and ongoing portfolio management aligned with clients’ goals and risk tolerances.

Gerald Sharkey Jr. is a CFP® and Series 66-licensed advisor with Creative Planning, based in Omaha, NE, and has 17 years of industry experience. He has worked at Creative Planning since 2017, with prior roles at SigFig Wealth Management LLC, TD Ameritrade, and Securian Financial Services. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a broad client base including high-net-worth individuals, pension and profit-sharing plans, trusts, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies supplemented by selective private market exposure and institutional services.

John Burke is a financial advisor with Principal Financial Services in Elkhorn, NE, holding Series 63 and Series 66 licenses and 27 years of industry experience. He has worked with Principal Securities Inc. and Principal Life Insurance Company for the past 10 years. Outside of his advisory role, he is involved in computer consulting through JPB Enterprises. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Jamie Decarlo is a financial advisor with Carson Wealth holding a Series 65 credential and three years of industry experience. His work history includes roles at Valorem Financial, Carson Group, and CWM, LLC, along with prior experience in retail and corporate settings. CWM, LLC is an SEC-registered investment adviser managing approximately $50.6 billion through more than 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, supported by an Investment Committee that constructs model portfolios using fundamental and technical analysis and provides access to custom indexing and alternative investments.

Ashley Reckinger is a financial advisor with D.A. Davidson & Co. in Omaha, NE, holding a Series 66 designation and 10 years of industry experience. She has been with D.A. Davidson & Co. since 2015. 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 a range of services such as ERISA retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, operating under fiduciary standards with both qualitative and quantitative investment analysis.

Jacob Childers is a Series 65-licensed financial advisor at Orion Portfolio Solutions, LLC, with nine years of industry experience. He has been with Orion Portfolio Solutions since 2010, totaling 16 years at the firm. Orion Portfolio Solutions primarily serves independent investment advisory firms, retirement plans, charitable organizations, and institutional sponsors. The firm offers model-driven and managed-account solutions, sub-advisory and outsourced services, and supports a large client base with advanced technology platforms.

Kyle Hatch is a CFP® with 20 years of industry experience, currently advising at Carson Wealth since 2021. He spent 15 years at TD Waterhouse Investor Services, Inc. prior to joining his current firm. Hatch holds a Series 66 license and is based in Omaha, NE. Carson Wealth is an SEC-registered adviser that manages approximately $50.6 billion through a network of over 650 advisors. The firm serves corporate, institutional, and high-net-worth clients with a range of services including discretionary asset management and retirement plan solutions, supported by an Investment Committee that constructs and monitors model portfolios using fundamental and technical analysis.