Jessica Golson is an investment advisory representative with CWM, LLC, holding a Series 66 designation and 17 years of industry experience. She has worked at CWM, LLC and Cetera Wealth Services, LLC since 2017 and previously at CLS Investments, LLC and Northern Lights Distributors, LLC from 2011 to 2017. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a large network of more than 600 advisors. The firm provides portfolio management, financial planning, and retirement plan services, typically managing accounts on a discretionary basis using model portfolios and combining internal research with third-party sub-advisors and alternative investment access.

Allison Malcolm is a CERTIFIED FINANCIAL PLANNER™ professional with 14 years of industry experience. She is currently with Schwab Wealth Advisory and has held positions at firms including Northwestern Mutual Investment Services and Mercer Global Advisors. Outside of her advisory roles, she has been involved with the Nebraska Council on Economic Education. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily for clients enrolled in the Schwab Wealth Advisory program. The firm’s services emphasize client-authorized asset allocation and investment selection supported by Charles Schwab & Co.’s research tools and standard models.

Kara Roloson is a financial advisor with CWM, LLC based in Omaha, NE, holding a Series 65 designation and one year of industry experience. Prior to joining CWM, she worked at Dupaco Community Credit Union and has held roles in education and the automotive industry. She serves on the boards of two young professional organizations focused on networking and supporting local schools in the Cedar Rapids area. 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 portfolios on a discretionary basis using in-house and third-party strategies, offering a variety of retirement-plan services and emphasizing fiduciary oversight and comprehensive client reporting.

Kyle Reznicek is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 66 credentials and 18 years of industry experience. He has worked at AE Wealth Management and AE Financial Services since 2022 and previously spent 11 years at Securities America Advisors and Securities America Inc. He serves as a Supervisory Controls Specialist within his firm. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach with model portfolio solutions, discretionary management, financial planning, and plan services, supporting advisors with an internal Investment Consulting Group and programs licensing models to other RIAs.

Braden Beiermann is a financial advisor at Orion Portfolio Solutions, LLC with a Series 65 designation and two years of industry experience. He previously worked at Sandhills Global and held roles at Wisconsin Lutheran College and Nebraska Lutheran before joining Orion. Orion Portfolio Solutions serves independent investment advisory firms, retirement plans, charitable organizations, and corporate sponsors, offering model-driven and managed-account solutions supported by technology platforms. The firm manages approximately $64.8 billion in assets under administration and supports around 198 advisors with over 185,000 client relationships.

Brian Libby is a CFA® charterholder with 11 years of industry experience. He currently works at Orion Portfolio Solutions, LLC and has held prior roles at Brinker Capital and Oppenheimerfunds. His background includes positions at Orion Advisor Technology and Brinker Capital Investments. Orion Portfolio Solutions serves independent investment advisory firms, retirement plans, charitable organizations, and corporate sponsors by offering model-driven and managed-account solutions, including separately managed accounts and a technology-enabled custom indexing platform. The firm supports a large client base with a focus on portfolio management and integrated platform services.

Kevin Von Seggern is a financial advisor with Orion Portfolio Solutions, LLC in Omaha, NE. He holds Series 63 and Series 65 licenses and has 8 years of industry experience. His prior roles include positions at Brinker Capital Securities, CDG, Inc., and FBL Financial Group. Outside of his advisory work, he is involved with a family farm and has invested in land development on a golf course. 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, providing portfolio management, sub-advisory services, and technology-enabled offerings for a large client base and substantial assets under administration.

Jack Crumley is a financial advisor with Integrity Alliance, LLC in Omaha, NE, holding Series 63 and Series 65 licenses and five years of industry experience. His prior roles include positions at LPL Financial LLC, Mutual of Omaha, and the University of Nebraska-Lincoln. Integrity Alliance is a large advisory and brokerage firm serving individual investors, corporations, and qualified retirement plans through a network of over 300 independent advisors managing approximately $5.4 billion in assets. The firm offers a range of investment management and planning services, utilizing various discretionary and model portfolio strategies and maintaining dual registration as both an SEC-registered investment adviser and a broker-dealer.

Ronald Pruitt is a CFA® charterholder with 17 years of industry experience, currently serving at Orion Portfolio Solutions, LLC since 2024. His prior roles include positions at Nasdaq Analytics, eVestment Alliance, Solovis, and ENVESTNET ASSET MANAGEMENT, along with running his own consulting business. He is a board member and minority investor in OneNeighbor, a mobile application for independent contractors offering home maintenance services. 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, supporting about 198 advisors and over 185,000 client relationships with approximately $64.8 billion in assets under administration.

Gregory Duracinski is a financial advisor with Schwab Wealth Advisory, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Charles Schwab Bank, CHARLES SCHWAB and CO., INC., TD Ameritrade, and Infogroup. He serves as a board member for Giles Ridge SID, a neighborhood organization in Omaha, NE. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily to clients enrolled in the Schwab Wealth Advisory program and select Charles Schwab & Co.-referred clients. The firm’s advice uses standard asset-allocation models and internal research tools, with trades executed only upon client authorization.

Brittany Saunders is a financial advisor at Orion Portfolio Solutions, LLC with two years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at firms including Janney Montgomery Scott LLC and Jefferies Investment Advisers, LLC. Outside of her advisory work, she operates an independent online resale business selling vintage clothing and homewares. 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 large client base through integrated technology and portfolio management services.

Sarah James is a CFP® and holds a Series 65 license with four years of industry experience. She currently works at CWM, LLC and has held prior roles at OneDigital Investment Advisors, Oakeson Steiner Wealth & Retirement, Lutz & Company, and McDermott & Miller, PC. 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 developed by an internal Investment Committee and offers services including portfolio management, financial planning, sub-advisory, and retirement-plan solutions with a focus on fiduciary processes and operational transparency.

Christopher Graw is a CFP® with 23 years of industry experience currently serving with CWM, LLC. His prior experience includes roles at Northwestern Mutual and Cetera, among others. Outside of advisory work, he serves as a board member of the Indian Creek Native Center, a nonprofit organization. CWM, LLC is an SEC-registered investment adviser that serves 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 supported by an in-house Investment Committee and combines fundamental and technical analysis with access to alternative investments and customization tools.

Russell Manners is a financial advisor at D.A. Davidson & Co. in Omaha, NE, holding Series 63 and Series 65 licenses with 45 years of industry experience. He has been with D.A. Davidson & Co. since 2016. Outside of his advisory role, he manages rental properties in Colorado. 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, equity research, financial planning, and a Private Wealth program for high-net-worth clients, while adhering to fiduciary standards.

Mickey Ellison is a CFP® with 25 years of industry experience and currently serves as a financial advisor at Orion Portfolio Solutions, LLC. He has worked with Orion since 2019 and previously worked at Aegis Group LLC and Sii Investments Inc. Ellison 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 a high client count through technology-enabled portfolio management and platform services.

Charles Stubbendeck is a financial advisor at AE Wealth Management, LLC with a Series 65 credential and experience working since 2026. His prior work includes roles at Leverage Planning, LeverageRx Insurance Services, LeverageRx Inc., and State Farm. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individual households, corporations, trusts, and ERISA plan sponsors. The firm uses discretionary model portfolios and various investment strategies, serving a large number of clients through standardized model and platform services.

David Carroll is a financial advisor with CWM, LLC, holding Series 63 and Series 66 licenses and over 31 years of industry experience. His prior roles include positions at Carson Wealth, Purshe Kaplan Sterling Investments, Elk River Wealth Management, Mutual of Omaha Bank, and LPL Financial. He is also registered as a fixed/traditional insurance agent. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a large network of advisors. The firm provides portfolio management, financial planning, sub-advisory services, and retirement-plan offerings, typically managing accounts on a discretionary basis using model portfolios governed by an internal Investment Committee.

Liam West is a financial advisor at CWM, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Sweet Financial Partners and Carson Group. Outside of finance, he works as a bartender and server at Champions Run Country Club. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutions through a network of more than 600 advisors. The firm employs discretionary management using model portfolios guided by an in-house Investment Committee and offers a range of services including portfolio management, financial planning, and retirement-plan solutions.

Dustin Johnson is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. His prior roles include positions at Brokers International Financial Services, LPL Financial, Tagge Rutherford Financial Group, and Cetera Advisors LLC. Outside of his advisory work, he serves as Vice President of the Skoda-Thurber Foundation, participates in fundraising for Mustaches for Kids, co-owns a barbecue catering company, and sits on the Board of Directors for the Omaha Home For Boys. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm provides continuous asset management, financial planning, and retirement consulting using a variety of portfolio management approaches and access to multiple custodial platforms and third-party programs.

James Boese is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors since 2023. His prior experience includes roles at TS Bank, Callahan Financial Planning Company, FBL Financial Group, and Bank of the West. Mariner Wealth Advisors serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm utilizes discretionary, customized portfolios supported by an internal investment team and third-party managers, with additional capabilities in tax integration and financial wellness solutions.