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 at Orion Portfolio Solutions, LLC with 16 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Envestnet Asset Management and Nordstrom. His career includes roles at several investment services firms prior to joining Orion Portfolio Solutions. 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 and operates multiple delivery platforms, supporting a large advisor base and a high level of assets under administration.

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.

Nathan Rachwitz is a financial advisor at First Command Advisory Services with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has been with First Command since 2009. Outside of his advisory work, he is involved with the Bellevue Swim Club and Immanuel Lutheran Church. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team to design and manage model portfolios.

Scott Carlson is a financial advisor at First Command Advisory Services with five years of industry experience. He holds a Series 66 designation and has worked across multiple related entities within First Command since 2020. Prior to joining First Command, he spent four years employed by the State of Nebraska. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed through a centralized Investment Management Team that selects portfolios and third-party managers from approved lists.

Michael Wostoupal is a financial advisor with Orion Portfolio Solutions, LLC, holding a Series 65 designation and five years of industry experience. He has been with Orion Portfolio Solutions since 2018 and previously worked at Starbucks from 2016 to 2018. Orion Portfolio Solutions serves independent investment advisory firms, retirement plans, charitable organizations, and corporate and institutional sponsors through model-driven and managed-account solutions. The firm supports nearly 200 advisors with approximately $64.8 billion in assets under administration and offers a range of services including separately managed accounts, a Wealth Advisory service for high-net-worth households, and technology-enabled custom indexing.

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 CWM, LLC with 18 years of industry experience. She holds a Series 66 designation and has previously worked at Cetera Wealth Services, Gemini Fund Services, Northern Lights Distributors, and CLS Investments. Peal also serves as Vice President of Business Consulting for CWM’s Carson Partners. 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 offers portfolio management, financial planning, sub-advisory services, and retirement-plan solutions, utilizing discretionary model portfolios governed by an in-house investment committee and supported by a range of third-party providers and customization tools.

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.

David Lammert is a CFP®, ChFC®, and Series 66-registered financial advisor with nine years of industry experience. He has worked with First Command Advisory Services, First Command Insurance Services, and First Command Financial Planning since 2016. Prior to his financial career, he served seven years in the United States Army. Outside of his primary advisory role, he is the president of Live Free Financial Planning LLC. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team and Wealth Portfolio Managers to design and manage model portfolios with discretionary authority.

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 financial advisor with Orion Portfolio Solutions, LLC, holding a Series 65 credential and affiliated with the firm since 2013. He has experience 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, along with retirement plans, charitable organizations, and corporate sponsors. The firm focuses on model-driven and managed-account solutions, supporting a large client base through multiple delivery platforms and technology-enabled 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 three years of industry experience. Prior to his current role, he worked at Bankers Life and Casualty and has diverse experience including positions in education and various service industries. He is also a 1099 agent for Bankers Life and Casualty Company, focusing on retirement planning and Medicare supplement products. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, tax efficiency, and integrated investment strategies, managing accounts mostly on a discretionary basis with regular performance reporting.