Jack Crumley is a financial advisor with Integrity Alliance, LLC in Omaha, NE, holding Series 65 and Series 63 licenses and five years of industry experience. His prior roles include positions at LPL Financial LLC, Mutual of Omaha, and multiple engagements with the University of Nebraska-Lincoln. Integrity Alliance is a large advisory enterprise with over 300 independent advisors managing approximately $5.4 billion in client assets. The firm serves a broad client base including individual investors, corporations, and retirement plans, offering portfolio management, financial planning, and access to third-party managers through various platforms.

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 Series 65-licensed advisor with 4 years of industry experience. She is currently with Carson Wealth and has worked previously at OneDigital Investment Advisors, Oakeson Steiner Wealth & Retirement, Lutz & Company, and McDermott & Miller, PC. Carson Wealth is an SEC-registered investment adviser managing approximately $50.6 billion through a network of over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, supported by an Investment Committee that constructs and monitors model portfolios and provides tailored investment solutions.

Christopher Graw is a CFP®-designated financial advisor with 23 years of industry experience, currently with Carson Wealth. His prior work includes roles at Northwestern Mutual and Cetera. Outside of advisory services, he serves on the board of the Indian Creek Native Center, a nonprofit organization. CWM, LLC is an SEC-registered investment adviser managing approximately $50.6 billion through a network of over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, supported by an Investment Committee that constructs model portfolios and provides tailored solutions through comprehensive platform and technology integrations.

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 at Carson Wealth with 31 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at firms including Purshe Kaplan Sterling Investments, Mutual of Omaha Bank, LPL Financial, and Cetera Investment Services. Carroll also acts as a fixed/traditional insurance agent with PKSF. Carson Wealth operates an enterprise platform managing approximately $50.6 billion through a network of over 650 advisors. The firm serves corporate, institutional, and high-net-worth clients with discretionary asset management, financial planning, retirement plan services, and customized investment solutions supported by an Investment Committee.

Liam West is a financial advisor at Carson Wealth with a Series 65 designation and one year of industry experience. Prior to joining Carson Group and CWM, LLC, he worked at Sweet Financial Partners and has spent several years involved with educational institutions and country clubs. Outside of his advisory role, he works as a bartender and server at Champions Run Country Club. CWM, LLC is an SEC-registered investment adviser operating an enterprise platform overseeing approximately $50.6 billion across more than 650 advisors. The firm serves corporate, institutional, and high-net-worth clients with a range of services including discretionary asset management and financial planning, using a combination of fundamental and technical inputs to construct and monitor portfolios.

James Wapelhorst is a financial advisor with Commonwealth Financial Network based in Elkhorn, NE, holding Series 63 and Series 66 registrations and 18 years of industry experience. His career includes roles at Northwestern Mutual from 2008 to 2018, followed by his current position at CalmWater Financial Group since 2018. Outside of advisory work, he owns J Fly, LLC, a private entity established for owning and maintaining an airplane. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients, managing roughly $212.7 billion in assets. The firm provides a broad adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

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.

Connor White is a financial advisor with Carson Wealth in Omaha, NE, holding a Series 65 designation and three years of industry experience. His work history includes multiple roles at Carson Wealth and its parent entity, CWM, LLC. CWM, LLC is an SEC-registered investment adviser overseeing approximately $50.6 billion through a network of over 650 advisors. The firm provides discretionary asset management, financial planning, and retirement plan services, supported by an Investment Committee that manages model portfolios using fundamental and technical analysis, alongside tailored solutions and institutional custodial relationships.

Dalton Heim is a Series 65-licensed financial advisor with Bankers Life Advisory Services, Inc. in Omaha, NE, with seven years of industry experience. He has worked at multiple firms including AE Wealth Management and Great Western Bank. Outside his advisory role, he has been involved as an agent with Bankers Life Casualty. 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 employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management aligned with clients' goals and risk tolerances.

Brett Leach is a financial advisor with Orion Portfolio Solutions, LLC, holding Series 63, 65, and 66 licenses and bringing 15 years of industry experience. His career includes roles at Brinker Capital Securities, Envestnet PMC, Cetera Wealth Services, and FSC Securities Corporation. He is based in Omaha, NE. Orion Portfolio Solutions primarily serves independent investment advisory firms, retirement plans, charitable organizations, and corporate and institutional sponsors. The firm focuses on model-driven and managed-account solutions, offering technology-enabled services and supporting a large client base with substantial assets under administration.

Patrick Ferrer is a financial advisor with Orion Portfolio Solutions, LLC in Omaha, NE. He holds Series 63 and Series 65 licenses and has eight years of industry experience. His prior work includes five years at Brinker Capital Securities. Orion Portfolio Solutions primarily serves independent investment advisory firms, retirement plans, charitable organizations, and institutional sponsors, focusing on model-driven and managed-account solutions supported by advanced technology platforms. The firm manages approximately $64.8 billion in assets across nearly 198 advisors and over 185,000 client relationships.

Ashley Peterson is a financial advisor at Principal Financial Services with eight years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Charles Schwab, TD Ameritrade, and Mutual of Omaha. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm’s advisory services include direct advisory programs, financial planning, retirement plan consulting, and access to third‑party money manager asset allocation and separately managed account solutions.

Thelma Pickering is a financial advisor at Mariner with nine years of industry experience. She holds the Series 63 and Series 65 designations and has worked at Mariner Wealth since 2021, following prior roles at Securities America, Inc. and Moylan Kropp. Mariner serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations through investment management, financial planning, retirement consulting, and access to specialized investment vehicles. The firm combines in-house research with third-party managers to implement discretionary, customized portfolios and offers integrated tax, accounting, and family office services alongside employer financial wellness solutions.