Steven Walton is a financial advisor with Orion Portfolio Solutions, LLC, holding a Series 66 designation and seven years of industry experience. His career includes roles at Brinker Capital Securities, Orion Advisor Technology, and TD Ameritrade. Outside of finance, he works as a fitness trainer with VASA Fitness and The Exercise Coach. Orion Portfolio Solutions primarily serves independent investment advisory firms, retirement plans, charitable organizations, and corporate sponsors. The firm focuses on model-driven and managed-account solutions, supporting a large client base and offering integrated technology and portfolio management services.

Michael Cain is a financial advisor at VOYA Financial Advisors, Inc. in Omaha, NE, holding Series 63 and Series 65 licenses with 38 years of industry experience. He has been with VOYA Financial Advisors since 2014 and previously worked at Voya Financial Partners, LLC for nine years. In addition to his advisory role, he operates as an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors, Inc. serves individuals, pension plans, charitable organizations, and corporate clients through a large network of representatives offering financial planning, portfolio management, and retirement advisory services. The firm combines in-house and external strategies with technology-enabled tools to manage accounts primarily on a non-discretionary basis while maintaining a dual registration as both an SEC-registered investment adviser and a FINRA-member broker-dealer.

Christopher Owens is a Series 65-licensed financial advisor with Orion Portfolio Solutions, LLC in Omaha, NE. He has six years of prior experience at BNY and five years at Sei. Owens joined Orion in 2026. 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 portfolio management and sub-advisory services while supporting a high client count and significant assets under administration.

William Royal is a CFP® with 11 years of experience in the financial industry. He currently works at CWM, LLC and has previously been associated with firms including Cetera Wealth Services, BMY Wealth Management, LPL Financial, Merrill, Bank of America, and Edward Jones. Royal serves as a board member of the Stephenville Optimist Club, treasurer for the Erath County Texas A&M Club, and a board member of the Stephenville Education Foundation. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutions through over 600 advisors. The firm manages discretionary portfolios using model portfolios combined with fundamental and technical analysis, third-party sub-advisors, and customization tools, emphasizing fiduciary processes and regular client reporting.

Justin Haschke is a financial advisor at CWM, LLC with 12 years of industry experience. He holds the CFP® designation and Series 66 license. His prior experience includes roles at Cetera, Cetera Wealth Services, and LPL Financial. Outside of advising, Haschke serves on multiple nonprofit and economic development boards, including the Stephenville Economic Development Foundation and the Tarleton State University Foundation, and he is a city councilman in Stephenville. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, and institutions through over 600 advisors. The firm manages discretionary accounts using model portfolios governed by an internal Investment Committee and offers a range of services including financial planning, retirement plan consulting, and access to alternative investments.

Preston Speece is a financial advisor with Ameritas Advisory Services, LLC in Omaha, NE, holding Series 63 and Series 65 licenses and 31 years of industry experience. He has held roles at Securian Financial Services, Heritage Financial Group, and Principal Financial Services among others. He is currently involved with Envision Wealth Network and Ameritas Wealth Advisors, where he engages in insurance and investment 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 asset management and financial planning solutions utilizing model portfolios, mutual funds, ETFs, and individual securities, supported by multiple platform options and third-party technology integrations.

Omar Nurse is a financial advisor at First Command Advisory Services with six years of industry experience. He holds the Series 66 designation and served 24 years in the United States Air Force before joining First Command in 2020. He is also the owner of Squared Away Financial LLC. 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 provides financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Ryan Lewis is a financial advisor with CWM, LLC in Omaha, NE, holding a Series 65 designation and one year of industry experience. His prior experience includes roles at Carson Wealth and the Carson Group. Outside of his advisory work, he is also licensed as an insurance agent specializing in life, health, disability, annuities, and long-term care products. 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 offers portfolio management, financial planning, and a range of retirement-plan services, managing accounts typically on a discretionary basis using model portfolios supported by fundamental and technical analysis, third-party sub-advisors, and customization tools.

Kira Reitz is a financial advisor with Orion Portfolio Solutions, LLC, holding a Series 66 designation and 18 years of industry experience. She has worked at Orion Portfolio Solutions since 2022 and has been with Brinker Capital Securities since 2012. 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 large client base with substantial assets under administration.

David Rosenblum is a CFP® and CFA® professional with 13 years of industry experience. He is currently with Orion Portfolio Solutions, LLC and Brinker Capital Securities, and has held roles at several firms including AgroFresh Solutions, Inc. and Silver Oak Securities Inc. Outside of his advisory work, he owns babybudgetbasics.com, a financial education business providing budgeting tools for new parents. Orion Portfolio Solutions primarily serves independent investment advisory firms, retirement plans, charitable organizations, and institutional sponsors through model-driven and managed-account solutions. The firm supports a large client base with a technology-enabled platform offering customized portfolio management, sub-advisory services, and integrated banking and lending solutions.

Carson Scharff is a financial advisor with Orion Portfolio Solutions, LLC, holding a Series 65 credential and two years of industry experience. His background includes roles at Cornhusker Bank, Charles Schwab, and Douglas County, along with earlier experience in education and small business. Orion Portfolio Solutions primarily serves independent investment advisory firms and their clients, as well as retirement plans, charitable organizations, and institutional sponsors. The firm emphasizes model-driven and managed-account solutions and supports approximately 198 advisors with about $64.8 billion in assets under administration.

Charles Aronica IV is a CFA® charterholder with 14 years of experience in the financial industry. He is currently with Orion Portfolio Solutions, LLC and has held roles at Brinker Capital, Ladenburg Thalmann Asset Management, and Citigroup Global Markets. Orion Portfolio Solutions serves independent investment advisory firms, retirement plans, charitable organizations, and institutional sponsors through model-driven and managed-account solutions, supporting nearly 200 advisors and over 185,000 client relationships with approximately $64.8 billion in assets under administration.

Tyler Blair is a financial advisor with Orion Portfolio Solutions, LLC, holding Series 63 and Series 65 credentials and five years of industry experience. His prior roles include positions at Paychex Securities Corporation, Paychex, Inc., and Capital Group - American Funds. He has also served in the Colorado Air National Guard. Orion Portfolio Solutions primarily serves independent investment advisory firms and their clients, as well as retirement plans, charitable organizations, and corporate sponsors. The firm offers model-driven and managed-account solutions, supporting approximately 198 advisors and over 185,000 client relationships with around $64.8 billion in assets under administration.

Erik Hardin is a financial advisor with Orion Portfolio Solutions, LLC, holding a Series 65 designation and 13 years of industry experience. His career includes multiple roles at Orion Portfolio Solutions and Brinker Capital Securities, as well as a position at SEI Investments. 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 and supports approximately 198 advisors managing more than $64 billion in assets under administration.

Sherman Tegtmeier is a financial advisor with J. W. Cole Advisors, Inc. He holds a Series 66 designation and has 18 years of industry experience. He has worked at Jonathan Roberts Advisory Group, Inc. since 2011. Outside of finance, he is involved in horse breeding as president of Sherman Tegtmeier Performance Horses. J. W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent representatives. The firm provides portfolio management, financial planning, access to third-party managers, and various managed account solutions.

Jeff Bornhoft is an investment advisory representative with CWM, LLC, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has worked at Cetera Wealth Services, LLC since 2017 and CWM, LLC since 2016. 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, and a range of retirement-plan services, managing accounts primarily on a discretionary basis with a model portfolio approach overseen by an in-house Investment Committee.

Nathan Pavao is a financial advisor with Orion Portfolio Solutions, LLC in Omaha, NE. He holds Series 63 and Series 65 credentials and has four years of industry experience. His prior roles include positions at Edward Jones, Franklin Distributors, LLC, and Brinker Capital Securities. Orion Portfolio Solutions primarily serves independent investment advisory firms and their clients, as well as retirement plans, charitable organizations, and corporate sponsors. The firm focuses on model-driven and managed-account solutions, supporting a large client base with technology-enabled portfolio management and sub-advisory services.

Marvin Giannangelo is a financial advisor with D.A. Davidson & Co. in Omaha, NE, holding Series 63 and Series 65 designations and bringing 50 years of industry experience. He has been with D.A. Davidson since 2016. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporations. The firm offers comprehensive financial planning and fiduciary advisory services, with a focus on both qualitative and quantitative investment analysis, and maintains capabilities in municipal advisory and underwriting.

Damien Martinez is a Series 66-licensed financial advisor with seven years of industry experience, currently affiliated with Principal Financial Services. His career includes roles at Midlands Financial, Principal Securities Inc., Principal Life Insurance Company, Oggvo, Bank of America, Merrill, and BMW Northwest. Martinez also works as an insurance agent specializing in life, annuities, disability income, health, long-term care, and Medicare supplement products. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel overseas. The firm offers direct advisory programs, financial planning, retirement consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

John Browning is a Series 66-licensed financial advisor with 15 years of industry experience. He is currently with Orion Portfolio Solutions, LLC and has previously worked at Brinker Capital Securities, Equity Advisor Solutions, and Paychex. Orion Portfolio Solutions, LLC 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 technology-enabled portfolio management and platform services with approximately $64.8 billion in assets under administration.