Neisha Watson is a financial advisor at Orion Portfolio Solutions, LLC with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at firms including Brinker Capital Securities, EF Legacy Securities, and Aira Retirement. 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 supported by technology platforms and manages approximately $64.8 billion in assets across nearly 200 advisors.

Jeffrey Schwantz is a financial professional at Orion Portfolio Solutions, LLC, holding Series 63 and Series 65 designations. He has prior experience with firms including Luma Financial Technologies LLC, Advisor360, Morningstar Inc., and eMONEY ADVISOR. 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 a large client base through technology-enabled portfolio management and integrated platform services.

Ryan Iwansky is a Series 66-credentialed financial advisor at D.A. Davidson & Co. with nine years of industry experience. He has worked at D.A. Davidson since 2017 and previously spent five years at Forsythe Technology. Outside of his advisory role, he is involved in managing a vacation rental property. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, and charitable organizations. The firm offers a range of advisory solutions under fiduciary standards and distinguishes itself by serving as a municipal advisor and operating affiliated custodial entities.

Spencer Fleming is a financial advisor with Orion Portfolio Solutions, LLC, holding a Series 65 designation and 11 years of industry experience. He has been with Orion Portfolio Solutions since 2013. Orion Portfolio Solutions primarily serves independent investment advisory firms and their clients, including retirement plans, charitable organizations, and institutional sponsors. The firm offers model-driven and managed-account solutions across multiple platforms and manages approximately $64.8 billion in assets under administration.

Evan Eberly is a financial advisor at Hightower Advisors with nine years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at RBC Capital Markets, CWM, LLC dba Carson Group Partners, and AXA Advisors. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual investors, institutions, and charitable organizations. The firm employs a multi-manager approach utilizing both affiliated and third-party managers, offering a range of portfolio management and financial planning services tailored to varied client needs.

Andrew Meyers is a financial advisor at Empower Advisory Group with 25 years of industry experience. He holds Series 63 and Series 66 designations and has worked at GWFS Equities, Inc. since 2018, following a 16-year tenure at TIAA-CREF. Outside of his advisory role, he is a resident agent for a medical equipment marketing and distribution business. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and client savings rates through point-in-time financial plans and optional managed account solutions.

Gregory Allison is a CFA® charterholder with 11 years of industry experience. He is currently with Orion Portfolio Solutions, LLC and previously worked at BNY Mellon Advisors, Inc., Lockwood Advisors, and Hartford Funds Distributors, LLC. His background includes roles at several notable firms in the investment advisory and asset management sectors. 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, supporting a high client count and asset level per advisor across its platforms.

Robert Ashby III is a financial advisor with Carson Wealth in Omaha, NE, holding Series 65, 66, and 63 licenses and bringing 16 years of industry experience. His prior roles include positions at Cetera Wealth Services, BMO Harris Bank, LPL Financial, BancWest Investment Services, COR Clearing, and TD Ameritrade. Carson Wealth is an SEC-registered investment adviser operating an enterprise platform with over 650 advisors and $50.6 billion under management. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing an Investment Committee to construct and monitor model portfolios and providing customized investment solutions and ongoing portfolio oversight.

Lisa Pekny is a financial advisor at Orion Portfolio Solutions, LLC with 12 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at CLS Investments, LLC for five years. Pekny has been with Orion since 2019. 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 services such as separately managed accounts, sub-advisory, and technology-enabled portfolio management, supporting approximately 198 advisors and over 185,000 client relationships.

Tami Heinrichs is a Series 65-licensed financial advisor with seven years of industry experience, currently practicing at Carson Wealth in Omaha, NE. Her prior experience includes roles at OneDigital Investment Advisors and Oakeson Steiner Wealth & Retirement. Outside of her advisory work, she is treasurer and owner of a farming operation, Captain & Co Farms, Inc., and owns a tax preparation business, OS Tax Services, LLC. Carson Wealth is an SEC-registered investment adviser managing approximately $50.6 billion through over 650 advisors across partner offices. The firm offers discretionary asset management, financial planning, and retirement plan services driven by an Investment Committee that employs both fundamental and technical analysis to construct and monitor model portfolios.

Daniel Leal Restrepo is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Carson Wealth. His prior roles include positions at Bank of America and Merrill. Outside of finance, he coaches the Optionals gymnastics team (levels 7 through 10) at the Nebraska School of Gymnastics and serves on the advisory board of El Centro de las Americas, a charitable organization. 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, utilizing a committee-driven investment process and providing tailored solutions including custom indexing and alternative investments.

Matt Whipkey is a financial advisor with Carson Wealth in Omaha, NE, holding Series 63 and Series 66 credentials and six years of industry experience. His prior roles include positions at Cetera Wealth Services, TD Ameritrade, and Jeff Moore State Farm Insurance. Outside of finance, he is president of a music performance and lessons business. Carson Wealth is an SEC-registered investment adviser managing approximately $50.6 billion through a network of over 650 advisors. The firm serves corporate, institutional, and high-net-worth clients with services including discretionary asset management, financial planning, and retirement plan management, supported by an Investment Committee and a range of tailored portfolio solutions.

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® professional with 11 years of industry experience, currently serving as a financial advisor with Carson Wealth in Omaha, NE. His previous roles include positions at Merrill, LPL Financial, Edward Jones, and Cetera Wealth Services. He is involved in local civic activities, serving as a board member of the Stephenville Optimist Club and the Stephenville Education Foundation, and as treasurer for the Erath County Texas A&M Club. 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, utilizing a platform that integrates fundamental and technical investment inputs, customized indexing, and access to alternative investments.

Justin Haschke is a CFP® professional with 12 years of industry experience, currently affiliated with Carson Wealth. He has held roles at Cetera and LPL Financial and serves on multiple civic and nonprofit boards, including the Stephenville Economic Development Foundation and the Tarleton State University Foundation. Haschke also acts as a city councilman for Stephenville, TX, and has a background in tax preparation and fixed insurance sales. He works with CWM, LLC, an SEC-registered investment adviser managing roughly $50.6 billion through more than 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing a model portfolio approach supported by both fundamental and technical investment inputs.

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.

Ryan Lewis is a financial advisor with Carson Wealth, holding a Series 65 designation and one year of industry experience. His background includes roles at Carson Group and CWM, LLC, as well as sales experience outside finance. He is also licensed as an insurance agent, selling life, health, disability, annuities, and long-term care products. CWM, LLC is an SEC-registered investment adviser operating an enterprise platform with over 650 advisors and approximately $50.6 billion in assets under management. The firm serves corporate, institutional, and high-net-worth clients through discretionary asset management, financial planning, and retirement plan services, supported by a centralized Investment Committee and a range of tailored investment solutions.

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.