Edward Meekins is a financial advisor at Mariner with 27 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including Proequities Inc and Honkamp Krueger Financial Services Inc. He is also associated with MSEC, LLC. Mariner serves a diverse client base through investment management, financial planning, and retirement plan consulting, offering customized portfolio strategies supported by an internal team and third-party managers. The firm also integrates tax and accounting services alongside traditional advisory solutions.

Courtney Turner is a financial advisor at Orion Portfolio Solutions, LLC with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Orion Portfolio Solutions since 2016, following a prior role at Brinker Capital Securities, LLC. 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 and supports approximately 200 advisors with extensive assets under administration.

Mac Kenzie Stine is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and six years of industry experience. Prior to joining Schwab Wealth Advisory in 2022, Stine worked at TD Ameritrade and has experience in other non-financial roles. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm delivers investment recommendations using Schwab’s research tools and standard asset allocation models, with final trading decisions made by clients.

James Shanks is a financial advisor with CWM, LLC holding a Series 65 designation and three years of industry experience. Prior to his advisory role, he worked for 25 years at Blue Cross and Blue Shield of Alabama. CWM, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through over 600 advisors. The firm employs a discretionary investment approach using model portfolios and combines fundamental and technical analysis, third-party sub-advisors, and customization tools, with a focus on fiduciary processes and retirement plan services.

Timothy Fowler is a financial advisor at CWM, LLC with 13 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Morgan Stanley, E*TRADE, J.P. Morgan Securities, and TD Ameritrade. At CWM, he serves as a Private Client Portfolio Manager, working with high-net-worth clients. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm offers portfolio management, financial planning, and retirement-plan services, employing discretionary model portfolios governed by an in-house Investment Committee and leveraging a combination of fundamental and technical analysis along with third-party sub-advisors.

Jason Turesky is a CFP® with eight years of industry experience. He is currently with Orion Portfolio Solutions, LLC and Brinker Capital Securities. His prior roles include positions at Morningstar, Desert Financial Wealth Management, Raymond James Financial Services, and Charles Schwab. 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 and supports a large client base with significant assets under administration through multiple delivery platforms.

Leslie Schroeder is a financial advisor at CWM, LLC with 15 years of industry experience. She holds a Series 66 designation and has previously worked at OneDigital Investment Advisors and LPL Financial. Outside of her advisory role, she has served as a notary public and provides bookkeeping services for a small family-owned lawn service business. 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 portfolios typically on a discretionary basis using model portfolios overseen by an in-house Investment Committee and offers a range of financial planning, retirement, and sub-advisory services.

Adam Albright is a financial advisor at Mariner with a Series 65 credential and one year of industry experience. His career includes roles at Vision Financial Group, The Buckle, Inc., and Queen's Price Chopper, as well as work connected to Drake University and Bishop Miege High School. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm provides investment management, financial planning, retirement plan consulting, tax services, and family office solutions, employing customized discretionary portfolios supported by in-house research and third-party managers.

Eric Clarke is a financial advisor at Orion Portfolio Solutions, LLC with 29 years of industry experience. He holds Series 65 and Series 66 licenses and has worked previously at Constellation Trust Company and Northern Lights Distributors, LLC. Clarke is involved in several board roles, including Signature FD, LifeX, and Great Gray Trust Company, and is a co-founder of hamachi.ai, a provider of agentic AI for professional services. 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 approximately 198 advisors with about $64.8 billion in assets under administration.

James Ryan III is a financial advisor with D.A. Davidson & Co. in Omaha, Nebraska, holding a Series 66 designation and 25 years of industry experience. He joined D.A. Davidson & Co. in 2017 following four years with Bb&T Securities, LLC. Ryan serves as a board member of the Benjamin H. Ryan Foundation, a private nonprofit organization. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individuals, charitable organizations, and corporate clients. The firm offers specialized services such as ERISA retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, operating under fiduciary standards and utilizing both qualitative and quantitative analysis.

Benjamin Maniscalco is a CFP® with eight years of industry experience, currently serving as a financial advisor at Orion Portfolio Solutions, LLC in Omaha, NE. His prior work includes roles at SEI Investments Management Corporation and AssetMark Financial Holdings, as well as experience outside finance at Rooter Town Plumbing and Bass Pro Shops. 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, offering technology-enabled portfolio management and a high asset level per advisor.

Ryan Swartz is a CFP® with over 21 years of industry experience, currently serving as a financial advisor at Creative Planning since 2011. He holds Series 63 and Series 66 licenses. Outside of his advisory role, Ryan is a managing member of Good Life Ventures, LLC and CKS Farms, LLC, and is a minority owner of a bar and grill restaurant in Omaha, NE. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by direct indexing, tax-loss harvesting, and other portfolio management techniques.

Russell Nieland is a CFP® professional with 29 years of industry experience, currently affiliated with CWM, LLC. His career includes roles at Carson Wealth, Galt Wealth Partners, and Cetera. Outside of his advisory work, he serves as president of TN Weber Nieland LLC and RG Nieland Enterprises, Inc., and holds leadership roles in several community organizations, including serving as president of a homeowners association and as a board member of another. CWM, LLC is an SEC-registered investment adviser supporting a diverse client base that includes individuals, families, foundations, corporations, and institutional clients through a network of over 600 advisors. The firm manages portfolios primarily on a discretionary basis using model portfolios governed by an in-house investment committee and integrates a variety of analytical approaches, sub-advisors, and customization tools.

Tyler Vacek is a financial advisor with Orion Portfolio Solutions, LLC, holding a Series 65 designation and three years of industry experience. He has been with Orion Portfolio Solutions since 2023 and has been affiliated with Orion Advisor Solutions since 2016. Orion Portfolio Solutions primarily serves independent investment advisory firms and their clients, including retirement plans, charitable organizations, and corporate sponsors. The firm focuses on model-driven and managed-account solutions and supports approximately 198 advisors with over $64 billion in assets under administration.

David Guenthner is a financial advisor with CWM, LLC in Omaha, NE, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Carson Wealth, True North Financial, D.A. Davidson & Co., and UBS Financial Services. Outside of his advisory work, he serves on the board of the Fellowship of Christian Athletes and is a keynote speaker focusing on military experience and team performance. He also holds a strategic planning role with the MT Air National Guard. 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 manages accounts primarily on a discretionary basis using model portfolios and combines fundamental and technical analysis with third-party sub-advisors and customized tools.

Douglas Peterson Jr. is a financial advisor with CWM, LLC in Omaha, NE, holding a Series 66 designation and eight years of industry experience. His previous roles include positions at Carson Wealth, Keystone Financial Services, Private Client Services, and Cetera Advisor Networks. Outside of his advisory work, he is involved as a board member of Keep Nebraska Beautiful and Breakthrough Type1, hosts the Business Ethics Alliance podcast, and owns PopLily LLC, a holistic wellness coaching program and yoga studio. 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 portfolios on a discretionary basis using model portfolios and combines fundamental and technical analysis with third-party sub-advisors and customization tools. It also offers a range of retirement plan services and emphasizes fiduciary processes, operational transparency, and a variety of platform partnerships.

Jay Patneaude is a financial advisor at Schwab Wealth Advisory with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Charles Schwab entities since 2008, including 17 years at Charles Schwab Bank, SSB. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations based on Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not exercise discretionary trading authority.

Nicholas Engel is a financial advisor with First Citizens Investor Services, Inc. in Omaha, NE, holding the Series 63 and Series 65 designations and bringing 20 years of industry experience. His prior roles include positions at LPL Financial, BMO Bank NA, BancWest Investment Services, Inc., and WealthPlan Partners. First Citizens Investor Services, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and corporate entities by offering advisory and brokerage services through investment advisor representatives and third-party portfolio managers. The firm employs a client-centric process involving assessments of financial needs and risk tolerance, utilizing fundamental, quantitative, and technical analysis to allocate assets across various investment vehicles.

Ryan Berges is a financial advisor with Orion Portfolio Solutions, LLC, holding Series 63 and Series 65 credentials and 18 years of industry experience. He previously worked at Navigator Wealth Management LLC and Creative Planning, Inc. In addition to his advisory role, he is a member of Tri-RRB LLC, a storage shed business. Orion Portfolio Solutions primarily serves independent investment advisory firms, retirement plans, charitable organizations, and institutional sponsors. The firm emphasizes model-driven and managed-account solutions delivered through multiple platforms, supporting a high client count and asset levels per advisor.

Justin Kaufman is a financial advisor at Hightower Advisors in Omaha, NE, with 14 years of industry experience. He holds a Series 66 designation and previously worked at Securities America Inc for 13 years before joining Hightower in 2020. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors such as pension plans, charitable organizations, and corporations. The firm utilizes a manager selection approach with both affiliated and third-party managers and offers access to a variety of investment vehicles, including mutual funds, ETFs, and alternative investments.