Christopher Brostrom is a CFP® with 14 years of industry experience, currently serving as an advisor at CWM, LLC. His prior roles include positions at Carson Group, LPL Financial, RINK & ROLF, Dennis Duckworth, and Waddell & Reed. He is also president of the Lincoln East Rotary Club, where he leads weekly and monthly meetings. CWM, LLC is an SEC-registered adviser with over 600 advisors serving individuals, families, foundations, endowments, corporations, and institutions. The firm manages accounts using discretionary model portfolios overseen by an in-house Investment Committee and offers a range of services including portfolio management, financial planning, and retirement-plan solutions.

Jeffrey Wallace is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 licenses and over 35 years of industry experience. His career includes roles at Brokers International Financial Services, Cambridge Investment Research Advisors, and The Olson Group. He also operates Wallace Insurance Sales, where he sells various insurance products. Integrity Alliance serves a broad client base including individual investors, corporations, and retirement plans, managing approximately $5.4 billion in client assets through a network of over 300 advisors. The firm offers portfolio management, financial planning, and both wrap and non-wrap programs using a range of investment approaches and third-party managers.

Noreen Beaman is a financial advisor with Orion Portfolio Solutions, LLC, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. She has a long tenure with Brinker Capital, spanning from 1991 to 2022, before joining Orion. In addition to her advisory role, she serves as an executive coach at East Bay Merchant Partners, focusing on coaching and consulting for investments and philanthropic interests. Orion Portfolio Solutions primarily serves independent advisory firms and their clients, retirement plans, charitable organizations, and institutional sponsors. The firm delivers model-driven and managed-account solutions and supports a large client base through technology-enabled services and integrated third-party platforms.

Denis Mc Cartan is a financial advisor at Orion Portfolio Solutions, LLC in Omaha, NE, holding Series 63 and Series 65 licenses with two years of industry experience. His career includes roles at Brinker Capital Securities, Sei, The Vanguard Group, and service in the Pennsylvania Army National Guard. Orion Portfolio Solutions serves independent investment advisory firms, retirement plans, charitable organizations, and institutional sponsors, offering model-driven and managed-account solutions supported by technology platforms. The firm manages approximately $64.8 billion in assets under administration across nearly 200 advisors and more than 185,000 client relationships.

Timothy Briggs is a financial advisor at VALIC Financial Advisors with 25 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at VALIC Financial Advisors since 2002. In addition to his advisory role, he is an agent with Agia, offering non-securities insurance products. VALIC Financial Advisors serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm provides discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction and management.

Noah Kingston is a financial advisor at CWM, LLC with a Series 66 credential and two years of industry experience. His prior work includes roles at Cetera Wealth Services and NP Dodge Management Company. He also serves as an analyst in compliance for CWM’s Carson Group Holdings, conducting audits to ensure adherence to firm policies. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, corporations, and institutions through a network of over 600 advisors, offering portfolio management and a range of retirement-plan services guided by an in-house Investment Committee.

Rodney Hazelton Jr. is a financial advisor with Schwab Wealth Advisory, holding a Series 66 designation and 18 years of industry experience. His career includes roles at Charles Schwab & Co., TD Ameritrade, Scottrade, Ameritas Investment Company, and Edward Jones. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s advice is based on standardized asset-allocation models and internal research, with an emphasis on client authorization for trades and tailored recommendations aligned with individual goals and risk tolerance.

Ryan Alderman is a CFA® charterholder with two years of industry experience, currently serving as a financial advisor at Orion Portfolio Solutions, LLC. He has previously worked at Vanguard for five years before joining Orion, where he has been for five years. 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 and supports a high client count and asset level per advisor through multiple specialized platforms.

Christopher Martin is a financial advisor at Orion Portfolio Solutions, LLC with seven years of industry experience. He holds a Series 66 designation and previously worked at Brinker Capital Securities for 26 years. 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, supported by technology platforms, and manages approximately $64.8 billion in assets across nearly 200 advisors.

Nolan Mauk is a financial advisor at Orion Portfolio Solutions, LLC in Omaha, NE, holding a Series 65 designation with two years of industry experience. His prior roles include positions at Renaissance Financial, Nelnet, Inc., and Cargill, Inc. He also has experience outside finance, including working at Tequila Harry's Mexican Restaurant. 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, offering services such as strategist models, separately managed accounts, and technology-enabled custom indexing.

Patrick Smith is a financial advisor with Schwab Wealth Advisory, Inc. He holds Series 65 and Series 66 licenses and has 18 years of industry experience. His career includes roles at Charles Schwab & Co., Inc., TradeStation Group, and TD Ameritrade. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and wealth management consultations to clients enrolled in the Schwab Wealth Advisory program and select Charles Schwab & Co.-referred clients. The firm uses proprietary asset-allocation models and research tools to guide investment selection, with recommendations tailored to client goals and risk tolerance.

Jason Lenagh is a financial advisor with TLG Advisors, Inc. based in Omaha, NE, holding a Series 66 designation and 12 years of industry experience. His prior work includes roles at Tiburón Financial LLC and TD Ameritrade, Inc. He is involved in several activities outside traditional advising, including debt counseling, assisting with a Christian-based medical expense-sharing program, and managing a scholarship fund. TLG Advisors, Inc. serves a diverse client base ranging from individuals to institutional investors, offering investment supervisory services, portfolio management, and comprehensive financial planning. The firm employs a manager selection process grounded in fundamental analysis and Modern Portfolio Theory, and provides a digital investment program called Starlight Portfolios that tailors allocations based on client risk profiles.

Jackson Wohlenhaus is a financial advisor with D.A. Davidson & Co. in Omaha, NE, holding a Series 66 designation and two years of industry experience. Prior to joining D.A. Davidson, he worked at Apple Inc. and has held roles in education and political campaigns. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients, combining fiduciary standards with both qualitative and quantitative investment analysis.

Denis Mccartan is a financial advisor at Orion Portfolio Solutions, LLC with 24 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Brinker Capital for 15 years before joining Orion Portfolio Solutions in 2022. 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 approximately 198 advisors and over 185,000 client relationships with about $64.8 billion in assets under administration.

Nathaniel Brobst is a financial advisor with Commonwealth Financial Network, holding CFP® and Series 66 designations and bringing 21 years of industry experience. His prior roles include positions at Securities America Advisors, Inc. and TD Ameritrade, Inc. He is the owner of Brobst Financial LLC and conducts business transition consulting as part of his professional activities. 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 individual and institutional clients. The firm provides a broad adviser-support platform, including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Scott Pfeil is a ChFC® credentialed financial advisor with Eagle Strategies (NY Life) in Omaha, NE, bringing 29 years of industry experience. He has been with Eagle Strategies since 2011 and has held roles with New York Life Insurance Company and Nylife Securities Inc. since 2004. Outside of his advisory work, Pfeil serves as an elder and volunteer on the safety team at Grace Hill Church and owns a custom woodworking and milling business. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers multiple program types and emphasizes tailoring recommendations to client goals and plan sponsor criteria, with most assets managed on a non-discretionary basis.

Jeffrey Jordano is a CFP® with nine years of industry experience, currently serving at Empower Advisory Group since 2025. His prior experience includes roles at PNC Investments, Principal Life Insurance Company, Personal Capital Advisors, Raymond James, Fisher Investments, and Goldman Sachs Ayco. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm integrates its services with Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns and annual rebalancing in its financial planning approach.

Emanuel Marshall is a financial advisor with Orion Portfolio Solutions, LLC, based in Omaha, NE, holding Series 63 and Series 66 credentials and having 28 years of industry experience. His prior work includes a 24-year tenure at Fidelity Brokerage Services, Inc., as well as roles at StanCorp Equities, Inc., StanCorp Investment Advisers, Inc., and Standard Retirement Services, Inc. He has been with Orion Portfolio Solutions since 2019. Orion Portfolio Solutions primarily serves independent investment advisory firms and their clients, including retirement plans, charitable organizations, and institutional sponsors. The firm focuses on model-driven and managed-account solutions and supports approximately 198 advisors and over 185,000 client relationships with about $64.8 billion in assets under administration.

Nicholas Boylan is a financial advisor at Orion Portfolio Solutions, LLC with 19 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Orion since 2022, alongside a sixteen-year tenure at Brinker Capital Securities. Orion Portfolio Solutions primarily serves independent investment advisory firms and their clients, as well as retirement plans and institutional sponsors. The firm focuses on model-driven and managed-account solutions, supporting approximately 198 advisors and over 185,000 client relationships with more than $64 billion in assets under administration.

Michael Booth is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. His career includes extensive tenure at Securian Financial Services, Inc., Minnesota Life Insurance Company, and Heritage Financial Services, as well as founding Booth & Associates Long Term Care Advisors. He is currently involved with Envision Wealth Network and Ameritas Wealth Advisors, focusing on insurance products alongside his advisory role. 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 utilizes a variety of investment vehicles and program platforms, combining both firm-developed and third-party model portfolios, and offers a broad range of asset management and financial planning solutions.