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 at CWM, LLC with a Series 65 designation and three years of industry experience. He has worked at Carson Wealth and CWM, LLC since 2022. Outside of his advisory roles, his background includes experience in education and nonprofit settings such as Wheaton College and Pine Cove Christian Camps. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutional clients through a large network of partner offices and advisors. The firm manages portfolios using discretionary, model-driven approaches combined with fundamental and technical analysis, third-party sub-advisors, and customization tools, with a focus on fiduciary processes and a broad range of retirement and institutional services.

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.

Lauren Degroot is a financial advisor with Commonwealth Financial Network in Omaha, NE, holding a Series 66 designation and 13 years of industry experience. She is the owner of Oakstead Wealth Management, a private entity offering securities, advisory, and insurance services. Degroot has worked at several firms, including Adaptive Advice, Sequent Planning, and Cetera Advisors. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and hundreds of thousands of clients. The firm provides a broad adviser-support platform with various managed-account programs, access to third-party managers, retirement and plan consulting, and custody/clearing services.

Brett Leach is a financial advisor with Orion Portfolio Solutions, LLC and holds the Series 63, Series 65, and Series 66 designations. He has 15 years of industry experience, including five years at Brinker Capital Securities and 14 years with Orion. 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, technology-enabled indexing, and sub-advisory and outsourced services, managing approximately $64.8 billion in assets for over 185,000 client relationships.

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.

Kathryn Jensen is a financial advisor with First Command Advisory Services in Papillion, NE. She holds Series 63 and Series 65 credentials and has recently started her career in the financial industry. Prior to joining First Command, she served in the U.S. Army from 2015 to 2025. First Command Advisory Services, Inc. is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a long-standing focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, delivering investment management through a centralized team and Wealth Portfolio Managers who select model portfolios and third-party managers from approved lists.

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 advisor at Orion Portfolio Solutions, LLC in Omaha, NE, holding Series 65 and Series 63 credentials. He has accumulated experience through roles at several financial technology and data firms, including Morningstar Inc, eMONEY ADVISOR, Advisor360, and Luma Financial Technologies. 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, supported by technology platforms, and manages approximately $64.8 billion in assets under administration.

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 professional with 15 years of industry experience, currently affiliated with CWM, LLC in Omaha, NE. He holds Series 63, Series 65, and Series 66 credentials and has worked at firms including Cetera Wealth Services, BMO Harris Bank, LPL Financial, BancWest Investment Services, and COR Clearing. 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 offers portfolio management, financial planning, and retirement-plan services, employing discretionary account management with model portfolios overseen by an Investment Committee and utilizing various analysis and customization tools.

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 financial advisor at CWM, LLC with seven years of industry experience and holds a Series 65 designation. Her prior work includes roles at OneDigital Investment Advisors, Oakeson Steiner Wealth & Retirement, OSL, Inc., Lutz, and McDermott & Miller PC. Outside of advising, she is involved as the treasurer and owner of a farming operation and owns a tax preparation business. 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 accounts primarily on a discretionary basis using model portfolios and offers services including portfolio management, financial planning, sub-advisory, and retirement-plan solutions.