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 Carson Wealth and holds Series 63 and Series 66 licenses. He has 21 years of industry experience, including roles at TD Ameritrade Investment Management, LLC, Cetera Wealth Services, LLC, and CWM, LLC. Bornhoft is based in Omaha, NE. Carson Wealth operates an enterprise platform with over 650 advisors and manages approximately $50.6 billion in assets. The firm offers discretionary asset management, financial planning, retirement plan services, and access to alternative investments through a model portfolio approach guided by an 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.

David Ping is a financial advisor with TLG Advisors, Inc. based in Elkhorn, Nebraska, holding Series 63 and Series 65 licenses and 17 years of industry experience. His prior roles include positions at Northwestern Mutual, Equitable Advisors, and AXA Advisors. He is also owner and president of Insurance Partner Solutions, a brokerage general agency specializing in life insurance and annuities. TLG Advisors, Inc. serves a diverse client base including individuals, institutions, and retirement plans, offering portfolio management, financial planning, and fiduciary services. The firm’s investment approach emphasizes manager selection, fundamental analysis, and Modern Portfolio Theory to build diversified portfolios, supported by both independent advisors and sub-advisors.

Christopher Brostrom is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Carson Wealth. His prior experience includes roles at LPL Financial, RINK & ROLF, 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 investment adviser overseeing approximately $50.6 billion through a network of over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, supported by an Investment Committee that manages model portfolios and provides tailored solutions.

Jeffrey Wallace is a financial advisor with Integrity Alliance, LLC, holding Series 65 and Series 63 licenses and bringing 35 years of industry experience. His prior roles include positions at Brokers International Financial Services, Cambridge Investment Research Advisors, Cambridge Investment Research, Inc., and The Olson Group. Outside of his advisory work, he is involved in insurance sales, offering products such as fixed annuities, life insurance, and long-term care insurance. Integrity Alliance is a large advisory and brokerage network serving individual investors, corporations, and qualified retirement plans. The firm offers a range of portfolio management and financial planning services through a combination of advisor-managed discretionary accounts, model portfolios, and third-party sub-advisers, supporting varied investment approaches and operational structures.

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 with Carson Wealth in Omaha, NE, holding a Series 66 designation and two years of industry experience. He has worked at Cetera Wealth Services, LLC and related firms since 2023 and has additional background in property management and law enforcement. Kingston also serves as an analyst in compliance, conducting audits to ensure adherence to firm policies and procedures. Carson Wealth is an SEC-registered investment adviser managing approximately $50.6 billion through a network of more than 650 advisors. The firm offers discretionary asset management, financial planning, and specialized retirement plan services, supported by a dedicated Investment Committee that constructs and monitors model portfolios and provides tailored investment solutions.

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.