Brittney Hageman is a Series 66-licensed financial advisor with nine years of industry experience. She currently works at Orion Portfolio Solutions, LLC and has previously been employed by Securities America Inc. since 2015. Outside of her financial advising career, she serves as a soccer referee at youth, amateur, and collegiate levels. Orion Portfolio Solutions primarily supports independent advisory firms and their clients, along with retirement plans, charitable organizations, and institutional sponsors. The firm focuses on model-driven and managed-account solutions and offers technology-enabled services to manage over $64 billion in assets and serve more than 185,000 client relationships.

Marc Tobias is a financial advisor with Orion Portfolio Solutions, LLC in Omaha, NE, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked at Brinker Capital since 2010 and joined Orion Portfolio Solutions in 2022. Orion Portfolio Solutions serves independent investment advisory firms, retirement plans, charitable organizations, and corporate and institutional sponsors. The firm focuses on model-driven and managed-account solutions and offers sub-advisory, outsourced trading, and billing services, managing approximately $64.8 billion in assets and supporting nearly 198 advisors and over 185,000 client relationships.

Mark Scholz is a CFP® professional with 18 years of experience, currently serving as a financial advisor at Ameritas Advisory Services, LLC since 2021. He has worked with Envision Wealth Network and Midwest Resource Group since 2008. Scholz is also licensed as an independent insurance agent and involved in the sales and marketing of various insurance products. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a wide range of clients, including individuals, retirement plans, charitable organizations, and corporations. The firm offers multiple managed account programs and fee-based management of variable annuity and life subaccounts, supporting advisory relationships through both discretionary and non-discretionary models.

August Ehlers is a financial advisor with Eagle Strategies (New York Life) based in Elkhorn, Nebraska, holding Series 63 and Series 66 licenses with six years of industry experience. He has worked with Eagle Strategies, NYLIFE Securities LLC, and New York Life Insurance Company since 2020 and operates Ehlers Financial Group, focusing on brokering non-registered insurance products. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis.

Sean Sheridan is a financial advisor with Orion Portfolio Solutions, LLC, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior roles include positions at Credit Suisse Securities and The Vanguard Group. Orion Portfolio Solutions serves independent investment advisory firms and their clients, retirement plans, charitable organizations, and corporate sponsors, managing approximately $64.8 billion in assets across three delivery platforms. The firm emphasizes model-driven and managed-account solutions, wealth advisory services, and technology-enabled portfolio management, supporting a large client base with a high asset level per advisor.

Walter Mcclennen III is a financial advisor at Orion Portfolio Solutions, LLC with 21 years of industry experience. He holds Series 65 and Series 66 designations and has worked at Brinker Capital Securities since 1996. Orion Portfolio Solutions serves independent advisory firms, retirement plans, charitable organizations, and institutional sponsors with model-driven and managed-account solutions. The firm supports approximately 198 advisors and over 185,000 client relationships, managing about $64.8 billion in assets under administration.

Emily Gross is a financial advisor with Orion Portfolio Solutions, LLC, holding Series 63 and Series 65 credentials and having 20 years of industry experience. Her prior work includes roles at Northern Lights Distributors, LLC, Orion Advisor Solutions, LLC, and Beaumont Financial Partners, LLC. She is based in Omaha, NE. 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 and supports approximately 198 advisors with about $64.8 billion in assets under administration.

Jamie Ryan is a CFA® charterholder with eight years of experience in the financial industry. He is currently with Orion Portfolio Solutions, LLC and has prior work history at Brinker Capital Securities, Natixis Investment Managers, Lincoln Financial Distributors, and Lilly Pulitzer. His background also includes a period at Dartmouth College. Orion Portfolio Solutions primarily serves independent investment advisory firms and their clients, retirement plans, charitable organizations, and corporate sponsors. The firm focuses on model-driven and managed-account solutions, supporting a large client base with a high asset level per advisor through technology-enabled portfolio management and platform services.

Frank Goldberg is a financial advisor at Cetera Planning Partners with 13 years of industry experience. He holds a Series 65 designation and has worked previously with HK Financial Services, Inc. and Honkamp Krueger Financial Services. In addition to his advisory role, he operates a sole proprietorship as a CPA, providing tax preparation, consulting, and bookkeeping services. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees. The firm offers comprehensive financial planning and investment management, integrating additional services such as tax planning, bookkeeping, payroll support, and estate planning through third-party providers.

Garrett Raabe is a financial advisor with Bankers Life Advisory Services, Inc. in Omaha, Nebraska. He holds the Series 66 designation and has been with Bankers Life since 2022, including roles in advisory and insurance services. Prior to joining Bankers Life, he worked at Securian Financial Services, Renaissance Financial Corp, Minnesota Life Insurance, and Premier Bank. Outside of advisory work, he is also an insurance agent focusing on insurance and Medicare needs. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis to guide portfolio decisions.

Cody Ulland is a CFP® professional with 10 years of experience in the financial services industry. He currently works with Orion Portfolio Solutions, LLC, where he has been since 2022, and also has experience at firms including Brinker Capital, TownSquare Capital, Bestgate Wealth Advisors, and Fidelity Brokerage Service. 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 a range of services including separately managed accounts, wealth advisory for high-net-worth households, and technology-enabled custom indexing, supporting over 198 advisors and more than 185,000 client relationships.

William Glenn Ragle is a financial advisor with Orion Portfolio Solutions, LLC, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. His prior work includes roles at Brinker Capital Securities LLC, Northern Lights Distributors, LLC, and CLS Investments, LLC. Orion Portfolio Solutions serves independent investment advisory firms and their clients, retirement plans, charitable organizations, and institutional sponsors. The firm emphasizes model-driven and managed-account solutions, supporting a high client count and asset level per advisor through multiple delivery platforms and technology-enabled services.

Jamie Slaughter is a CFP® and holds a Series 65 license with 12 years of industry experience. He is currently affiliated with The Colony Group, LLC and has previous experience at Buckingham Strategic Wealth, Ellerbrock-Norris Wealth Strategies, and Strasbaugh Financial Advisory. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with a comprehensive range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that integrates active and passive strategies, third-party managers, and private funds.

Riley Coy is a financial advisor at Orion Portfolio Solutions, LLC, based in Omaha, NE, with five years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Brinker Capital Securities, Charles Schwab, TD Ameritrade, and West Gate Bank. Orion Portfolio Solutions primarily serves independent investment advisory firms, retirement plans, charitable organizations, and corporate sponsors, managing approximately $64.8 billion in assets and supporting nearly 200 advisors. The firm focuses on model-driven and managed-account solutions, offering services such as Wealth Advisory for high-net-worth households, custom indexing, and outsourced trading through a technology-enabled platform.

Trevor Truax is a Series 65-licensed advisor at Orion Portfolio Solutions, LLC with one year of industry experience. His prior work includes roles in healthcare and retail sectors. 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, supporting a large client base through technology-enabled portfolio management and sub-advisory services.

Blake Anderson is a CFA® charterholder with one year of industry experience. He is currently an advisor at CWM, LLC and has previously worked with Carson Group and Carson Group Investing. Before entering the financial advisory field, he was employed at Creighton University for four years. 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 on a discretionary basis using model portfolios and combines fundamental and technical analysis, third-party sub-advisors, and customization tools, with a focus on retirement-plan and institutional services.

Michael Paz is a financial advisor with Orion Portfolio Solutions, LLC, based in Omaha, NE. He holds a Series 65 designation and has four years of industry experience. Prior to joining Orion, he worked at Lowe's Home Improvement for four years. Orion Portfolio Solutions serves independent investment advisory firms, retirement plans, charitable organizations, and institutional sponsors. The firm offers model-driven and managed-account solutions, supporting approximately 200 advisors and over 185,000 client relationships with $64.8 billion in assets under administration.

Ryan Zegers is a Series 65 licensed advisor with nine years of experience at Orion Portfolio Solutions, LLC and its affiliated firm, Orion Advisor Technology. He previously worked for two years at Provest, LLC. Ryan is based in Omaha, NE. 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 custom indexing, and outsourced sub-advisory, trading, and billing services, supporting approximately 198 advisors and more than 185,000 client relationships.

Brendan Jones is a financial advisor at Orion Portfolio Solutions, LLC with four years of industry experience. He holds a Series 66 designation and has worked at Orion Portfolio Solutions since 2022. He also has over a decade of experience at Brinker Capital and has been an assistant swim coach at The Haverford School since 2004. Orion Portfolio Solutions serves independent investment advisory firms, retirement plans, charitable organizations, and corporate sponsors, offering model-driven and managed-account solutions. The firm administers approximately $64.8 billion in assets and supports around 198 advisors and more than 185,000 client relationships.

Nicole George is a financial advisor at CWM, LLC with a Series 65 designation and three years of industry experience. She has previously worked at Oakeson Steiner Wealth & Retirement, OneDigital Investment Advisors, Great Western Bank, and Central Community College. 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 model portfolios overseen by an in-house Investment Committee and combining various analytical and customization tools.