Myles Shonsey is a financial advisor at Integrity Alliance, LLC with five years of industry experience. He holds a Series 66 designation and has previously worked at Brokers International Financial Services, LPL Financial, Truck Center Companies, and Midland University. Shonsey serves as a board member for the Omaha Country Club Caddie Alumni Association, where he helps plan meetings and events. Integrity Alliance serves individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers a range of investment management and consulting services, utilizing both advisor-managed and model-based portfolios across multiple platforms.

Robert Wellman is a CFP® with 18 years of experience in the financial services industry. He is currently with CWM, LLC, where he has worked since 2016, including time with affiliated firms such as Cetera Wealth Services and Cetera Advisor Networks. His prior experience includes roles at Edward Jones, LPL Financial, and Carson Wealth Management Group. CWM, LLC is an SEC-registered investment adviser serving a diverse client base that includes individuals, high-net-worth families, foundations, and institutional clients through a network of over 600 advisors. The firm manages accounts primarily on a discretionary basis using model portfolios and offers a range of services including portfolio management, financial planning, and retirement-plan solutions.

Justin Hochstein is a financial advisor at Ameritas Advisory Services, LLC with 13 years of industry experience. He holds the Series 66 designation and has worked at firms including EnVision Wealth Network and Nebraska Wealth Planning, LLC. In addition to his advisory role, he manages Hochstein Strategic Legal Planning, where he drafts estate and business planning legal documents and provides consulting services. Ameritas Advisory Services, LLC offers investment advisory and planning services to a diverse client base including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm uses a variety of model portfolios, mutual funds, ETFs, and individual securities across multiple program platforms, leveraging third-party technology and sub-advisers to customize client portfolios.

Steven Meyer is a financial advisor at Kestra Advisory in Omaha, NE, holding Series 63 and Series 66 licenses with eight years of industry experience. His prior roles include positions at TD Ameritrade and Kestra Investment Services, LLC. Outside the financial sector, he has experience working in childcare and pet services. Kestra Advisory provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves clients that include sovereign wealth funds.

Debra Hendrickson is a financial advisor with Osaic Advisory Services, LLC, holding a Series 66 designation and having 17 years of industry experience. She previously worked at Arbor Point Advisors and Securities America Inc for ten years. Hendrickson has been involved with Concordia Lutheran Schools of Omaha for over 15 years. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, pension plans, corporations, trusts, and charitable organizations. The firm offers a range of services such as investment management, financial planning, retirement plan consulting, and third-party manager oversight, delivering advisory services through multiple program models and utilizing both proprietary and third-party platforms.

Jon Springer is a financial advisor with CWM, LLC in Omaha, NE, holding Series 63 and Series 66 designations and 32 years of industry experience. His prior roles include positions at Carson Wealth, Purshe Kaplan Sterling Investments, Elk River Wealth Management, Mutual of Omaha Bank, LPL Financial, and U.S. Bancorp Investments. In addition to his advisory work, he holds a life, health, disability, annuities, and long-term care insurance license and acts as an insurance agent. 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 primarily on a discretionary basis using model portfolios guided by an internal Investment Committee and incorporates a combination of fundamental and technical analysis, third-party sub-advisors, and customization tools.

Sarina Tannehill is a financial advisor with Eagle Strategies (NY Life) based in Elkhorn, NE, holding Series 63 and Series 66 licenses with 15 years of industry experience. Her work history includes roles at Generation Strategies, LLC; Vlock Financial Group; NYLIFE Securities LLC; and New York Life. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm offers multiple program types tailored to client objectives and Plan Sponsor criteria, with a majority of assets managed on a non-discretionary basis.

Jose Lopes is a financial advisor with CWM, LLC based in Omaha, NE, holding the ChFC® designation and Series 63 license. He has 18 years of industry experience and has previously worked at firms including Securian Financial Services and SagePoint Financial. Lopes serves as treasurer and a member of the finance committee for Pawtucket Central Falls Development, a nonprofit organization. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutions through a national network of advisors. The firm employs a discretionary management approach using model portfolios, combining fundamental and technical analysis with third-party sub-advisors and customization tools, and places significant focus on retirement plan and institutional services.

Daniel Grieb is a financial advisor with J.W. Cole Advisors, Inc. in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked with multiple firms, including BTF Financial Group, LLC, and operates a CPA firm where he manages client accounting, tax planning, and preparation. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a network of over 400 independent investment adviser representatives. The firm offers portfolio management, fee-based financial planning, access to third-party managers, and various managed account solutions, with investment decisions implemented on discretionary or non-discretionary bases.

Silver Sibert is a financial advisor at CWM, LLC with a Series 66 designation and three years of industry experience. Prior to joining CWM, he held positions at firms including Carson Wealth, Mutual of Omaha, and LPL Financial. Outside of his advisory work, Sibert is the owner of Sibert Fitness LLC, a health club business, and also works part-time at an event center. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm manages portfolios primarily on a discretionary basis using model portfolios overseen by an internal Investment Committee, and offers a range of services including financial planning, sub-advisory, and retirement-plan solutions with a focus on fiduciary processes and customized investment options.

Joshua Yost is a financial advisor with CWM, LLC, holding a Series 66 designation and 17 years of industry experience. He has worked at several firms including OneDigital Investment Advisors and LPL Financial. Outside of advising, he is a partner in a tax services business and holds the role of insurance agent. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients. The firm manages portfolios using discretionary model strategies supported by an in-house Investment Committee and offers a range of services including retirement-plan management and sub-advisory solutions.

Michael Gruidel is a CFP® professional with nine years of experience in the financial services industry. He currently works with CWM, LLC and Cetera Wealth Services, LLC since 2020 and has prior experience at TD Ameritrade and Mutual of Omaha. In addition to his advisory role, he serves as a paraplanner and administrative assistant at CWM, LLC. CWM, LLC is an SEC-registered investment adviser that serves a diverse client base including individuals, high-net-worth families, foundations, endowments, corporations, and institutions through a network of over 600 advisors. The firm employs discretionary management with model portfolios and integrates fundamental and technical analysis, third-party sub-advisors, and customized investment options.

Benjamin Frantz is a Series 65-licensed financial advisor with 12 years of experience at Orion Portfolio Solutions, LLC, where he has worked since 2014. Based in Omaha, NE, Frantz has spent his entire advisory career within the Orion organization. Orion Portfolio Solutions primarily serves independent investment advisory firms, retirement plans, charitable organizations, and corporate and institutional sponsors. The firm offers model-driven and managed-account solutions, technology-enabled custom indexing, and supports more than 198 advisors with approximately $64.8 billion in assets under administration.

Justin Schultes is a CFP® professional with 10 years of experience in the financial services industry. He is currently with CWM, LLC and has prior experience at firms including LPL Financial and Cambridge Investment Research. Outside of his advisory work, Schultes serves on the building committee for Xavier Catholic Schools and is a board member of Matthew 25, a nonprofit focused on community health and housing. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, corporations, and institutions through a network of over 600 advisors. The firm provides portfolio management, financial planning, and retirement plan services, typically managing accounts on a discretionary basis using model portfolios overseen by an in-house Investment Committee and incorporating third-party sub-advisors and customized investment options.

Joel Dighans is a financial advisor with First Command Advisory Services in Papillion, NE, holding Series 63 and Series 65 licenses and 16 years of industry experience. He has been with First Command Advisory Services since 2015 and associated with related First Command entities since 2011. He is also the owner of Joel Dighans, LLC, a separate business he has operated since 2023. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed centrally through an Investment Management Team and Wealth Portfolio Managers using a predefined selection of mutual funds, ETFs, and third-party managers.

Guillermo Bailey is a financial advisor with Empower Advisory Group in Omaha, NE, holding Series 63 and Series 65 licenses and possessing 12 years of industry experience. His prior roles include positions at GWFS Equities, Inc., Principal Life Insurance Company, and Principal Securities Inc. He serves on the finance committee of 100 Black Men of Omaha, Inc., where he reviews and discusses the organization's financials. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and retail brokerage clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns, annual rebalancing, and clients’ savings rates.

Grant Dorhout is a financial advisor with CWM, LLC in Omaha, NE, holding a Series 65 license and nine years of industry experience. Prior to joining CWM in 2022, he worked at AlphaStar Capital Management, LLC from 2017 to 2022 and has operated Dorhout Retirement Services since 2006. He is also an independent insurance agent, selling various insurance products and services. 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 overseen by an in-house Investment Committee and provides a range of services including portfolio management, financial planning, and retirement-plan solutions.

Josalyn Mosby is a CFP® and holds a Series 66 license with eight years of industry experience. She is currently with Creative Planning and previously worked at Pacific Select Distributors LLC, Pacific Life Insurance, Securities America Advisors, and First National Bank. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, institutions, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Meghan Castinado is a financial advisor with Orion Portfolio Solutions, LLC, holding a Series 65 designation and 12 years of industry experience. She has worked at Orion since 2019 and previously spent six years at CLS Investments, LLC. Her family co-owns an RIA, though she is not involved in that business. Orion Portfolio Solutions primarily serves independent investment advisory firms and their clients, retirement plans, charitable organizations, and institutional sponsors. The firm offers model-driven and managed-account solutions supported by technology platforms, overseeing approximately $64.8 billion in assets and serving more than 185,000 client relationships.

Angelo Atenco Torres is a financial advisor at Orion Portfolio Solutions, LLC, holding a Series 65 designation with approximately one year of industry experience. Prior to joining Orion, he worked in various roles including positions at The Continental Mid-town and Los Sarapes Chalfont, and has experience in educational institutions such as Temple University and Norristown Area High School. 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 large client base with approximately $64.8 billion in assets under administration across multiple delivery platforms.