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.

Daniel Leal Restrepo is a CFP® with seven years of industry experience, currently serving as a financial advisor at CWM, LLC since 2021. Prior to joining CWM, he worked at Bank of America and Merrill from 2019 to 2021. Outside of finance, he coaches gymnastics at the Nebraska School of Gymnastics and serves as an advisory board member for El Centro de las Americas, a charitable organization. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutions through a network of over 600 advisors. The firm offers portfolio management, financial planning, sub-advisory, and retirement-plan services, utilizing a discretionary, model-portfolio approach governed by an in-house Investment Committee.

Eric Allen is a financial advisor with Kestra Advisory in Papillion, NE, holding a Series 66 designation and 15 years of industry experience. His prior work includes ten years with Securities America Advisors and 17 years with Securities America Inc. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad mix of institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm serves large institutional investors, including sovereign wealth funds, and supports multiple management platforms and third-party solutions.

Matt Whipkey is a financial advisor at CWM, LLC with six years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Cetera Wealth Services, TD Ameritrade, and Jeff Moore State Farm Insurance. Outside of finance, he is also involved in music, providing live performances and lessons through his own 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 more than 600 advisors. The firm offers a range of services including portfolio management and retirement-plan solutions, typically managing accounts on a discretionary basis using model portfolios overseen by an in-house Investment Committee.

Steven Walton is a financial advisor with Orion Portfolio Solutions, LLC, holding a Series 66 designation and seven years of industry experience. His career includes roles at Brinker Capital Securities, Orion Advisor Technology, and TD Ameritrade. Outside of finance, he works as a fitness trainer with VASA Fitness and The Exercise Coach. Orion Portfolio Solutions primarily serves independent investment advisory firms, retirement plans, charitable organizations, and corporate sponsors. The firm focuses on model-driven and managed-account solutions, supporting a large client base and offering integrated technology and portfolio management services.

Michael Cain is a financial advisor with VOYA Financial Advisors, Inc. in Omaha, NE, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been with VOYA Financial Advisors since 2014. Outside of his advisory role, Cain is an independent insurance agent specializing in the sales of fixed insurance products. VOYA Financial Advisors serves a diverse client base including individual and institutional investors such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers a range of services including financial planning, portfolio management, and plan-sponsor consulting, often providing non-discretionary advice across multiple program structures.

Christopher Owens is a Series 65-licensed financial advisor with Orion Portfolio Solutions, LLC in Omaha, NE. He has six years of prior experience at BNY and five years at Sei. Owens joined Orion in 2026. Orion Portfolio Solutions primarily serves independent investment advisory firms, retirement plans, charitable organizations, and corporate and institutional sponsors. The firm focuses on model-driven and managed-account solutions, offering technology-enabled portfolio management and sub-advisory services while supporting a high client count and significant assets under administration.

William Royal is a CFP® with 11 years of experience in the financial industry. He currently works at CWM, LLC and has previously been associated with firms including Cetera Wealth Services, BMY Wealth Management, LPL Financial, Merrill, Bank of America, and Edward Jones. Royal serves as a board member of the Stephenville Optimist Club, treasurer for the Erath County Texas A&M Club, and a board member of the Stephenville Education Foundation. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutions through over 600 advisors. The firm manages discretionary portfolios using model portfolios combined with fundamental and technical analysis, third-party sub-advisors, and customization tools, emphasizing fiduciary processes and regular client reporting.

Justin Haschke is a financial advisor at CWM, LLC with 12 years of industry experience. He holds the CFP® designation and Series 66 license. His prior experience includes roles at Cetera, Cetera Wealth Services, and LPL Financial. Outside of advising, Haschke serves on multiple nonprofit and economic development boards, including the Stephenville Economic Development Foundation and the Tarleton State University Foundation, and he is a city councilman in Stephenville. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, and institutions through over 600 advisors. The firm manages discretionary accounts using model portfolios governed by an internal Investment Committee and offers a range of services including financial planning, retirement plan consulting, and access to alternative investments.

Preston Speece is an investment professional with 31 years of industry experience, currently affiliated with Ameritas Advisory Services, LLC. He holds Series 63 and Series 65 licenses and has held various roles at Ameritas and related firms since 2004, including positions at Securian Financial Services and Principal Financial Services. He is also involved with Envision Wealth Network. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs and fee-based management of variable annuity subaccounts, supporting both discretionary and non-discretionary advisory relationships through a network of Investment Adviser Representatives.

Omar Nurse is a financial advisor with First Command Advisory Services and holds a Series 66 designation. He has five years of experience in the financial services industry and previously served 24 years in the United States Air Force. He is also the owner of Squared Away Financial LLC. First Command Advisory Services is an SEC-registered investment adviser focused on serving individuals, corporations, and charitable clients, with a particular emphasis on active-duty service members and their families. The firm offers financial planning and a range of wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Ryan Lewis is a financial advisor with CWM, LLC in Omaha, NE, holding a Series 65 designation and one year of industry experience. His prior experience includes roles at Carson Wealth and the Carson Group. Outside of his advisory work, he is also licensed as an insurance agent specializing in life, health, disability, annuities, and long-term care products. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a large network of advisors. The firm offers portfolio management, financial planning, and a range of retirement-plan services, managing accounts typically on a discretionary basis using model portfolios supported by fundamental and technical analysis, third-party sub-advisors, and customization tools.

Kira Reitz is a financial advisor with Orion Portfolio Solutions, LLC, holding a Series 66 designation and 18 years of industry experience. She has worked at Orion Portfolio Solutions since 2022 and has been with Brinker Capital Securities since 2012. 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 and supports a large client base with substantial assets under administration.

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 industry experience. He is currently with Orion Portfolio Solutions, LLC and has previously worked at Brinker Capital and Ladenburg Thalmann Asset Management. Orion Portfolio Solutions serves independent investment advisory firms, retirement plans, charitable organizations, and institutional sponsors through model-driven and managed-account solutions. The firm supports approximately 200 advisors and over 185,000 client relationships, managing about $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 CWM, LLC, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has worked at Cetera Wealth Services, LLC since 2017 and CWM, LLC since 2016. 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 offers portfolio management, financial planning, and a range of retirement-plan services, managing accounts primarily on a discretionary basis with a model portfolio approach overseen by an in-house Investment Committee.