Christopher Martin is a financial advisor at Orion Portfolio Solutions, LLC with seven years of industry experience. He holds a Series 66 designation and previously worked at Brinker Capital Securities for 26 years. 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, supported by technology platforms, and manages approximately $64.8 billion in assets across nearly 200 advisors.

Nolan Mauk is a financial advisor at Orion Portfolio Solutions, LLC in Omaha, NE, holding a Series 65 designation with two years of industry experience. His prior roles include positions at Renaissance Financial, Nelnet, Inc., and Cargill, Inc. He also has experience outside finance, including working at Tequila Harry's Mexican Restaurant. Orion Portfolio Solutions primarily serves independent investment advisory firms and their clients, including retirement plans, charitable organizations, and corporate sponsors. The firm focuses on model-driven and managed-account solutions, offering services such as strategist models, separately managed accounts, and technology-enabled custom indexing.

Patrick Smith is a financial advisor with Schwab Wealth Advisory, Inc. He holds Series 65 and Series 66 licenses and has 18 years of industry experience. His career includes roles at Charles Schwab & Co., Inc., TradeStation Group, and TD Ameritrade. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and wealth management consultations to clients enrolled in the Schwab Wealth Advisory program and select Charles Schwab & Co.-referred clients. The firm uses proprietary asset-allocation models and research tools to guide investment selection, with recommendations tailored to client goals and risk tolerance.

Jason Lenagh is a financial advisor with TLG Advisors, Inc. based in Omaha, NE, holding a Series 66 designation and 12 years of industry experience. His prior work includes roles at Tiburón Financial LLC and TD Ameritrade, Inc. He is involved in several activities outside traditional advising, including debt counseling, assisting with a Christian-based medical expense-sharing program, and managing a scholarship fund. TLG Advisors, Inc. serves a diverse client base ranging from individuals to institutional investors, offering investment supervisory services, portfolio management, and comprehensive financial planning. The firm employs a manager selection process grounded in fundamental analysis and Modern Portfolio Theory, and provides a digital investment program called Starlight Portfolios that tailors allocations based on client risk profiles.

Jackson Wohlenhaus is a financial advisor with D.A. Davidson & Co. in Omaha, NE, holding a Series 66 designation and two years of industry experience. Prior to joining D.A. Davidson, he worked at Apple Inc. and has held roles in education and political campaigns. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients, combining fiduciary standards with both qualitative and quantitative investment analysis.

Denis Mccartan is a financial advisor at Orion Portfolio Solutions, LLC with 24 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Brinker Capital for 15 years before joining Orion Portfolio Solutions in 2022. 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, supporting approximately 198 advisors and over 185,000 client relationships with about $64.8 billion in assets under administration.

Nathaniel Brobst is a financial advisor with Commonwealth Financial Network, holding CFP® and Series 66 designations and bringing 21 years of industry experience. His prior roles include positions at Securities America Advisors, Inc. and TD Ameritrade, Inc. He is the owner of Brobst Financial LLC and conducts business transition consulting as part of his professional activities. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of individual and institutional clients. The firm provides a broad adviser-support platform, including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Scott Pfeil is a ChFC® credentialed financial advisor with Eagle Strategies (NY Life) in Omaha, NE, bringing 29 years of industry experience. He has been with Eagle Strategies since 2011 and has held roles with New York Life Insurance Company and Nylife Securities Inc. since 2004. Outside of his advisory work, Pfeil serves as an elder and volunteer on the safety team at Grace Hill Church and owns a custom woodworking and milling business. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers multiple program types and emphasizes tailoring recommendations to client goals and plan sponsor criteria, with most assets managed on a non-discretionary basis.

Jeffrey Jordano is a CFP® with nine years of industry experience, currently serving at Empower Advisory Group since 2025. His prior experience includes roles at PNC Investments, Principal Life Insurance Company, Personal Capital Advisors, Raymond James, Fisher Investments, and Goldman Sachs Ayco. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm integrates its services with Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns and annual rebalancing in its financial planning approach.

Emanuel Marshall is a financial advisor with Orion Portfolio Solutions, LLC, based in Omaha, NE, holding Series 63 and Series 66 credentials and having 28 years of industry experience. His prior work includes a 24-year tenure at Fidelity Brokerage Services, Inc., as well as roles at StanCorp Equities, Inc., StanCorp Investment Advisers, Inc., and Standard Retirement Services, Inc. He has been with Orion Portfolio Solutions since 2019. Orion Portfolio Solutions primarily serves independent investment advisory firms and their clients, including retirement plans, charitable organizations, and institutional sponsors. The firm focuses on model-driven and managed-account solutions and supports approximately 198 advisors and over 185,000 client relationships with about $64.8 billion in assets under administration.

Nicholas Boylan is a financial advisor at Orion Portfolio Solutions, LLC with 19 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Orion since 2022, alongside a sixteen-year tenure at Brinker Capital Securities. Orion Portfolio Solutions primarily serves independent investment advisory firms and their clients, as well as retirement plans and institutional sponsors. The firm focuses on model-driven and managed-account solutions, supporting approximately 198 advisors and over 185,000 client relationships with more than $64 billion in assets under administration.

Michael Booth is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. His career includes extensive tenure at Securian Financial Services, Inc., Minnesota Life Insurance Company, and Heritage Financial Services, as well as founding Booth & Associates Long Term Care Advisors. He is currently involved with Envision Wealth Network and Ameritas Wealth Advisors, focusing on insurance products alongside his advisory role. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes a variety of investment vehicles and program platforms, combining both firm-developed and third-party model portfolios, and offers a broad range of asset management and financial planning solutions.

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® professional with 18 years of industry experience, currently affiliated with Carson Wealth in Omaha, NE. His previous roles include positions at Edward Jones, LPL Financial, and TD Ameritrade, among others. He serves as a trading specialist within his firm. CWM, LLC operates as 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, utilizing an Investment Committee to manage model portfolios and providing tailored investment solutions and integrated custodial and technology support.

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 Carson Wealth and CWM, LLC, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Mutual Of Omaha Bank, LPL Financial, U.S. Bancorp Investments, and Wells Fargo. In addition to advisory work, he sells life, health, disability, annuities, and long-term care insurance. CWM, LLC is an SEC-registered investment adviser operating an enterprise platform with more than 650 advisors and overseeing approximately $50.6 billion. The firm serves corporate, institutional, and high-net-worth clients, providing discretionary asset management, financial planning, and retirement plan services through a model-driven investment approach and partnerships with established custodians and third-party providers.

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 Carson Wealth in Omaha, NE, holding the ChFC® designation and Series 63 license. He has 18 years of industry experience, including prior roles at Securian Financial Services and Mass Mutual Investors Services. Outside of his advisory work, Lopes serves as treasurer and finance committee member for Pawtucket Central Falls Development, a nonprofit organization. Carson Wealth is an SEC-registered investment adviser overseeing approximately $50.6 billion through a nationwide network of more than 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, with investment strategies developed by a dedicated committee and supported by tailored solutions and extensive custodial and technology partnerships.