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 an advisor at CWM, LLC. His prior roles include positions at Carson Group, LPL Financial, RINK & ROLF, Dennis Duckworth, 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 adviser with over 600 advisors serving individuals, families, foundations, endowments, corporations, and institutions. The firm manages accounts using discretionary model portfolios overseen by an in-house Investment Committee and offers a range of services including portfolio management, financial planning, and retirement-plan solutions.

Jeffrey Wallace is a financial advisor at Integrity Alliance, LLC with 35 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Brokers International Financial Services, Cambridge Investment Research Advisors, and The Olson Group. Wallace also operates Wallace Insurance Sales, where he sells fixed annuities and various insurance products. Integrity Alliance is a large advisory and brokerage enterprise serving individual investors, corporations, and qualified retirement plans. The firm offers a range of portfolio management and financial planning services through multiple platforms and supports both discretionary and non-discretionary investment approaches.

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 with Orion Portfolio Solutions, LLC, holding Series 63 and Series 65 licenses and two years of industry experience. His prior experience includes roles at Brinker Capital Securities, Sei, The Vanguard Group, and the Pennsylvania Army National Guard. 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 technology-enabled investment platforms and services supporting over 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 at CWM, LLC with a Series 66 credential and two years of industry experience. His prior work includes roles at Cetera Wealth Services and NP Dodge Management Company. He also serves as an analyst in compliance for CWM’s Carson Group Holdings, conducting audits to ensure adherence to firm policies. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, corporations, and institutions through a network of over 600 advisors, offering portfolio management and a range of retirement-plan services guided by an in-house Investment Committee.

Rodney Hazelton Jr. is a financial advisor with Schwab Wealth Advisory, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Charles Schwab, Charles Schwab Bank, TD Ameritrade Investment Management, and Scottrade. He is based in Omaha, NE. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering clients financial reviews, retirement planning, and investment recommendations using Schwab’s research tools and asset allocation models. The firm operates within the Schwab ecosystem and does not directly charge clients fees, distinguishing its advisory approach from many enterprise wealth managers.

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.

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, holding Series 65 and Series 66 licenses and 18 years of industry experience. His prior roles include positions at Charles Schwab, TradeStation Group, and TD Ameritrade. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations using Schwab’s research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not exercise discretionary trading authority.

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 with Orion Portfolio Solutions, LLC, holding Series 63 and Series 65 licenses and 24 years of industry experience. He has worked at Brinker Capital since 2005 and joined Orion Portfolio Solutions in 2022. Based in Omaha, NE, he serves clients through these affiliated firms. Orion Portfolio Solutions primarily supports independent investment advisory firms, retirement plans, charitable organizations, and institutional sponsors. The firm offers model-driven and managed-account solutions and operates multiple delivery platforms, administering approximately $64.8 billion in assets and serving over 185,000 client relationships.

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.