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.

Natalie Mc Carty is a Series 65-credentialed advisor with Orion Portfolio Solutions, LLC, based in Omaha, NE, and has two years of industry experience. Her prior work includes roles at Gap Inc., Caliber Corporate Advisers, and WE Communications. Orion Portfolio Solutions primarily serves independent investment advisory firms and their clients, including retirement plans 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.

Jason Comes is a financial advisor at CWM, LLC with 34 years of industry experience. He holds a Series 63 designation and has worked at LPL Financial, Carson Wealth, and Cetera Advisor Networks. Outside of advising, he is also licensed as an insurance agent selling life, health, disability, annuities, and long-term care insurance. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutional clients through a large network of advisors. The firm manages portfolios primarily on a discretionary basis using model portfolios alongside fundamental and technical analysis, third-party sub-advisors, and customized tools, with a significant focus on retirement plans and institutional services.

Alexander Schultz is a CFP® professional with eight years of experience in the financial services industry. He is currently with Mariner and has previously worked with firms including Northwestern Mutual and Scott Royal. Schultz also holds a compliance associate role at Mariner and is an investment advisor representative at MSEC, LLC. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm employs a discretionary, customized portfolio approach supported by in-house research and third-party managers, with additional capabilities in tax integration and financial wellness solutions.

John Kelly is a financial advisor at Commonwealth Financial Network with 26 years of industry experience. He holds the Series 63 and Series 65 designations. His prior experience includes roles at Pathfinder Wealth Advisors, Great Western Investments & Insurance, Great Western Bank, Raymond James Financial Services, and Cetera Investment Services. In addition to advisory work, he owns John Kelly Financial Services, LLC. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors. The firm offers a range of managed account programs, third-party asset manager access, retirement consulting, and custody services, managing over $212 billion in client assets.

Jennifer Digilio is a Series 66 licensed financial advisor with D.A. Davidson & Co. in Omaha, NE, where she has worked since 2016. She has 22 years of industry experience. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm operates under fiduciary standards and offers services such as ERISA retirement plan advisory, wrap fee programs, financial planning, and a private wealth program for high-net-worth clients.

Joseph Mannschreck is a Series 65-licensed financial advisor with five years of industry experience, currently associated with Orion Portfolio Solutions, LLC in Omaha, NE. He previously worked at Brinker Capital Securities and has experience in a masonry business. Orion Portfolio Solutions serves independent investment advisory firms, retirement plans, charitable organizations, and institutional sponsors with model-driven and managed-account solutions, supporting approximately 198 advisors and over 185,000 client relationships. The firm offers a range of services including separately managed accounts, Wealth Advisory for high-net-worth clients, and technology-enabled custom indexing, focusing on portfolio management and platform services.

Joseph Larsen is a Series 65-licensed financial advisor with two years of industry experience, currently with Orion Portfolio Solutions, LLC. He has previously worked at TownSquare Capital, The Norden Group, PEG Companies, Nu Skin, and Deseret Book. Larsen is based in Omaha, NE. Orion Portfolio Solutions primarily serves independent investment advisory firms and their clients, along with retirement plans, charitable organizations, and institutional sponsors. The firm focuses on model-driven and managed-account solutions, offering technology-enabled portfolio management and support services for advisors.

Kent Schroeder is a financial advisor with Orion Portfolio Solutions, LLC in Omaha, NE, holding Series 63 and Series 65 designations and bringing 16 years of industry experience. His prior roles include positions at Brinker Capital Securities, Orion Advisor Technology, LLC, and TD Ameritrade. Orion Portfolio Solutions primarily serves independent investment advisory firms, retirement plans, charitable organizations, and institutional sponsors through a range of model-driven and managed-account solutions, supporting about 198 advisors and over 185,000 client relationships with approximately $64.8 billion in assets under administration.

Jake Mckee is a financial advisor with D.A. Davidson & Co. in Omaha, NE, holding Series 63 and Series 65 credentials and possessing 21 years of industry experience. He has been with D.A. Davidson & Co. since 2012. Outside of his advisory work, Mckee serves as Treasurer of the Eagle Run West Homeowners Association. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers ERISA retirement plan advisory services, comprehensive financial planning, and a private wealth program for high-net-worth clients, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.

Michael Ann Henne is a Series 65-licensed financial advisor at Orion Portfolio Solutions, LLC with experience spanning positions at TIFF Investment Management, Hamilton Lane, Wells Fargo - Riley Financial Strategies Group, and the University of Pittsburgh. She has been with Orion Portfolio Solutions since 2026. 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, providing services such as strategist models, separately managed accounts, and technology-enabled custom indexing, managing approximately $64.8 billion in assets across a broad client base.

Alec Sindelar is a financial advisor with Principal Financial Services, holding Series 63 and Series 66 credentials and 10 years of industry experience. His work history includes roles at TD Ameritrade and Principal Life Insurance Company. Outside of his advisory work, he serves as a medical officer with the Tiffin Fire and Rescue Department, is a member of the Buena Vista University Alumni Board, and chairs the Young Advisor Team for the Eastern Iowa NAIFA Chapter. He is also the managing partner of Legacy Wealth Management LLC, a DBA providing holistic financial planning, investment, and insurance services. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm’s advisory approach includes direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Tylar Tierney is a financial advisor with Commonwealth Financial Network in Papillion, NE, holding Series 65 and Series 63 credentials and four years of industry experience. Prior to his advisory roles, he served as a sergeant in the Nebraska Army National Guard. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and managing approximately $213 billion in client assets. The firm offers a broad platform of managed-account programs, access to third-party managers, and comprehensive back-office support.

Jordan Larsen is a financial advisor with Commonwealth Financial Network in Omaha, NE, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Trusted Wealth Partners, Securities America Advisors, and Moylan Kropp. Larsen also spends a small portion of his time on fixed insurance sales and referrals. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm offers a variety of advisory programs and services, including discretionary model portfolios and personalized investment options, supported by extensive operations, technology, and compliance infrastructure.

Kelli Damgaard is a financial advisor with D.A. Davidson & Co. in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has been with D.A. Davidson & Co. since 2016. Outside of her advisory work, she serves on the board of directors for Pottawattamie Arts Culture & Entertainment, a nonprofit organization. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm provides ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for clients with $20 million or more in stated net worth.

Jessica Garcia Navarro is a financial advisor at Orion Portfolio Solutions, LLC with Series 65 credentials and four years of industry experience. Prior to joining Orion in 2022, she held positions at Gavilon, Access Bank, and Peoples Bank. Orion Portfolio Solutions primarily serves independent investment advisory firms and their clients, retirement plans, charitable organizations, and corporate sponsors. The firm offers model-driven and managed-account solutions, technology-enabled portfolio management, and sub-advisory services, supporting approximately 200 advisors and over 185,000 client relationships.

Gavin Baker is a financial advisor at CWM, LLC with two years of industry experience. He holds a Series 65 designation and has worked at Carson Wealth and Carson Group prior to his current role. His background also includes experience at Quality Consulting Solutions and time spent at the College of Charleston. 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, retirement plan services, and uses discretionary model portfolios supported by an in-house Investment Committee and various customization tools.

Robert Bonk is a financial advisor with Eagle Strategies (NY Life) based in Elkhorn, Nebraska. He holds Series 63 and Series 65 licenses and has 27 years of industry experience. Prior to joining Eagle Strategies in 2019, Bonk was affiliated with NYLIFE Securities, LLC and New York Life Insurance Company starting in 2007. Outside of his advisory role, he serves as a board member of the Indian Point HOA and as a trustee for the Sanitary and Improvement District #559. Eagle Strategies serves a diverse group of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through multiple program types, working extensively with both retail investors and institutional plan sponsors, and emphasizes a predominantly non-discretionary asset management approach.

Wyatt Webster is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and beginning his advisory career in 2025. Prior to his work in financial services, he has held various roles including employment at DoubleTree by Hilton and ownership of WW, LLC, a company managing real estate in Omaha, Nebraska. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors with a range of advisory programs and services. The firm provides comprehensive operational, trading, technology, investment management, compliance, and practice-management support while enabling advisors to offer personalized investment solutions.

Ryan Hadash is a CFP®-credentialed financial advisor with CWM, LLC in Omaha, NE, with three years of industry experience. His work history includes roles at Cetera Wealth Services and Armstrong Purselley Wealth Management Group LLC. 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 employs discretionary portfolio management using model portfolios overseen by an internal Investment Committee, combining fundamental and technical analysis alongside third-party sub-advisors.