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 Series 66 licensed advisor with Carson Wealth in Omaha, NE, with three years of industry experience. Prior to joining Carson Wealth, Sibert held roles at several financial firms including LPL Financial and WCG Wealth Advisor. Outside of financial services, Sibert owns and oversees the bookkeeping of Sibert Fitness LLC, a health club under the Anytime Fitness brand. CWM, LLC operates as an enterprise platform managing approximately $50.6 billion through a network of over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, with investment strategies developed by an Investment Committee and access to alternative investments and tailored portfolio solutions.

Joshua Yost is a financial advisor with Carson Wealth and holds a Series 66 designation. He has 18 years of industry experience, including roles at CWM, LLC, OneDigital Investment Advisors, Oakeson Steiner Wealth & Retirement, and LPL Financial. Outside of advising, he is a partner in a tax services business, OSL, Inc. CWM, LLC is an SEC-registered investment adviser managing approximately $50.6 billion through a network of over 650 advisors. The firm serves corporate, institutional, and high-net-worth clients, offering discretionary asset management, financial planning, retirement plan services, and tailored investment solutions overseen by an Investment Committee.

Michael Gruidel is a CFP®-designated financial advisor at Carson Wealth with nine years of industry experience. He has previously worked at Cetera Wealth Services, TD Ameritrade, and Mutual of Omaha. Gruidel also holds an administrative assistant role at CWM, LLC, an SEC-registered investment advisory firm. CWM, LLC operates an enterprise platform managing approximately $50.6 billion through a network of over 650 advisors. The firm serves corporate, institutional, and high-net-worth clients with discretionary asset management, financial planning, and retirement plan services guided by an Investment Committee using fundamental and technical analysis.

Johnathon Smith is a financial advisor at TLG Advisors, Inc. with 10 years of industry experience. He holds a Series 66 designation and has worked at firms including Wells Fargo Clearing and Ameriprise Financial Services. Outside of advising, he is involved in a family business, assisting with e-commerce tasks for John and Gabbs Games, LLC. TLG Advisors serves a diverse client base, including individuals, high-net-worth clients, trusts, and institutional investors. The firm focuses on manager selection and monitoring using fundamental analysis and Modern Portfolio Theory, offering portfolio management and financial planning services through a network of independent representatives and sub-advisors.

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 advisory industry, currently with Carson Wealth and CWM, LLC. His prior roles include positions at LPL Financial and Cambridge Investment Research. He serves on the building committee for Xavier Catholic Schools and as a board member for Matthew 25, a nonprofit focused on improving community health through housing, food, and education initiatives. CWM, LLC operates an enterprise platform with over 650 advisors and manages approximately $50.6 billion in assets. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing a combination of fundamental and technical analysis along with tailored investment solutions.

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 Carson Wealth in Omaha, NE, holding a Series 65 designation and nine years of industry experience. His prior roles include positions at AlphaStar Capital Management, LLC and his own firm, Dorhout Retirement Services, which he has operated since 2006. In addition to advising, he works as an independent insurance agent, selling various insurance products and services. Carson Wealth is an SEC-registered investment adviser managing approximately $50.6 billion through a network of over 650 advisors. The firm serves corporate, institutional, and high-net-worth clients by providing discretionary asset management, financial planning, and retirement plan services supported by an Investment Committee that oversees model portfolios and offers tailored investment 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.

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 with Carson Wealth and CWM, LLC, holding a Series 63 designation and bringing 34 years of industry experience. His previous roles include positions at LPL Financial and CETERA Advisor Networks LLC. In addition to his advisory work, he is licensed as an insurance agent, selling life, health, disability, annuities, and long-term care insurance. CWM, LLC is an SEC-registered investment adviser managing approximately $50.6 billion through a network of over 650 advisors. The firm serves corporate, institutional, and high-net-worth clients with discretionary asset management, financial planning, and retirement plan services, using a model portfolio approach overseen by an Investment Committee.

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.

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.