Andrei Petre is a financial advisor with Orion Portfolio Solutions, LLC in Omaha, NE, holding Series 63 and Series 65 credentials and seven years of industry experience. His prior roles include positions at Brinker Capital, Janney Montgomery Scott, and The Vanguard Group. Orion Portfolio Solutions serves independent investment advisory firms, retirement plans, charitable organizations, and institutional sponsors, offering model-driven and managed-account solutions alongside sub-advisory and technology-enabled services. The firm supports a high client count and significant assets under administration, focusing on portfolio management and platform services.

Joanna Swanson is a financial advisor at Principal Financial Services with 14 years of industry experience. She holds a Series 66 designation and has worked at firms including CWM, LLC, Cetera Advisor Networks LLC, and First National Bank of Omaha. She serves as a board member of the Rose Theatre in Omaha, where she participates in budget approvals and fundraising efforts. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money manager solutions, with investment implementation typically managed on a discretionary basis by these third-party managers.

Benjamin Rawlings is a Series 65 licensed advisor with three years of industry experience. He is currently with Orion Portfolio Solutions, LLC and has been associated with Orion Advisor Technology since 2014. 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, providing portfolio management and platform services to support approximately 198 advisors and over 185,000 client relationships.

Madelyn Corcoran is a financial advisor at Orion Portfolio Solutions, LLC with a Series 66 credential and three years of industry experience. Her work history includes roles at Brinker Capital Securities, Cetera, and Renaissance Financial. She has also been involved with the University of Nebraska-Lincoln Athletic Department and Wilderness Ridge Country Club. Orion Portfolio Solutions primarily serves independent investment advisory firms and their clients, offering model-driven and managed-account solutions across multiple platforms. The firm supports a large client base with services including sub-advisory, outsourced trading, and technology-enabled portfolio management.

Austin Johnson is a Series 65-licensed financial advisor with three years of industry experience. He is currently with Orion Portfolio Solutions, LLC in Omaha, NE, where he has worked since 2023. Prior to this, he spent five years at Redtail Technology and four years at In-n-Out Burger. Orion Portfolio Solutions primarily serves independent investment advisory firms and their clients, as well as retirement plans, charitable organizations, and corporate sponsors. The firm emphasizes model-driven and managed-account solutions and supports over 198 advisors with approximately $64.8 billion in assets under administration.

Bradley Knuth is a financial advisor at D.A. Davidson & Co. in Omaha, NE, with 41 years of industry experience. He holds Series 63 and Series 65 credentials and has been with D.A. Davidson since 2016. Outside of his advisory role, he serves as a board member and secretary/treasurer for The Durham Museum Foundation and as a non-voting trustee for the Sigma Phi Epsilon Education Foundation of Nebraska, engaging in fundraising and board oversight activities. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including employer-sponsored retirement plans, high-net-worth individuals, charitable organizations, and corporate clients. The firm offers a range of advisory services under the Advisers Act fiduciary standard, including ERISA plan advisory, comprehensive financial planning, and a private wealth program for clients with over $20 million in net worth.

Solomon Berry is an investment advisory representative with CWM, LLC based in Omaha, NE, holding Series 63 and Series 66 licenses and 13 years of industry experience. He previously worked at Fidelity Brokerage Services LLC and has been with CWM, LLC and its affiliate Cetera Wealth Services since 2018. Outside of his advisory role, he also works as a clothing specialist at Scheels All Sports. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, corporations, and institutional clients through a network of over 600 advisors. The firm provides portfolio management, financial planning, sub-advisory, and retirement plan services, using discretionary management with model portfolios overseen by an in-house Investment Committee.

Jason Shevland is a financial advisor with Orion Portfolio Solutions, LLC, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has been with Orion Portfolio Solutions since 2022 and concurrently associated with Brinker Capital since 1998. Orion Portfolio Solutions serves independent investment advisory firms and their clients, including retirement plans, charitable organizations, and corporate sponsors. The firm emphasizes model-driven and managed-account solutions supported by technology platforms, managing approximately $64.8 billion in assets and working with nearly 198 advisors.

Colin Kramer is a financial advisor with Commonwealth Financial Network in Papillion, NE, holding a Series 66 designation and 19 years of industry experience. His prior work includes 11 years at Waddell & Reed, Inc. and ownership roles in entities such as Colin M. Kramer, LLC and SWP Re Holdings LLC. He is also a co-owner and managing member of Pathfinder Wealth Advisors, LLC, which operates securities, advisory, and insurance businesses. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing advisory programs and services including wealth management and retirement plan consulting. The firm supports its advisors with operations, trading, technology, investment management, compliance, and practice-management resources.

Phillip Colling is a Series 65 licensed advisor with Orion Portfolio Solutions, LLC in Omaha, NE, and has three years of industry experience. He has been with Orion Advisor Solutions since 2015 and Orion Portfolio Solutions since 2018. Orion Portfolio Solutions serves independent investment advisory firms and their clients, as well as retirement plans, charitable organizations, and corporate and institutional sponsors. The firm emphasizes model-driven and managed-account solutions and supports approximately 198 advisors managing over $64 billion in assets.

Shaun Kardell is a financial advisor at Orion Portfolio Solutions, LLC with 12 years of industry experience. He holds the Series 65 and Series 66 designations and has previously worked at Brinker Capital Securities LLC, Orion Advisor Services, LLC, and Northern Lights Distributors, LLC. 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 and supports a high client count and asset level per advisor through integrated portfolio management and technology-driven services.

Russell Nieland is a CFP® with 14 years of industry experience, currently affiliated with CWM, LLC in Omaha, NE. He has previously worked at firms including Carson Wealth, Cetera Advisor Networks, and TD Ameritrade. In addition to his advisory role, he is licensed to sell fixed insurance products such as life, 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 network of over 600 advisors. The firm offers portfolio management, financial planning, and retirement-plan services, employing discretionary management with model portfolios overseen by an in-house Investment Committee and integrating various analytical and customization tools.

Alexandria Ulrich is a financial advisor with CWM, LLC in Omaha, NE, holding a Series 66 designation and five years of industry experience. Her prior roles include positions at Carson Group and Cetera Wealth Services. Outside of advisory work, she provides compliance support related to advertising review for Carson Group Holdings, LLC. CWM, LLC serves a diverse client base including individuals, high-net-worth families, foundations, and institutional clients through a large network of advisors. The firm employs discretionary management with model portfolios overseen by an in-house Investment Committee and emphasizes fiduciary processes, retirement plan services, and platform relationships.

Mark Audrain is a financial advisor at Orion Portfolio Solutions, LLC with seven years of industry experience. He holds a Series 66 designation and has previously worked at Aspiration and CommunityAmerica Financial Solutions LLC, as well as FINRA Inc. Orion Portfolio Solutions 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 and supports approximately 198 advisors and over 185,000 client relationships with about $64.8 billion in assets under administration.

Andrew Rosenberger is a CFA® charterholder with 20 years of industry experience. He currently works at Orion Portfolio Solutions, LLC, joining the firm in 2022 after over two decades with Brinker Capital Securities. Outside of his advisory role, he is a joint owner of ACTG Holdings L.L.C., an LLC created for asset protection. Orion Portfolio Solutions primarily serves independent investment advisory firms and their clients, including retirement plans and institutional sponsors. The firm specializes in model-driven and managed-account solutions supported by proprietary technology, managing approximately $64.8 billion in assets across nearly 198 advisors.

Jacob Stroh is a financial advisor at Principal Financial Services with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked in various roles including at Principal Securities Inc, Principal Life Insurance Company, Invictus Strategies, and Farm Bureau Financial Services. He is president of Stroh Financial Group, LLC, a prior entity related to Farm Bureau Financial Services, which currently manages an office lease subleased to an architecture firm. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and charitable organizations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager solutions, with investment implementation typically carried out on a discretionary basis by these managers.

Trevor Kula is a financial advisor at D.A. Davidson & Co. in Omaha, NE, holding a Series 66 designation with 21 years of industry experience. He has been with D.A. Davidson & Co. since 2008. 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 offers a range of services such as ERISA retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, and it operates under fiduciary standards with a focus on both qualitative and quantitative investment analysis.

Kathleen Alber is a financial advisor with J.W. Cole Advisors, Inc. in Omaha, NE, holding Series 63 and Series 65 licenses with three years of industry experience. Her prior work includes roles at DSG Advisors, Daniel S Grieb, CPA, and Mitchell & Associates, Inc. She is a shareholder and officer in View on Oak Investments and is involved with tax preparation and bookkeeping services through DSG Advisors. 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 investment adviser representatives. The firm offers portfolio management, fee-based financial planning, access to third-party managers, and various managed account solutions.

Ryan Detrick is a financial advisor with CWM, LLC based in Omaha, NE. He holds Series 63 and Series 66 designations and has 12 years of industry experience. His prior work includes six years at LPL Financial and one year at Haberer Registered Investment Advisor Inc. 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 manages accounts primarily on a discretionary basis using model portfolios and combines fundamental and technical analysis with third-party sub-advisors and customization tools.

Benjamin Palma is a financial advisor with CWM, LLC, holding a Series 66 designation and over 20 years of industry experience. He previously worked at TD Ameritrade, Charles Schwab, and Cetera Wealth Services before joining CWM. Palma serves as a Regional Supervision Manager, overseeing advisors’ daily operations. 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 employs model portfolios managed by an in-house Investment Committee and offers portfolio management, financial planning, retirement-plan services, and sub-advisory solutions.