Jeffrey Jordano is a Series 66-credentialed financial advisor with nine years of industry experience. He currently works at Empower Advisory Group and has held prior roles at firms including PNC Investments, Principal Life Insurance Company, and Fisher Investments. 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 certain retail brokerage account holders. The firm’s services integrate with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns and annual rebalancing within plan lineups chosen by plan sponsors.

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 credentials and bringing 19 years of industry experience. His career includes roles at Envision Wealth Network, Ameritas Wealth Advisors, Ameritas Life Insurance, and Securian Financial Services, among others. Booth has also operated Booth & Associates Long Term Care Advisors for over two decades. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a wide client base, including individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers various managed account programs, fee-based management of variable annuity and universal life subaccounts, and integrates multiple custodial platforms supported by an Investment Committee and third-party partners.

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® with 18 years of experience in the financial services industry. He is currently with CWM, LLC, where he has worked since 2016, including time with affiliated firms such as Cetera Wealth Services and Cetera Advisor Networks. His prior experience includes roles at Edward Jones, LPL Financial, and Carson Wealth Management Group. CWM, LLC is an SEC-registered investment adviser serving a diverse client base that includes individuals, high-net-worth families, foundations, and institutional clients through a network of over 600 advisors. The firm manages accounts primarily on a discretionary basis using model portfolios and offers a range of services including portfolio management, financial planning, and retirement-plan solutions.

Justin Hochstein is a financial advisor at Ameritas Advisory Services, LLC with 13 years of industry experience. He holds a Series 66 designation and has worked at several firms, including EnVision Wealth Network and Nebraska Wealth Planning. In addition to his advisory work, Hochstein manages Hochstein Strategic Legal Planning, where he drafts legal documents for estate and business planning. He also served 12 years in the United States Army. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs and fee-based management of variable annuity and universal life subaccounts, supported by a network of Investment Adviser Representatives and an Investment Committee.

Steven Meyer is a financial advisor at Kestra Advisory with eight years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at TD Ameritrade. His background also includes roles outside finance, such as at Sprouting Minds Childcare and Park your Pawz. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a mix of institutional and individual clients. The firm offers fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving a range of clients including large institutional investors.

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 CWM, LLC in Omaha, NE, holding Series 63 and Series 66 designations and 32 years of industry experience. His prior roles include positions at Carson Wealth, Purshe Kaplan Sterling Investments, Elk River Wealth Management, Mutual of Omaha Bank, LPL Financial, and U.S. Bancorp Investments. In addition to his advisory work, he holds a life, health, disability, annuities, and long-term care insurance license and acts as an insurance agent. 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 manages portfolios primarily on a discretionary basis using model portfolios guided by an internal Investment Committee and incorporates a combination of fundamental and technical analysis, third-party sub-advisors, and customization tools.

Sarina Tannehill is a financial advisor with Eagle Strategies (NY Life) and holds Series 66 and Series 63 licenses. She has 15 years of industry experience and has worked with firms including Generation Strategies, LLC and Vlock Financial Group. Eagle Strategies serves individual and institutional clients by 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 and focuses on tailoring recommendations to client objectives, with the majority of assets managed on a non-discretionary basis.

Jose Lopes is a financial advisor with CWM, LLC based in Omaha, NE, holding the ChFC® designation and Series 63 license. He has 18 years of industry experience and has previously worked at firms including Securian Financial Services and SagePoint Financial. Lopes serves as treasurer and a member of the finance committee for Pawtucket Central Falls Development, a nonprofit organization. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutions through a national network of advisors. The firm employs a discretionary management approach using model portfolios, combining fundamental and technical analysis with third-party sub-advisors and customization tools, and places significant focus on retirement plan and institutional services.

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 financial advisor at CWM, LLC with a Series 66 credential and three years of industry experience. Prior to joining CWM, Sibert worked at Carson Wealth and Mutual of Omaha in various capacities. Outside of finance, Sibert owns and oversees bookkeeping for a health club business, Sibert Fitness LLC, operating under the Anytime Fitness brand. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm manages portfolios on a discretionary basis using model portfolios overseen by an internal Investment Committee and offers a range of financial planning and retirement services.

Joshua Yost is a financial advisor with CWM, LLC, holding a Series 66 designation and 17 years of industry experience. He has worked at several firms including OneDigital Investment Advisors and LPL Financial. Outside of advising, he is a partner in a tax services business and holds the role of insurance agent. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients. The firm manages portfolios using discretionary model strategies supported by an in-house Investment Committee and offers a range of services including retirement-plan management and sub-advisory solutions.

Michael Gruidel is a financial advisor with CWM, LLC based in Omaha, NE. He holds the CFP® designation and has nine years of industry experience, including roles at Cetera Wealth Services, TD Ameritrade, and Mutual of Omaha. Prior to his advisory career, he worked at Clancy's Pub & Grill. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a large network of advisors. The firm provides portfolio management, financial planning, and retirement-plan services, utilizing model portfolios managed by an in-house Investment Committee and a combination of 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 industry experience, currently serving as a financial advisor at CWM, LLC. His prior experience includes roles at Cetera, LPL Financial, and Cambridge Investment Research. He serves on the building committee for Xavier Catholic Schools and is a board member of Matthew 25, a nonprofit focused on community health through housing, food, and education initiatives. CWM, LLC is an SEC-registered investment adviser with over 600 advisors that serves individuals, families, foundations, corporations, and institutional clients. The firm employs discretionary account management using model portfolios, combining fundamental and technical analysis, third-party sub-advisors, and customization tools, with a strong emphasis on retirement plan services and fiduciary processes.

Joel Dighans is a financial advisor with First Command Advisory Services in Papillion, NE, holding Series 63 and Series 65 licenses and 16 years of industry experience. He has been with First Command Advisory Services since 2015 and associated with related First Command entities since 2011. He is also the owner of Joel Dighans, LLC, a separate business he has operated since 2023. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed centrally through an Investment Management Team and Wealth Portfolio Managers using a predefined selection of mutual funds, ETFs, and third-party managers.