Leslie Johnson is a financial advisor at TIAA-CREF with 13 years of industry experience. She holds the Series 66 designation and has worked at firms including Charles Schwab and Markle Financial. TIAA-CREF’s Advice & Planning Services division serves individuals, trusts, estates, and small retirement plans, providing financial planning and discretionary managed accounts through model portfolios and customized solutions. The firm also advises donor-advised funds and offers a range of affiliated services within a vertically integrated structure.

Daniel Mattern is a Series 65-licensed advisor at Orion Portfolio Solutions, LLC with one year of industry experience. His prior work includes several positions at Envestnet and DLL Financial. He is based in Omaha, NE. Orion Portfolio Solutions primarily supports independent advisory firms and their clients, retirement plans, charitable organizations, and institutional sponsors. The firm offers model-driven managed accounts, Wealth Advisory services for high-net-worth households, and technology-enabled investing tools, managing approximately $64.8 billion in assets across nearly 200 advisors.

Naveed Basri is a CFA® charterholder with a Series 66 registration and 10 years of industry experience. He is currently affiliated with Orion Portfolio Solutions, LLC and Brinker Capital Investments, LLC, having previously spent a decade at CITIGROUP. Based in Omaha, NE, he has worked in both investment management and advisory roles. 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, supporting nearly 200 advisors and more than 185,000 client relationships with over $64 billion in assets under administration.

Marlon Shkaidy is a financial advisor with Principal Financial Services based in Elkhorn, NE, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. His career includes roles at Mutual of Omaha Investor Services, Mutual of Omaha Insurance Company, and Principal Life Insurance Company. Outside of his advisory work, he serves as a youth football coach for the Bennington Jr Badgers and the 2nd Grade Chiefs Flag Football teams. Principal Securities provides brokerage and registered investment advisory services to a diverse client base including individuals, retirement plans, trusts, estates, and business entities. The firm’s advisory offerings include financial planning, retirement plan consulting, and access to third-party money manager programs under various adviser and promoter arrangements.

Joel Hurst is a financial advisor with Orion Portfolio Solutions, LLC, holding a Series 65 designation and three years of industry experience. He has been with Orion Portfolio Solutions and its predecessor Orion Advisor Solutions since 2004. Orion Portfolio Solutions primarily serves independent investment advisory firms, retirement plans, charitable organizations, and institutional sponsors. The firm focuses on model-driven and managed-account solutions and supports approximately 198 advisors managing over $64 billion in assets under administration.

Brian Zahm is a financial advisor with D.A. Davidson & Co. in Omaha, NE, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with D.A. Davidson for 10 years. Outside of his advisory role, Zahm serves as treasurer for the Tangier Shrine Band and Omaha Court 19, both nonprofit organizations. 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 a range of advisory solutions, including ERISA plan services, comprehensive financial planning, and a specialized Private Wealth program for high-net-worth clients.

Melissa Schuerman is a financial advisor at D.A. Davidson & Co. with three years of industry experience. She holds the Series 66 designation and previously worked at firms including Ameritas Advisory Services, Cresset Asset Management, and Cetera Advisor Networks. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse clientele, including employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm operates under fiduciary standards and offers services such as ERISA retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, with specialized offerings for clients with over $20 million in net worth.

William Gamblin is a financial advisor at Mariner Wealth Advisors with 27 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at TIAA-CREF for eight years before joining Mariner in 2021. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm utilizes discretionary, customized portfolios supported by an internal investment committee and integrates tax and accounting services alongside a range of traditional and alternative investment strategies.

Avery Cook is a financial advisor at Orion Portfolio Solutions, LLC with 27 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Orion Portfolio Solutions in 2022, he worked at Brinker Capital Securities since 1998. Orion Portfolio Solutions primarily serves independent investment advisory firms, retirement plans, charitable organizations, and institutional sponsors. The firm focuses on model-driven and managed-account solutions and supports approximately 198 advisors managing over $64 billion in assets under administration.

Jeffrey Canfield Jr. is a financial advisor at Orion Portfolio Solutions, LLC with Series 63 and Series 65 licenses and four years of industry experience. He has been affiliated with Orion Portfolio Solutions and Orion Advisor Technology since 2015. Orion Portfolio Solutions primarily serves independent investment advisory firms and their clients, retirement plans, charitable organizations, and corporate and institutional sponsors. The firm focuses on model-driven and managed-account solutions, supporting a high client count and asset level per advisor through its integrated technology platforms.

Tucker Arnett is a financial advisor at Orion Portfolio Solutions, LLC with two years of industry experience. He holds the Series 65 designation and previously worked at Big Ass Fans for six years. Outside of advising, he is a co-founder of Brain Switch LLC, an online storefront for selling art. 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, supporting around 198 advisors and managing approximately $64.8 billion in assets.

Andrea Iseminger is a Series 65-licensed financial advisor with 19 years of industry experience. She has been with Orion Portfolio Solutions, LLC since 2005 and has worked at Brinker Capital Securities and Northern Lights Distributors, LLC. 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 operates multiple delivery platforms supporting nearly 200 advisors and over 185,000 client relationships.

Michael Allen is a financial advisor at Wealth Enhancement Advisory Services, LLC with 20 years of industry experience. He holds the Series 63 and Series 66 designations and has worked with firms including Cetera Advisor Networks and First National Bank of Omaha. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm offers financial planning, asset management, and specialized retirement consulting, employing a strategic investment process that combines passive and active management guided by quantitative and fundamental research.

Ryan Dressel is a financial advisor at Orion Portfolio Solutions, LLC, holding a Series 65 designation with 13 years of industry experience. He has been with Brinker Capital Securities and Orion Portfolio Solutions since 2013. 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 and supports approximately 198 advisors and over 185,000 client relationships, managing about $64.8 billion in assets under administration.

Shannon Tabor is a Series 66–licensed financial advisor with First Command Advisory Services, based in Papillion, NE. He has three years of industry experience and served 25 years in the United States Air Force prior to his current role. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed through a centralized Investment Management Team and Wealth Portfolio Managers who select and monitor model portfolios using approved third-party managers.

Eric Sanders is a financial advisor with Orion Portfolio Solutions, LLC in Omaha, NE, holding Series 63 and Series 65 licenses and nine years of industry experience. He has worked at Orion Portfolio Solutions and Orion Advisor Technology since 2016 and previously spent 15 years at Weatherstone Capital Management. 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, including strategist models, separately managed accounts, and a technology-enabled custom indexing platform, supporting approximately 198 advisors and over 185,000 client relationships.

Alexandra Katz is a financial advisor with Orion Portfolio Solutions, LLC, holding a Series 66 designation and beginning her career in 2023. Her prior experience includes roles at Brinker Capital Securities and various positions during her time at Lafayette College. Orion Portfolio Solutions primarily serves independent investment advisory firms and their clients, retirement plans, charitable organizations, and corporate sponsors. The firm focuses on model-driven and managed-account solutions, supported by technology-enabled platforms, managing approximately $64.8 billion in assets and serving over 185,000 client relationships.

Nicholas Dostal is a financial advisor with J.W. Cole Advisors, Inc. in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His prior work includes roles at Securities America Advisors and Securities America, Inc., with his current tenure at J.W. Cole Advisors beginning in 2020. Outside of advising, he is involved in youth sports coaching. J.W. Cole Advisors operates a large network of independent Investment Adviser Representatives, offering fee-based portfolio management, financial planning, retirement plan services, and access to multiple third-party investment platforms for individuals, high-net-worth clients, and institutions. The firm utilizes a blend of fundamental and technical analysis, discretionary and non-discretionary management, and incorporates digital advice providers in its client solutions.

Daniel Shultz is a financial advisor with Commonwealth Financial Network in Venice, Florida, holding a Series 66 designation and 13 years of industry experience. He has worked at Commonwealth since 2017 and has operated his own advisory and consulting firms since 2011. Outside of his advisory work, he is a managing member and owner of multiple entities involved in securities, advisory, and insurance businesses. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing advisory programs, wealth management, and retirement plan consulting. The firm offers a range of investment solutions and supports affiliated advisors with operations, technology, compliance, and practice management.

Stephen Whiteman is a financial professional with CWM, LLC, holding a Series 66 credential and eight years of industry experience. His career includes positions at Securities America Inc and OSAIC prior to joining CWM, where he supports compliance and conducts branch office exams. 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 accounts primarily on a discretionary basis using model portfolios and combines fundamental and technical analyses with third-party sub-advisors and customization tools.