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 licenses and 10 years of industry experience. He has worked with firms including TD Ameritrade and Legacy Wealth Management, where he serves as Managing Partner. Outside of his advisory work, Alec is a Medical Officer for the Tiffin Fire and Rescue Department and serves on the Alumni Board for Buena Vista University, as well as chairing the Young Advisor Team for the Eastern Iowa NAIFA chapter. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty military personnel. The firm’s investment approach features direct advisory programs, financial planning, retirement consulting, and access to third-party money manager asset allocation and separately managed accounts.

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 Carson Wealth with two years of industry experience. He holds a Series 65 designation and has worked at Carson Wealth and affiliated firms since 2023. Prior to his advisory roles, he spent four years at the College of Charleston. CWM, LLC is an SEC-registered investment adviser operating an enterprise platform that manages approximately $50.6 billion through a network of more than 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, supported by an investment committee that oversees model portfolios and provides tailored solutions including custom indexing and alternative investments.

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.

Ryan Hadash is a CFP® credentialed financial advisor with Carson Wealth in Omaha, NE, bringing three years of industry experience. His prior roles include positions at Cetera Wealth Services and Armstrong Purselley Wealth Management Group. Outside of advising, he serves as a Wealth Planning Administrator providing operational support to representatives within the firm. Carson Wealth is an enterprise platform overseeing approximately $50.6 billion through over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing an Investment Committee to construct model portfolios and offering tailored solutions including alternative investments and third-party sub-advisors.

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, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His career includes roles with Mutual of Omaha and Principal Life Insurance Company. Outside of his financial work, he is involved in the community as a youth football coach for teams in Bennington, Nebraska. 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 emphasizes financial planning and retirement consulting, with access to third-party money manager programs under various advisory 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 28 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including TIAA-CREF, Charles Schwab, and U.S. Bancorp Investments. Mariner serves a diverse client base, including individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm employs customized, discretionary portfolios supported by in-house research and third-party managers, with a notable integration of tax and accounting services uncommon for a large enterprise.

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 financial advisor with Orion Portfolio Solutions, LLC, holding a Series 65 designation and 20 years of industry experience. She has worked at Orion Portfolio Solutions since 2005 and previously spent time at Northern Lights Distributors, LLC and CLS Investments, LLC. Iseminger is currently associated with Brinker Capital Securities as well. 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, supporting a large client base and offering integrated platform services that include portfolio management, sub‑advisory, and technology-enabled investment solutions.