Kate Rehberg is a CFP® professional with one year of industry experience, currently serving at CWM, LLC in Omaha, NE. Prior to joining CWM, she spent time at Carson Wealth and Carson Group, and has a background that includes roles at Indiana University and Millard North High School. Outside of finance, she works as a pitching instructor with Elkhorn Training Camp, LLC. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutional clients through a large network of advisors. The firm manages accounts using discretionary model portfolios and integrates fundamental and technical analysis alongside third-party sub-advisors, emphasizing retirement-plan services and a variety of investment customization tools.

Douglas Gilbert is a financial advisor at Mercer Global Advisors Inc. with 19 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Mercer since 2013 in various roles. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with investment advisory, financial, tax, retirement, and estate planning services. The firm uses a Modern Portfolio Theory-based approach focused on globally diversified, risk-appropriate portfolios implemented through a combination of low-cost ETFs, index funds, separate account managers, and private funds.

Justin Kullman is a financial advisor with Orion Portfolio Solutions, LLC, holding a Series 66 designation and 23 years of industry experience. His career includes roles at Brinker Capital Securities and Northern Lights Distributors, LLC, as well as Constellation Trust Company. 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, supporting approximately 198 advisors and over 185,000 client relationships.

Patrick Dietze is a financial advisor with Commonwealth Financial Network based in Elkhorn, NE. He holds a Series 66 designation and has four years of industry experience. His prior roles include positions at Parker Financial Associates and Northern Lights Compliance Services, LLC. Outside of advising, he is involved in fixed insurance sales. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and services, including discretionary model portfolios and personalized investment options, while offering operational, compliance, and practice-management support to affiliated advisors.

Ryan Karch is a CFA® charterholder with three years of industry experience, currently serving as a financial advisor at Orion Portfolio Solutions, LLC in Omaha, NE. He previously worked at Brinker Capital Investments, PNC Financial Services, and Yardley Wealth Management. Outside of his advisory role, Karch works with Mercor Contractor Training on developing AI models specialized in various professional fields. 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 and supports approximately 198 advisors managing over $64 billion in assets.

Chad Fox is a financial advisor with Orion Portfolio Solutions, LLC, based in Omaha, NE. He holds Series 65 and Series 63 licenses and has seven years of industry experience. His prior roles include positions at Brinker Capital Securities and NYLIFE Securities LLC. 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 and operates multiple delivery platforms, supporting a large client base and significant assets under administration.

Preston Suttmiller is a financial advisor with Orion Portfolio Solutions, LLC, holding a Series 65 designation and six years of industry experience. He has worked at Orion Portfolio Solutions since 2018 and has prior experience with Upshift Work, Village Green, and the Northern Kentucky Chamber of Commerce. Orion Portfolio Solutions primarily serves independent investment advisory firms, retirement plans, charitable organizations, and institutional sponsors, providing model-driven and managed-account solutions alongside technology-enabled portfolio management services. The firm supports a large client base and offers a range of integrated investment and platform services.

Robert Stapleton is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and 13 years of industry experience. He has worked at Parker Financial Associates since 2019 and previously at Western International Securities and Financial West Group. Outside of his advisory role, he was a part owner of Blue Jay Bar & Grill for seven years. Commonwealth Financial Network is a national registered investment adviser serving approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and support services, including discretionary model portfolios, wealth management, and retirement plan consulting, while enabling advisors to offer personalized investment solutions.

Michael Vitallo Jr. is a financial advisor at Orion Portfolio Solutions, LLC with 20 years of industry experience. He holds the Series 65 and Series 66 credentials and has worked at Orion Portfolio Solutions since 2012, as well as at Brinker Capital Securities from 2018. Orion Portfolio Solutions serves independent investment advisory firms and their clients, retirement plans, charitable organizations, and institutional sponsors, focusing on model-driven and managed-account solutions across multiple delivery platforms. The firm supports a high client count and asset level per advisor and offers services including sub-advisory, outsourced trading and billing, and technology-enabled portfolio management.

Molly Housand is a financial advisor at Orion Portfolio Solutions, LLC with 18 years of industry experience. She holds Series 65 and Series 66 licenses. Her prior experience includes roles at LPL Financial, Charles Schwab & Co., and TD Ameritrade. 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, supporting a large client base with approximately $64.8 billion in assets under administration.

Christopher Hart is a financial advisor with Orion Portfolio Solutions, LLC, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has worked at Orion since 2022 and has been with Brinker Capital since 2014. Outside of finance, he co-owns a home staging and interior design business with his spouse. Orion Portfolio Solutions primarily serves independent investment advisory firms, retirement plans, charitable organizations, and corporate and institutional sponsors. The firm focuses on model-driven and managed-account solutions, supporting nearly 198 advisors and more than 185,000 client relationships with approximately $64.8 billion in assets under administration.

Samuel Schernikau is a financial advisor with Eagle Strategies (NY Life) and holds a Series 66 credential. He has been in the industry for one year and has prior work experience at NYLIFE Securities LLC, New York Life Insurance Company, Nebraska Wesleyan University, and Waverly Public Schools. 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 tailored advice across multiple program types and maintains a significant non-discretionary asset base, working with a diverse range of clients including defined contribution and benefit plans, charitable organizations, and corporate entities.

Libin Jacob is a CFA® charterholder and holds a Series 66 license with 10 years of industry experience. He is currently with Orion Portfolio Solutions, LLC and has also been affiliated with Brinker Capital since 2015. Orion Portfolio Solutions serves independent investment advisory firms and their clients, retirement plans, and institutional sponsors through model-driven and managed-account solutions. The firm supports about 198 advisors and over 185,000 client relationships, managing approximately $64.8 billion in assets under administration.

Raymond Shirley is a financial advisor at Orion Portfolio Solutions, LLC with five years of industry experience and holds a Series 65 designation. He has been affiliated with Orion Advisor Technology and Orion Portfolio Solutions since 2016. Outside of his advisory work, Shirley serves as a soccer official for Grassroots Soccer in Nebraska and is the president of the American Outlaws Omaha Chapter, an organization focused on enhancing the supporter experience for U.S. Soccer fans. Orion Portfolio Solutions serves independent investment advisory firms, retirement plans, charitable organizations, and corporate and institutional sponsors. The firm offers model-driven and managed-account solutions supported by technology platforms, managing approximately $64.8 billion in assets and serving nearly 198 advisors and over 185,000 client relationships.

Douglas Eatough is a financial advisor with Orion Portfolio Solutions, LLC, holding Series 63 and Series 65 licenses and 18 years of industry experience. His prior roles include positions at Spencer Wealth Management, Fidelity Investments, and Edward Jones. Orion Portfolio Solutions 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, supporting a large client base through technology-enabled portfolio management and advisory services.

Jose Herrera is a Series 66-licensed financial advisor with nine years of industry experience. He currently works at Orion Portfolio Solutions, LLC, having joined the firm in 2022 after roles at Brinker Capital Securities and Capital One Advisors. Orion Portfolio Solutions serves independent investment advisory firms and their clients, retirement plans, charitable organizations, and institutional sponsors. The firm provides model-driven and managed-account solutions, technology-enabled portfolio services, and sub-advisory and outsourced trading and billing support.

William Dixon is a financial advisor at Orion Portfolio Solutions, LLC, holding Series 65 and Series 63 licenses. He has one year of industry experience, with prior roles at Brinker Capital Securities, Social Finance, NYLIFE Securities LLC, New York Life, Convergys, ConnexionPoint, and Wells Fargo. Orion Portfolio Solutions 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 roughly 198 advisors and over 185,000 client relationships with approximately $64.8 billion in assets under administration.

Tad Singer is a financial advisor at CWM, LLC with 29 years of industry experience. He previously worked at WealthPLAN Partners, LLC, Allen Capital Group, and D.A. Davidson & Co. Outside of his advisory role, Singer serves as a board member of the International Wine and Food Society and is involved with the Creighton University Medical Center community board. He is also an owner of Vertex Health Systems, a men's and women's health clinic. 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 discretionary accounts using model portfolios and combines fundamental and technical analysis with third-party sub-advisors and customization tools.

Zach Thurman is a CFP® certificant with four years of industry experience, currently affiliated with Schwab Wealth Advisory in Omaha, NE. His prior work includes roles at Charles Schwab & Co., Inc. and experience in other industries such as fine furniture and draft beer services. He also served in the U.S. Army for four years and has been involved with MSU Denver. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering financial reviews and investment recommendations while clients retain final trading decisions. The firm operates within the Schwab ecosystem and uses standard asset allocation models and Schwab research tools to support its advisory services.

Colin Nabity is a financial advisor with AE Wealth Management, LLC in Omaha, NE. He holds Series 65 and Series 63 designations and has been in the industry since 2026, with prior experience at firms including Modern Insurance Agency and LeverageRx Insurance Services. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and a range of investment strategies, serving approximately 127,213 clients through a platform-focused approach.