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.

Guillermo Bailey is a financial advisor with Empower Advisory Group in Omaha, NE, holding Series 63 and Series 65 licenses and possessing 12 years of industry experience. His prior roles include positions at GWFS Equities, Inc., Principal Life Insurance Company, and Principal Securities Inc. He serves on the finance committee of 100 Black Men of Omaha, Inc., where he reviews and discusses the organization's financials. 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 retail brokerage clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns, annual rebalancing, and clients’ savings rates.

Grant Dorhout is a financial advisor with CWM, LLC in Omaha, NE, holding a Series 65 license and nine years of industry experience. Prior to joining CWM in 2022, he worked at AlphaStar Capital Management, LLC from 2017 to 2022 and has operated Dorhout Retirement Services since 2006. He is also an independent insurance agent, selling various insurance products and services. 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 on a discretionary basis using model portfolios overseen by an in-house Investment Committee and provides a range of services including portfolio management, financial planning, and retirement-plan solutions.

Josalyn Mosby is a CFP® and holds a Series 66 license with eight years of industry experience. She is currently with Creative Planning and previously worked at Pacific Select Distributors LLC, Pacific Life Insurance, Securities America Advisors, and First National Bank. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, institutions, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Meghan Castinado is a financial advisor with Orion Portfolio Solutions, LLC, holding a Series 65 designation and 12 years of industry experience. She has worked at Orion since 2019 and previously spent six years at CLS Investments, LLC. Her family co-owns an RIA, though she is not involved in that business. Orion Portfolio Solutions primarily serves independent investment advisory firms and their clients, retirement plans, charitable organizations, and institutional sponsors. The firm offers model-driven and managed-account solutions supported by technology platforms, overseeing approximately $64.8 billion in assets and serving more than 185,000 client relationships.

Angelo Atenco Torres is a financial advisor at Orion Portfolio Solutions, LLC, holding a Series 65 designation with approximately one year of industry experience. Prior to joining Orion, he worked in various roles including positions at The Continental Mid-town and Los Sarapes Chalfont, and has experience in educational institutions such as Temple University and Norristown Area High School. Orion Portfolio Solutions primarily serves independent investment advisory firms and their clients, as well as retirement plans, charitable organizations, and corporate sponsors. The firm focuses on model-driven and managed-account solutions and supports a large client base with approximately $64.8 billion in assets under administration across multiple delivery platforms.

Natalie Mc Carty is a Series 65-credentialed advisor with Orion Portfolio Solutions, LLC, based in Omaha, NE, and has two years of industry experience. Her prior work includes roles at Gap Inc., Caliber Corporate Advisers, and WE Communications. 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 supports approximately 198 advisors with about $64.8 billion in assets under administration.

Jason Comes is a financial advisor at CWM, LLC with 34 years of industry experience. He holds a Series 63 designation and has worked at LPL Financial, Carson Wealth, and Cetera Advisor Networks. Outside of advising, he is also licensed as an insurance agent selling life, health, 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 large network of advisors. The firm manages portfolios primarily on a discretionary basis using model portfolios alongside fundamental and technical analysis, third-party sub-advisors, and customized tools, with a significant focus on retirement plans and institutional services.

Alexander Schultz is a CFP® professional with eight years of experience in the financial services industry. He is currently with Mariner and has previously worked with firms including Northwestern Mutual and Scott Royal. Schultz also holds a compliance associate role at Mariner and is an investment advisor representative at MSEC, LLC. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm employs a discretionary, customized portfolio approach supported by in-house research and third-party managers, with additional capabilities in tax integration and financial wellness solutions.

John Kelly is a financial advisor at Commonwealth Financial Network with 26 years of industry experience. He holds the Series 63 and Series 65 designations. His prior experience includes roles at Pathfinder Wealth Advisors, Great Western Investments & Insurance, Great Western Bank, Raymond James Financial Services, and Cetera Investment Services. In addition to advisory work, he owns John Kelly Financial Services, LLC. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors. The firm offers a range of managed account programs, third-party asset manager access, retirement consulting, and custody services, managing over $212 billion in client assets.

Jennifer Digilio is a Series 66 licensed financial advisor with D.A. Davidson & Co. in Omaha, NE, where she has worked since 2016. She has 22 years of industry experience. 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 services such as ERISA retirement plan advisory, wrap fee programs, financial planning, and a private wealth program for high-net-worth clients.

Joseph Mannschreck is a Series 65-licensed financial advisor with five years of industry experience, currently associated with Orion Portfolio Solutions, LLC in Omaha, NE. He previously worked at Brinker Capital Securities and has experience in a masonry business. Orion Portfolio Solutions serves independent investment advisory firms, retirement plans, charitable organizations, and institutional sponsors with model-driven and managed-account solutions, supporting approximately 198 advisors and over 185,000 client relationships. The firm offers a range of services including separately managed accounts, Wealth Advisory for high-net-worth clients, and technology-enabled custom indexing, focusing on portfolio management and platform services.

Joseph Larsen is a Series 65-licensed financial advisor with two years of industry experience, currently with Orion Portfolio Solutions, LLC. He has previously worked at TownSquare Capital, The Norden Group, PEG Companies, Nu Skin, and Deseret Book. Larsen is based in Omaha, NE. Orion Portfolio Solutions primarily serves independent investment advisory firms and their clients, along with retirement plans, charitable organizations, and institutional sponsors. The firm focuses on model-driven and managed-account solutions, offering technology-enabled portfolio management and support services for advisors.

Kent Schroeder is a financial advisor with Orion Portfolio Solutions, LLC in Omaha, NE, holding Series 63 and Series 65 designations and bringing 16 years of industry experience. His prior roles include positions at Brinker Capital Securities, Orion Advisor Technology, LLC, and TD Ameritrade. Orion Portfolio Solutions primarily serves independent investment advisory firms, retirement plans, charitable organizations, and institutional sponsors through a range of model-driven and managed-account solutions, supporting about 198 advisors and over 185,000 client relationships with approximately $64.8 billion in assets under administration.

Jake Mckee is a financial advisor with D.A. Davidson & Co. in Omaha, NE, holding Series 63 and Series 65 credentials and possessing 21 years of industry experience. He has been with D.A. Davidson & Co. since 2012. Outside of his advisory work, Mckee serves as Treasurer of the Eagle Run West Homeowners Association. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers ERISA retirement plan advisory services, comprehensive financial planning, and a private wealth program for high-net-worth clients, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.

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 credentials and 10 years of industry experience. His work history includes roles at TD Ameritrade and Principal Life Insurance Company. Outside of his advisory work, he serves as a medical officer with the Tiffin Fire and Rescue Department, is a member of the Buena Vista University Alumni Board, and chairs the Young Advisor Team for the Eastern Iowa NAIFA Chapter. He is also the managing partner of Legacy Wealth Management LLC, a DBA providing holistic financial planning, investment, and insurance services. 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’s advisory approach includes direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Tylar Tierney is a financial advisor with Commonwealth Financial Network in Papillion, NE, holding Series 65 and Series 63 credentials and four years of industry experience. Prior to his advisory roles, he served as a sergeant in the Nebraska Army National Guard. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and managing approximately $213 billion in client assets. The firm offers a broad platform of managed-account programs, access to third-party managers, and comprehensive back-office support.