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.

Eric Sanders is a financial advisor at Orion Portfolio Solutions, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Weatherstone Capital Management from 2012 to 2015. Sanders has been with Orion since 2016, including time at its affiliated firm, Orion Advisor Technology, LLC. Orion Portfolio Solutions serves independent investment advisory firms, retirement plans, charitable organizations, and corporate and institutional sponsors. The firm focuses on model-driven and managed-account solutions and supports a high client count and asset level per advisor through its integrated technology platforms and specialized services.

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.

Stephen Whiteman is a financial professional at Carson Wealth with nine years of industry experience. He holds the Series 66 designation and has worked previously at Securities America Inc and OSAIC. His current role includes supporting Carson advisors with compliance and conducting branch office exams. CWM, LLC operates an enterprise platform with over 650 advisors managing approximately $50.6 billion in assets. The firm offers discretionary asset management, financial planning, and retirement plan services, supported by an Investment Committee that constructs model portfolios and provides tailored investment solutions.

Gregory Fuller is a financial advisor at Principal Financial Services with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has held previous roles at Kestra Advisory, Arbor Point Advisors, and Securities America Advisors. He has served in supervisory positions during his career. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, businesses, and active-duty U.S. military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Edward Meekins is a financial advisor with Mariner based in Omaha, NE, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His work history includes roles at Msec, LLC, Mariner Wealth Advisors, Proequities Inc, Honkamp Krueger Financial Services Inc, CWM, LLC, LPL Financial, and Cetera Investment Services LLC. Meekins is currently affiliated with Msec, LLC as a registered representative. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers investment management, financial planning, retirement plan consulting, and tax services, combining in-house research with third-party managers to deliver customized portfolio solutions.

Courtney Turner is a financial advisor at Orion Portfolio Solutions, LLC with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Orion Portfolio Solutions since 2016, following a prior role at Brinker Capital Securities, LLC. Orion Portfolio Solutions 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 and supports approximately 200 advisors with extensive assets under administration.

Mac Kenzie Stine is a financial advisor at Schwab Wealth Advisory with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Schwab Wealth Advisory and Charles Schwab since 2022, following two years at TD Ameritrade. Prior to his financial advisory roles, his work history includes positions at Shallow River Emporium and 5 Gallons Diner. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory (SWA) program and certain Charles Schwab & Co.-referred clients, providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s advice is based on Schwab’s asset-allocation models and research tools and involves client-authorized trades with annual reviews tailored to individual goals and risk tolerance.

James Shanks is a financial advisor at Carson Wealth with three years of industry experience. He holds a Series 65 designation and previously worked for Blue Cross and Blue Shield of Alabama for 25 years. CWM, LLC is an SEC-registered investment adviser operating an enterprise platform with over 650 advisors and approximately $50.6 billion in assets under management. The firm offers discretionary asset management, financial planning, retirement plan services, and utilizes an Investment Committee to construct and monitor model portfolios, integrating various technology and custodial partnerships to support client service.

Timothy Fowler is a financial advisor at Carson Wealth with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Morgan Stanley, E*TRADE, J.P. Morgan Securities, and TD Ameritrade. He currently serves as a Private Client Portfolio Manager focusing on high-net-worth clients. Carson Wealth is an SEC-registered investment adviser managing approximately $50.6 billion through a network of over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, employing model portfolios overseen by an Investment Committee and providing tailored solutions including custom indexing and access to alternative investments.

Jason Turesky is a CFP® with eight years of industry experience. He is currently with Orion Portfolio Solutions, LLC and Brinker Capital Securities. His prior roles include positions at Morningstar, Desert Financial Wealth Management, Raymond James Financial Services, and Charles Schwab. Orion Portfolio Solutions 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 and supports a large client base with significant assets under administration through multiple delivery platforms.

Leslie Schroeder is a financial advisor at Carson Wealth with 15 years of industry experience. She holds a Series 66 designation and has held prior roles at OneDigital Investment Advisors and LPL Financial. Outside of advisory work, she serves as a notary public and performs bookkeeping duties for a family business. Carson Wealth is an SEC-registered investment adviser managing approximately $50.6 billion through a network of over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing a model portfolio approach supported by an Investment Committee and incorporating both fundamental and technical analysis.

Adam Albright is a financial advisor at Mariner with a Series 65 credential and one year of industry experience. His career includes roles at Vision Financial Group, The Buckle, Inc., and Queen's Price Chopper, as well as work connected to Drake University and Bishop Miege High School. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm provides investment management, financial planning, retirement plan consulting, tax services, and family office solutions, employing customized discretionary portfolios supported by in-house research and third-party managers.

Eric Clarke is a financial advisor at Orion Portfolio Solutions, LLC with 29 years of industry experience. He holds Series 65 and Series 66 licenses and has worked previously at Constellation Trust Company and Northern Lights Distributors, LLC. Clarke is involved in several board roles, including Signature FD, LifeX, and Great Gray Trust Company, and is a co-founder of hamachi.ai, a provider of agentic AI for professional services. 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 with about $64.8 billion in assets under administration.

James Ryan III is a financial advisor with D.A. Davidson & Co. in Omaha, Nebraska, holding a Series 66 designation and 25 years of industry experience. He joined D.A. Davidson & Co. in 2017 following four years with Bb&T Securities, LLC. Ryan serves as a board member of the Benjamin H. Ryan Foundation, a private nonprofit organization. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individuals, charitable organizations, and corporate clients. The firm offers specialized services such as ERISA retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, operating under fiduciary standards and utilizing both qualitative and quantitative analysis.

Benjamin Maniscalco is a CFP® with eight years of industry experience, currently serving as a financial advisor at Orion Portfolio Solutions, LLC in Omaha, NE. His prior work includes roles at SEI Investments Management Corporation and AssetMark Financial Holdings, as well as experience outside finance at Rooter Town Plumbing and Bass Pro Shops. 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, offering technology-enabled portfolio management and a high asset level per advisor.

Ryan Swartz is a CFP® with over 21 years of industry experience, currently serving as a financial advisor at Creative Planning since 2011. He holds Series 63 and Series 66 licenses. Outside of his advisory role, Ryan is a managing member of Good Life Ventures, LLC and CKS Farms, LLC, and is a minority owner of a bar and grill restaurant in Omaha, NE. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by direct indexing, tax-loss harvesting, and other portfolio management techniques.

Russell Nieland is a CFP® professional with 29 years of experience in the financial industry, currently serving with Carson Wealth in Omaha, NE. His background includes roles at Cetera, Galt Wealth Partners, Private Advisor Group, LPL Financial, and Robert Baird & Co. He is also involved as president of TN Weber Nieland LLC and RG Nieland Enterprises, Inc., and serves as president of a local homeowners association. CWM, LLC is an SEC-registered investment adviser operating an enterprise platform with over 650 advisors and approximately $50.6 billion in assets under management. The firm provides discretionary asset management, financial planning, and retirement plan services, supported by an Investment Committee that constructs and monitors model portfolios and offers tailored solutions including alternative investments and third-party sub-advisors.