Marcus Ringo is a financial advisor at Orion Portfolio Solutions, LLC with two years of industry experience. He holds a Series 65 designation and has previously worked at ConstructConnnect, Village Green Property Management, the Cincinnati Reds, and Northern Kentucky University. 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, supporting a large client base through multiple delivery platforms and proprietary technology offerings.

Curtis Lane is a Series 65-licensed advisor with D.A. Davidson & Co. in Omaha, NE, where he has worked since 2016. He has 23 years of industry experience. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, high-net-worth individuals, charitable organizations, and corporate clients. The firm operates under fiduciary standards and offers both non-discretionary and discretionary retirement plan services, as well as comprehensive financial planning and specialized wealth management programs.

Thomas Sampson is a financial advisor at Orion Portfolio Solutions, LLC in Omaha, NE, holding a Series 65 credential with two years of industry experience. His prior roles include positions at SEI Investments and Brinker Capital Securities. 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 and supports approximately 198 advisors with around $64.8 billion in assets under administration.

Sean Hollingshead is a financial advisor at Orion Portfolio Solutions, LLC with 12 years of industry experience. He holds a Series 65 designation and has worked with Orion Advisor Technology, LLC since 2013. 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, offering a range of services including separately managed accounts, wealth advisory for high-net-worth households, and technology-enabled custom indexing.

Alexander Hall is a financial advisor at Orion Portfolio Solutions, LLC in Omaha, NE, with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Fidelity Brokerage Services LLC, Western & Southern Financial Group, US Bank, and Brinker Capital Securities. Outside of his advisory role, he has worked as a Lyft driver in a non-investment capacity. 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, supporting a large client base through technology-enabled portfolio management and integrated third-party services.

Ryan Johnson is a financial advisor with CWM, LLC in Omaha, NE, holding a Series 65 designation and three years of industry experience. His background includes roles at Carson Wealth and the Carson Group, as well as work outside the financial sector at Pitch Pizzeria. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, corporations, and institutional clients through a network of partner offices and over 600 advisors. The firm manages discretionary accounts using model portfolios overseen by an in-house Investment Committee and incorporates multiple investment strategies, third-party sub-advisors, and customization tools, with a notable emphasis on retirement plan and institutional services.

Thomas Fridrich is a financial advisor at CWM, LLC with 20 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining CWM in 2022, he worked at Mutual of Omaha Investor Services and United/Mutual of Omaha for eight years. He serves on the Board of Directors for the Society of Financial Service Professionals in a voluntary capacity. 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 analysis, third-party sub-advisors, and customization tools to provide portfolio management and retirement-plan services.

Keith Hier is a financial advisor at Hightower Advisors with 21 years of industry experience. He holds the Series 66 designation and has been with HighTower Advisors and HighTower Securities since 2016. Outside of his advisory role, he is involved with Capital Avenue Wealth Advisors, an administrative services company related to RIA practices. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and charitable organizations, offering multi-manager solutions and access to proprietary research and alternative investments.

Scott Norvell is a financial advisor at Integrity Alliance, LLC with 34 years of industry experience. He has held roles at LPL Financial, LLC and Cetera ADVISORS LLC, and has been associated with Tagge & Rutherford Financial Group since 1995. Norvell is also involved in managing his own business entities related to investment services. Integrity Alliance, LLC serves individual investors, corporations, and qualified retirement plans through a network of over 300 independent advisors managing approximately $5.4 billion in client assets. The firm offers portfolio management, financial planning, and varied investment programs, utilizing a range of discretionary and non-discretionary approaches supported by multiple platforms and third-party managers.

Randy Harrison is a Chartered Financial Consultant (ChFC®) with 12 years of industry experience. He has been with CWM, LLC since 2013. Outside of his advisory role, he owns and operates a family farm and a rental home business. 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 portfolios on a discretionary basis using model portfolios and combines fundamental and technical analysis with third-party sub-advisors and customization tools.

Jeffrey Carne is a financial advisor with Orion Portfolio Solutions, LLC, holding Series 66 and Series 63 credentials and nine years of industry experience. His prior work includes roles at Brinker Capital Securities LLC, Ameritas Advisory Services, Ameritas Investment Company, TD Ameritrade, and AT&T. Orion Portfolio Solutions 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 and supports approximately 198 advisors and over 185,000 client relationships, managing about $64.8 billion in assets under administration.

Matthew Brtek is a financial advisor at Creative Planning with eight years of industry experience. He holds a Series 66 designation and has worked previously at LPL Financial, The Expanse Team Inc, and Waddell & Reed, among others. Outside of financial services, he is involved in equipment rental through his ownership of Sweet Treat Rentals. Creative Planning provides wealth management and retirement-plan advisory services to individuals, pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by active management techniques and private market access.

Benjamin Meyer is a financial advisor with First Command Advisory Services in Papillion, Nebraska. He holds Series 63 and Series 65 registrations and has been with First Command Brokerage Services Inc. since 2025. Prior to his advisory role, he served four years in the United States Marine Corps and worked in other occupations including at Domino's Pizza. 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 provides financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team that selects model portfolios and third-party managers from approved lists.

Tami Ledger is a financial advisor at Mariner with 12 years of industry experience. She holds Series 65 and Series 66 licenses and has worked across various Mariner divisions since 2014. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations, providing investment management, financial planning, retirement plan consulting, and tax services. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, and offers integrated tax and accounting services alongside traditional portfolio management.

Joshua Isherwood is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 66 licenses and eight years of industry experience. His prior roles include positions at LPL Financial, Cetera Advisors, Tagge-Rutherford Financial Group, and TD Ameritrade. Outside of his advisory work, he serves as a notary and is involved with fixed insurance sales. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent investment adviser representatives. The firm offers continuous asset management, financial and retirement plan consulting, and access to third-party manager programs, employing a range of portfolio management approaches tailored to client needs.

Matthew Jones is a financial advisor at CWM, LLC with 15 years of industry experience. He holds the Series 66 designation and has worked at firms including Cambridge Investment Research and Securities America. Outside of advisory work, he has experience as an independent contractor delivering for app-based companies. CWM, LLC is an SEC-registered investment adviser serving individuals, families, institutions, and corporations through a network of over 600 advisors. The firm provides portfolio management, financial planning, and retirement plan services, utilizing discretionary model portfolios overseen by an internal Investment Committee and a combination of fundamental and technical analysis.

Patrick Moylan is a financial advisor with Osaic Advisory Services, LLC in Omaha, NE, holding CFP® and ChFC® designations and possessing 23 years of industry experience. His prior experience includes roles at Arbor Point Advisors and Securities America Advisors, Inc. Moylan serves on the investment committee for the Mount Michael Foundation, a private Catholic high school. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a wide range of clients, including individuals, pension plans, corporations, and charitable organizations. The firm offers comprehensive investment management and financial planning services delivered through multiple program models utilizing proprietary guidance and third-party platforms.

Grant Engelbart is a CFA® credentialed financial advisor with 15 years of industry experience. He is currently with CWM, LLC in Omaha, NE, having previously worked at Brinker Capital and Orion Portfolio Solutions. Engelbart also holds a Series 65 license. CWM, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm manages discretionary accounts using model portfolios overseen by an in-house Investment Committee and offers comprehensive retirement-plan services alongside portfolio management and financial planning.

Kevin Cave is a Series 65-licensed financial advisor with Orion Portfolio Solutions, LLC in Omaha, NE, and has three years of industry experience. He has worked at Orion Portfolio Solutions and Orion Advisor Technology since 2020. Prior to joining Orion, he held positions at Genesis Health Club and LifeTime Fitness. 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, providing technology-enabled portfolio management and supporting over 198 advisors and more than 185,000 client relationships.

Joseph Clites is a financial advisor with CWM, LLC in Omaha, NE, holding a Series 66 designation and with 22 years of industry experience. His prior work includes roles at Cetera Wealth Services, Art Jetter & Company, and Pacific Life Insurance Company. 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 employs discretionary portfolio management using model portfolios governed by an in-house Investment Committee and integrates fundamental and technical analysis, sub-advisors, and customizable tools.