Tyler Vacek 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 since 2023 and has been affiliated with Orion Advisor Solutions since 2016. 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 with over $64 billion in assets under administration.

David Guenthner is a financial advisor at Carson Wealth with seven years of industry experience. He holds a Series 66 designation and has worked at firms including UBS Financial Services and D.A. Davidson & Co. Outside of his advisory role, he serves on the board of the Fellowship of Christian Athletes and is a keynote speaker drawing on his military experience as a former fighter pilot. He also holds a strategic planning position with the MT Air National Guard. CWM, LLC operates as an enterprise platform managing approximately $50.6 billion through over 650 advisors. The firm offers services such as discretionary asset management, financial planning, and retirement plan solutions, utilizing an Investment Committee to build model portfolios and delivering ongoing portfolio oversight integrated with major custodial and technology relationships.

Douglas Peterson Jr. is a financial advisor with Carson Wealth who holds a Series 66 designation and has eight years of industry experience. His prior roles include positions at Keystone Financial Services, Private Client Services, and Cetera Advisor Networks. Outside of his advisory work, he serves on the board of Keep Nebraska Beautiful and Breakthrough Type1, hosts the Business Ethics Alliance podcast, and owns PopLily LLC, a holistic wellness coaching program and yoga studio. 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 an Investment Committee to construct and monitor model portfolios with both fundamental and technical inputs.

Jay Patneaude is a financial advisor with Schwab Wealth Advisory, Inc. in Omaha, NE, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has worked at various entities within Charles Schwab since 2003, including Schwab Wealth Advisory since 2025. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s investment guidance is based on Charles Schwab’s asset allocation models and internal research tools, with client trades executed only upon authorization.

Nicholas Engel is a financial advisor with First Citizens Investor Services, Inc. in Omaha, NE, holding the Series 63 and Series 65 designations and bringing 20 years of industry experience. His prior roles include positions at LPL Financial, BMO Bank NA, BancWest Investment Services, Inc., and WealthPlan Partners. First Citizens Investor Services, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and corporate entities by offering advisory and brokerage services through investment advisor representatives and third-party portfolio managers. The firm employs a client-centric process involving assessments of financial needs and risk tolerance, utilizing fundamental, quantitative, and technical analysis to allocate assets across various investment vehicles.

Ryan Berges is a financial advisor with Orion Portfolio Solutions, LLC, holding Series 63 and Series 65 credentials and 18 years of industry experience. He previously worked at Navigator Wealth Management LLC and Creative Planning, Inc. In addition to his advisory role, he is a member of Tri-RRB LLC, a storage shed business. Orion Portfolio Solutions primarily serves independent investment advisory firms, retirement plans, charitable organizations, and institutional sponsors. The firm emphasizes model-driven and managed-account solutions delivered through multiple platforms, supporting a high client count and asset levels per advisor.

Justin Kaufman is a financial advisor at Hightower Advisors in Omaha, NE, with 14 years of industry experience. He holds a Series 66 designation and previously worked at Securities America Inc for 13 years before joining Hightower in 2020. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors such as pension plans, charitable organizations, and corporations. The firm utilizes a manager selection approach with both affiliated and third-party managers and offers access to a variety of investment vehicles, including mutual funds, ETFs, and alternative investments.

Brittney Hageman is a Series 66-licensed financial advisor with nine years of industry experience. She currently works at Orion Portfolio Solutions, LLC and has previously been employed by Securities America Inc. since 2015. Outside of her financial advising career, she serves as a soccer referee at youth, amateur, and collegiate levels. Orion Portfolio Solutions primarily supports independent 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 offers technology-enabled services to manage over $64 billion in assets and serve more than 185,000 client relationships.

Marc Tobias is a financial advisor at Orion Portfolio Solutions, LLC with 30 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Brinker Capital for 10 years. Tobias is based in Omaha, NE. Orion Portfolio Solutions primarily serves independent investment advisory firms and their clients, as well as retirement plans, charitable organizations, and corporate sponsors. The firm specializes in model-driven and managed-account solutions, supported by proprietary technology platforms and manages approximately $64.8 billion in assets across about 198 advisors.

Mark Scholz is a CFP® with 18 years of experience in financial advisory and insurance services. He is currently with Ameritas Advisory Services, LLC and has held roles at Envision Wealth Network and Midwest Resource Group since 2008. In addition to his advisory work, Scholz is licensed as an independent insurance agent involved in the sales and marketing of various insurance products. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm uses a range of investment vehicles and platforms, combining model portfolios with mutual funds, ETFs, and individual securities, and offers both discretionary and non-discretionary services.

August Ehlers is a financial advisor with Eagle Strategies (New York Life) based in Elkhorn, Nebraska, holding Series 63 and Series 66 licenses with six years of industry experience. He has worked with Eagle Strategies, NYLIFE Securities LLC, and New York Life Insurance Company since 2020 and operates Ehlers Financial Group, focusing on brokering non-registered insurance products. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis.

Sean Sheridan is a financial advisor with Orion Portfolio Solutions, LLC, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. His prior roles include positions at Credit Suisse Securities and The Vanguard Group. 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 through technology-enabled portfolio management and platform services.

Walter Mcclennen III is a financial advisor with Orion Portfolio Solutions, LLC, holding Series 65 and Series 66 credentials and bringing 22 years of industry experience. He has worked at Brinker Capital Securities since 1996 and joined Orion Portfolio Solutions in 2022. 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 198 advisors with over $64 billion in assets under administration.

Emily Gross is a financial advisor with Orion Portfolio Solutions, LLC, holding Series 63 and Series 65 credentials and having 20 years of industry experience. Her prior work includes roles at Northern Lights Distributors, LLC, Orion Advisor Solutions, LLC, and Beaumont Financial Partners, LLC. She is based in Omaha, NE. 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 and supports approximately 198 advisors with about $64.8 billion in assets under administration.

Jamie Ryan is a CFA® charterholder with eight years of experience in the financial industry. He is currently with Orion Portfolio Solutions, LLC and has prior work history at Brinker Capital Securities, Natixis Investment Managers, Lincoln Financial Distributors, and Lilly Pulitzer. His background also includes a period at Dartmouth 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, supporting a large client base with a high asset level per advisor through technology-enabled portfolio management and platform services.

Frank Goldberg is a financial advisor at Cetera Planning Partners with 13 years of industry experience. He holds a Series 65 designation and has worked previously with HK Financial Services, Inc. and Honkamp Krueger Financial Services. In addition to his advisory role, he operates a sole proprietorship as a CPA, providing tax preparation, consulting, and bookkeeping services. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees. The firm offers comprehensive financial planning and investment management, integrating additional services such as tax planning, bookkeeping, payroll support, and estate planning through third-party providers.

Garrett Raabe is a financial advisor with Bankers Life Advisory Services, Inc. in Omaha, Nebraska. He holds the Series 66 designation and has been with Bankers Life since 2022, including roles in advisory and insurance services. Prior to joining Bankers Life, he worked at Securian Financial Services, Renaissance Financial Corp, Minnesota Life Insurance, and Premier Bank. Outside of advisory work, he is also an insurance agent focusing on insurance and Medicare needs. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis to guide portfolio decisions.

Cody Ulland is a CFP® professional with 10 years of experience in the financial services industry. He currently works with Orion Portfolio Solutions, LLC, where he has been since 2022, and also has experience at firms including Brinker Capital, TownSquare Capital, Bestgate Wealth Advisors, and Fidelity Brokerage Service. 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 a range of services including separately managed accounts, wealth advisory for high-net-worth households, and technology-enabled custom indexing, supporting over 198 advisors and more than 185,000 client relationships.

William Glenn Ragle is a financial advisor with Orion Portfolio Solutions, LLC, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. His prior work includes roles at Brinker Capital Securities LLC, Northern Lights Distributors, LLC, and CLS Investments, LLC. Orion Portfolio Solutions serves independent investment advisory firms and their clients, retirement plans, charitable organizations, and institutional sponsors. The firm emphasizes model-driven and managed-account solutions, supporting a high client count and asset level per advisor through multiple delivery platforms and technology-enabled services.

Jamie Slaughter is a CFP® with 12 years of industry experience. He is currently with Focus Partners Wealth, LLC and previously worked at Buckingham Strategic Wealth, Ellerbrock-Norris Wealth Strategies, and Strasbaugh Financial Advisory. Focus Partners serves individuals, high-net-worth families, family offices, corporate and institutional clients with wealth management and advisory services. The firm emphasizes long-term, tax- and fee-sensitive portfolio construction using a blend of active and passive strategies within an enhanced open architecture framework.