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.

Shannon Tabor is a Series 66–licensed financial advisor with First Command Advisory Services, based in Papillion, NE. He has three years of industry experience and served 25 years in the United States Air Force prior to his current role. 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 offers financial planning and multiple wrap-fee asset management programs managed through a centralized Investment Management Team and Wealth Portfolio Managers who select and monitor model portfolios using approved third-party managers.

Eric Sanders is a financial advisor with Orion Portfolio Solutions, LLC in Omaha, NE, holding Series 63 and Series 65 licenses and nine years of industry experience. He has worked at Orion Portfolio Solutions and Orion Advisor Technology since 2016 and previously spent 15 years at Weatherstone Capital Management. 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, including strategist models, separately managed accounts, and a technology-enabled custom indexing platform, supporting approximately 198 advisors and over 185,000 client relationships.

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.

Daniel Shultz is a financial advisor with Commonwealth Financial Network in Venice, Florida, holding a Series 66 designation and 13 years of industry experience. He has worked at Commonwealth since 2017 and has operated his own advisory and consulting firms since 2011. Outside of his advisory work, he is a managing member and owner of multiple entities involved in securities, advisory, and insurance businesses. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing advisory programs, wealth management, and retirement plan consulting. The firm offers a range of investment solutions and supports affiliated advisors with operations, technology, compliance, and practice management.

Stephen Whiteman is a financial professional with CWM, LLC, holding a Series 66 credential and eight years of industry experience. His career includes positions at Securities America Inc and OSAIC prior to joining CWM, where he supports compliance and conducts branch office exams. 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 analyses with third-party sub-advisors and customization tools.

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 at Mariner with 27 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including Proequities Inc and Honkamp Krueger Financial Services Inc. He is also associated with MSEC, LLC. Mariner serves a diverse client base through investment management, financial planning, and retirement plan consulting, offering customized portfolio strategies supported by an internal team and third-party managers. The firm also integrates tax and accounting services alongside traditional advisory 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 with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and six years of industry experience. Prior to joining Schwab Wealth Advisory in 2022, Stine worked at TD Ameritrade and has experience in other non-financial roles. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm delivers investment recommendations using Schwab’s research tools and standard asset allocation models, with final trading decisions made by clients.

James Shanks is a financial advisor with CWM, LLC holding a Series 65 designation and three years of industry experience. Prior to his advisory role, he worked for 25 years at Blue Cross and Blue Shield of Alabama. 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 over 600 advisors. The firm employs a discretionary investment approach using model portfolios and combines fundamental and technical analysis, third-party sub-advisors, and customization tools, with a focus on fiduciary processes and retirement plan services.

Timothy Fowler is a financial advisor at CWM, LLC with 13 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Morgan Stanley, E*TRADE, J.P. Morgan Securities, and TD Ameritrade. At CWM, he serves as a Private Client Portfolio Manager, working with high-net-worth clients. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm offers portfolio management, financial planning, and retirement-plan services, employing discretionary model portfolios governed by an in-house Investment Committee and leveraging a combination of fundamental and technical analysis along with third-party sub-advisors.

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 CWM, LLC with 15 years of industry experience. She holds a Series 66 designation and has previously worked at OneDigital Investment Advisors and LPL Financial. Outside of her advisory role, she has served as a notary public and provides bookkeeping services for a small family-owned lawn service business. CWM, LLC is an SEC-registered investment adviser that serves individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm manages portfolios typically on a discretionary basis using model portfolios overseen by an in-house Investment Committee and offers a range of financial planning, retirement, and sub-advisory services.

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.