Nicole George is a financial advisor at CWM, LLC with a Series 65 designation and three years of industry experience. She has previously worked at Oakeson Steiner Wealth & Retirement, OneDigital Investment Advisors, Great Western Bank, and Central Community College. 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 offers portfolio management, financial planning, and retirement-plan services, employing model portfolios overseen by an in-house Investment Committee and combining various analytical and customization tools.

Brian Finn is a financial advisor at D.A. Davidson & Co. with 25 years of industry experience. He holds a Series 66 credential and has worked at D.A. Davidson & Co. since 2016. 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 offers ERISA retirement plan advisory services, comprehensive financial planning, equity research, and a private wealth program for clients with more than $20 million in net worth.

Jason Smith is a CFP® with 30 years of experience in the financial advisory industry. He is currently with Creative Planning, LLC, where he has worked since 2021. Prior to that, he held positions at Lockton Investment Advisors and Lockton Financial Advisors, as well as Cetera Advisors LLC and Tagge Rutherford Financial Group. Creative Planning provides investment advisory and financial planning services to a diverse range of clients, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets and employs a financial planning–led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by direct indexing and tax-loss harvesting.

Bryan Schneider is a financial advisor with D.A. Davidson & Co. in Omaha, NE, holding Series 63 and Series 65 licenses and having 29 years of industry experience. He has been with D.A. Davidson since 2016. Outside his advisory role, he serves as chairman of the investment committee and board member for the Omaha Archdiocesan Deposit and Loan Fund Inc., where he helps establish policy and financial objectives. 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 offers ERISA retirement plan advisory services, modular and comprehensive financial planning, and a private wealth program for clients with over $20 million in net worth, operating under fiduciary standards and utilizing both qualitative and quantitative investment analysis.

Jeffrey Brown Jr. is a financial advisor with CWM, LLC and holds a Series 66 designation. He has five years of industry experience, including prior roles at Thrivent Financial and Novozymes. Outside of advising, he works part-time as a packer for Amazon. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm manages portfolios primarily on a discretionary basis using model portfolios guided by an in-house Investment Committee and offers a range of services including financial planning, sub-advisory, and retirement plan solutions.

Kammie Grytdahl is a financial advisor at Principal Financial Services with 23 years of industry experience. She holds a Series 66 designation and has worked with Principal Securities Inc. and Principal Life Insurance Co. for over a decade. In addition to her advisory role, she serves as a bank officer for Principal Bank and Principal Trust Company, supporting retirement plan account management across multiple Principal entities. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, offering financial planning, retirement plan consulting, and access to third-party money manager programs through various advisory and promoter arrangements.

Thomas Kerins is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. Prior to joining Osaic in 2024, he spent a decade with Arbor Point Advisors and Securities America Inc. He is also president of Kerins Hendrickson Wealth Management, where he manages client portfolios. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm offers a range of investment and financial planning services through various program models, with custody and execution primarily via Schwab and Fidelity, and provides access to alternative investments and affiliated wealth management and lending capabilities.

Tyler Hughes is a financial advisor with Principal Financial Services in Elkhorn, Nebraska, holding Series 65 and Series 66 credentials and bringing 21 years of industry experience. He has worked with Walnut Hill Advisors since 2017 and has been with Principal Securities Inc. since 2016. Outside of his advisory work, Hughes owns Stardust Stables, an LLC involved in boarding horses, and serves as a non-voting board member of the University of Nebraska Omaha. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and business entities. 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.

Samuel Clinch is a financial advisor with CWM, LLC in Omaha, NE, holding a Series 66 designation and beginning his advisory career in 2024. His prior work includes roles at Cetera Wealth Services, Trius Federal Credit Union, and teaching positions at the University of Nebraska-Kearney and Kearney Catholic High School. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutions through a network of over 600 advisors. The firm manages accounts primarily on a discretionary basis using model portfolios overseen by an in-house Investment Committee and offers a range of services including portfolio management, financial planning, sub-advisory, and retirement-plan solutions.

Jaymon Meikle is a financial advisor at CWM, LLC with 13 years of industry experience. He holds the ChFC® designation along with Series 65 and Series 66 licenses. His prior roles include positions at Gertsema Wealth, Cetera Advisor Networks LLC, and USAA-affiliated companies. CWM, LLC is an SEC-registered investment adviser serving a diverse client base that includes individuals, high-net-worth families, foundations, endowments, corporations, and institutions. The firm manages portfolios primarily on a discretionary basis using model portfolios overseen by an in-house Investment Committee and integrates both fundamental and technical analysis along with third-party sub-advisors and customization tools.

Ray Slaughter is a financial advisor with CWM, LLC based in Omaha, NE, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. His career includes roles at Cetera Wealth Services, LLC and TD Waterhouse Investor Services, Inc., with overlapping experience at Ameritrade, Inc. He also serves as a compliance analyst with CWM’s Carson Group Partners division. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients. The firm manages discretionary accounts using model portfolios overseen by an internal Investment Committee and integrates fundamental and technical analysis, third-party sub-advisors, and customized tools to support portfolio management and retirement plan services.

Colin Danahy is a financial advisor with Orion Portfolio Solutions, LLC, holding a Series 65 designation and two years of industry experience. His prior work history includes roles at Village Pointe Toyota and Jimmy Johns. Orion Portfolio Solutions 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, offering a range of portfolio management and technology-enabled services across its platforms.

Brent Pine is a CFP® professional with 38 years of industry experience, currently serving with CWM, LLC. His prior roles include positions at Carson Wealth, Geneos Wealth Management, and Integrated Wealth Management. He also operates a fixed insurance business, selling life, disability, annuities, and long-term care products. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutions through a large network of advisors. The firm employs discretionary portfolio management using model portfolios, combining fundamental and technical analysis alongside third-party sub-advisors and customization tools.

Gregory King is a CFA® charterholder and holds a Series 66 license, with four years of industry experience. He is currently with Orion Portfolio Solutions, LLC and has previously worked at Brinker Capital and Wells Fargo Advisors. His background also includes roles at Villanova University and involvement with Safe Splash and Seven Locks Pool Club. Orion Portfolio Solutions primarily serves independent investment advisory firms and their clients, as well as retirement plans, charitable organizations, and institutional sponsors. The firm specializes in model-driven and managed-account solutions, supported by technology-enabled services and a platform that manages approximately $64.8 billion in assets.

Jacob Orton is a financial advisor at Orion Portfolio Solutions, LLC with Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at Brinker Capital Securities, Fidelity Investments, Thanksgiving Point, and Alice Lane. He also served with the Church of Jesus Christ of Latter Day Saints. Orion Portfolio Solutions primarily serves independent investment advisory firms and their clients, as well as 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 about $64.8 billion in assets under administration.

Shannon Link is a financial advisor at Orion Portfolio Solutions, LLC in Omaha, NE, holding a Series 66 designation with four years of industry experience. Her work history includes positions at Brinker Capital Securities, Orion Portfolio Solutions, Tempoe, Sunglass Hut, and Xavier University. Orion Portfolio Solutions serves independent investment advisory firms and their clients, retirement plans, charitable organizations, and corporate and institutional sponsors. The firm focuses on model-driven and managed-account solutions, supporting approximately 198 advisors and more than 185,000 client relationships with about $64.8 billion in assets under administration.

Janae Galvis is a CFP® with 18 years of industry experience, currently serving at D.A. Davidson & Co. since 2012. She holds the Series 66 designation and is based in Omaha, NE. Outside of her advisory role, she serves as treasurer for The Benjamin H. Ryan Foundation, a nonprofit organization. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers ERISA retirement plan advisory services, comprehensive financial planning, and a specialized Private Wealth program for clients with significant assets.

Bryan Gelster is a financial advisor with Orion Portfolio Solutions, LLC, holding a Series 65 credential and 12 years of industry experience. He has been with Orion Advisor Solutions, LLC since 2011 and joined Orion Portfolio Solutions in 2023. 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 nearly 200 advisors and over 185,000 client relationships with approximately $64.8 billion in assets under administration.

Rahim Solehdin is a financial advisor with Eagle Strategies (NY Life) in Elkhorn, Nebraska, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has been associated with Eagle Strategies since 2023 and has a background at NYLife Securities and New York Life Insurance Company dating back to 2013. Eagle Strategies serves a diverse clientele including individual investors, institutional clients, and plan sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives, with a significant portion of assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.

Cade Denazario Akers is a CFP® with 11 years of industry experience currently affiliated with Orion Portfolio Solutions, LLC. His prior roles include positions at Charles Schwab & Co Inc and Bellevue College. Orion Portfolio Solutions primarily serves independent investment advisory firms and their clients, offering model-driven and managed-account solutions supported by technology platforms. The firm manages approximately $64.8 billion in assets and serves a broad client base including retirement plans and institutional sponsors.