Russell Nieland is a CFP® professional with 29 years of industry experience, currently affiliated with CWM, LLC. His career includes roles at Carson Wealth, Galt Wealth Partners, and Cetera. Outside of his advisory work, he serves as president of TN Weber Nieland LLC and RG Nieland Enterprises, Inc., and holds leadership roles in several community organizations, including serving as president of a homeowners association and as a board member of another. CWM, LLC is an SEC-registered investment adviser supporting a diverse client base that includes individuals, families, foundations, corporations, and institutional clients through a network of over 600 advisors. The firm manages portfolios primarily on a discretionary basis using model portfolios governed by an in-house investment committee and integrates a variety of analytical approaches, sub-advisors, and customization tools.

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 with CWM, LLC in Omaha, NE, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Carson Wealth, True North Financial, D.A. Davidson & Co., and UBS Financial Services. Outside of his advisory work, he serves on the board of the Fellowship of Christian Athletes and is a keynote speaker focusing on military experience and team performance. He also holds a strategic planning role with the MT Air National Guard. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutions through a network of more than 600 advisors. The firm manages accounts primarily on a discretionary basis using model portfolios and combines fundamental and technical analysis with third-party sub-advisors and customized tools.

Douglas Peterson Jr. is a financial advisor with CWM, LLC in Omaha, NE, holding a Series 66 designation and eight years of industry experience. His previous roles include positions at Carson Wealth, Keystone Financial Services, Private Client Services, and Cetera Advisor Networks. Outside of his advisory work, he is involved as a board member 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. 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. It also offers a range of retirement plan services and emphasizes fiduciary processes, operational transparency, and a variety of platform partnerships.

Jay Patneaude is a financial advisor at Schwab Wealth Advisory with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Charles Schwab entities since 2008, including 17 years at Charles Schwab Bank, SSB. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations based on Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not exercise discretionary trading authority.

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 with Orion Portfolio Solutions, LLC in Omaha, NE, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked at Brinker Capital since 2010 and joined Orion Portfolio Solutions in 2022. 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 offers sub-advisory, outsourced trading, and billing services, managing approximately $64.8 billion in assets and supporting nearly 198 advisors and over 185,000 client relationships.

Mark Scholz is a CFP® professional with 18 years of experience, currently serving as a financial advisor at Ameritas Advisory Services, LLC since 2021. He has worked with Envision Wealth Network and Midwest Resource Group since 2008. Scholz is also licensed as an independent insurance agent and involved in the sales and marketing of various insurance products. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a wide range of clients, including individuals, retirement plans, charitable organizations, and corporations. The firm offers multiple managed account programs and fee-based management of variable annuity and life subaccounts, supporting advisory relationships through both discretionary and non-discretionary models.

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 eight 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 corporate sponsors, managing approximately $64.8 billion in assets across three delivery platforms. The firm emphasizes model-driven and managed-account solutions, wealth advisory services, and technology-enabled portfolio management, supporting a large client base with a high asset level per advisor.

Walter Mcclennen III is a financial advisor at Orion Portfolio Solutions, LLC with 21 years of industry experience. He holds Series 65 and Series 66 designations and has worked at Brinker Capital Securities since 1996. Orion Portfolio Solutions serves independent advisory firms, retirement plans, charitable organizations, and institutional sponsors with model-driven and managed-account solutions. The firm supports approximately 198 advisors and over 185,000 client relationships, managing about $64.8 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.