Brent Pine is a CFP® professional with 38 years of industry experience, currently serving as a financial advisor at Carson Wealth. His career includes prior roles at Geneos Wealth Management and Integrated Wealth Management. In addition to his advisory work, he is also an insurance agent specializing in life, disability, annuities, and long-term care insurance. Carson Wealth operates an enterprise platform managing approximately $50.6 billion through over 650 advisors, focusing on discretionary asset management, financial planning, and retirement plan services. The firm utilizes a committee-driven investment process and offers tailored portfolio solutions with integrated custodial and technology support.

Gregory King is a CFA® charterholder and holds a Series 66 license with five years of industry experience. He is currently with Orion Portfolio Solutions, LLC and has prior experience at Brinker Capital Securities and Wells Fargo Advisors. King has also held multiple roles at Villanova University. Orion Portfolio Solutions primarily serves independent investment advisory firms and their clients, including retirement plans and institutional sponsors. The firm focuses on model-driven and managed-account solutions and supports approximately 198 advisors with more than 185,000 client relationships and $64.8 billion in assets under administration.

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) based in Elkhorn, Nebraska. He holds Series 63 and Series 66 licenses and has 11 years of industry experience, including roles at NYLife Securities and New York Life Insurance Company. Eagle Strategies serves a diverse client base, including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm delivers a variety of program types and emphasizes tailored recommendations, with the majority of its assets under management on a non-discretionary basis.

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.

Andrei Petre is a financial advisor with Orion Portfolio Solutions, LLC in Omaha, NE, holding Series 63 and Series 65 credentials and seven years of industry experience. His prior roles include positions at Brinker Capital, Janney Montgomery Scott, and The Vanguard Group. Orion Portfolio Solutions serves independent investment advisory firms, retirement plans, charitable organizations, and institutional sponsors, offering model-driven and managed-account solutions alongside sub-advisory and technology-enabled services. The firm supports a high client count and significant assets under administration, focusing on portfolio management and platform services.

Joanna Swanson is a financial advisor at Principal Financial Services with 14 years of industry experience. She holds a Series 66 designation and has worked at firms including CWM, LLC, Cetera Advisor Networks LLC, and First National Bank of Omaha. She serves as a board member of the Rose Theatre in Omaha, where she participates in budget approvals and fundraising efforts. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money manager solutions, with investment implementation typically managed on a discretionary basis by these third-party managers.

Benjamin Rawlings is a Series 65 licensed advisor with three years of industry experience. He is currently with Orion Portfolio Solutions, LLC and has been associated with Orion Advisor Technology since 2014. Orion Portfolio Solutions primarily 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, providing portfolio management and platform services to support approximately 198 advisors and over 185,000 client relationships.

Madelyn Corcoran is a financial advisor at Orion Portfolio Solutions, LLC with a Series 66 credential and three years of industry experience. Her work history includes roles at Brinker Capital Securities, Cetera, and Renaissance Financial. She has also been involved with the University of Nebraska-Lincoln Athletic Department and Wilderness Ridge Country Club. Orion Portfolio Solutions primarily serves independent investment advisory firms and their clients, offering model-driven and managed-account solutions across multiple platforms. The firm supports a large client base with services including sub-advisory, outsourced trading, and technology-enabled portfolio management.

Austin Johnson is a Series 65-licensed financial advisor with three years of industry experience. He is currently with Orion Portfolio Solutions, LLC in Omaha, NE, where he has worked since 2023. Prior to this, he spent five years at Redtail Technology and four years at In-n-Out Burger. Orion Portfolio Solutions primarily serves independent investment advisory firms and their clients, as well as retirement plans, charitable organizations, and corporate sponsors. The firm emphasizes model-driven and managed-account solutions and supports over 198 advisors with approximately $64.8 billion in assets under administration.

Bradley Knuth is a financial advisor at D.A. Davidson & Co. in Omaha, NE, with 41 years of industry experience. He holds Series 63 and Series 65 credentials and has been with D.A. Davidson since 2016. Outside of his advisory role, he serves as a board member and secretary/treasurer for The Durham Museum Foundation and as a non-voting trustee for the Sigma Phi Epsilon Education Foundation of Nebraska, engaging in fundraising and board oversight activities. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including employer-sponsored retirement plans, high-net-worth individuals, charitable organizations, and corporate clients. The firm offers a range of advisory services under the Advisers Act fiduciary standard, including ERISA plan advisory, comprehensive financial planning, and a private wealth program for clients with over $20 million in net worth.

Solomon Berry is a financial advisor with Carson Wealth in Omaha, NE, holding Series 63 and Series 66 licenses and 13 years of industry experience. He has worked at Cetera Wealth Services and Fidelity Brokerage Services. Outside of his advisory role, he works as a clothing specialist at Scheels All Sports. Carson Wealth is an SEC-registered investment adviser operating an enterprise platform with over 650 advisors managing approximately $50.6 billion. The firm serves corporate, institutional, and high-net-worth clients, providing discretionary asset management, financial planning, and retirement plan services supported by an Investment Committee and a range of tailored portfolio solutions.

Jason Shevland is a financial advisor at Orion Portfolio Solutions, LLC with 23 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Orion Portfolio Solutions in 2022, he spent 22 years at Brinker Capital. 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 and supports approximately 198 advisors with about $64.8 billion in assets under administration.

Phillip Colling is a Series 65 licensed advisor with Orion Portfolio Solutions, LLC in Omaha, NE, and has three years of industry experience. He has been with Orion Advisor Solutions since 2015 and Orion Portfolio Solutions since 2018. Orion Portfolio Solutions serves independent investment advisory firms and their clients, as well as retirement plans, charitable organizations, and corporate and institutional sponsors. The firm emphasizes model-driven and managed-account solutions and supports approximately 198 advisors managing over $64 billion in assets.

Shaun Kardell is a financial advisor with Orion Portfolio Solutions, LLC, holding Series 65 and Series 66 credentials and possessing 12 years of industry experience. His prior roles include positions at Brinker Capital Securities LLC, Orion Advisor Services, LLC, Northern Lights Distributors, LLC, and Waddell & Reed. Orion Portfolio Solutions primarily 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, offering a range of services including strategist models, separately managed accounts, and technology-enabled custom indexing, managing approximately $64.8 billion in assets and supporting nearly 200 advisors.

Russell Nieland is a CFP® with 14 years of experience in the financial services industry. He is currently an advisor with Carson Wealth and CWM, LLC, where he has worked since 2018. Prior to this, he held positions at Cetera Advisor Networks LLC, Private Advisor Group, LLC, LPL Financial, LLC, Tn Weber Nieland, and TD Ameritrade Inc. In addition to his advisory role, Nieland is licensed as an insurance agent selling life, disability, annuities, and long-term care insurance. CWM, LLC is an SEC-registered investment adviser operating an enterprise platform overseeing approximately $50.6 billion through more than 650 advisors. The firm provides discretionary asset management, financial planning, and retirement plan services utilizing a committee-driven investment approach and integrates various custodial and technology partnerships to support execution and reporting.

Alyssa Zuck is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 66 credentials and 12 years of industry experience. Her career includes roles at firms such as LPL Financial, Northwestern Mutual Wealth Management Company, Cetera Advisor Networks, Merrill Lynch, and Edward Jones. She provides administrative support to Wealth Enhancement Advisory Services as part of her professional activities. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized consulting, employing a strategic investment approach that combines passive and active management supported by internal research and periodic rebalancing.