Kate Rehberg is a CFP® professional with one year of industry experience, currently serving at CWM, LLC in Omaha, NE. Prior to joining CWM, she spent time at Carson Wealth and Carson Group, and has a background that includes roles at Indiana University and Millard North High School. Outside of finance, she works as a pitching instructor with Elkhorn Training Camp, LLC. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutional clients through a large network of advisors. The firm manages accounts using discretionary model portfolios and integrates fundamental and technical analysis alongside third-party sub-advisors, emphasizing retirement-plan services and a variety of investment customization tools.

Douglas Gilbert is a financial advisor at Mercer Global Advisors Inc. with 19 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Mercer since 2013 in various roles. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with investment advisory, financial, tax, retirement, and estate planning services. The firm uses a Modern Portfolio Theory-based approach focused on globally diversified, risk-appropriate portfolios implemented through a combination of low-cost ETFs, index funds, separate account managers, and private funds.

Justin Kullman is a financial advisor with Orion Portfolio Solutions, LLC, holding a Series 66 designation and 23 years of industry experience. His career includes roles at Brinker Capital Securities and Northern Lights Distributors, LLC, as well as Constellation Trust Company. 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, supporting approximately 198 advisors and over 185,000 client relationships.

Ryan Karch is a CFA® charterholder with three years of industry experience, currently serving as a financial advisor at Orion Portfolio Solutions, LLC in Omaha, NE. He previously worked at Brinker Capital Investments, PNC Financial Services, and Yardley Wealth Management. Outside of his advisory role, Karch works with Mercor Contractor Training on developing AI models specialized in various professional fields. 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 and supports approximately 198 advisors managing over $64 billion in assets.

Sara Clegg is a financial advisor with D.A. Davidson & Co. in Omaha, NE, holding the CFP® designation along with Series 63, 65, and 66 licenses. She has 16 years of industry experience, with prior roles at Union Bank and Trust, Raymond James Financial Services, Southwestern Investment Advisory Services, and Pacific Life Insurance Company. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for clients with net worth exceeding $20 million, operating under fiduciary standards and incorporating both qualitative and quantitative investment analysis.

Chad Fox 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 Securities and New York Life Insurance Co. He also spent four years at the University of Rhode Island in an unspecified capacity. 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, supporting a large client base with a technology-enabled approach and integrated portfolio management services.

Chad Greenway is a financial advisor at TIAA-CREF with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at TIAA-CREF since 2017, previously spending six years at TD Ameritrade Investment Management. TIAA‑CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with prior employer retirement plan relationships through TIAA. The firm provides a separation between one-time planning services and ongoing portfolio management, acting as adviser to the TIAA Donor Advised Fund and operating within a vertically integrated structure that employs affiliated funds.

Laura Adams is a financial advisor with Primerica Advisors based in Omaha, NE, holding Series 63 and Series 65 licenses and seven years of industry experience. Her work history includes roles at Guardian Life Insurance Company, Park Avenue Securities LLC, and Wells Fargo Clearing Services. She also has experience outside of finance, having worked at The Diamond Room Omaha for three years. Primerica Advisors serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, utilizing proprietary and third-party investment strategies, along with financial planning and consulting services.

Preston Suttmiller is a financial advisor with Orion Portfolio Solutions, LLC, holding a Series 65 designation and six years of industry experience. He has worked at Orion Portfolio Solutions since 2018 and has prior experience with Upshift Work, Village Green, and the Northern Kentucky Chamber of Commerce. Orion Portfolio Solutions primarily serves independent investment advisory firms, retirement plans, charitable organizations, and institutional sponsors, providing model-driven and managed-account solutions alongside technology-enabled portfolio management services. The firm supports a large client base and offers a range of integrated investment and platform services.

Sierra Winder is a financial advisor at Principal Financial Services with Series 63 and Series 65 credentials and one year of industry experience. Prior to joining Principal, Sierra held roles at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, and active-duty U.S. military personnel abroad. The firm’s advisory services include financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Michael Vitallo Jr. is a financial advisor with Orion Portfolio Solutions, LLC in Omaha, NE, holding Series 65 and Series 66 credentials and 21 years of industry experience. He has worked at Orion Portfolio Solutions since 2012 and also has experience with Brinker Capital Securities and Northern Lights Distributors, LLC. 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, supporting a large client base with a technology-enabled platform and comprehensive portfolio management services.

Molly Housand is a financial advisor at Orion Portfolio Solutions, LLC with 18 years of industry experience. She holds Series 65 and Series 66 licenses. Her prior experience includes roles at LPL Financial, Charles Schwab & Co., and TD Ameritrade. 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, supporting a large client base with approximately $64.8 billion in assets under administration.

Christopher Hart is a financial advisor at Orion Portfolio Solutions, LLC with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Brinker Capital, Morgan Stanley, and Citigroup Global Markets. Outside of finance, he co-owns a home staging and interior design business with his spouse. Orion Portfolio Solutions primarily 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 services such as strategist models, separately managed accounts, and technology-enabled custom indexing.

Samuel Schernikau is a financial advisor with Eagle Strategies (NY Life) and holds a Series 66 credential. He has been in the industry for one year and has prior work experience at NYLIFE Securities LLC, New York Life Insurance Company, Nebraska Wesleyan University, and Waverly Public Schools. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm offers tailored advice across multiple program types and maintains a significant non-discretionary asset base, working with a diverse range of clients including defined contribution and benefit plans, charitable organizations, and corporate entities.

Libin Jacob is a CFA® charterholder with a Series 66 license and 10 years of industry experience. He currently works at Orion Portfolio Solutions, LLC and previously spent five years at Brinker Capital. Orion Portfolio Solutions serves independent investment advisory firms, retirement plans, charitable organizations, 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.

Raymond Shirley is a financial advisor at Orion Portfolio Solutions, LLC with five years of industry experience and holds a Series 65 designation. He has been affiliated with Orion Advisor Technology and Orion Portfolio Solutions since 2016. Outside of his advisory work, Shirley serves as a soccer official for Grassroots Soccer in Nebraska and is the president of the American Outlaws Omaha Chapter, an organization focused on enhancing the supporter experience for U.S. Soccer fans. Orion Portfolio Solutions serves independent investment advisory firms, retirement plans, charitable organizations, and corporate and institutional sponsors. The firm offers model-driven and managed-account solutions supported by technology platforms, managing approximately $64.8 billion in assets and serving nearly 198 advisors and over 185,000 client relationships.

Jose Herrera is a Series 66-licensed financial advisor with nine years of industry experience. He currently works at Orion Portfolio Solutions, LLC, having joined the firm in 2022 after roles at Brinker Capital Securities and Capital One Advisors. Orion Portfolio Solutions serves independent investment advisory firms and their clients, retirement plans, charitable organizations, and institutional sponsors. The firm provides model-driven and managed-account solutions, technology-enabled portfolio services, and sub-advisory and outsourced trading and billing support.

William Dixon is a financial advisor with Orion Portfolio Solutions, LLC in Omaha, NE. He holds Series 63 and Series 65 licenses and has worked in the financial services industry across several firms, including Wells Fargo and New York Life, since 2013. His experience includes roles at Brinker Capital Securities and Social Finance. Orion Portfolio Solutions serves independent investment advisory firms and their clients, retirement plans, charitable organizations, and corporate sponsors. The firm offers model-driven and managed-account solutions, sub-advisory and trading services, and technology-enabled portfolio management, supporting a large client base with more than $64 billion in assets under administration.

Trevin Caverzagie is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and beginning his advisory career in 2026. Prior to this role, he worked at Ameritas Life Insurance Corp and Walmart Inc. There are no additional notable outside activities reported. 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 variety of investment strategies and program platforms, combining model portfolios, mutual funds, ETFs, and individual securities, while leveraging third-party technology and managers.

Tad Singer is a financial advisor at CWM, LLC with 29 years of industry experience. He previously worked at WealthPLAN Partners, LLC, Allen Capital Group, and D.A. Davidson & Co. Outside of his advisory role, Singer serves as a board member of the International Wine and Food Society and is involved with the Creighton University Medical Center community board. He is also an owner of Vertex Health Systems, a men's and women's health clinic. 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 discretionary accounts using model portfolios and combines fundamental and technical analysis with third-party sub-advisors and customization tools.