Jamie Slaughter is a CFP® and holds a Series 65 license with 12 years of industry experience. He is currently affiliated with The Colony Group, LLC and has previous experience at Buckingham Strategic Wealth, Ellerbrock-Norris Wealth Strategies, and Strasbaugh Financial Advisory. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with a comprehensive range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that integrates active and passive strategies, third-party managers, and private funds.

Riley Coy is a financial advisor at Orion Portfolio Solutions, LLC, based in Omaha, NE, with five years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Brinker Capital Securities, Charles Schwab, TD Ameritrade, and West Gate Bank. Orion Portfolio Solutions primarily serves independent investment advisory firms, retirement plans, charitable organizations, and corporate sponsors, managing approximately $64.8 billion in assets and supporting nearly 200 advisors. The firm focuses on model-driven and managed-account solutions, offering services such as Wealth Advisory for high-net-worth households, custom indexing, and outsourced trading through a technology-enabled platform.

Trevor Truax is a Series 65-licensed advisor at Orion Portfolio Solutions, LLC with one year of industry experience. His prior work includes roles in healthcare and retail sectors. 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, supporting a large client base through technology-enabled portfolio management and sub-advisory services.

Blake Anderson is a CFA® charterholder with one year of industry experience. He is currently an advisor at CWM, LLC and has previously worked with Carson Group and Carson Group Investing. Before entering the financial advisory field, he was employed at Creighton University for four years. 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 on a discretionary basis using model portfolios and combines fundamental and technical analysis, third-party sub-advisors, and customization tools, with a focus on retirement-plan and institutional services.

Michael Paz is a financial advisor with Orion Portfolio Solutions, LLC, based in Omaha, NE. He holds a Series 65 designation and has four years of industry experience. Prior to joining Orion, he worked at Lowe's Home Improvement for four years. Orion Portfolio Solutions serves independent investment advisory firms, retirement plans, charitable organizations, and institutional sponsors. The firm offers model-driven and managed-account solutions, supporting approximately 200 advisors and over 185,000 client relationships with $64.8 billion in assets under administration.

Ryan Zegers is a Series 65 licensed advisor with nine years of experience at Orion Portfolio Solutions, LLC and its affiliated firm, Orion Advisor Technology. He previously worked for two years at Provest, LLC. Ryan is based in Omaha, NE. Orion Portfolio Solutions primarily serves independent investment advisory firms, retirement plans, charitable organizations, and institutional sponsors. The firm offers model-driven and managed-account solutions, technology-enabled custom indexing, and outsourced sub-advisory, trading, and billing services, supporting approximately 198 advisors and more than 185,000 client relationships.

Brendan Jones is a financial advisor at Orion Portfolio Solutions, LLC with four years of industry experience. He holds a Series 66 designation and has worked at Orion Portfolio Solutions since 2022. He also has over a decade of experience at Brinker Capital and has been an assistant swim coach at The Haverford School since 2004. Orion Portfolio Solutions serves independent investment advisory firms, retirement plans, charitable organizations, and corporate sponsors, offering model-driven and managed-account solutions. The firm administers approximately $64.8 billion in assets and supports around 198 advisors and more than 185,000 client relationships.

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.

Alex Meduna is a financial advisor with Focus Partners Wealth, LLC, holding a Series 65 credential and eight years of industry experience. Prior to joining Focus Partners Wealth in 2026, he worked at Fisher Investments from 2018 to 2026 and at Northwestern Mutual from 2014 to 2018. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and investment management services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds under an enhanced open architecture framework.

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.

Matthew Schernikau is a financial advisor with Eagle Strategies (NY Life) in Elkhorn, NE, holding Series 63 and Series 65 licenses and over 30 years of industry experience. He has been with Eagle Strategies since 2013 and has worked with New York Life and NYLIFE Securities since 2012. Outside of his advisory role, Schernikau serves as a board member of the Omaha Executive Association, a local networking organization. Eagle Strategies serves a diverse client base, including individual and institutional investors, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored advice delivered primarily on a non-discretionary basis and works closely with insurance and annuity products within an integrated New York Life affiliate structure.

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.