Trevor Kula is a financial advisor at D.A. Davidson & Co. in Omaha, NE, holding a Series 66 designation with 21 years of industry experience. He has been with D.A. Davidson & Co. since 2008. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, and it operates under fiduciary standards with a focus on both qualitative and quantitative investment analysis.

Kathleen Alber is a financial advisor with J.W. Cole Advisors, Inc. in Omaha, NE, holding Series 63 and Series 65 licenses with three years of industry experience. Her prior work includes roles at DSG Advisors, Daniel S Grieb, CPA, and Mitchell & Associates, Inc. She is a shareholder and officer in View on Oak Investments and is involved with tax preparation and bookkeeping services through DSG Advisors. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent investment adviser representatives. The firm offers portfolio management, fee-based financial planning, access to third-party managers, and various managed account solutions.

Ryan Detrick is a financial advisor with CWM, LLC based in Omaha, NE. He holds Series 63 and Series 66 designations and has 12 years of industry experience. His prior work includes six years at LPL Financial and one year at Haberer Registered Investment Advisor Inc. 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 accounts primarily on a discretionary basis using model portfolios and combines fundamental and technical analysis with third-party sub-advisors and customization tools.

Benjamin Palma is a financial advisor with CWM, LLC, holding a Series 66 designation and over 20 years of industry experience. He previously worked at TD Ameritrade, Charles Schwab, and Cetera Wealth Services before joining CWM. Palma serves as a Regional Supervision Manager, overseeing advisors’ daily operations. 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 employs model portfolios managed by an in-house Investment Committee and offers portfolio management, financial planning, retirement-plan services, and sub-advisory solutions.

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.

Chad Fox is a financial advisor with Orion Portfolio Solutions, LLC, based in Omaha, NE. He holds Series 65 and Series 63 licenses and has seven years of industry experience. His prior roles include positions at Brinker Capital Securities and NYLIFE Securities LLC. 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 and operates multiple delivery platforms, supporting a large client base and significant assets under administration.

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 with Principal Financial Services in Omaha, NE, holding Series 65 and Series 63 designations with one year of industry experience. Prior to joining Principal, Sierra worked at J.P. Morgan Securities and several financial institutions. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm emphasizes direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.

Michael Vitallo Jr. is a financial advisor at Orion Portfolio Solutions, LLC with 20 years of industry experience. He holds the Series 65 and Series 66 credentials and has worked at Orion Portfolio Solutions since 2012, as well as at Brinker Capital Securities from 2018. Orion Portfolio Solutions serves independent investment advisory firms and their clients, retirement plans, charitable organizations, and institutional sponsors, focusing on model-driven and managed-account solutions across multiple delivery platforms. The firm supports a high client count and asset level per advisor and offers services including sub-advisory, outsourced trading and billing, and technology-enabled portfolio management.

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 with Orion Portfolio Solutions, LLC, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has worked at Orion since 2022 and has been with Brinker Capital since 2014. 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, retirement plans, charitable organizations, and corporate and institutional sponsors. The firm focuses on model-driven and managed-account solutions, supporting nearly 198 advisors and more than 185,000 client relationships with approximately $64.8 billion in assets under administration.

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 and holds a Series 66 license with 10 years of industry experience. He is currently with Orion Portfolio Solutions, LLC and has also been affiliated with Brinker Capital since 2015. Orion Portfolio Solutions serves independent investment advisory firms and their clients, retirement plans, and institutional sponsors through model-driven and managed-account solutions. The firm supports about 198 advisors and over 185,000 client relationships, managing 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.

Douglas Eatough is a financial advisor with Orion Portfolio Solutions, LLC, holding Series 63 and Series 65 licenses and 18 years of industry experience. His prior roles include positions at Spencer Wealth Management, Fidelity Investments, and Edward Jones. Orion Portfolio Solutions 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 through technology-enabled portfolio management and advisory services.