Alexandria Ulrich is a financial advisor at Carson Wealth with five years of industry experience. She holds a Series 66 designation and has worked at firms including Merrill Lynch and Cetera Wealth Services. Outside of advising, she serves as a compliance analyst supporting advertising review and regulatory compliance within Carson Group Holdings, LLC. Carson Wealth is an SEC-registered enterprise platform overseeing approximately $50.6 billion through a network of over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, supported by an Investment Committee that manages model portfolios and provides tailored investment solutions.

Mark Audrain is a financial advisor at Orion Portfolio Solutions, LLC with seven years of industry experience. He holds a Series 66 designation and has previously worked at Aspiration and CommunityAmerica Financial Solutions LLC, as well as FINRA Inc. 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 and supports approximately 198 advisors and over 185,000 client relationships with about $64.8 billion in assets under administration.

Andrew Rosenberger is a CFA® charterholder with 20 years of industry experience. He currently works at Orion Portfolio Solutions, LLC, joining the firm in 2022 after over two decades with Brinker Capital Securities. Outside of his advisory role, he is a joint owner of ACTG Holdings L.L.C., an LLC created for asset protection. Orion Portfolio Solutions primarily serves independent investment advisory firms and their clients, including retirement plans and institutional sponsors. The firm specializes in model-driven and managed-account solutions supported by proprietary technology, managing approximately $64.8 billion in assets across nearly 198 advisors.

Jacob Stroh is a financial advisor at Principal Financial Services with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked in various roles including at Principal Securities Inc, Principal Life Insurance Company, Invictus Strategies, and Farm Bureau Financial Services. He is president of Stroh Financial Group, LLC, a prior entity related to Farm Bureau Financial Services, which currently manages an office lease subleased to an architecture firm. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and charitable organizations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager solutions, with investment implementation typically carried out on a discretionary basis by these managers.

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 at Carson Wealth with 12 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked at Carson Group and its affiliates since 2022, following six years at LPL Financial and an earlier role at Haberer Registered Investment Advisor. CWM, LLC, where he is affiliated, is an SEC-registered investment adviser overseeing approximately $50.6 billion through a network of more than 650 advisors. The firm offers discretionary asset management, financial planning, retirement plan services, and employs a committee-driven investment approach that integrates multiple portfolio solutions and custodial relationships.

Benjamin Palma is a financial advisor at Carson Wealth with 20 years of industry experience. He holds the Series 66 designation and has worked at firms including TD Ameritrade, Charles Schwab, and Cetera Wealth Services. He also serves as a Regional Supervision Manager at CWM, LLC, overseeing advisors' day-to-day operations. Carson Wealth is an SEC-registered investment adviser operating an enterprise platform with over 650 advisors and approximately $50.6 billion in assets under management. The firm provides discretionary asset management, financial planning, and retirement plan services, employing an Investment Committee that manages model portfolios using fundamental and technical inputs.

Kate Rehberg is a CFP® and Series 65 credentialed financial advisor with one year of industry experience. She has been with Carson Wealth since 2026 and is also affiliated with Carson Group since 2024. Outside of her advisory role, she provides pitching lessons as a pitching instructor for Elkhorn Training Camp, LLC. Carson Wealth is an SEC-registered investment adviser operating an enterprise platform with more than 650 advisors and overseeing approximately $50.6 billion. The firm offers discretionary asset management, financial planning, and retirement plan services, supported by a committee-driven investment process and integration with custodial and technology partners.

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.

Patrick Dietze is a financial advisor with Commonwealth Financial Network based in Elkhorn, NE. He holds a Series 66 designation and has four years of industry experience. His prior roles include positions at Parker Financial Associates and Northern Lights Compliance Services, LLC. Outside of advising, he is involved in fixed insurance sales. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and services, including discretionary model portfolios and personalized investment options, while offering operational, compliance, and practice-management support to affiliated advisors.

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 Certified Financial Planner (CFP®) with 17 years of industry experience. She is currently with D.A. Davidson & Co. in Omaha, NE, having joined the firm in 2026. Her prior experience includes roles at Union Bank and Trust, Raymond James Financial Services, Southwestern Investment Advisory Services, and Pacific Life Insurance Company. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm provides fiduciary advisory services under the Advisers Act and ERISA standards, utilizing both qualitative and quantitative methods and offering specialized programs such as its Davidson Private Wealth program for high-net-worth clients.

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 Guardian Life, holding Series 63 and Series 65 credentials and eight years of industry experience. Her prior roles include positions at Wells Fargo Clearing Services and Wells Fargo Bank. She works with Park Avenue® Wealth Management, a subsidiary of Guardian Life that offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies and access to proprietary and third-party platforms.

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.

Robert Stapleton is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and 13 years of industry experience. He has worked at Parker Financial Associates since 2019 and previously at Western International Securities and Financial West Group. Outside of his advisory role, he was a part owner of Blue Jay Bar & Grill for seven years. Commonwealth Financial Network is a national registered investment adviser serving approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and support services, including discretionary model portfolios, wealth management, and retirement plan consulting, while enabling advisors to offer personalized investment solutions.