Zach Thurman is a CFP® professional with four years of experience in financial advising, currently with Schwab Wealth Advisory, Inc. He has been affiliated with Charles Schwab & Co., Inc. since 2021 and has a varied background including military service in the U.S. Army from 2014 to 2018 and roles outside finance such as with Woodley's Fine Furniture and Premier Draft Beer Services. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients by providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s approach utilizes Charles Schwab’s asset-allocation models and internal research tools, offering tailored recommendations based on clients’ goals and risk tolerance.

Colin Nabity is a financial advisor at AE Wealth Management, LLC in Omaha, NE. He holds Series 63 and Series 65 licenses and has been in the industry for one year. Prior to joining AE Wealth Management, he was affiliated with Leverage Planning, LLC, Skyline Point Ventures, Modern Insurance Agency, and LeverageRx Insurance Services. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and a variety of investment strategies, supported by an extensive platform that serves over 127,000 clients.

Valerie Bullock is a financial advisor with Transamerica Financial Advisors in Omaha, NE, holding Series 63 and Series 65 licenses and having 10 years of industry experience. She has been with Transamerica Financial Advisors since 2015 and also has affiliations with World Financial Group and her own practice since 2013. Bullock is involved in the sale of insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base including individuals, pension plans, trusts, and corporations, offering both advisory and broker-dealer services with a variety of model portfolios and third-party money manager options.

Marcus Ringo is a financial advisor at Orion Portfolio Solutions, LLC with two years of industry experience. He holds a Series 65 designation and has previously worked at ConstructConnnect, Village Green Property Management, the Cincinnati Reds, and Northern Kentucky University. 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 a large client base through multiple delivery platforms and proprietary technology offerings.

Curtis Lane is a Series 65-licensed advisor with D.A. Davidson & Co. in Omaha, NE, where he has worked since 2016. He has 23 years of industry experience. 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 operates under fiduciary standards and offers both non-discretionary and discretionary retirement plan services, as well as comprehensive financial planning and specialized wealth management programs.

Thomas Sampson is a financial advisor at Orion Portfolio Solutions, LLC in Omaha, NE, holding a Series 65 credential with two years of industry experience. His prior roles include positions at SEI Investments and Brinker Capital Securities. 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 and supports approximately 198 advisors with around $64.8 billion in assets under administration.

Sean Hollingshead is a financial advisor at Orion Portfolio Solutions, LLC with 12 years of industry experience. He holds a Series 65 designation and has worked with Orion Advisor Technology, LLC since 2013. 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, offering a range of services including separately managed accounts, wealth advisory for high-net-worth households, and technology-enabled custom indexing.

Alexander Hall is a financial advisor at Orion Portfolio Solutions, LLC in Omaha, NE, with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Fidelity Brokerage Services LLC, Western & Southern Financial Group, US Bank, and Brinker Capital Securities. Outside of his advisory role, he has worked as a Lyft driver in a non-investment capacity. Orion Portfolio Solutions primarily serves independent investment advisory firms, retirement plans, charitable organizations, and corporate sponsors. The firm focuses on model-driven and managed-account solutions, supporting a large client base through technology-enabled portfolio management and integrated third-party services.

Ryan Johnson is a financial advisor with CWM, LLC in Omaha, NE, holding a Series 65 designation and three years of industry experience. His background includes roles at Carson Wealth and the Carson Group, as well as work outside the financial sector at Pitch Pizzeria. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, corporations, and institutional clients through a network of partner offices and over 600 advisors. The firm manages discretionary accounts using model portfolios overseen by an in-house Investment Committee and incorporates multiple investment strategies, third-party sub-advisors, and customization tools, with a notable emphasis on retirement plan and institutional services.

Thomas Fridrich is a ChFC® credentialed financial advisor with 21 years of industry experience. He is currently with CWM, LLC and Carson Group, holding these roles since 2022. Prior to that, he worked at Mutual of Omaha Investor Services, Inc and United/Mutual of Omaha from 2013 to 2021. He serves on the Board of Directors for the Society of Financial Service Professionals in a voluntary capacity. CWM, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, high-net-worth families, foundations, endowments, corporations, and institutions. The firm provides portfolio management, financial planning, and retirement-plan services, managing accounts typically on a discretionary basis using model portfolios governed by an in-house Investment Committee.

Keith Hier is a financial advisor at Hightower Advisors with 21 years of industry experience. He holds the Series 66 designation and has been with HighTower Advisors and HighTower Securities since 2016. Outside of his advisory role, he is involved with Capital Avenue Wealth Advisors, an administrative services company related to RIA practices. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and charitable organizations, offering multi-manager solutions and access to proprietary research and alternative investments.

Scott Norvell is a financial advisor at Integrity Alliance, LLC with 34 years of industry experience. He has held roles at LPL Financial, LLC and Cetera ADVISORS LLC, and has been associated with Tagge & Rutherford Financial Group since 1995. Norvell is also involved in managing his own business entities related to investment services. Integrity Alliance, LLC serves individual investors, corporations, and qualified retirement plans through a network of over 300 independent advisors managing approximately $5.4 billion in client assets. The firm offers portfolio management, financial planning, and varied investment programs, utilizing a range of discretionary and non-discretionary approaches supported by multiple platforms and third-party managers.

Randy Harrison is a Chartered Financial Consultant (ChFC®) with 12 years of industry experience. He has been with CWM, LLC since 2013. Outside of his advisory role, he owns and operates a family farm and a rental home business. 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 portfolios on a discretionary basis using model portfolios and combines fundamental and technical analysis with third-party sub-advisors and customization tools.

Clayton Cox is a financial advisor with Voya Financial Advisors, Inc. in Omaha, NE, holding Series 63 and Series 65 credentials and has 23 years of industry experience. His prior work includes roles at BancWest Investment Services, BANK OF THE WEST, TD Ameritrade, Inc., and Securities America Advisors, Inc. Voya Financial Advisors, Inc. is an enterprise-scale firm offering financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm combines in-house and external strategies with technology-enabled tools to manage accounts primarily on a non-discretionary basis, serving clients through a large network of advisers and a diverse product lineup.

Jeffrey Carne is a financial advisor at Orion Portfolio Solutions, LLC in Omaha, NE, holding Series 63 and Series 66 credentials with nine years of industry experience. His prior roles include positions at Brinker Capital Securities LLC, Ameritas Advisory Services, Ameritas Investment Company, TD Ameritrade, and AT&T. 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, offering a range of services including separately managed accounts, Wealth Advisory for high-net-worth households, and technology-enabled custom indexing, supporting over 198 advisors and more than 185,000 client relationships.

Matthew Brtek is a financial advisor at Creative Planning with eight years of industry experience. He holds a Series 66 designation and has worked previously at LPL Financial, The Expanse Team Inc, and Waddell & Reed, among others. Outside of financial services, he is involved in equipment rental through his ownership of Sweet Treat Rentals. Creative Planning provides wealth management and retirement-plan advisory services to individuals, pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by active management techniques and private market access.

Benjamin Meyer is a financial advisor with First Command Advisory Services in Papillion, NE. He holds Series 63 and Series 65 licenses and began his financial services career in 2025. Prior to joining the industry, he served four years in the United States Marine Corps. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and a range of wrap-fee asset management programs designed and managed by centralized investment teams.

Christopher Andrews is a financial advisor with Orion Portfolio Solutions, LLC in Omaha, NE. He holds Series 63 and Series 66 licenses and has four years of industry experience. His prior roles include positions at Brinker Capital Securities, Sanford C. Bernstein & Co., LLC, and Merrill. Orion Portfolio Solutions serves independent investment advisory firms, retirement plans, charitable organizations, and corporate sponsors. The firm focuses on model-driven and managed-account solutions, supporting a large advisor base with integrated portfolio management and technology platforms.

Tami Ledger is a financial advisor at Mariner with 12 years of industry experience. She holds Series 65 and Series 66 licenses and has worked across various Mariner divisions since 2014. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations, providing investment management, financial planning, retirement plan consulting, and tax services. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, and offers integrated tax and accounting services alongside traditional portfolio management.

Joshua Isherwood is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 66 licenses and eight years of industry experience. His prior roles include positions at LPL Financial, Cetera Advisors, Tagge-Rutherford Financial Group, and TD Ameritrade. Outside of his advisory work, he serves as a notary and is involved with fixed insurance sales. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent investment adviser representatives. The firm offers continuous asset management, financial and retirement plan consulting, and access to third-party manager programs, employing a range of portfolio management approaches tailored to client needs.