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 at Orion Portfolio Solutions, LLC, holding Series 65 and Series 63 licenses. He has one year of industry experience, with prior roles at Brinker Capital Securities, Social Finance, NYLIFE Securities LLC, New York Life, Convergys, ConnexionPoint, and Wells Fargo. Orion Portfolio Solutions 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, supporting roughly 198 advisors and over 185,000 client relationships with approximately $64.8 billion in assets under administration.

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.

Zach Thurman is a CFP® certificant with four years of industry experience, currently affiliated with Schwab Wealth Advisory in Omaha, NE. His prior work includes roles at Charles Schwab & Co., Inc. and experience in other industries such as fine furniture and draft beer services. He also served in the U.S. Army for four years and has been involved with MSU Denver. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering financial reviews and investment recommendations while clients retain final trading decisions. The firm operates within the Schwab ecosystem and uses standard asset allocation models and Schwab research tools to support its advisory services.

Colin Nabity is a financial advisor with AE Wealth Management, LLC in Omaha, NE. He holds Series 65 and Series 63 designations and has been in the industry since 2026, with prior experience at firms including 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 range of investment strategies, serving approximately 127,213 clients through a platform-focused approach.

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 financial advisor at CWM, LLC with 20 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining CWM in 2022, he worked at Mutual of Omaha Investor Services and United/Mutual of Omaha for eight years. 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 individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm manages accounts primarily on a discretionary basis using model portfolios and combines fundamental and technical analysis, third-party sub-advisors, and customization tools to provide portfolio management and retirement-plan services.

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. He holds Series 63 and Series 65 licenses and has 23 years of industry experience. His prior work includes roles at BancWest Investment Services and Bank of the West before joining Voya in 2019. Voya Financial Advisors, Inc. serves a diverse client base, including individuals, institutions, and retirement plan sponsors. The firm provides financial planning, portfolio management, and plan-sponsor consulting through multiple program structures, predominantly offering non-discretionary, recommendation-based advisory services.

Jeffrey Carne is a financial advisor with Orion Portfolio Solutions, LLC, holding Series 66 and Series 63 credentials and nine years of industry experience. His prior work includes roles at Brinker Capital Securities LLC, Ameritas Advisory Services, Ameritas Investment Company, TD Ameritrade, and AT&T. Orion Portfolio Solutions serves independent investment advisory firms and their clients, along with 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, managing about $64.8 billion in assets under administration.

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, Nebraska. He holds Series 63 and Series 65 registrations and has been with First Command Brokerage Services Inc. since 2025. Prior to his advisory role, he served four years in the United States Marine Corps and worked in other occupations including at Domino's Pizza. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team that selects model portfolios and third-party managers from approved lists.