Michael Vitallo Jr. is a financial advisor with Orion Portfolio Solutions, LLC in Omaha, NE, holding Series 65 and Series 66 credentials and 21 years of industry experience. He has worked at Orion Portfolio Solutions since 2012 and also has experience with Brinker Capital Securities and Northern Lights Distributors, LLC. 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, supporting a large client base with a technology-enabled platform and comprehensive portfolio management services.

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 at Orion Portfolio Solutions, LLC with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Brinker Capital, Morgan Stanley, and Citigroup Global Markets. 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 and their clients, as well as retirement plans, charitable organizations, and corporate sponsors. The firm focuses on model-driven and managed-account solutions, offering services such as strategist models, separately managed accounts, and technology-enabled custom indexing.

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 with a Series 66 license and 10 years of industry experience. He currently works at Orion Portfolio Solutions, LLC and previously spent five years at Brinker Capital. Orion Portfolio Solutions serves independent investment advisory firms, retirement plans, charitable organizations, and institutional sponsors. The firm focuses on model-driven and managed-account solutions, supporting nearly 200 advisors and over 185,000 client relationships with 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.

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 with Orion Portfolio Solutions, LLC in Omaha, NE. He holds Series 63 and Series 65 licenses and has worked in the financial services industry across several firms, including Wells Fargo and New York Life, since 2013. His experience includes roles at Brinker Capital Securities and Social Finance. Orion Portfolio Solutions serves independent investment advisory firms and their clients, retirement plans, charitable organizations, and corporate sponsors. The firm offers model-driven and managed-account solutions, sub-advisory and trading services, and technology-enabled portfolio management, supporting a large client base with more than $64 billion in assets under administration.

Trevin Caverzagie is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and beginning his advisory career in 2026. Prior to this role, he worked at Ameritas Life Insurance Corp and Walmart Inc. There are no additional notable outside activities reported. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm uses a variety of investment strategies and program platforms, combining model portfolios, mutual funds, ETFs, and individual securities, while leveraging third-party technology and managers.

Tad Singer is a financial advisor with Carson Wealth in Omaha, NE, holding a Series 63 designation and 29 years of industry experience. His prior roles include positions at WealthPLAN Partners, Allen Capital Group, D.A. Davidson & Co., Smith Hayes Advisers, and LPL Financial. Singer serves on the boards of the International Wine and Food Society and Creighton University Medical Center - Bergan Mercy, and he is an owner of Vertex Health Systems, a men's and women's health clinic. Carson Wealth is an enterprise platform overseeing approximately $50.6 billion through over 650 advisors. The firm offers discretionary asset management, financial planning, annuity sub-account management, sub-advisory services, and retirement plan management, guided by an Investment Committee that constructs and monitors model portfolios using fundamental and technical analyses.

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 at Carson Wealth with a Series 65 designation and three years of industry experience. He has held positions at multiple related firms, including CWM, LLC and Carson Group, and has background experience in education and the restaurant industry. CWM, LLC is an SEC-registered investment adviser operating an enterprise platform with over 650 advisors and roughly $50.6 billion in assets under management. The firm offers discretionary asset management, financial planning, and retirement plan services, employing a committee-driven investment approach and partnering with custodians like Fidelity, Schwab, and Goldman Sachs.

Thomas Fridrich is a financial advisor at Carson Wealth with 21 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior experience includes roles at Mutual of Omaha Investor Services and United/Mutual of Omaha. He serves on the Board of Directors for the Society of Financial Service Professionals in a voluntary capacity. Carson Wealth operates as an enterprise platform managing approximately $50.6 billion through over 650 advisors. The firm serves corporate, institutional, and high-net-worth clients with services such as discretionary asset management, financial planning, and retirement plan management supported by a dedicated Investment Committee and a range of tailored investment solutions.