Alyssa Zuck is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 66 credentials and 12 years of industry experience. Her career includes roles at firms such as LPL Financial, Northwestern Mutual Wealth Management Company, Cetera Advisor Networks, Merrill Lynch, and Edward Jones. She provides administrative support to Wealth Enhancement Advisory Services as part of her professional activities. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized consulting, employing a strategic investment approach that combines passive and active management supported by internal research and periodic rebalancing.

Alexandria Ulrich is a financial advisor with CWM, LLC in Omaha, NE, holding a Series 66 designation and five years of industry experience. Her prior roles include positions at Carson Group and Cetera Wealth Services. Outside of advisory work, she provides compliance support related to advertising review for Carson Group Holdings, LLC. CWM, LLC serves a diverse client base including individuals, high-net-worth families, foundations, and institutional clients through a large network of advisors. The firm employs discretionary management with model portfolios overseen by an in-house Investment Committee and emphasizes fiduciary processes, retirement plan services, and platform relationships.

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 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.

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.

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.

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.