Patrick Moylan is a financial advisor with Osaic Advisory Services, LLC in Omaha, NE, holding CFP® and ChFC® designations and possessing 23 years of industry experience. His prior experience includes roles at Arbor Point Advisors and Securities America Advisors, Inc. Moylan serves on the investment committee for the Mount Michael Foundation, a private Catholic high school. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a wide range of clients, including individuals, pension plans, corporations, and charitable organizations. The firm offers comprehensive investment management and financial planning services delivered through multiple program models utilizing proprietary guidance and third-party platforms.

Grant Engelbart is a CFA® credentialed financial advisor with 15 years of industry experience. He is currently with CWM, LLC in Omaha, NE, having previously worked at Brinker Capital and Orion Portfolio Solutions. Engelbart also holds a Series 65 license. CWM, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm manages discretionary accounts using model portfolios overseen by an in-house Investment Committee and offers comprehensive retirement-plan services alongside portfolio management and financial planning.

Kevin Cave is a Series 65-licensed financial advisor with Orion Portfolio Solutions, LLC in Omaha, NE, and has three years of industry experience. He has worked at Orion Portfolio Solutions and Orion Advisor Technology since 2020. Prior to joining Orion, he held positions at Genesis Health Club and LifeTime Fitness. 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, providing technology-enabled portfolio management and supporting over 198 advisors and more than 185,000 client relationships.

Joseph Clites is a financial advisor with CWM, LLC in Omaha, NE, holding a Series 66 designation and with 22 years of industry experience. His prior work includes roles at Cetera Wealth Services, Art Jetter & Company, and Pacific Life Insurance Company. 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 employs discretionary portfolio management using model portfolios governed by an in-house Investment Committee and integrates fundamental and technical analysis, sub-advisors, and customizable tools.

Michael Walenz is a financial advisor at CWM, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Oakeson Steiner Wealth & Retirement, OneDigital Investment Advisors, and LPL Financial. Outside of his advisory role, he oversees financial aspects of several property-related businesses. 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 offers portfolio management, financial planning, sub-advisory services, and retirement-plan solutions, with a discretionary investment approach supported by an in-house Investment Committee and various customization tools.

Brian Dervin is a financial advisor with Cetera Planning Partners in Omaha, NE, holding a Series 65 designation and 18 years of industry experience. Prior to joining Cetera Planning Partners in 2026, he worked at Avantax Planning Partners Inc and Honkamp Krueger Financial Services. In addition to his advisory role, he is a partner and accountant at Schleisman Onken & Associates and serves as treasurer for both the Pacific Pines Homeowners Association and ALS in the Heartland, a nonprofit organization. Cetera Planning Partners serves individual and high-net-worth clients, particularly pre-retirees and retirees, offering investment management, comprehensive financial planning, Social Security optimization, and retirement advice. The firm integrates tax planning, bookkeeping, payroll services, and estate-planning support through a multi-team approach and affiliation with the larger Cetera network.

Mark Mueller is a financial advisor at D.A. Davidson & Co. in Omaha, NE, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has been with D.A. Davidson since 2016. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored 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, operating under fiduciary standards and utilizing both qualitative and quantitative analysis in its investment approach.

Scott Wood is a financial advisor with CWM, LLC, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has been with CWM since 2022 and has a long tenure at Mutual Of Omaha Investor Services, Inc. and Mutual Of Omaha Fund Management Company dating back to 1989. Outside of financial services, he is the founder and coach of Vision Quest Consulting, a business consulting firm focused on strategic growth and team planning for non-financial businesses. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutions through over 600 advisors. The firm offers portfolio management, financial planning, retirement-plan services, and sub-advisory solutions, employing a combination of fundamental and technical analysis alongside third-party sub-advisors and customization tools.

Timothy Koester is a Series 65 credentialed financial advisor with four years of industry experience. He has been with Orion Portfolio Solutions, LLC since 2018 and also has experience with Orion Advisor Technology. Outside of his advisory work, he is a compensated DoorDash driver. Orion Portfolio Solutions primarily serves independent investment advisory firms, retirement plans, charitable organizations, and corporate sponsors. The firm is known for its model-driven and managed-account solutions and supports roughly 198 advisors and over 185,000 client relationships with approximately $64.8 billion in assets under administration.

Jessica Odorisio is a financial advisor at Creative Planning with 10 years of industry experience. She holds the Series 66 designation and previously worked at Lockton Investment Advisors, Silverstone Asset Management, and M Holdings Securities. Outside of her advisory role, she serves as Chair of the Skyhawk Fund and Vice President of the Stoneybrook South Homeowners Association in Omaha, NE. Creative Planning provides investment advisory and financial planning services to individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment process focused on low-cost indexing and buy-and-hold strategies, supported by a large advisory team and integrated investment infrastructure.

Jacob Albers is a CFP® professional at Schwab Wealth Advisory with three years of industry experience. He has been with Schwab Wealth Advisory, Inc. since 2026 and also has experience at Charles Schwab & Co., Inc. prior to joining the advisory team. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, using Schwab’s asset allocation models and research tools. The firm focuses on annual reviews and investment recommendations while leaving final trading decisions to clients.

Hector Ortiz III is a financial advisor at Orion Portfolio Solutions, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including The Vanguard Group Inc., TD Ameritrade, and Brinker Capital Securities LLC. Orion Portfolio Solutions primarily serves independent investment advisory firms and their clients, as well as retirement plans, charitable organizations, and institutional sponsors. The firm specializes in model-driven and managed-account solutions and supports a large client base with technology-enabled portfolio management and advisory services.

Joseph Eplite is a financial advisor at Orion Portfolio Solutions, LLC with three years of industry experience. He holds a Series 65 designation and has worked at firms including Newport Group and NuView Trust Company. Outside of his advisory work, he is involved in managing a food truck business through Zetten Ventures LLC and works as a delivery driver for Door Dash and Uber. Orion Portfolio Solutions primarily serves independent advisory firms, retirement plans, charitable organizations, and corporate sponsors, offering model-driven managed-account solutions and technology-enabled portfolio management services. The firm supports nearly 200 advisors and over 185,000 client relationships with approximately $64.8 billion in assets under administration.

Francisco Rodriguez Morales is a financial advisor with Orion Portfolio Solutions, LLC, holding Series 63 and Series 65 credentials and eight years of industry experience. He has worked at Orion since 2019 and previously gained experience at TD Ameritrade and Viaero Wireless. 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 and operates multiple platforms supporting nearly 200 advisors and a large client base.

Matthew Johnson is a financial advisor at D.A. Davidson & Co. in Omaha, NE, holding a Series 66 credential with 14 years of industry experience. He has been with D.A. Davidson & Co. since 2016. Outside of his advisory role, Johnson serves as President of the Omaha NW Rotary Foundation and the Sons of Norway Elveby Lodge, and he is a director of the Nebraska Masonic Endowment Fund. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers ERISA retirement plan advisory, comprehensive financial planning, and specialized wealth management services, operating under fiduciary standards and using both qualitative and quantitative tools to recommend and monitor investments.

Kyle Fults is an advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He has been affiliated with Bankers Life entities since 2005 and operates as a 1099 agent responsible for insurance sales, including Medicare Supplement, annuities, life, health, and long-term care products. Fults also maintains an LLC for business purposes. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan consulting. The firm integrates fundamental, technical, and cyclical analysis to create customized portfolios and offers both wrap and non-wrap programs, utilizing Pershing as the clearing custodian and Bankers Life Securities, Inc. as the introducing broker-dealer.

Javid Dabestani is a CFP® and holds a Series 66 license with 10 years of industry experience. He has been with Creative Planning since 2016. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing, buy-and-hold strategies, and selective private market exposure while offering a range of institutional and retirement plan services.

Marshall Kerby is a financial advisor at D.A. Davidson & Co. with seven years of industry experience. He holds the Series 66 designation and has worked at D.A. Davidson & Co. since 2019, following three years at NNE. 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 various services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for high-net-worth clients, operating under the Advisers Act fiduciary standard and ERISA fiduciary duties for retirement accounts.

Jacob Moran is a financial advisor at CWM, LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Orion Portfolio Solutions and Ameriprise. His background also includes roles outside finance, such as construction and university positions. 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 offers portfolio management, financial planning, and retirement plan services, employing a discretionary approach with model portfolios overseen by an in-house Investment Committee.

Alyssa Seidl is a financial advisor at Orion Portfolio Solutions, LLC with nine years of industry experience. She holds a Series 66 designation and has previously worked at Betterment, AssetMark Financial, Inc., and First Allied Securities, Inc. Seidl is based in Omaha, NE. 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 a high client and asset level per advisor through integrated portfolio management and technology platforms.