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 financial advisor with Carson Wealth in Omaha, NE, holding the ChFC® designation and Series 63 and 66 licenses. He has 12 years of industry experience, including roles at CWM, LLC and Cetera Wealth Services, LLC. Outside of his advisory work, he is an owner of a family farm. CWM, LLC is an SEC-registered investment adviser operating an enterprise platform with more than 650 advisors and over $50 billion in assets under management. The firm offers a variety of services including discretionary asset management, financial planning, and retirement plan services, utilizing model portfolios overseen by an Investment Committee and providing access to tailored investment solutions and custodial technology partnerships.

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.

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.

Matthew Jones is a financial advisor at Carson Wealth with 15 years of industry experience and holds a Series 66 designation. His prior work includes roles at Securities America and Cambridge Investment Research. Outside of advising, he has worked as a delivery driver on a limited basis. Carson Wealth is an SEC-registered enterprise platform managing approximately $50.6 billion through a network of over 650 advisors. The firm offers discretionary asset management, financial planning, and tailored investment solutions supported by an Investment Committee and integrates custodial and technology services to assist in portfolio management and reporting.

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® charterholder and holds a Series 65 license with 15 years of industry experience. He currently works at Carson Wealth and has previously worked at Brinker Capital and Orion Portfolio Solutions. Engelbart is based in Omaha, NE. CWM, LLC is an SEC-registered investment adviser operating an enterprise platform that oversees approximately $50.6 billion through a network of over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing a model portfolio approach guided by an Investment Committee and providing tailored investment solutions.

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 Carson Wealth in Omaha, NE, holding a Series 66 designation and over 22 years of industry experience. His career includes roles at Cetera Wealth Services, Pacific Life Insurance Company, and Equitable Advisors. Clites also serves as a lead generation associate within Carson’s advisory network. Carson Wealth is an SEC-registered adviser managing approximately $50.6 billion through over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, supported by an Investment Committee that creates and monitors model portfolios using both fundamental and technical analysis.

Michael Walenz is a financial advisor at Carson Wealth with Series 63 and Series 65 credentials and 27 years of industry experience. His prior roles include positions at Oakeson Steiner Wealth & Retirement, OneDigital Investment Advisors, LPL Financial, and McDermott & Miller CPA's. Outside of advisory work, he is involved as a partner or owner in multiple property-related businesses, overseeing their financial activities. Carson Wealth is an SEC-registered investment adviser operating an enterprise platform with more than 650 advisors and approximately $50.6 billion in assets under management. The firm serves corporate, institutional, and high-net-worth clients through discretionary asset management, financial planning, and retirement plan services, employing model portfolios overseen by an Investment Committee and offering tailored investment solutions.

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 Carson Wealth in Omaha, NE, holding Series 63 and Series 65 credentials and 13 years of industry experience. He has worked at CWM, LLC since 2022 and has extensive background with Mutual Of Omaha Fund Management Company and Mutual Of Omaha Investor Services, Inc. Outside of finance, Wood is the founder and coach of Vision Quest Consulting, a business consulting practice focused on strategic growth and team planning for non-financial services businesses. Carson Wealth is an SEC-registered investment adviser operating an enterprise platform with over 650 advisors and overseeing approximately $50.6 billion. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing an Investment Committee to construct and monitor model portfolios while providing tailored investment solutions and technology-integrated portfolio oversight.

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.