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.

Maximiliano Gomez Guzman is a financial advisor with Orion Portfolio Solutions, LLC, holding a Series 66 designation and one year of industry experience. His work history includes roles at Brinker Capital Securities and Long Financial Group, as well as management positions within several Mexican restaurant businesses. 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 a large client base and assets under administration through its multiple delivery platforms.

Trevor Noble is a financial advisor with Orion Portfolio Solutions, LLC, holding Series 63 and Series 65 designations and bringing 11 years of industry experience. His prior roles include positions at Brinker Capital Securities, SEI Investments, Dimensional Fund Advisors, and TD Ameritrade. Orion Portfolio Solutions 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 technology-enabled services and a high level of assets and client relationships per advisor.

Matthew Hooker is a financial advisor with Commonwealth Financial Network, holding the CFP® designation and securities licenses Series 63 and 65. He has 15 years of industry experience, including roles at Edward Jones and TD Ameritrade. Hooker is also the owner of Avant-Garde Wealth Partners, LLC, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and back-office support. The firm offers discretionary model portfolios and various program structures while supporting advisors with operations, trading, technology, compliance, and practice management.

Andrew Cumbee is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. His prior roles include positions at LPL Financial LLC, multiple Cetera entities, Robinhood Markets, and Securities America. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm provides a broad adviser-support platform with discretionary and nondiscretionary managed-account programs, third-party asset manager access, and custody services.

Benjamin Hoy is a financial advisor with Empower Advisory Group in Bellevue, NE, holding a Series 66 designation and bringing nine years of industry experience. His prior roles include positions at GWFS Equities, Inc., Morey and Quinn Wealth Partners, Raymond James Financial Services, TIAA-CREF, Bank of America, and Merrill. He serves on the board of directors for the Millard Rotary Club and Empower Her Kenya, engaging in leadership and grant-writing activities. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain IRA and retail brokerage clients. The firm combines proprietary and third-party methodologies focused on long-term portfolio returns and savings rates, with integrated services linked to Empower’s recordkeeping and administrative platforms.

Isaac Staat is a Series 66 licensed financial advisor with six years of industry experience, currently with Orion Portfolio Solutions, LLC. His prior work includes roles at Securian Advisors of the Northwest, Edward Jones, and other organizations. Outside of finance, he serves as an assistant cross country running coach for the Snohomish School District. Orion Portfolio Solutions primarily supports independent investment advisory firms, retirement plans, charitable organizations, and institutional sponsors through model-driven and managed-account solutions. The firm manages approximately $64.8 billion in assets across about 198 advisors and offers services including separately managed accounts, wealth advisory for high-net-worth households, and tax-aware portfolio management.

Matthew Peters is a CFP® professional with 23 years of experience in the financial services industry. He is currently affiliated with Commonwealth Financial Network and is the owner of Peters Wealth Plan, LLC. His prior experience includes roles at Securities America Advisors, Inc. and managing his own practice from 2009 to 2023. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm provides a broad platform including managed-account programs, third-party asset manager access, and custody services, supporting a diverse range of investment options and approaches.

William Girton is a CFA® charterholder and holds a Series 65 license, currently serving as a financial advisor at Orion Portfolio Solutions, LLC. He has six years of industry experience, including prior roles at Janney Montgomery Scott and Brinker Capital. Orion Portfolio Solutions primarily serves independent investment advisory firms and their clients, along with retirement plans, charitable organizations, and corporate sponsors. The firm focuses on model-driven and managed-account solutions, supported by proprietary technology, and manages approximately $64.8 billion in assets across 198 advisors.

Malcolm Leslie is a financial advisor at Orion Portfolio Solutions, LLC, based in Omaha, NE, with 21 years of industry experience. He holds Series 66, Series 65, and Series 63 credentials. His previous roles include positions at Janus Henderson Distributors US LLC and Envestnet Asset Management. Orion Portfolio Solutions serves independent investment advisory firms, retirement plans, charitable organizations, and corporate sponsors. The firm specializes in model-driven and managed-account solutions, supporting over 198 advisors and more than 185,000 client relationships with approximately $64.8 billion in assets under administration.

Carrie Fenton is a financial advisor at Cetera Planning Partners in Omaha, NE, holding a Series 65 license with seven years of industry experience. She also works as an accountant at Schleisman Onken & Associates, a regional CPA firm providing tax, consulting, and auditing services. Additionally, she provides wealth management services through Financial Associates, LLC. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees, offering investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm integrates tax planning, bookkeeping, payroll support, and estate-planning services, utilizing diversified allocations of mutual funds and ETFs tailored to clients’ objectives and risk tolerance.

Elizabeth Schanou is a financial advisor with CWM, LLC based in Omaha, NE. She holds a Series 65 designation and has 14 years of industry experience. Prior to joining CWM, she worked at Carson Wealth Management Group beginning in 2005. CWM, LLC is an SEC-registered investment adviser that serves a diverse client base including individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm offers a range of services such as portfolio management, financial planning, and retirement-plan solutions, and employs a discretionary investment approach using model portfolios combined with fundamental and technical analysis.