Andrew Carroll Peterson

Joseph Reeves is the sole advisor at TRJ Wealth Management, Inc., an independent firm based in Lincoln, Nebraska. He holds Series 63 and Series 65 licenses and has 37 years of experience in the industry. Since founding TRJ Wealth Management in 2001, he has focused on providing investment advisory services. Outside of advisory work, he assists with a family-owned relaxation therapy wellness facility, Q-Wellness LLC, contributing around 25 hours per month. TRJ Wealth Management serves individuals, trusts, estates, pension and profit-sharing plans, and corporate clients, emphasizing customized investment policy development, strategic asset allocation, and oversight of third-party money managers through managed account programs. The firm manages a small client base and primarily acts as an overseer rather than a primary discretionary manager.

Matthew Buckwalter is a Certified Financial Planner™ (CFP®) with 19 years of industry experience. He has been the sole advisor at MJB Financial Planning since 2006, operating an independent, fee-only fiduciary practice in Lincoln, Nebraska. MJB Financial Planning serves individuals and families typically with at least $1 million in billable assets, providing integrated wealth management that combines financial planning and investment management. The firm employs a long-term, Modern Portfolio Theory–based approach using low-cost mutual funds and ETFs, incorporates held-away accounts in its comprehensive planning, and offers a structured pathway from limited-scope planning to full advisory relationships.

Connie Reha is a financial advisor at Liberty Advisers Inc. in Lincoln, NE, with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with various Liberty-affiliated firms since 2012. She is also president and chief compliance officer of Liberty Wealth Management Inc. and Reha Inc., insurance agencies offering life, health, long-term care insurance, and annuities. Liberty Advisers Inc. provides discretionary and non-discretionary portfolio management, financial planning, and advisory services to business owners, families, individuals, and high-net-worth clients. The firm manages approximately $19.9 million across about 61 client relationships, tailoring investment programs to client objectives and risk tolerance with ongoing monitoring and at least quarterly reviews.

Bradley Ewerth is a financial advisor with P23 Financial, Inc in Lincoln, NE, holding CFP® certification and Series 65 and 66 registrations. He has 20 years of industry experience and also serves as president of Ewerth & Associates CPA, a certified public accounting firm specializing in tax consulting and planning. In addition, he is an insurance agent and has long-standing involvement in managing commercial real estate through Esquire Plaza, Inc. P23 Financial provides financial planning and consulting to individual clients and facilitates investment management by referring clients to third-party managers. The firm offers fixed-fee financial plans, educational seminars, and serves as a liaison between clients and recommended managers without directly managing client assets.

Cindy Hunter is an advisor at Foy Financial Services, Inc. in Lincoln, NE, holding Series 63 and Series 65 registrations with three years of industry experience. She has been with Foy Financial Services since 2001. Foy Financial Services, Inc. provides discretionary portfolio management and financial planning primarily for individual clients, including high-net-worth and retirement accounts, as well as corporate and trust accounts. The firm employs a trend-following, asset-allocation approach emphasizing diversification and systematic adjustments, and offers multiple pre-defined management styles alongside planning services.

John Dannenbring is a CFP® professional with six years of experience in financial advising. He is the principal of AlphaOmega Wealth Management, LLC in Lincoln, Nebraska, and has prior experience at Pittenger & Anderson, Inc. and Ameritas Investment Partners. Outside of his advisory work, he serves as a lecturer in personal finance at the University of Nebraska-Lincoln. AlphaOmega Wealth Management is an independent advisory firm serving individuals, corporations, and employer plan sponsors with investment management and financial planning services. The firm offers continuous discretionary portfolio supervision tailored to client objectives and provides employee benefit plan services to employer plan sponsors.