Cory M Callahan

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.

Bradley Ewerth is a CERTIFIED FINANCIAL PLANNER™ professional with 20 years of industry experience. He is the principal of P23 Financial, Inc., an independent firm based in Lincoln, Nebraska. Outside of financial advising, he serves as president of Ewerth & Associates, a certified public accounting firm focused on tax consulting and planning. P23 Financial provides financial planning and consulting to individual clients and facilitates investment management through referrals to third-party managers. The firm delivers fixed-fee plans, conducts educational seminars, and acts as a liaison in managing third-party relationships without directly managing client assets.

Andrew Pool is a Certified Financial Planner (CFP®) with 26 years of industry experience. He is currently with Paradigm Wealth Management and has previously worked at Securities America Inc and R2 Wealth Management Partners. Outside of his financial advisory work, Pool serves as the President of the Waverly Band Boosters, supporting instrumental music programs in his community. Paradigm Wealth Management provides investment advisory and planning services to individuals, including high-net-worth clients, and retirement plan sponsors. The firm employs multiple analytic approaches and a variety of trading strategies while offering both discretionary and non-discretionary portfolio management along with modular and full financial planning.

Joshua Hoppe is a Series 65-credentialed financial advisor at Paradigm Wealth Management with one year of industry experience. Prior to joining Paradigm Wealth Management, he held positions at H&H Jeep Dodge Ram, the University of Nebraska - Lincoln, Hy-Vee, and Arlington Public Schools. Paradigm Wealth Management provides investment advisory and planning services to individuals, including high-net-worth clients, and retirement plan sponsors. The firm employs multiple analytic approaches and a variety of trading strategies, offering both discretionary and non-discretionary account management along with financial planning and retirement plan consulting.

Andrew Peterson is a financial advisor at R2 Wealth Management Partners with 17 years of industry experience. He holds Series 63 and 65 licenses and has worked with several firms including Paradigm Wealth, Alphastar Capital Management, and Ameritas Life Insurance Corp. Outside of his advisory role, Peterson is a 25% owner of Run Pure Sports, a sports media and content company. R2 Wealth Management Partners manages approximately $236 million for around 430 clients, offering tailored discretionary and non-discretionary asset management, financial planning, and retirement plan fiduciary services. The firm serves individuals, high-net-worth clients, employer-sponsored plans, trusts, estates, corporations, and 529/HSA accounts, employing a mix of fundamental, technical, cyclical, and charting analysis.

Aaron Sipherd is the principal of SIPHERD Wealth Management, LLC in Lincoln, NE, holding CFP®, PFS™, and Series 66 designations with 25 years of industry experience. He has led SIPHERD Wealth Management since 2009 and also serves as president and certified public accountant at Sipherd & Associates CPA's P.C. Sipherd Wealth Management serves individual and high-net-worth clients as well as businesses, providing financial planning and co-advisory investment services in partnership with a third-party adviser. The firm focuses on client intake, investment policy assessment, and ongoing monitoring while delegating portfolio management to an external manager, and maintains a notable affiliation with an accounting practice offering a crediting program that offsets tax-preparation fees.