Cory M Callahan

Matthew Buckwalter is a CFP® and Series 65-licensed advisor with 20 years of experience. He has been the sole advisor at MJB Financial Planning since 2006, based in Lincoln, Nebraska. MJB Financial Planning serves individuals and families, typically those with at least $1 million in billable assets, providing integrated wealth management through financial planning and ongoing investment management. The firm operates as a fee-only fiduciary, using long-term, Modern Portfolio Theory–based portfolios with low-cost mutual funds and ETFs, and incorporates held-away accounts into clients’ overall financial assessments.

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.

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.

Andrew Peterson is a financial advisor at R2 Wealth Management Partners with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Paradigm Wealth, Alphastar Capital Management, and Heartland Wealth Partners. Outside of his advisory role, he is a 25% owner of Run Pure Sports, a sports media and content company. R2 Wealth Management Partners manages approximately $236 million for a diverse client base that includes individuals, high-net-worth clients, retirement plans, trusts, estates, corporations, and 529/HSA accounts. The firm provides discretionary and non-discretionary asset management, written financial planning, and fiduciary services, using a combination of fundamental, technical, cyclical, and charting analysis tailored to each client’s financial objectives and risk tolerance.

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.

Travis Langemeier is a financial advisor at R2 Wealth Management Partners in Lincoln, NE, holding Series 63 and Series 65 licenses with 16 years of industry experience. His previous roles include positions at Paradigm Wealth Management and Alphastar Capital Management. Langemeier is also licensed as an insurance agent, dedicating part of his time to offering insurance products to clients. R2 Wealth Management Partners manages approximately $236 million for around 430 clients, serving individuals, high-net-worth clients, employer-sponsored retirement plans, trusts, estates, corporations, and 529/HSA accounts. The firm provides discretionary and non-discretionary asset management, financial planning, and fiduciary services, employing a range of analytical methods and offering tailored portfolios monitored quarterly.