Jaime Luebbe

Zachary Lundak is a CFP® and CFA® with six years of industry experience. He currently serves as the sole advisor at Barrett FP LLC, an independent firm he joined in 2025. His prior roles include positions at the University of Nebraska Foundation, Personal Capital Advisors Corporation, and HBE Wealth Management. Barrett FP LLC focuses on providing tailored, hourly financial planning primarily to individual and high-net-worth clients. The firm offers non-discretionary recommendations without managing or executing client investments, emphasizing diversification, tax efficiency, and low-cost mutual funds and ETFs.

John Barksdale is a financial advisor at Cherry Creek Financial Advisors, Inc. with 23 years of industry experience. He has been with Cherry Creek Financial Advisors since 2002 and holds Series 63 and Series 65 designations. Cherry Creek Financial Advisors is a fee-only independent registered investment adviser that provides portfolio management and financial planning primarily to individual and high-net-worth clients, as well as retirement plans, foundations, and other institutions. The firm uses an asset-allocation driven investment process with customized target allocations, mainly employing exchange-traded funds and institutional no-load mutual funds, and generally operates with discretionary authority.

Tyler Clark is a financial advisor at Clark Wealth Strategies, Inc. He holds a Series 65 designation and has one year of experience in the industry. Prior to joining Clark Wealth Strategies, he worked at Gallup and has experience in educational roles at the University of Nebraska–Lincoln and Westside High School. Clark Wealth Strategies, Inc. serves individual clients, including high-net-worth individuals, and retirement plans by providing investment management, retirement-plan and pension consulting, variable annuity sub-account management, and 1031 real estate exchange consulting. The firm manages approximately $43 million in discretionary assets for about 68 clients and emphasizes customized model portfolios with a focus on asset allocation, tax management, and continuous portfolio monitoring.

Isaiah Olson is a Series 65-licensed financial advisor with Clark Wealth Strategies, Inc. in Omaha, NE, where he has worked since 2019. He has three years of industry experience, including prior roles at Northwestern Mutual Investment Services LLC and Evolution Soccer Club. Clark Wealth Strategies serves individual clients, including high-net-worth individuals, and retirement plans, providing investment management, retirement-plan consulting, variable annuity sub-account management, and 1031 real estate exchange consulting. The firm manages approximately $43 million in discretionary assets and emphasizes customized model portfolios with asset allocation, tax management, and continuous monitoring.

Brandie Giffin is a financial advisor at Sterneck Capital Management LLC with nine years of industry experience. She holds a Series 65 designation and has been with Sterneck since 2014. Outside of her advisory role, Brandie and her husband manage a small Airbnb rental at their lake home. Sterneck Capital Management provides discretionary investment management, financial planning, and related advisory services to individuals, high-net-worth clients, trustees, and foundations. The firm employs a multi-cap, value-oriented investment approach with fundamental analysis and offers a range of portfolio options including equities, fixed income, private alternatives, and derivatives.

Erik Albertson is a financial advisor with Cherry Creek Financial Advisors, Inc. He holds Series 63 and Series 65 licenses and has 23 years of industry experience. Albertson has been with Cherry Creek Financial Advisors since 2002. Cherry Creek Financial Advisors is a fee-only independent registered investment adviser serving individual and high-net-worth clients, retirement plans, foundations, and other institutions. The firm manages approximately $24.2 million across 154 accounts, focusing on an asset-allocation driven investment process with customized target allocations primarily using exchange-traded funds and institutional no-load mutual funds.