Travis Mark Borchardt

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.

James Ahlschwede is a CFP® with 20 years of industry experience, currently serving at Round Table Investment Strategies, LLC in Lincoln, NE. He has been with Round Table Investment Strategies since 2006 and also worked at Round Table Strategies, LLC from 2016 to 2017. Round Table provides discretionary asset management, financial planning, and retirement-plan advisory services to individuals, trusts, small businesses, and plan sponsors. The firm employs a market-oriented, factor-aware investment approach using broadly diversified mutual funds and ETFs, with portfolios typically managed on a discretionary basis and monitored regularly.

James Hershberger is a financial advisor with Round Table Investment Strategies, LLC in Lincoln, Nebraska. He holds a Series 66 designation and has 11 years of industry experience, all with Round Table. Outside of advisory work, he owns and operates an accounting firm, MJH CPA LLC. Round Table Investment Strategies, LLC provides discretionary asset management, financial planning, and retirement-plan advisory services to individuals, trusts, small businesses, and plan sponsors. The firm employs a market-oriented, factor-aware investment approach using broadly diversified mutual funds and ETFs, and is notable for its direct affiliation with an in-house accounting practice.

Ronald Anderson is a financial advisor with Plan A Wealth, LLC in Lincoln, Nebraska, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked with Private Client Services, LLC since 2017 and previously was with Wells Fargo Advisors Financial Network from 2015 to 2017. Anderson serves as a non-paid consultant and board member of Flexpenser, a technology company focused on extending the freshness of food, cosmetics, and drugs. Plan A Wealth serves individual and high-net-worth clients, charitable organizations, and pension/profit-sharing plans, offering a range of asset management and financial planning services tailored to client risk tolerance and time horizons. The firm constructs and monitors diversified portfolios using various investment vehicles and provides both discretionary management and stand-alone planning options.

Judd Norman is a financial advisor with Lincoln Capital, LLC in Lincoln, Nebraska, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been with Mutual Securities, Inc. and Lincoln Capital since 2013. Outside of his advisory role, he owns a ranch in Whitney, Nebraska, and has ownership interests in several insurance-related businesses. Lincoln Capital is a registered investment adviser serving individuals, trusts, estates, retirement plan participants, and business entities. The firm manages approximately $743 million across 550 clients, offering portfolio management, financial planning, consulting, and referrals to third-party money managers, with an investment approach that includes individualized portfolios and the option for discretionary management.

Ava Heyne is a Series 65 licensed financial advisor with Flagstone Financial Management, LLC in Lincoln, NE, where she has worked since 2025. Her background includes positions at Union Bank & Trust and teaching roles at the University of Nebraska-Lincoln, Jacksonville State University, Skutt Catholic High School, and St. Stephen the Martyr Catholic School. Flagstone Financial Management provides investment management and financial planning to individuals, including high-net-worth clients, as well as institutional clients such as retirement plans, foundations, donor-advised funds, and trusts. The firm’s evidence-based investment approach emphasizes cost control, global diversification, tax efficiency, and long-term orientation, and offers services including employer plan consulting and business owner transition planning.