Allison Kreikemeier is a Series 65-credentialed advisor with three years of industry experience. She has worked at HBE Wealth Management, LLC and its affiliated entities since 2018 and has a background that includes positions at the University of Nebraska and Pius X High School. HBE Wealth Management provides investment management, retirement-plan advisory, and financial planning services to individuals, trusts, qualified retirement plans, charitable organizations, corporations, and small businesses. The firm manages approximately $201 million across several hundred client accounts, employing a diversified, passive investment approach grounded in Modern Portfolio Theory.

Scott Becker is a CFP® professional with 15 years of experience at HBE Wealth Management, LLC and over 35 years as a CPA partner at HBE LLP, where he focuses on consulting and compliance work. He is based in Lincoln, Nebraska, and has been with HBE Wealth Management since its founding in 2011. HBE Wealth Management serves individuals, trusts, retirement plans, charitable organizations, corporations, and small businesses, managing approximately $201 million across several hundred accounts. The firm employs a diversified, passive investment approach grounded in Modern Portfolio Theory, utilizing written investment policy statements, Monte Carlo analysis, and third-party subadvisers.

Christopher Bedient is a CFP®, CFA®, and holds a Series 65 license, with 11 years of experience in financial advisory services. He has been with HBE Wealth Management, LLC since 2015. Outside of his advisory work, he is the author of the book *Be (HBE): Moving beyond The Task List*, published primarily for internal use within the HBE group. HBE Wealth Management serves individuals, trusts, retirement plans, charitable organizations, corporations, and small businesses, managing approximately $201 million across several hundred client accounts. The firm applies a Modern Portfolio Theory-based investment approach focused on diversified, passive asset-class allocations using low-turnover mutual funds and ETFs, supported by written investment policy statements and third-party subadvisers.

Sara Sweeney is a CFP® and Series 65-registered financial advisor with three years of industry experience. She is currently with HBE Wealth Management, LLC and previously worked at Union Bank & Trust for seven years. HBE Wealth Management serves individuals, trusts, charitable organizations, and businesses, providing discretionary and nondiscretionary portfolio management along with financial planning. The firm applies a Modern Portfolio Theory-based investment approach focused on long-term asset allocation, diversification, and low-turnover passive asset-class funds, and collaborates closely with an affiliated accounting firm.

Kaiden Bedient is a financial advisor at HBE Wealth Management, LLC in Lincoln, NE. He holds a Series 65 designation and has been with HBE Wealth Management and Sandhills Global in various roles since 2022. His background includes education experience at the University of Nebraska and several schools prior to entering the financial industry. HBE Wealth Management provides investment management, retirement-plan advisory, and financial planning services to individuals, trusts, retirement plans, charitable organizations, corporations, and small businesses. The firm manages approximately $201 million across several hundred client accounts using a diversified, passive investment approach grounded in Modern Portfolio Theory.