Wayne Wagner Jr. is a Chartered Financial Consultant (ChFC®) with 30 years of experience in the financial services industry. He is currently with WealthPlan Investment Management LLC and has held previous roles at WealthPLAN Partners, Securities America Inc., LPL Financial, and Ascend Financial Services. Outside of his advisory work, he serves on the advisory board of the American Society of Pharmacovigilance Physicians, hosts the Envizion More Podcast covering investing, business, and life topics, and is involved in ventures including solar panel projects, franchising, and equipment leasing. WealthPlan Investment Management LLC is an SEC-registered firm with a team of 29 professionals managing approximately $2.18 billion in assets. The firm offers comprehensive financial planning, investment management, and retirement services to individuals, high-net-worth clients, and institutional investors, utilizing model-based strategies across a broad range of asset classes and employing a mix of proprietary and third-party investment solutions.

Mark Powers is a financial advisor at WealthPlan Investment Management LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Securities America Inc, Vizionary Wealth Management, and LPL Financial. Outside of his financial career, he serves as a deacon and song leader at Calvary Baptist Church in New Jersey. WealthPlan Investment Management LLC is an SEC-registered advisory firm with a team of about 29 professionals managing over $2 billion in assets. The firm serves a diverse client base including individuals, high-net-worth clients, pension plans, and institutions, employing model-based investment strategies across multiple asset classes and offering both discretionary and consulting services.

Zachary Leedom is a CFP® with 10 years of industry experience, currently serving as a financial advisor at WealthPlan Investment Management LLC. He has held previous roles at firms including OneDigital Investment Advisors LLC, WealthSource Partners, LLC, SurePath Wealth Management LLC, and Libertas Wealth Management Group, Inc. Leedom is also involved in fixed insurance sales and service as president and insurance agent of a related business. WealthPlan Investment Management LLC is an SEC-registered advisory firm with a team of 29 professionals overseeing approximately $2.18 billion in regulatory assets. The firm provides comprehensive financial planning, discretionary and non-discretionary investment management, and retirement plan services to individuals, high-net-worth clients, institutions, and other advisers, utilizing model-based strategies across a variety of asset classes and offering both automated and customized solutions.

Weston Behlen is a financial advisor at WealthPlan Investment Management LLC in Omaha, NE, holding a Series 65 designation with one year of industry experience. His work history includes roles at WealthPLAN Group and various academic positions at the University of Kansas. WealthPlan Investment Management LLC is an SEC-registered advisory firm with a team of about 29 professionals managing approximately $2.18 billion in assets. The firm serves individuals, high-net-worth clients, retirement plans, trusts, corporations, and other advisers, offering comprehensive financial planning, discretionary and non-discretionary investment management, and retirement plan services.

Michael Prestifilippo is a CFP® professional with 18 years of industry experience, currently serving at WealthPlan Investment Management LLC. His prior roles include positions at Fidelity Investments and Securities America Inc, among others. He has worked extensively within the WealthPlan network, including WealthPlan Partners. WealthPlan Investment Management LLC is an SEC-registered advisory firm with a team of 29 investment professionals managing approximately $2.18 billion in assets across more than 2,000 clients. The firm offers comprehensive financial planning, discretionary and non-discretionary portfolio management, retirement plan services, and employs model-based investment strategies utilizing mutual funds, ETFs, individual securities, alternatives, and private placements for accredited investors.

Kevin O’Mara is a CFP® with 20 years of experience in the financial advisory industry. He is currently a part of WealthPlan Investment Management LLC and has held prior roles at WealthPlan Partners, Securities America, Feltz Wealthplan, Linsco Private Ledger, and DPF Financial. WealthPlan Investment Management LLC is an SEC-registered advisory firm with a team of 29 professionals overseeing approximately $2.18 billion in assets. The firm serves individuals, high-net-worth clients, retirement plans, trusts, corporations, and other advisers through model-based investment strategies, a range of asset classes, and retirement plan fiduciary services.

Ward Behlen is a financial advisor at WealthPlan Investment Management LLC in Omaha, NE, holding a Series 65 designation with two years of industry experience. Prior to joining WealthPlan in 2021, he worked at Sanofi for 18 years. WealthPlan Investment Management is an SEC-registered advisory firm with a team of 29 professionals managing over $2.18 billion in assets for more than 2,000 clients. The firm provides comprehensive financial planning, investment management, and retirement plan services, utilizing model-based strategies and a variety of investment vehicles, including mutual funds, ETFs, individual securities, and alternative investments.

Brent Omara is a financial advisor with WealthPlan Investment Management LLC, holding a Series 66 designation and bringing 25 years of industry experience. His prior roles include positions at Securities America, Inc., WealthPLAN Partners, Inc., and Linsco Private Ledger Corp. Outside of advisory work, he has involvement as a partner and investor in several personal ventures, including Daylight Wine Company and GBR19 LLC. WealthPlan Investment Management LLC is an SEC-registered advisory firm with a team of 29 professionals managing approximately $2.18 billion in assets. The firm serves individuals, high-net-worth clients, retirement plans, trusts, corporations, and other advisors, employing model-based strategies and a diversified mix of investment vehicles while offering fiduciary retirement plan services and acting as a sub-adviser to pooled investment vehicles.

Alyse Pflanz is a financial advisor with WealthPlan Investment Management LLC and holds a Series 65 designation. She has one year of industry experience and has previously worked at WealthPLAN Partners for three years. Outside of her advisory role, she serves as a Professor of Business and Director of the Center for Economic Education at the University of Nebraska - Kearney, where she teaches classes and advises students. WealthPlan Investment Management LLC is an SEC-registered advisory firm with a team of about 29 professionals managing approximately $2.18 billion in assets. The firm serves individuals, high-net-worth clients, retirement plans, trusts, corporations, and institutional clients, implementing portfolios through model-based strategies with a diverse range of investment options and offering both discretionary and non-discretionary services.

Christopher Shea is a CFA® charterholder with 20 years of experience in the financial advisory industry. He is currently with WealthPlan Investment Management LLC and has held previous roles at firms including WealthSource Partners, LLC and Catametrics Management, LLC. Outside of his advisory work, he is the owner of a private holding company, Shea, LLC. WealthPlan Investment Management LLC is an SEC-registered firm with a team of 29 investment professionals managing approximately $2.18 billion in assets. The firm offers comprehensive financial planning, discretionary and non-discretionary investment management, and retirement plan services for individuals, high-net-worth clients, institutions, and other advisers, utilizing model-based strategies and a variety of investment vehicles.

James Munson is a financial advisor with WealthPlan Investment Management LLC, holding a Series 65 license and with two years of industry experience. He is also president of Enable Your Enterprise LLC, a consulting firm specializing in AI and transformation services. WealthPlan Investment Management LLC is an SEC-registered advisory team with about 29 professionals managing approximately $2.18 billion in assets. The firm offers comprehensive financial planning and investment management services to individuals, high-net-worth clients, retirement plans, trusts, and institutional clients, utilizing model-based strategies across multiple asset classes and providing fiduciary and consulting services for retirement plans.

Michael Shea is a financial advisor at WealthPlan Investment Management LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at Five Star Bank and Mechanics Bank. WealthPlan Investment Management LLC is an SEC-registered advisory firm with a team of 29 investment professionals managing approximately $2.18 billion in assets. The firm serves individual, high-net-worth, and institutional clients, providing comprehensive financial planning, investment management, and retirement plan services using a range of strategies and vehicles, including model-based portfolios, mutual funds, ETFs, and private placements.

Paul Pittman is a CFP® professional with 31 years of industry experience, currently serving at WealthPlan Investment Management LLC. His prior experience includes roles at WealthPLAN Partners, Securities America Inc., and LPL Financial, LLC. Outside of his advisory work, he is the owner of a clothing brand and also works as a public speaker and corporate comedian. WealthPlan Investment Management LLC is an SEC-registered advisory firm with a team of 29 professionals managing approximately $2.18 billion in assets. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, corporations, broker-dealers, and other advisers, utilizing model-based strategies across a variety of investment vehicles and offering specialized retirement plan services.

Andrew Dintaman is a CFP® and Registered Investment Advisor with WealthPlan Investment Management LLC, where he has worked since 2025. He has four years of industry experience, including prior roles at OneDigital Investment Advisors LLC and WealthSource Partners, LLC. Outside of his advisory work, he is also involved in insurance sales. WealthPlan Investment Management LLC is an SEC-registered advisory firm with a team of 29 professionals managing approximately $2.18 billion in assets. The firm serves individuals, high-net-worth clients, pension plans, trusts, and institutional investors, offering comprehensive financial planning and investment management through model-based strategies and a range of investment vehicles.

Robert Taylor is a CFP® professional with 30 years of experience in the financial services industry. He is currently an advisor at WealthPlan Investment Management LLC and has previously worked at firms including Fidelity Brokerage Services and Securities America. Outside of his advisory role, he manages insurance sales through WealthPlan Partners. WealthPlan Investment Management LLC is an SEC-registered advisory firm with a team of 29 professionals managing approximately $2.18 billion in assets for over 2,000 clients. The firm offers comprehensive financial planning, discretionary and non-discretionary investment management, and retirement plan services, utilizing model-based strategies, a diverse range of investment vehicles, and third-party sub-advisers.

Wyatt Behlen is a financial advisor at WealthPlan Investment Management LLC in Omaha, NE, holding a Series 65 credential with two years of industry experience. His work history includes multiple periods at WealthPlan Group and earlier experience outside the financial sector. WealthPlan Investment Management LLC is an SEC-registered advisory firm with a team of about 29 professionals managing approximately $2.18 billion in assets for over 2,000 clients. The firm offers comprehensive financial planning, investment management, and retirement plan services, utilizing model-based strategies across various asset classes and employing third-party strategists and sub-advisers when appropriate.

Landon Troyer is a financial advisor with WealthPlan Investment Management LLC, holding Series 63 and Series 66 credentials and bringing 10 years of industry experience. His prior roles include positions at Northwestern Mutual Investment Management and Sequent Planning, LLC. In addition to his advisory work, he co-hosts a podcast and is involved in several business ventures including real estate development and a marine service company. WealthPlan Investment Management LLC is an SEC-registered advisory firm with a team of 29 investment professionals managing approximately $2.18 billion in assets. The firm provides comprehensive financial planning, investment management, and retirement plan services to a diverse client base, employing model-based strategies and a range of investment vehicles.

Robert Keating is a financial advisor at WealthPlan Investment Management LLC with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, Securities America, Inc., and OSAIC. WealthPlan Investment Management LLC is an SEC-registered advisory firm with a team of 29 professionals managing approximately $2.18 billion in assets. The firm offers comprehensive financial planning, discretionary and non-discretionary investment management, and retirement plan services for a diverse client base including individuals, high-net-worth clients, and institutional entities, utilizing model-based strategies and various investment vehicles.

Jeremy Armagost is a CFP® with 19 years of experience in the financial services industry. He currently works at WealthPlan Investment Management LLC and has previously held roles at WealthPLAN Partners and Securities America, Inc. Armagost teaches a Personal Finance class at the University of Nebraska at Kearney and serves on the board of the Kearney Area Community Foundation. WealthPlan Investment Management LLC is an SEC-registered advisory firm with a team of 29 investment professionals managing approximately $2.18 billion in assets. The firm offers comprehensive financial planning and investment management services to individuals, high-net-worth clients, retirement plans, trusts, and institutional clients, using model-based strategies and a range of investment vehicles.

Brent Mccune is a financial advisor at WealthPlan Investment Management LLC with 41 years of industry experience. He holds Series 63 and Series 65 designations and has worked with firms including Securities America, LPL Financial, and WealthPLAN Partners. Outside of advising, he volunteers on the Olathe Economic Development Committee and serves as an advisory board member for the Boys and Girls Clubs of Greater Kansas City. WealthPlan Investment Management LLC is an SEC-registered advisory firm with a team of 29 professionals managing approximately $2.18 billion in assets. The firm provides comprehensive financial planning, investment management, and retirement plan services to a diverse client base, utilizing model-based strategies and a variety of investment vehicles including mutual funds, ETFs, and private placements.

Michael Brewer is a CFA® charterholder with 11 years of industry experience, currently serving at WealthPlan Investment Management LLC since 2024. His prior roles include positions at WealthSource Partners, LLC and SurePath Wealth Management, LLC. In addition to his advisory work, he is president and owner of Adviser Growth Experts, a consulting business that assists financial advisors with firm acquisitions, expansions, and sales. WealthPlan Investment Management LLC is an SEC-registered advisory firm with a team of 29 professionals overseeing approximately $2.18 billion in assets. The firm offers comprehensive financial planning, investment management, and retirement plan services to individuals, high-net-worth clients, and institutional entities, employing model-based strategies and a diverse range of investment vehicles.

James Obrien is a financial advisor at WealthPlan Investment Management LLC with 16 years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial, Securities America, Inc., and WealthPLAN Partners. Obrien also assists clients with life and long-term care insurance policies and fixed and equity index fixed annuities. WealthPlan Investment Management LLC is an SEC-registered advisory firm with a team of 29 investment professionals managing approximately $2.18 billion in assets for over 2,000 clients. The firm offers comprehensive financial planning, discretionary and non-discretionary investment management, and retirement plan services using model-based strategies and a diverse range of investment vehicles.

Langston Washington is a financial advisor at WealthPlan Investment Management LLC with eight years of industry experience and a Series 66 designation. His prior roles include positions at Brinker Capital Securities, Orion Portfolio Solutions, and Ameriprise Financial Services. Outside of advisory work, he manages Tidewater Capital, LLC, a property management company. WealthPlan Investment Management LLC is an SEC-registered advisory firm with a team of 29 professionals overseeing approximately $2.18 billion in regulatory assets. The firm serves a diverse client base including individuals, high-net-worth clients, and institutional entities, employing model-based investment strategies combined with mutual funds, ETFs, individual securities, managed futures, and alternatives.

Dillon Schutte is a financial advisor with WealthPlan Investment Management LLC, holding a Series 66 designation and three years of industry experience. His work history includes roles at WealthPLAN Partners, Securities America, and Union Bank & Trust. WealthPlan Investment Management is an SEC-registered advisory firm with a team of 29 professionals managing approximately $2.18 billion in assets. The firm offers comprehensive financial planning and investment management services to individuals, high-net-worth clients, retirement plans, trusts, and institutions, utilizing model-based strategies and a range of investment vehicles including mutual funds, ETFs, and alternatives.

Austin Miller is a financial advisor at WealthPlan Investment Management LLC with six years of industry experience. He holds Series 65 and Series 63 licenses and has worked at WealthPlan Investment Management since 2025. Miller is also a financial planner with WealthPLAN Partners, LLC, and has experience selling insurance policies as a fixed insurance producer. WealthPlan Investment Management LLC is an SEC-registered advisory firm with a team of 29 investment professionals managing approximately $2.18 billion in assets. The firm provides financial planning, discretionary and non-discretionary investment management, and retirement plan services to individuals, high-net-worth clients, and institutional entities, employing model-based strategies and a range of investment vehicles.

Randall Coble is a financial advisor at WealthPlan Investment Management LLC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Securities America, Inc., and LPL Financial, LLC. Outside of his advisory work, he volunteers with the Jim Kincaid Memorial Foundation and serves on the board of the Manhattan Fiji Chapter House Association, a fraternity house corporation. WealthPlan Investment Management LLC is an SEC-registered advisory firm with a team of 29 professionals managing approximately $2.18 billion in assets. The firm provides comprehensive financial planning and investment management services to individuals, high-net-worth clients, and institutional investors, employing model-based strategies and a variety of investment vehicles including pooled funds and third-party sub-advisers.

Brenden Tauber is a financial advisor at WealthPlan Investment Management LLC in Omaha, NE, holding a Series 65 designation with two years of industry experience. His work history is primarily with Feltz WealthPlan from 2022 to the present, interspersed with periods as a student. WealthPlan Investment Management LLC is an SEC-registered advisory firm with a team of about 29 professionals managing approximately $2.18 billion in assets for over 2,000 clients. The firm provides comprehensive financial planning, investment management, and retirement plan services to individuals, high-net-worth clients, institutions, and other advisers, employing model-based strategies and a variety of investment vehicles.

Wade Behlen is a financial advisor at WealthPlan Investment Management LLC in Omaha, NE, holding Series 63 and Series 65 licenses with 19 years of industry experience. His career includes roles at WealthPlan Investment Management since 2020, along with prior experience at Securities America, Inc. and LPL Financial. He serves as a board member for Wealth Plan Gives, a nonprofit organization that discusses charitable support initiatives. WealthPlan Investment Management LLC is an SEC-registered advisory firm with a team of 29 professionals managing approximately $2.18 billion in assets. The firm provides comprehensive financial planning and investment management services to individuals, high-net-worth clients, retirement plans, trusts, corporations, and institutional clients, using model-based strategies combined with mutual funds, ETFs, individual securities, alternatives, and private placements.

Dante Smith is a financial advisor at WealthPlan Investment Management LLC with nine years of industry experience. He holds a Series 66 designation and has worked at several firms, including Triad Wealth Partners, WealthSource Partners, and American Financial Network Advisory Services. WealthPlan Investment Management LLC is an SEC-registered advisory firm with a team of approximately 29 professionals overseeing about $2.18 billion in assets. The firm serves individuals, high-net-worth clients, retirement plans, trusts, corporations, and institutional clients using model-based strategies that include mutual funds, ETFs, equities, fixed income, alternatives, and private placements, alongside third-party strategists and sub-advisers.