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.

Norman Auger III is a financial advisor at Alta Strada Wealth Management in Lincoln, NE, with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at LPL Financial, North Channel Capital, and Wells Fargo Advisors Financial Network. Outside of his advisory role, he is involved with CHG, Inc., a business entity for accounting purposes. Alta Strada Wealth Management provides investment advisory and financial planning services to employer-sponsored retirement plans, charitable organizations, corporations, and individuals. The firm employs a modern portfolio theory approach that combines passive and active strategies and emphasizes retirement plan consulting and participant education.

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.

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.

Brenda Zitek is a financial advisor at Flagstone Financial Management, LLC with 13 years of industry experience. She holds a Series 66 designation and has worked at several firms, including Smith Hayes Financial Services Corp., D.A. Davidson & Co., and LPL Financial LLC. Outside of her advisory role, she is also a notary and provides special services for the Department of Health and Human Services. Flagstone Financial Management offers investment management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, and institutional entities. The firm follows an evidence-based investment approach focused on global diversification, cost control, and tax efficiency, managing discretionary assets through LPL Financial platforms and combining customized portfolios with third-party manager access.

Truman Faeh is a financial advisor with Lincoln Capital, LLC, holding a Series 66 designation and 12 years of industry experience. He has worked at Lincoln Capital and Mutual Securities since 2018 and previously at Client One Securities and Trinity Financial from 2014 to 2017. Outside of his advisory work, Faeh serves as Director of Benevolence for Two Pillars Church, a nonprofit organization in Lincoln, Nebraska. Lincoln Capital is a registered investment adviser serving individuals, trusts, estates, retirement plan participants, and business entities. The firm manages approximately $743 million for about 550 clients through a team-based approach, offering portfolio management, financial planning, and consulting services.

Cutter Anderson is a financial advisor at Plan A Wealth, LLC in Lincoln, NE, holding Series 63 and Series 65 licenses with one year of industry experience. He has worked in various roles prior to his current position, including multiple periods with AutoVitals and Landmark Valet. Plan A Wealth serves individual and high-net-worth clients, charitable organizations, and pension/profit-sharing plans, offering a range of services including asset management, financial planning, and retirement plan consulting. The firm uses a diversified investment approach across stocks, bonds, ETFs, options, mutual funds, and other instruments, providing both discretionary management and stand-alone planning tailored to client needs.

Chantel Koerwitz is a financial advisor at Flagstone Financial Management, LLC, holding a Series 65 designation with three years of industry experience. She previously worked at Endacott Peetz Timmer & Koerwitz, PC LLO and Lincoln Public Schools. Outside of advising, she engages in freelance proofreading and copyediting. Flagstone Financial Management serves individuals, high-net-worth clients, and institutional entities by providing investment management, financial planning, and employer retirement-plan consulting. The firm employs an evidence-based investment approach focused on global diversification, cost control, and tax efficiency, managing over $375 million in discretionary assets.

Michael Hoefler is a financial advisor at Plan A Wealth, LLC in Lincoln, NE, with eight years of industry experience. He holds the Series 66 designation and has previously worked at Securities America Advisors and First State Bank Nebraska. Outside of his advisory role, he serves as Treasurer and Mentor for the TeamMates of Norris nonprofit and volunteers as a mentor and counselor for children who have been in foster care. Plan A Wealth serves individual and high-net-worth clients, charitable organizations, and pension plans, providing asset management, financial planning, retirement consulting, and a subscription ETF-only model for smaller households. The firm constructs and monitors diversified portfolios using various investment vehicles and offers both discretionary management and stand-alone planning services tailored to client needs.

Brian Willet is a financial advisor at Van Clemens Wealth Management, LLC with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Waddell & Reed, Inc. He is CEO and executive coach at Advisor Game Plan, LLC and co-founder and CEO of Willet & Cumro Innovations, LLC. Willet also serves on the boards of the nonprofit organizations Nebraska Supreme and ETG Midwest. Van Clemens Wealth Management serves individuals, trusts, estates, and institutional clients by providing portfolio management, financial planning, retirement plan consulting, and estate-planning support. The firm customizes advice based on client objectives and employs a blend of modern portfolio theory with fundamental and technical analysis.

Becky Wiegand is a financial advisor with Plan A Wealth, LLC in Lincoln, Nebraska, holding a Series 66 designation and 14 years of industry experience. She has worked at Private Client Services, LLC and Wells Fargo Advisors Financial Network. Outside of advising, she is involved in managing administrative and recordkeeping duties for a local dirt race track in Beatrice, Nebraska. Plan A Wealth serves individual and high-net-worth clients, charitable organizations, and pension/profit-sharing plans, offering asset management, financial planning, and retirement consulting. The firm uses a variety of investment vehicles and provides both discretionary and stand-alone services tailored to clients’ risk tolerance and time horizon.

Brad Bryan is a financial advisor at Plan A Wealth, LLC with five years of industry experience. He holds a Series 65 designation and has worked at Plan A Wealth since 2020. Prior to that, he spent over two decades at City Impact. Outside of his advisory role, Bryan is involved in community and athletic activities, serving as a finance committee member for Rotary 14, coaching private athletic training lessons, working as an independent fitness coach, and chairing the advisory board of a Christian business forum. Plan A Wealth serves individual and high-net-worth clients, charitable organizations, and pension/profit-sharing plans, offering asset management, financial planning, retirement consulting, and a subscription ETF-only model for smaller households. The firm employs a variety of investment vehicles and provides both discretionary management and stand-alone services tailored to client needs.

Daniel Clare is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Flagstone Financial Management, LLC. Prior to joining Flagstone, he worked at Buckingham Strategic Wealth and Executive Wealth Management. His background also includes four years at the University of Nebraska Lincoln. Flagstone Financial Management provides investment management, financial planning, employer retirement-plan consulting, and donor-advised-fund investment services to individuals, high-net-worth clients, and institutional entities. The firm employs an evidence-based investment approach emphasizing global diversification, cost control, tax efficiency, and disciplined rebalancing, managing portfolios through both advisor-directed strategies and third-party managers.

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.

Rebecca Frohlich is a CFP® professional with 22 years of industry experience, currently affiliated with The Patriot Financial Group, LLC in Omaha, NE. Her prior experience includes ten years at Fairway Insurance Services, LLC and Fairway Asset Management, LLC. She serves as Vice-President on the Millard West Lacrosse Board of Directors, where she leads board meetings and coordinates team activities. The Patriot Financial Group offers investment advisory and financial planning services to a diverse client base, including individuals, small businesses, trusts, estates, and retirement plans. The firm provides customized portfolio management using a variety of securities and analytical methods, managing approximately $2.4 billion across 37 advisors.

Stephanie Tredway is a financial advisor at Flagstone Financial Management, LLC with 17 years of industry experience. She holds the Series 66 designation and has worked at Flagstone since 2016. Her prior experience includes roles at Executive Wealth Management and LPL Financial LLC. Flagstone Financial Management provides investment management, financial planning, employer retirement-plan consulting, and donor-advised-fund investment services to individuals, high-net-worth clients, and institutional entities. The firm employs an evidence-based investment approach that emphasizes global diversification, cost control, tax efficiency, and disciplined rebalancing, managing over $375 million in discretionary assets as of December 2024.

Spencer Adams is a financial advisor at The Patriot Financial Group, LLC in Omaha, NE, holding a Series 65 designation. He has experience with Adaptive Investments, Unified Legacy Advisors, and The Patriot Financial Group Insurance Agency. The Patriot Financial Group offers investment advisory and financial planning services to individuals, small businesses, trusts, estates, and retirement plans. The firm constructs customized portfolios using a diverse range of securities and employs a combination of charting, fundamental, and technical analysis, managing approximately $2.4 billion across 37 advisors.

Chad Winter is a financial advisor at Stonebridge Wealth Systems LLC with 12 years of industry experience. He holds the Series 63 and Series 65 designations and has worked previously at Osaic Wealth, Inc., Securities America, Inc., Investacorp Inc., and TD Ameritrade. Stonebridge Wealth Systems LLC is an SEC-registered advisory firm serving individuals, high net worth clients, trusts, and retirement plans. The firm provides discretionary asset management, financial planning, and ERISA 3(21) plan services, managing approximately $276 million for about 927 clients through a team of nine advisors.