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.

Bradley Ewerth is a CFP® professional with 20 years of experience in financial advising. He is the principal of P23 Financial, Inc. and has held various roles including managing a certified public accounting firm and involvement in commercial real estate management. Outside of financial advising, he is active as president of Ewerth & Associates CPA, which provides tax consulting, accounting, and college planning services. P23 Financial, Inc. offers fee-based financial planning and serves as a liaison to third-party investment managers, focusing on educational seminars and fixed-fee financial plans. The firm does not manage client assets directly but monitors third-party managers’ performance and assists clients with administrative tasks.

Andrew Pool is a CFP® with 25 years of industry experience, currently serving as an advisor at R2 Wealth Management Partners, where he has worked since 2015. He previously worked at Securities America Inc. from 2016 to 2019. Outside of his advisory role, Pool is president of the Waverly Band Boosters, an organization supporting school instrumental music programs. R2 Wealth Management Partners provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as retirement-plan sponsors and participants. The firm uses a combination of fundamental, technical, charting, and cyclical analysis in portfolio construction, employing strategies such as options trading and margin usage, and offers ERISA fiduciary retirement-plan management and variable annuity sub-account management.

Joshua Hoppe is a financial advisor at R2 Wealth Management Partners in Lincoln, NE. He holds a Series 65 designation and has been with the firm since 2024. Prior to joining R2, he worked at Paradigm Wealth Management, LLC, and has experience in education and retail sectors. R2 Wealth Management Partners provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as retirement-plan sponsors and participants. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor portfolios and offers services such as discretionary portfolio management, retirement plan consulting, and fiduciary management.

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.

Andrew Peterson is a financial advisor at R2 Wealth Management Partners with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Paradigm Wealth, Alphastar Capital Management, and Ameritas. Outside of his advisory role, he is a 25% owner of Run Pure Sports, a sports media and content company. R2 Wealth Management Partners provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as retirement-plan sponsors and participants. The firm uses a combination of fundamental, technical, charting, and cyclical analysis to tailor portfolios and offers services such as discretionary portfolio management, retirement plan consulting, and fiduciary management.

Aaron Sipherd is the principal of SIPHERD Wealth Management, LLC in Lincoln, NE, holding CFP®, PFS™, and Series 66 designations with 25 years of industry experience. He has led SIPHERD Wealth Management since 2009 and also serves as president and certified public accountant at Sipherd & Associates CPA's P.C. Sipherd Wealth Management serves individual and high-net-worth clients as well as businesses, providing financial planning and co-advisory investment services in partnership with a third-party adviser. The firm focuses on client intake, investment policy assessment, and ongoing monitoring while delegating portfolio management to an external manager, and maintains a notable affiliation with an accounting practice offering a crediting program that offsets tax-preparation fees.

Travis Langemeier is a financial advisor at R2 Wealth Management Partners with 15 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Alphastar Capital Management and Paradigm Wealth Management. Langemeier also works as an insurance agent, spending a portion of his time offering insurance products and services to clients. R2 Wealth Management Partners provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as retirement-plan sponsors and participants. The firm employs a mix of fundamental, technical, charting, and cyclical analysis to tailor portfolio recommendations and offers services such as discretionary portfolio management, retirement plan consulting, and fiduciary management.

Robert Rossi is a CFP® and ChFC® with 26 years of experience in the financial services industry. He is currently part of R2 Wealth Management Partners, a team-based advisory firm located in Las Vegas, NV. Rossi has held roles at Paradigm Wealth LLC and Securities America Inc, and he is also president of Rossi Financial Services, where he offers fixed insurance and related support services. R2 Wealth Management Partners provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as retirement-plan sponsors and participants. The firm uses a combination of fundamental, technical, charting, and cyclical analysis to build portfolios and customize recommendations, incorporating strategies such as options trading, margin use, and discretionary management.

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.