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.

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.

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.

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.

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.

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.

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.