Andrew Large is a financial advisor with WealthPLAN Partners in Omaha, NE, holding Series 63 and Series 66 licenses and 16 years of industry experience. He previously worked for Arbor Point Advisors and Securities America from 2014 to 2025. Outside of advising, he is the owner of Fit Freedom, LLC, a health supplement business. WealthPLAN Partners provides financial planning, investment management, and retirement plan consulting to individuals, high-net-worth clients, and institutions. The firm employs a diversified investment approach across mutual funds, ETFs, individual securities, and alternatives, generally managing client accounts on a discretionary basis with ongoing monitoring and periodic rebalancing.

David Peterson is a financial advisor with WealthPLAN Partners in Omaha, NE, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His prior work includes roles at OSAIC, Securities America, Cetera, AdvisorNet Financial, and Sii Investments. Peterson serves on the Board of Directors for the American Red Cross Nebraska-Iowa Region and co-chairs its Mission Committee, and he is also co-chair of the Osaic Foundation’s Natural Disaster Response Team. WealthPLAN Partners provides financial planning, investment management, and retirement plan consulting to individuals, high-net-worth clients, and institutions. The firm employs a Strategy Diversification approach, managing client accounts on a discretionary basis with tools such as third-party sub-advisers, model portfolios, automated rebalancing, and tax-loss harvesting.

Ryan Feltz is an advisor at WealthPLAN Partners with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including LPL Financial, Securities America, and WealthPLAN Partners since 2011. He is also the owner of WealthPLAN Partners R Feltz Team LLC. WealthPLAN Partners provides financial planning, investment management, and retirement plan consulting to individuals, high-net-worth clients, and institutions such as foundations and pension plans. The firm employs a Strategy Diversification approach, managing client accounts mostly on a discretionary basis with ongoing monitoring, rebalancing, and a range of investment options including mutual funds, ETFs, individual securities, and alternatives.

Daniel Feltz is a CFP® professional with 35 years of experience in the financial services industry. He is currently with WealthPLAN Partners and has held previous positions at LPL Financial, Securities America, and operated his own firm, Feltz Wealthplan, Inc. He serves as a volunteer advisory member on the Methodist Professional Advisory Council. WealthPLAN Partners provides financial planning, investment management, and retirement plan consulting to individuals, high-net-worth clients, and institutional clients. The firm employs a diversified investment approach and generally manages client accounts on a discretionary basis with ongoing monitoring and periodic rebalancing.

Michael Moravec is a financial advisor with WealthPLAN Partners in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His career includes roles at WealthPLAN Partners since 2017 and Moravec Financial Advisors, Inc. since 2009. Outside of his advisory work, he serves on the advisory board for Aquinas and St. Mary’s Catholic Schools. WealthPLAN Partners provides financial planning, investment management, and retirement plan consulting to individuals, high-net-worth clients, and institutions such as nonprofits and pension plans. The firm employs a diversified investment strategy across various asset classes and manages client accounts primarily on a discretionary basis with ongoing monitoring and rebalancing.

Aaron Winters is a CFP® with 19 years of experience in financial services. He is associated with WealthPLAN Partners and has held roles at Osaic, Raymond James Financial Services, and the First National Bank of Omaha. Winters is a co-founder of RightPath Planning Partners LLC, a retirement income planning fintech consultancy working with financial professionals. WealthPLAN Partners provides financial planning, investment management, and retirement plan consulting to individuals, high-net-worth clients, and institutions such as nonprofits and pension plans. The firm employs a strategy diversification approach across mutual funds, ETFs, individual securities, and alternative strategies, managing client accounts primarily on a discretionary basis with ongoing monitoring and rebalancing.

Blake Lynch is a financial advisor with WealthPLAN Partners in Omaha, NE, holding a Series 66 designation and nine years of industry experience. His work history includes roles at Minnesota Life, Securian Financial Services, Cetera, and Securities America. He also engages in selling life insurance to individuals, families, and businesses. WealthPLAN Partners provides financial planning, investment management, and retirement plan consulting to individuals, high-net-worth clients, and institutional clients such as foundations and pension plans. The firm employs a "Strategy Diversification" investment approach, utilizing mutual funds, ETFs, individual securities, and alternative strategies, generally managing client accounts on a discretionary basis with ongoing monitoring and rebalancing.

Garth Terlizzi Sr. is a financial advisor with WealthPLAN Partners in Omaha, NE, holding the Series 63 designation and bringing 44 years of industry experience. His prior experience includes long tenures at LPL Financial and Securities America, Inc. Outside his advisory role, he is involved in property management through ownership of rental and office properties with his wife. WealthPLAN Partners offers financial planning, investment management, and retirement plan consulting to individuals, high-net-worth clients, and institutions. The firm employs a strategy diversification approach across various asset types, generally managing accounts on a discretionary basis with ongoing monitoring and rebalancing.

Damon Feltz is a financial advisor affiliated with WealthPLAN Partners in Omaha, NE, holding Series 63 and Series 65 licenses with 17 years of industry experience. His prior experience includes roles at FOG Equities LLC, Penserra Securities, and Cheevers & Co., Inc. Outside of his advisory work, he is the owner of One Old Mill, LLC, a privately held LLC. WealthPLAN Partners serves individual, high-net-worth, and institutional clients by providing financial planning, investment management, and retirement plan consulting. The firm employs a "Strategy Diversification" investment approach, managing client accounts on a discretionary basis with a mix of mutual funds, ETFs, individual securities, and alternative strategies.

Louis Brunning is a financial advisor with WealthPLAN Partners in Omaha, NE, holding a Series 65 license and six years of industry experience. His prior roles include positions at Securities America Advisors, Mutual of Omaha Investor Services, and Northern Natural Gas. WealthPLAN Partners provides financial planning, investment management, and retirement plan consulting to individuals, high-net-worth clients, and institutional clients such as foundations and nonprofits. The firm employs a diversified investment approach across mutual funds, ETFs, individual securities, and alternative strategies, generally managing client accounts on a discretionary basis with ongoing monitoring and periodic rebalancing.