Joseph Reeves is the sole advisor at TRJ Wealth Management, Inc., an independent firm based in Lincoln, Nebraska. He holds Series 63 and Series 65 licenses and has 37 years of experience in the industry. Since founding TRJ Wealth Management in 2001, he has focused on providing investment advisory services. Outside of advisory work, he assists with a family-owned relaxation therapy wellness facility, Q-Wellness LLC, contributing around 25 hours per month. TRJ Wealth Management serves individuals, trusts, estates, pension and profit-sharing plans, and corporate clients, emphasizing customized investment policy development, strategic asset allocation, and oversight of third-party money managers through managed account programs. The firm manages a small client base and primarily acts as an overseer rather than a primary discretionary manager.

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.

Connie Reha is a financial advisor at Liberty Advisers Inc. in Lincoln, NE, with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with various Liberty-affiliated firms since 2012. She is also president and chief compliance officer of Liberty Wealth Management Inc. and Reha Inc., insurance agencies offering life, health, long-term care insurance, and annuities. Liberty Advisers Inc. provides discretionary and non-discretionary portfolio management, financial planning, and advisory services to business owners, families, individuals, and high-net-worth clients. The firm manages approximately $19.9 million across about 61 client relationships, tailoring investment programs to client objectives and risk tolerance with ongoing monitoring and at least quarterly reviews.

Bradley Ewerth is a CERTIFIED FINANCIAL PLANNER™ professional with 20 years of industry experience. He is the principal of P23 Financial, Inc., an independent firm based in Lincoln, Nebraska. Outside of financial advising, he serves as president of Ewerth & Associates, a certified public accounting firm focused on tax consulting and planning. P23 Financial provides financial planning and consulting to individual clients and facilitates investment management through referrals to third-party managers. The firm delivers fixed-fee plans, conducts educational seminars, and acts as a liaison in managing third-party relationships without directly managing client assets.

Cindy Hunter is a financial advisor at Foy Financial Services, Inc. in Lincoln, NE, holding Series 63 and Series 65 licenses with three years of industry experience. She has been associated with Foy Financial Services, Inc. since 2001. Foy Financial Services is an independent firm that provides discretionary portfolio management and financial planning primarily for individual clients, including high-net-worth and retirement accounts, as well as corporate and trust accounts. The firm utilizes a trend-following, asset-allocation approach emphasizing diversification and systematic adjustments, and it also serves as a strategic partner to other advisory firms through solicitor agreements.

John Dannenbring is a CFP® professional with six years of experience in financial advising. He is the principal of AlphaOmega Wealth Management, LLC in Lincoln, Nebraska, and has prior experience at Pittenger & Anderson, Inc. and Ameritas Investment Partners. Outside of his advisory work, he serves as a lecturer in personal finance at the University of Nebraska-Lincoln. AlphaOmega Wealth Management is an independent advisory firm serving individuals, corporations, and employer plan sponsors with investment management and financial planning services. The firm offers continuous discretionary portfolio supervision tailored to client objectives and provides employee benefit plan services to employer plan sponsors.

Andrew Pool is a Certified Financial Planner (CFP®) with 26 years of industry experience. He is currently with Paradigm Wealth Management and has previously worked at Securities America Inc and R2 Wealth Management Partners. Outside of his financial advisory work, Pool serves as the President of the Waverly Band Boosters, supporting instrumental music programs in his community. Paradigm Wealth Management provides investment advisory and planning services to individuals, including high-net-worth clients, and retirement plan sponsors. The firm employs multiple analytic approaches and a variety of trading strategies while offering both discretionary and non-discretionary portfolio management along with modular and full financial planning.

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.

Tyler Woods is a financial advisor at Alta Strada Wealth Management in Lincoln, NE, holding a Series 66 designation with seven years of industry experience. His prior roles include positions at LPL Financial LLC, Securities America Advisors, and Brinker Capital Securities LLC. Alta Strada Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, and businesses, offering investment management, financial planning, retirement plan consulting, and estate-planning facilitation. The firm uses a combination of passive and active strategies and delivers services through discretionary and non-discretionary arrangements.

Andrew Peterson is a financial advisor at R2 Wealth Management Partners with 17 years of industry experience. He holds Series 63 and 65 licenses and has worked with several firms including Paradigm Wealth, Alphastar Capital Management, and Ameritas Life Insurance Corp. Outside of his advisory role, Peterson is a 25% owner of Run Pure Sports, a sports media and content company. R2 Wealth Management Partners manages approximately $236 million for around 430 clients, offering tailored discretionary and non-discretionary asset management, financial planning, and retirement plan fiduciary services. The firm serves individuals, high-net-worth clients, employer-sponsored plans, trusts, estates, corporations, and 529/HSA accounts, employing a mix of fundamental, technical, cyclical, and charting analysis.

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.

Amber Roemer is a financial advisor at Capital Consulting & Asset Management with 11 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at Capital Consulting & Asset Management since 2008, as well as at Kovack Securities, Inc. since 2026. Capital Consulting & Asset Management provides financial planning, portfolio management, and qualified plan consulting to individual investors, including high-net-worth clients, and retirement plan sponsors. The firm manages approximately $218 million in discretionary assets and offers written financial plans, ongoing advisory services, and specialized retirement plan consulting.

Travis Langemeier is a financial advisor with R2 Wealth Management Partners in Lincoln, NE, holding Series 63 and Series 65 credentials and having 16 years of industry experience. His prior roles include positions at Alphastar Capital Management and Paradigm Wealth Management. Langemeier is also licensed as an insurance agent, dedicating part of his time to offering insurance products and services. R2 Wealth Management Partners manages approximately $236 million for around 430 clients, serving individuals, high-net-worth clients, retirement plans, trusts, estates, and corporations. The firm provides discretionary and non-discretionary asset management, written financial planning, and fiduciary services, with investment strategies that incorporate fundamental, technical, cyclical, and charting analysis.

Robert Nixon is a CFP® with 46 years of industry experience, currently with Capital Consulting & Asset Management in Lincoln, NE. He has worked at Kovack Securities, Inc. and GENEOS WEALTH MANAGEMENT Inc. In addition to his advisory role, Nixon is a notary public. Capital Consulting & Asset Management provides financial planning, portfolio management, and qualified plan consulting to individual investors and retirement plan sponsors. The firm manages approximately $218 million in discretionary assets using firm model portfolios and offers specialized retirement plan services, including fiduciary consulting and participant education.

402 Financial is a fee-only financial advisor firm serving Lincoln, NE and surrounding areas, founded by Christian Classen and Joseph Fowler, CFP®. We specialize in retirement planning. We started 402 because we were tired of "financial advisors" who made their living selling annuities and expensive mutual funds, without adding any value to the clients they claimed to serve. Our process goes beyond investments; we focus on minimizing your lifetime tax bill and enabling you to give to the charities you love.

James Ahlschwede is a CFP® with 20 years of industry experience, currently serving at Round Table Investment Strategies, LLC in Lincoln, NE. He has been with Round Table Investment Strategies since 2006 and also worked at Round Table Strategies, LLC from 2016 to 2017. Round Table provides discretionary asset management, financial planning, and retirement-plan advisory services to individuals, trusts, small businesses, and plan sponsors. The firm employs a market-oriented, factor-aware investment approach using broadly diversified mutual funds and ETFs, with portfolios typically managed on a discretionary basis and monitored regularly.

James Hershberger is a financial advisor with Round Table Investment Strategies, LLC in Lincoln, Nebraska. He holds a Series 66 designation and has 11 years of industry experience, all with Round Table. Outside of advisory work, he owns and operates an accounting firm, MJH CPA LLC. Round Table Investment Strategies, LLC provides discretionary asset management, financial planning, and retirement-plan advisory services to individuals, trusts, small businesses, and plan sponsors. The firm employs a market-oriented, factor-aware investment approach using broadly diversified mutual funds and ETFs, and is notable for its direct affiliation with an in-house accounting practice.

Christian Classen is a financial advisor at 402 Financial in Lincoln, Nebraska, holding a Series 65 designation with five years of industry experience. His prior roles include positions at Plan A Wealth, LLC and Spectrum. 402 Financial provides investment management and financial planning services to individuals, charitable organizations, and businesses. The firm uses a passive, asset-allocation approach grounded in modern portfolio theory and offers comprehensive planning across multiple areas, including a Biblically Responsible Investing option.

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.