Matthew Buckwalter is a CFP® and Series 65-licensed advisor with 20 years of experience. He has been the sole advisor at MJB Financial Planning since 2006, based in Lincoln, Nebraska. MJB Financial Planning serves individuals and families, typically those with at least $1 million in billable assets, providing integrated wealth management through financial planning and ongoing investment management. The firm operates as a fee-only fiduciary, using long-term, Modern Portfolio Theory–based portfolios with low-cost mutual funds and ETFs, and incorporates held-away accounts into clients’ overall financial assessments.

Bradley Ewerth is a financial advisor with P23 Financial, Inc in Lincoln, NE, holding CFP® certification and Series 65 and 66 registrations. He has 20 years of industry experience and also serves as president of Ewerth & Associates CPA, a certified public accounting firm specializing in tax consulting and planning. In addition, he is an insurance agent and has long-standing involvement in managing commercial real estate through Esquire Plaza, Inc. P23 Financial provides financial planning and consulting to individual clients and facilitates investment management by referring clients to third-party managers. The firm offers fixed-fee financial plans, educational seminars, and serves as a liaison between clients and recommended managers without directly managing client assets.

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.

Andrew Peterson is a financial advisor at R2 Wealth Management Partners with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Paradigm Wealth, Alphastar Capital Management, and Heartland Wealth Partners. Outside of his advisory role, he is a 25% owner of Run Pure Sports, a sports media and content company. R2 Wealth Management Partners manages approximately $236 million for a diverse client base that includes individuals, high-net-worth clients, retirement plans, trusts, estates, corporations, and 529/HSA accounts. The firm provides discretionary and non-discretionary asset management, written financial planning, and fiduciary services, using a combination of fundamental, technical, cyclical, and charting analysis tailored to each client’s financial objectives and risk tolerance.

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 in Lincoln, NE, holding Series 63 and Series 65 licenses with 16 years of industry experience. His previous roles include positions at Paradigm Wealth Management and Alphastar Capital Management. Langemeier is also licensed as an insurance agent, dedicating part of his time to offering insurance products to clients. R2 Wealth Management Partners manages approximately $236 million for around 430 clients, serving individuals, high-net-worth clients, employer-sponsored retirement plans, trusts, estates, corporations, and 529/HSA accounts. The firm provides discretionary and non-discretionary asset management, financial planning, and fiduciary services, employing a range of analytical methods and offering tailored portfolios monitored quarterly.

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.

Ava Heyne is a Series 65 licensed financial advisor with Flagstone Financial Management, LLC in Lincoln, NE, where she has worked since 2025. Her background includes positions at Union Bank & Trust and teaching roles at the University of Nebraska-Lincoln, Jacksonville State University, Skutt Catholic High School, and St. Stephen the Martyr Catholic School. Flagstone Financial Management provides investment management and financial planning to individuals, including high-net-worth clients, as well as institutional clients such as retirement plans, foundations, donor-advised funds, and trusts. The firm’s evidence-based investment approach emphasizes cost control, global diversification, tax efficiency, and long-term orientation, and offers services including employer plan consulting and business owner transition planning.

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 14 years of industry experience. She holds the Series 66 designation and has worked at Flagstone since 2017, following prior roles at LPL Financial LLC and D.A. Davidson & Co. Outside of advising, she is a notary and has provided special services through the Department of Health and Human Services. Flagstone Financial Management offers investment management and financial planning to individuals, including high-net-worth clients, as well as institutional clients such as retirement plans, foundations, and trusts. The firm employs an evidence-based investment approach emphasizing market efficiency, cost control, diversification, and tax efficiency, providing continuous discretionary monitoring and formal annual reviews.

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 an advisor at Plan A Wealth, LLC in Lincoln, NE, holding Series 63 and Series 65 licenses with one year of industry experience. He has held roles at Private Client Services and multiple non-financial positions prior to his current advisory work. Plan A Wealth advises individuals, charitable organizations, and retirement plans through discretionary asset management, comprehensive financial planning, and a subscription ETF-based service tailored to client objectives. The firm employs a range of investment instruments and offers brokerage and referral relationships alongside managed portfolio solutions.

Chantel Koerwitz is a financial advisor at Flagstone Financial Management, LLC with four years of industry experience. She holds a Series 65 designation and previously worked for six years at Endacott Peetz Timmer & Koerwitz, PC LLO. Outside of advising, she engages in freelance proofreading and copyediting. Flagstone Financial Management provides investment management and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as retirement plans and foundations. The firm employs an evidence-based investment approach focused on market efficiency, cost control, diversification, and tax efficiency.

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.

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.

When I was 18 years old, I was shown how compound interest and time can impact people’s financial lives and, more importantly, retirement. Since then, I have thoroughly enjoyed helping people in all seasons of their financial life, whether they’re just getting started with investing or have recently retired. Since I started in the profession in 2016, I’ve witnessed a lot of friends receive poor financial advice from other advisors. That has encouraged me to make sure that doesn’t happen to any peers of mine anymore. Working as a fiduciary, I provide advice in the best interest of our clients, and I am confident that the financial planning and service we provide at Flagstone are top-tier. Born and raised in Lincoln, Nebraska, I grew up as a huge Nebraska Cornhusker fan and rarely miss home basketball and football games. I have been a sports fanatic my whole life and continue to primarily play golf, basketball, and tennis. I love cocktail hours, great food, and even better company — all of which I get to enjoy at Sunday night dinners with my grandparents. Those weekly family gatherings are the highlight of my weekend and a great start to the week.