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.

Larry Freie is a financial advisor at Bellwether Wealth in Lincoln, NE, holding the ChFC® designation with 41 years of industry experience. He previously worked at Kestra Investment Services, LLC, UNICO Midlands, LLC, and Ameritas Life Insurance Corp among others. He serves as president of the Willow Springs Homeowners Association. Bellwether Wealth provides discretionary investment management and financial planning to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm employs a “total portfolio” approach combining active and passive strategies, using proprietary models and third-party AI analytics to guide investment decisions.

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.

Jason De Luca is a financial advisor at Bellwether Wealth in Lincoln, NE, holding a Series 65 designation. He has experience working with Bellwether Advisors and STP Investment Services since 2013. Bellwether Wealth provides investment management and a range of planning services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm manages approximately $782.8 million in discretionary assets and utilizes a combination of active and passive strategies, supported by proprietary models and third-party artificial intelligence tools, to tailor portfolios to clients’ goals and risk tolerance.

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.

Krista Letcher is a financial advisor at Innovative Advisory Group with Series 65 and Series 66 credentials and six years of industry experience. Her prior roles include positions at Edward Jones, Morgan Stanley, and TD Ameritrade. Innovative Advisory Group provides investment management and financial planning services to individuals, trusts, estates, corporations, and employer-sponsored plan participants. The firm employs a multi-strategy approach integrating portfolio management with financial planning and serves roughly 298 clients with about $194 million in discretionary assets.

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.

Clark Bellin is a financial advisor with Bellwether Wealth in Lincoln, Nebraska, holding a Series 63 designation and over 29 years of industry experience. His career includes roles at Milemarker Investment Solutions, Purshe Kaplan Sterling Investment, Kestra Financial Services, and Ameritas Investment Company. Outside of investment advising, he is a minority owner of Captogrowth, a business focused on digitizing and organizing hardcopy photos for sale. Bellwether Wealth provides investment management and comprehensive planning services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $783 million in discretionary assets and employs a team-based approach combining active and passive strategies, utilizing proprietary models and third-party artificial intelligence tools for portfolio construction.

Lance Norquest is a financial advisor at Bellwether Wealth with 11 years of industry experience. He holds a Series 66 credential and has worked at Bellwether Advisors, LLC, Purshe Kaplan Sterling Investments, and Securities America in prior roles. Bellwether Wealth provides investment management and comprehensive planning services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm manages approximately $782.8 million in discretionary client assets and employs a team-based approach that combines active and passive strategies, utilizing proprietary models and third-party artificial intelligence platforms for portfolio construction.

Cutter Anderson is a financial advisor with Plan A Wealth, LLC in Lincoln, Nebraska. He holds the Series 65 and Series 63 licenses and has one year of industry experience. His prior work includes roles at AutoVitals and Private Client Services. Plan A Wealth advises individuals, charitable organizations, and employer-sponsored retirement plans, offering discretionary asset management, comprehensive portfolio management, and subscription ETF-based services tailored to client objectives. The firm employs a range of investment instruments and has brokerage and referral relationships that include commission-based compensation for some representatives.

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.

Christopher Bedient is a CFP®, CFA®, and holds a Series 65 license, with 11 years of experience in financial advisory services. He has been with HBE Wealth Management, LLC since 2015. Outside of his advisory work, he is the author of the book *Be (HBE): Moving beyond The Task List*, published primarily for internal use within the HBE group. HBE Wealth Management serves individuals, trusts, retirement plans, charitable organizations, corporations, and small businesses, managing approximately $201 million across several hundred client accounts. The firm applies a Modern Portfolio Theory-based investment approach focused on diversified, passive asset-class allocations using low-turnover mutual funds and ETFs, supported by written investment policy statements and third-party subadvisers.

Stephanie Tredway is a financial advisor at Flagstone Financial Management, LLC with 17 years of industry experience. She holds the Series 66 designation and has worked at Flagstone since 2016. Her prior experience includes roles at Executive Wealth Management and LPL Financial LLC. Flagstone Financial Management provides investment management, financial planning, employer retirement-plan consulting, and donor-advised-fund investment services to individuals, high-net-worth clients, and institutional entities. The firm employs an evidence-based investment approach that emphasizes global diversification, cost control, tax efficiency, and disciplined rebalancing, managing over $375 million in discretionary assets as of December 2024.

Adam Snow is a financial advisor with Bellwether Wealth in Lincoln, NE. He holds a Series 65 designation and has over eight years of experience in the financial services industry, including roles at First Citizens Bank, CIT, and Bank of the West. Snow joined Bellwether Wealth in 2025. Bellwether Wealth provides investment management and comprehensive planning services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm manages approximately $782.8 million in discretionary client assets and uses a combination of active and passive strategies supported by proprietary models and third-party AI platforms for portfolio construction.