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.

Samuel Johnson is a financial advisor at Flagstone Financial Management, LLC with a Series 65 designation and one year of industry experience. Prior to joining Flagstone, he worked at the University of Nebraska Lincoln and held positions at the Country Club of Lincoln and local schools. 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 emphasizing global diversification, cost control, and tax efficiency, managing accounts through LPL Financial platforms.

Sara Sweeney is a CFP® and Series 65-registered financial advisor with three years of industry experience. She is currently with HBE Wealth Management, LLC and previously worked at Union Bank & Trust for seven years. HBE Wealth Management serves individuals, trusts, charitable organizations, and businesses, providing discretionary and nondiscretionary portfolio management along with financial planning. The firm applies a Modern Portfolio Theory-based investment approach focused on long-term asset allocation, diversification, and low-turnover passive asset-class funds, and collaborates closely with an affiliated accounting firm.

Amy Miletti is a financial advisor at Plan A Wealth, LLC in Lincoln, NE, holding a Series 65 credential with one year of industry experience. Prior to joining the firm, she was involved with the Pregnancy Center of Coshocton and the Coshocton Alliance Church. Outside of her advisory role, she has experience as a homemaker. Plan A Wealth serves individuals, charitable organizations, and employer-sponsored retirement plans, offering discretionary asset management, financial planning, and a subscription-based ETF service for smaller accounts. The firm tailors portfolios to client objectives and employs a range of investment instruments, while maintaining brokerage and referral relationships that distinguish its business model.

Trista Jacobs is a CFP® and holds a Series 65 license with four years of experience in financial advising. She has been with Keener Financial Planning since 2021 and previously worked in a family dentistry practice for over a decade. Keener Financial Planning serves individuals, trusts, small businesses, organizations, and pension plans, offering modular financial planning and portfolio management primarily through hourly or flat-fee arrangements. The firm follows a long-term, mostly passive investment approach with a focus on low-cost index funds, selective active funds, and an emphasis on small-cap and value exposures.

Natalia Paige is a financial advisor with Flagstone Financial Management, LLC in Lincoln, NE. She holds Series 63 and Series 66 licenses and has five years of industry experience. Prior to joining Flagstone, she worked at LPL Financial, Eagle Strategies (NY Life), and New York Life Insurance Co. Flagstone Financial Management provides investment management and financial planning services to individual and institutional clients. The firm uses an evidence-based investment approach focused on market efficiency, cost control, global diversification, and tax efficiency, offering both advisor-directed and manager-of-managers portfolios.

Logan Schluckebier is a financial advisor at Plan A Wealth, LLC in Lincoln, NE, holding a Series 65 designation. He has been with Plan A Wealth since 2026 and has prior experience working with Ravenvolt Inc., Mile Zero Delivery & Hauling, and Landmark Valet. Plan A Wealth serves individual and high-net-worth clients, charitable organizations, and pension plans with asset management, financial planning, and retirement consulting. The firm employs a range of investment vehicles and offers both discretionary management and subscription-based services tailored to clients’ risk tolerance and goals.

Britney Angeles Ayala is a financial advisor at Flagstone Financial Management, LLC with one year of industry experience. She holds a Series 65 designation and has worked at Flagstone since 2025. Her prior roles include positions at Hudl, Latitude Apartments, and The Firm Advisors. 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, foundations, and trusts. The firm employs an evidence-based investment approach focused on market efficiency, cost control, and long-term strategies, delivering advisor-directed portfolio management and specialized services like Business Owner Transition Planning.

Jonnathan Mc Lain is a financial advisor with Lincoln Capital, LLC in Lincoln, Nebraska, holding a Series 65 designation and one year of experience at the firm. His prior work includes five years at Boys Town and six years at Chadron Public School. Lincoln Capital, LLC provides investment advisory and financial planning services to individuals, trusts, estates, and corporate entities, managing approximately $844.8 million in assets across about 1,210 clients. The firm employs fundamental analysis and a combination of long- and short-term strategies to build diversified portfolios, offering comprehensive management and access to third-party managers.

Brett Neal is a financial advisor at Lincoln Capital, LLC with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Lincoln Capital and Mutual Securities, Inc. since 2013. Lincoln Capital, LLC provides investment advisory and financial planning services to individuals, trusts, estates, and corporate clients. The firm manages approximately $844.8 million in assets and employs a fundamental analysis approach incorporating both long- and short-term strategies across various investment types, including individual equities, bonds, funds, and private investments.

My professional journey has focused on law and financial planning. After graduating from the University of Nebraska College of Law in 1999 and practicing at a private firm, I became in-house counsel and compliance director for a regional investment firm. Recognizing the lack of comprehensive financial planning, I transitioned away from the corporate counsel role into a financial planning role. I obtained my CFP® certification early in my career, which allowed me to adopt a holistic approach to financial planning — considering every facet of our clients’ financial life while keeping their unique goals and objectives at the forefront. The founding of Flagstone Financial Management stemmed from a desire to address the gaps in traditional investment management and financial planning. While many investors receive investment advice, they often don’t receive true comprehensive financial planning. Thus, our team at Flagstone strives to provide a comprehensive suite of services that cater to the diverse needs and aspirations of our clients. When I’m not immersed in work, I enjoy spending quality time with my family: my wife Jill and our two children, Sam and Sophie, along with our beloved Labrador retriever, Royal. We enjoy the simple pleasures of grilling outside, walking in our neighborhood or at local parks, and playing tennis or golf together. Dedicated to lifelong learning, I’m usually listening to an audio book, podcast, or video when exercising our dog or relaxing at home. My family and I are proud University of Nebraska fans and love to cheer on the Huskers every chance we get.

When my wife and I were newlyweds (and before I was in the financial planning profession), we got some bad financial advice from a few different financial “advisors.” With little knowledge of how different compensation structures worked, we trusted people who were really selling a product instead of providing advice in our best interest. Now, I help people avoid some of the same mistakes I made. As a fee-only planner, I help clients determine whether they’re on track to meet their goals, and, if not, I form recommendations to make some adjustments to get them back on track. I’ve lived in Lincoln, Nebraska, for nearly my entire life. I married my wife Kate in 2013. We have three young children, so my home life is presently both a ton of fun and a ton of work. We also have two Balinese cats named Neville and Luna after some of our favorite Harry Potter characters. I love traveling to new destinations and enjoy saving money on traveling by using points almost as much as I love traveling itself. I’m also passionate about good food, good drink, and good music.

Craig Hundt Sr. is a financial advisor at Prairie Wealth Advisors, Inc. in Lincoln, NE, with 39 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Prairie Wealth Advisors since 2012, following nine years at Purshe Kaplan Sterling Investments. Hundt also serves as treasurer for the Nebraska Big Game Society, a nonprofit organization. Prairie Wealth Advisors serves individual clients, including high-net-worth households, as well as pension plan sponsors, trusts, charitable organizations, and pooled investment vehicles. The firm offers comprehensive portfolio and asset management, financial planning, and pension consulting, with an investment approach that includes ETFs, mutual funds, individual equities and bonds, options, and both fundamental and technical analysis.

Brian Swim is a financial advisor at Lincoln Capital, LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at The Leaders Group Inc, Insurance Agency Marketing Services, Ameritas Investment Company, Sterneck Capital Management, and Orion Portfolio Solutions. Outside of his advisory role, he consults on life insurance needs through Lincoln Capital Life, LLC. Lincoln Capital, LLC provides investment advisory and financial planning services to individuals, trusts, estates, and corporate entities, managing approximately $845 million in assets for about 1,210 clients. The firm employs fundamental analysis and a combination of long- and short-term strategies across a range of investment vehicles, while also offering third-party manager referrals and discretionary account management.

Kaiden Bedient is a financial advisor at HBE Wealth Management, LLC in Lincoln, NE. He holds a Series 65 designation and has been with HBE Wealth Management and Sandhills Global in various roles since 2022. His background includes education experience at the University of Nebraska and several schools prior to entering the financial industry. HBE Wealth Management provides investment management, retirement-plan advisory, and financial planning services to individuals, trusts, retirement plans, charitable organizations, corporations, and small businesses. The firm manages approximately $201 million across several hundred client accounts using a diversified, passive investment approach grounded in Modern Portfolio Theory.

Marshall Williford is a financial advisor at AlphaStar Capital Management with one year of industry experience. He holds a Series 65 designation and has prior work experience at Envision Retirement Solutions and Cornerstone Bank. Outside of advising, he works as a CPR instructor on a part-time basis. AlphaStar Capital Management serves individual, corporate, and retirement plan clients by providing discretionary investment management, financial planning, and subadvisory services. The firm uses a combination of firm-designed and advisor-directed models employing strategic and tactical approaches across various asset types, and manages approximately $2.5 billion in assets with a substantial multi-advisor team.

Nathan Clark is a financial advisor at AlphaStar Capital Management with 27 years of industry experience. He holds a Series 63 designation and has worked at Virtue Capital Management, Brookstone Wealth Advisors, and has been the owner and president of Financial Management, Inc. DBA Envision Retirement Solutions since 1994. AlphaStar Capital Management manages approximately $1.84 billion for individuals, trusts, small businesses, pension plans, and other advisers. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, using both predefined model portfolios and custom strategies based on strategic asset allocation and quantitative analysis.

Dana Troske is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 registrations and over 40 years of industry experience. He has been with Mutual of Omaha Investor Services and its predecessor Mutual/United of Omaha since 1984. Outside of advisory work, he serves as vice president of HILEAF LLC, an industrial site and warehouse business based in Lincoln, NE. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement consulting. The firm operates on a platform relationship with Envestnet and uses Pershing as custodian, delivering managed solutions through approved model portfolios and third-party managers.

Brian Willet is a financial advisor at Van Clemens Wealth Management, LLC with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Waddell & Reed, Inc. He is CEO and executive coach at Advisor Game Plan, LLC and co-founder and CEO of Willet & Cumro Innovations, LLC. Willet also serves on the boards of the nonprofit organizations Nebraska Supreme and ETG Midwest. Van Clemens Wealth Management serves individuals, trusts, estates, and institutional clients by providing portfolio management, financial planning, retirement plan consulting, and estate-planning support. The firm customizes advice based on client objectives and employs a blend of modern portfolio theory with fundamental and technical analysis.