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.

Krista Letcher is a financial advisor at Innovative Advisory Group with Series 65 and Series 66 credentials and seven years of industry experience. Her prior roles include positions at Edward Jones, Morgan Stanley, and TD Ameritrade. Innovative Advisory Group serves individuals, trusts, estates, corporations, and employer-sponsored plan participants, offering discretionary asset management alongside comprehensive financial planning and specialized services. The firm uses a multi-strategy investment approach and operates as an eight-advisor team managing approximately $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.

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.

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.

Chad Winter is a financial advisor at Stonebridge Wealth Systems LLC in Lincoln, NE, with 12 years of industry experience. He holds the Series 63 and Series 65 credentials and has worked previously at firms including SECURITIES AMERICA, Inc., Investacorp Inc., and TD Ameritrade. Stonebridge Wealth Systems LLC provides discretionary asset management, financial planning, and fiduciary consulting services to individuals, high net worth clients, trusts, and retirement plans. The firm employs a mix of in-house management and outsourced sub-advisors to implement strategies based on clients’ goals, risk tolerance, and time horizons, using various analysis methods and ongoing oversight.

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.