Chad Winter is a financial advisor at Stonebridge Wealth Systems LLC with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at TD Ameritrade, Investacorp Inc, Securities America, Inc., and OSAIC. Stonebridge Wealth Systems LLC provides discretionary asset management, financial planning, and ERISA 3(21) fiduciary services to individuals, high net worth clients, trusts, and retirement plans. The firm uses a combination of in-house management and outsourced sub-advisors, employing various analysis methods and ongoing oversight to align portfolios with clients’ goals and risk tolerance.

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 holds a Series 65 license, with two years of industry experience. She has worked at HBE Wealth Management, LLC since 2023 and previously spent seven years at Union Bank & Trust. HBE Wealth Management serves individuals, trusts, charitable organizations, and businesses, providing discretionary and nondiscretionary portfolio management along with financial planning and investment policy development. The firm emphasizes long-term asset allocation and diversification using a Modern Portfolio Theory-based approach with passively managed funds, and it integrates external model portfolios and sub-advisers into its strategies.

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 in Lincoln, NE. She holds a Series 65 designation and has been with Flagstone since 2025. Prior to joining Flagstone, she held positions at Hudl, Latitude Apartments, The Firm Advisors, and Maritz, among others. 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 focused on global diversification, cost control, tax efficiency, and disciplined rebalancing.

Benjamin Buethe is a financial advisor at Sound Stewardship, LLC in Lincoln, Nebraska, holding a Series 65 credential with five years of industry experience. Prior to joining Sound Stewardship in 2021, he worked at Anderson Auto Group and Nebraska Book Company and operated his own advisory business from 2014 to 2020. Sound Stewardship serves individual and high-net-worth clients, as well as trusts, charitable organizations, and business owners, offering comprehensive financial planning and discretionary investment management. The firm builds customized portfolios with an emphasis on tax-efficient ETFs and offers biblically and socially responsible investing options alongside educational seminars and public-speaking workshops.

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.

Noran Knobbe is a financial advisor at Bellwether Wealth in Lincoln, NE, holding Series 65, 63, and 66 licenses with 31 years of industry experience. His prior roles include positions at Pacific Select Distributors, Pacific Life, TD Waterhouse Investor Services, and Ameritrade. Bellwether Wealth offers investment management and comprehensive planning services to individuals, retirement plans, trusts, charitable organizations, corporations, and other business entities. The firm combines active and passive investment strategies with a proprietary model and an AI platform to construct tailored portfolios based on clients’ goals and risk tolerance.

Christian Karras is a financial advisor at The Karras Company, Inc. in Lincoln, NE, with five years of industry experience. He holds Series 63 and Series 66 credentials. His prior work includes positions at Fidelity and Raymond James Financial Services. The Karras Company provides wealth planning, investment consulting, and portfolio management services to individuals, institutions, and employer-sponsored retirement plans. The firm manages approximately $373 million in regulatory assets and advises on roughly $3.45 billion in client assets, emphasizing strategic asset allocation and diversified, buy-and-hold investment strategies.

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 12 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Lincoln Capital since 2022. Prior to this, he was employed at Insurance Agency Marketing Services, Inc. and The Leaders Group Inc. Swim is also active as an insurance agent with Family First Life Insurance and Lincoln Capital Life, LLC, where he consults on life insurance needs. Lincoln Capital, LLC provides investment advisory and financial planning services to individuals, trusts, estates, and corporate entities. The firm manages approximately $845 million in assets, using fundamental analysis and a combination of long- and short-term strategies to construct diversified portfolios, and offers comprehensive portfolio management with regular account reviews.

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.