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Britney A

Series 65

Lincoln, NE

Flagstone Financial Management, LLC

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.

Business exit / sale strategy General estate planning guidance General retirement planning Tax strategies for small businesses Cash flow / budgeting Founder/Business Owner Retired
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Benjamin B

Series 65

Lincoln, NE

Sound Stewardship, LLC

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.

Charitable giving & philanthropy Debt management Cash flow / budgeting Wealth management
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Jonnathan M

Series 65

Lincoln, NE

Lincoln Capital, LLC

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.

Wealth management Charitable giving & philanthropy College savings (529s, UTMA, etc.) Founder/Business Owner
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Brett N

Series 63, Series 65

Lincoln, NE

Lincoln Capital, LLC

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.

Wealth management Charitable giving & philanthropy College savings (529s, UTMA, etc.) Founder/Business Owner
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Michael J

CFP®, JD

Lincoln, NE

Flagstone Financial Management, LLC

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.

General retirement planning Business ownership considerations General tax planning Founder/Business Owner Retired Baby Boomers (Born 1946-1964)
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Christian K

Series 63, Series 66

Lincoln, NE

The Karras Company, Inc.

Christian Karras is a financial advisor at The Karras Company, Inc. in Lincoln, Nebraska, holding Series 63 and Series 66 designations with six years of industry experience. His work history includes roles 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 SEC regulatory assets and advises on about $3.45 billion, utilizing a strategic asset allocation approach with diversified portfolios and a buy-and-hold orientation.

Retirement income strategy General tax planning Life insurance needs analysis Business succession planning Charitable giving & philanthropy Founder/Business Owner Retired
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Dan S

CFP®

Lincoln, NE

Flagstone Financial Management, LLC

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.

General retirement planning Business ownership considerations General tax planning Founder/Business Owner Retired Baby Boomers (Born 1946-1964)
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Craig H

Series 63, Series 65

Lincoln, NE

Prairie Wealth Advisors, Inc.

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.

Private / alternative investments
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Brian S

Series 63, Series 65

Lincoln, NE

Lincoln Capital, LLC

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.

Wealth management Charitable giving & philanthropy College savings (529s, UTMA, etc.) Founder/Business Owner
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Kaiden B

Series 65

Lincoln, NE

HBE Wealth Management, LLC

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.

Passive / index investing Tax-loss harvesting
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Marshall W

Series 65

Lincoln, NE

AlphaStar Capital Management

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.

Tax-loss harvesting Active portfolio management Passive / index investing Private / alternative investments Founder/Business Owner Retired
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Nathan C

Series 63

Lincoln, NE

AlphaStar Capital Management

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.

Tax-loss harvesting Active portfolio management Passive / index investing Private / alternative investments Founder/Business Owner Retired
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Dana T

Series 63, Series 65

Lincoln, NE

Mutual Of Omaha Investor Services, Inc.

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.

College savings (529s, UTMA, etc.) Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner
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Blake A

Series 65

Lincoln, NE

Pittenger & Anderson Inc

Blake Anderson is a Series 65-licensed financial advisor with 12 years of industry experience, currently serving at Pittenger & Anderson Inc in Lincoln, NE. He has been with the firm since 2014. Pittenger & Anderson provides discretionary investment management and financial planning services to individuals, families, high-net-worth clients, trusts, estates, qualified retirement plans, donor-advised funds, and nonprofit or public fund clients. The firm uses a combination of passive and active investment approaches overseen by an Investment Committee, emphasizing simplicity, cost control, and diversified portfolios tailored to client needs.

General retirement planning Income planning Tax-loss harvesting Active portfolio management
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Shane R

CFA®, Series 65

Lincoln, NE

Pittenger & Anderson Inc

Shane Riley is a CFA® charterholder and holds a Series 65 license with 14 years of industry experience. He has been with Pittenger & Anderson Inc since 2011. Pittenger & Anderson Inc provides discretionary investment management and financial planning services to individuals, families, high-net-worth clients, trusts, estates, qualified retirement plans, donor-advised funds, and nonprofit or public fund clients. The firm combines passive and active investment approaches overseen by an Investment Committee, utilizing diversified model portfolios as well as customized equity and fixed-income solutions for specialized relationships.

General retirement planning Income planning Tax-loss harvesting Active portfolio management
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Anders N

CFP®, Series 63, Series 65

Lincoln, NE

Pittenger & Anderson Inc

Anders Natter is a CFP®-designated financial advisor at Pittenger & Anderson Inc with eight years of industry experience. He has worked at Regulus, LLC and Rohlík Financial Group since 2018 and previously spent a year at Xplosive Edge. Pittenger & Anderson provides discretionary investment management and financial planning to a diverse client base, including individuals, families, high-net-worth clients, trusts, and nonprofit funds. The firm employs a blend of passive and active investment approaches overseen by an Investment Committee, focusing on cost control and diversified model portfolios, while managing over $3 billion on a fee-only basis.

General retirement planning Income planning Tax-loss harvesting Active portfolio management
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Brian W

Series 63, Series 65

Bennet, NE

Van Clemens Wealth Management, LLC

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.

Annuities Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Jon S

CFP®, Series 65

Lincoln, NE

Pittenger & Anderson Inc

Jon Sevenker is a CFP® and holds a Series 65 license with 23 years of industry experience. He has been with Pittenger & Anderson Inc. since 1998. Pittenger & Anderson provides discretionary investment management and financial planning to individuals, families, high-net-worth clients, trusts, estates, qualified retirement plans, donor-advised funds, and nonprofit or public fund clients. The firm combines passive and active investment approaches overseen by an Investment Committee and offers both diversified model portfolios and customized portfolios for specialized relationships.

General retirement planning Income planning Tax-loss harvesting Active portfolio management
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Drew S

Series 63, Series 65

Lincoln, NE

Alera Investment Advisors, LLC

Drew Switzer is a financial advisor at Alera Investment Advisors, LLC in Lincoln, NE, holding Series 63 and Series 65 licenses with four years of industry experience. His prior roles include positions at Mutual of Omaha and Prime Pensions. Outside of his advisory work, he operates as a self-employed travel agent on a limited basis. Alera Investment Advisors provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, families, trusts, businesses, and institutions. The firm employs a primarily long-term, fundamental analysis-driven investment approach and integrates insurance and pension-consulting platforms within its advisory services.

Wealth management
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Michelle C

Series 66

Lincoln, NE

Creative Financial Designs, Inc.

Michelle Christy is a financial advisor at Creative Financial Designs, Inc. in Lincoln, NE, with three years of industry experience. She holds the Series 66 designation and has previously worked at Nutrabolt and Cetera Advisor Networks LLC. In addition to her advisory role, she serves as president of CoreFocus Business Consulting, providing business management and financial reporting services in the consumer packaged goods sector. Creative Financial Designs serves individual, corporate, and institutional clients, including employer retirement plans. The firm offers discretionary and non-discretionary investment management along with financial planning and consulting, using asset-class model allocations and multiple risk objectives to structure portfolios.

ESG / Sustainable investing Options & derivatives strategies Religious/faith focused
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