Bellwether Wealth

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.

Emilee Knudson is a Series 66-licensed financial advisor at Bellwether Wealth in Lincoln, NE, with two years of industry experience. She previously worked at UBS Financial Services and Union Bank and Trust. Bellwether Wealth provides investment management and comprehensive planning services to individuals and institutions. The firm employs a discretionary, total-portfolio management approach that combines active and passive strategies and incorporates proprietary modeling and third-party AI-driven analysis to tailor portfolios to client objectives.

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.

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.

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.

Brian Beaulieu is a financial advisor at Bellwether Wealth with 14 years of industry experience. He holds a Series 65 designation and has worked at Bellwether Wealth since 2019, following prior roles at Kestra Advisory Services and extensive leadership positions at the Institute for Trend Research since 1987, where he serves as CEO and economist. Bellwether Wealth provides investment management and 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 discretionary, total-portfolio approach that combines active and passive strategies, supported by proprietary models and third-party artificial intelligence for stock ranking within the S&P 500 sectors.

Alan Beaulieu is a Series 65-registered financial advisor with Bellwether Wealth, where he has worked since 2019. He has 14 years of industry experience including prior roles at Kestra Financial Services. Outside of his advisory work, Beaulieu serves as President and Economist at the Institute for Trend Research, a role he has held since 1990. 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 employs a combined active and passive total-portfolio approach, incorporating proprietary models and artificial intelligence tools to tailor portfolios to clients’ specific goals and risk tolerances.

Noran Knobbe is a financial advisor with Bellwether Wealth in Lincoln, NE, holding Series 63, 65, and 66 licenses and bringing 32 years of industry experience. His prior roles include positions at Pacific Select Distributors, Pacific Life, TD Waterhouse Investor Services, and Ameritrade. Bellwether Wealth provides investment management and 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 employs a team-based approach that combines active and passive strategies, supplemented by proprietary models and third-party artificial intelligence tools to tailor portfolios to clients’ goals and risk tolerance.