Buffalo Run Wealth Advisors LLC

Matthew Weglarz is a CFA charterholder currently with Buffalo Run Wealth Advisors LLC. He has over a decade of industry experience, including roles at Tortoise Capital Advisors and Mariner Wealth Advisors. He also serves as Director of Operations at WealthCrossing, an investment adviser firm where he does not provide advisory services. Buffalo Run Wealth Advisors LLC offers portfolio management and financial planning primarily to individuals and high-net-worth clients. The firm employs a blend of fundamental analysis and modern portfolio theory, focusing on long-term ETF-based allocations while incorporating short-term trading and options strategies when suitable.

Michelle Leichtner is a CFP® and holds a Series 66 license, currently serving as an advisor at Buffalo Run Wealth Advisors LLC since 2026. She has prior experience at Motley Fool Wealth Management, Merrill Lynch, and other financial firms dating back to 2017. Outside of her advisory role, she is also involved with Buffalo Run Tax and Financial. Buffalo Run Wealth Advisors LLC provides portfolio management and financial planning services primarily to individuals and high-net-worth clients. The firm’s investment approach integrates fundamental analysis with modern portfolio theory, using long-term ETF allocations alongside selective short-term trading and options strategies.

Trenton Swift is a financial advisor with FBL Wealth Management, LLC in West Des Moines, IA, holding the CFP®, ChFC®, and Series 63 credentials and bringing 11 years of industry experience. His prior work includes roles at COUNTRY FINANCIAL from 2014 to 2022 and FBL Marketing Serv and Farm Bureau Financial Services since 2022. FBL Wealth Management serves a diverse client base including individual investors, retirement plans, trusts, charitable organizations, and corporate entities. The firm emphasizes a primarily non-discretionary investment approach, utilizing third-party portfolio managers and sub-advisers, and provides written financial planning along with educational seminars and newsletters.