WealthPLAN Partners

Joseph Mcclellan is a financial advisor with WealthPLAN Partners, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked with multiple firms, including Securities America Inc. and LPL Financial, and has been with WealthPLAN Partners since 2014. WealthPLAN Partners provides financial planning, investment management, and retirement plan consulting to individuals, high-net-worth clients, and institutional clients. The firm employs a “Strategy Diversification” approach across various asset classes and typically manages client accounts on a discretionary basis with ongoing monitoring and rebalancing.

Andrew Large is a financial advisor with WealthPLAN Partners in Omaha, NE, holding Series 63 and Series 66 licenses and 16 years of industry experience. He previously worked for Arbor Point Advisors and Securities America from 2014 to 2025. Outside of advising, he is the owner of Fit Freedom, LLC, a health supplement business. WealthPLAN Partners provides financial planning, investment management, and retirement plan consulting to individuals, high-net-worth clients, and institutions. The firm employs a diversified investment approach across mutual funds, ETFs, individual securities, and alternatives, generally managing client accounts on a discretionary basis with ongoing monitoring and periodic rebalancing.

Michael Klauke is a financial advisor at WealthPLAN Partners with 34 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining WealthPLAN Partners in 2024, he worked at Securities America Advisors, Inc. and Next Financial Group Inc. He serves on the board of the La Crescent Area Event Center and is involved in fixed life insurance sales through Klauke Investments & Insurance Services. WealthPLAN Partners provides financial planning, investment management, and retirement plan consulting to individuals, high-net-worth clients, and institutional clients. The firm employs a Strategy Diversification approach, allocating across mutual funds, ETFs, individual securities, and alternative strategies, and generally manages client accounts on a discretionary basis with ongoing monitoring and rebalancing.

Jason Pott is a financial advisor with WealthPLAN Partners, holding Series 63 and Series 65 credentials and 17 years of industry experience. His prior work includes roles at Securities America, Inc. and COUNTRY FINANCIAL. Outside of financial advising, he owns an insurance brokerage providing life, auto, home, and commercial insurance. WealthPLAN Partners serves individuals, high-net-worth clients, and institutions with financial planning, investment management, and retirement plan consulting. The firm employs a "Strategy Diversification" investment approach that utilizes a mix of mutual funds, ETFs, individual securities, and alternative strategies, typically managing client accounts on a discretionary basis with ongoing monitoring and rebalancing.

Dana Baldridge is a CFP® professional based in Sioux City, IA, affiliated with WealthPLAN Partners. He has eight years of industry experience, including roles at Securities America Advisors and EFS Group. His work includes financial planning, investment advice, and insurance product sales as related to financial planning. WealthPLAN Partners provides financial planning, investment management, and retirement plan consulting to individuals, high-net-worth clients, and institutional clients. The firm employs a “Strategy Diversification” approach, managing client accounts on a discretionary basis with ongoing monitoring and periodic rebalancing.

Adam Carter is a financial advisor with WealthPLAN Partners in Venice, FL, holding a Series 66 designation and 19 years of industry experience. He has worked with firms including OSAIC and operates as a sole proprietor as well. Adam is also a public speaker on basic financial health topics such as budgeting and debt repayment. WealthPLAN Partners provides financial planning, investment management, and retirement plan consulting services to individuals, high-net-worth clients, and institutional clients. The firm employs a “Strategy Diversification” investment approach using mutual funds, ETFs, individual securities, and alternative strategies, typically managing client accounts on a discretionary basis with ongoing monitoring and rebalancing.

B. David Goldstein is a financial advisor at WealthPLAN Partners with 38 years of industry experience. He holds a Series 63 designation and has previously worked at Securities America, Western International Securities, and Wealth Plan Network, where he has been involved for over two decades. Outside of his advisory role, he is involved in insurance sales focused on long-term care and keyman premium financing. WealthPLAN Partners provides financial planning, investment management, and retirement plan consulting to individuals, high-net-worth clients, and institutional clients including foundations and pension plans. The firm employs a "Strategy Diversification" approach, managing client accounts on a discretionary basis with ongoing monitoring, rebalancing, and use of various investment vehicles and automated tools.

David Peterson is a financial advisor with WealthPLAN Partners in Omaha, NE, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His prior work includes roles at OSAIC, Securities America, Cetera, AdvisorNet Financial, and Sii Investments. Peterson serves on the Board of Directors for the American Red Cross Nebraska-Iowa Region and co-chairs its Mission Committee, and he is also co-chair of the Osaic Foundation’s Natural Disaster Response Team. WealthPLAN Partners provides financial planning, investment management, and retirement plan consulting to individuals, high-net-worth clients, and institutions. The firm employs a Strategy Diversification approach, managing client accounts on a discretionary basis with tools such as third-party sub-advisers, model portfolios, automated rebalancing, and tax-loss harvesting.

Ryan Feltz is an advisor at WealthPLAN Partners with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including LPL Financial, Securities America, and WealthPLAN Partners since 2011. He is also the owner of WealthPLAN Partners R Feltz Team LLC. WealthPLAN Partners provides financial planning, investment management, and retirement plan consulting to individuals, high-net-worth clients, and institutions such as foundations and pension plans. The firm employs a Strategy Diversification approach, managing client accounts mostly on a discretionary basis with ongoing monitoring, rebalancing, and a range of investment options including mutual funds, ETFs, individual securities, and alternatives.

Daniel Feltz is a CFP® professional with 35 years of experience in the financial services industry. He is currently with WealthPLAN Partners and has held previous positions at LPL Financial, Securities America, and operated his own firm, Feltz Wealthplan, Inc. He serves as a volunteer advisory member on the Methodist Professional Advisory Council. WealthPLAN Partners provides financial planning, investment management, and retirement plan consulting to individuals, high-net-worth clients, and institutional clients. The firm employs a diversified investment approach and generally manages client accounts on a discretionary basis with ongoing monitoring and periodic rebalancing.

Andrew Horsley is a Series 66-credentialed financial advisor at WealthPLAN Partners with four years of industry experience. He previously worked with Securities America Advisors and MidAmerican Energy Company. Horsley is based in Sioux City, IA. WealthPLAN Partners provides financial planning, investment management, and retirement plan consulting to individuals, high-net-worth clients, and institutional clients. The firm employs a "Strategy Diversification" investment approach across multiple asset classes and manages client accounts on a discretionary basis with ongoing monitoring and rebalancing.

Michael Moravec is a financial advisor with WealthPLAN Partners in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His career includes roles at WealthPLAN Partners since 2017 and Moravec Financial Advisors, Inc. since 2009. Outside of his advisory work, he serves on the advisory board for Aquinas and St. Mary’s Catholic Schools. WealthPLAN Partners provides financial planning, investment management, and retirement plan consulting to individuals, high-net-worth clients, and institutions such as nonprofits and pension plans. The firm employs a diversified investment strategy across various asset classes and manages client accounts primarily on a discretionary basis with ongoing monitoring and rebalancing.

Aaron Winters is a CFP® with 19 years of experience in financial services. He is associated with WealthPLAN Partners and has held roles at Osaic, Raymond James Financial Services, and the First National Bank of Omaha. Winters is a co-founder of RightPath Planning Partners LLC, a retirement income planning fintech consultancy working with financial professionals. WealthPLAN Partners provides financial planning, investment management, and retirement plan consulting to individuals, high-net-worth clients, and institutions such as nonprofits and pension plans. The firm employs a strategy diversification approach across mutual funds, ETFs, individual securities, and alternative strategies, managing client accounts primarily on a discretionary basis with ongoing monitoring and rebalancing.

Charles Prather IV is a CFP® professional with 30 years of industry experience, currently serving at WealthPLAN Partners in Westminster, CO. His work history includes roles at OSAIC, Securities America, Inc., LPL Financial, LLC, and multiple entities within WealthPLAN Partners. Outside of his advisory duties, he is involved with The Prather Group, where he sells life insurance, variable annuities, and long-term care insurance. WealthPLAN Partners provides financial planning, investment management, and retirement plan consulting to individuals, high-net-worth clients, and institutional clients such as foundations and pension plans. The firm utilizes a "Strategy Diversification" investment approach across mutual funds, ETFs, individual securities, and alternative strategies, generally managing client accounts on a discretionary basis with ongoing monitoring and rebalancing.

Elizabeth Wieseler is a financial advisor at WealthPLAN Partners with 11 years of industry experience. She holds a Series 66 designation and has previously worked at Ameriprise Financial Services, Inc. for ten years. She is also a notary public. WealthPLAN Partners provides financial planning, investment management, and retirement plan consulting to individuals, high-net-worth clients, and institutional clients including foundations and pension plans. The firm employs a diversified investment approach using a mix of mutual funds, ETFs, individual securities, and alternative strategies, managing client accounts on a discretionary basis with ongoing monitoring and rebalancing.