Stephen Morris Sr.

Joseph Reeves is the sole advisor at TRJ Wealth Management, Inc., an independent firm based in Lincoln, Nebraska. He holds Series 63 and Series 65 licenses and has 37 years of experience in the industry. Since founding TRJ Wealth Management in 2001, he has focused on providing investment advisory services. Outside of advisory work, he assists with a family-owned relaxation therapy wellness facility, Q-Wellness LLC, contributing around 25 hours per month. TRJ Wealth Management serves individuals, trusts, estates, pension and profit-sharing plans, and corporate clients, emphasizing customized investment policy development, strategic asset allocation, and oversight of third-party money managers through managed account programs. The firm manages a small client base and primarily acts as an overseer rather than a primary discretionary manager.

Matthew Buckwalter is a Certified Financial Planner™ (CFP®) with 19 years of industry experience. He has been the sole advisor at MJB Financial Planning since 2006, operating an independent, fee-only fiduciary practice in Lincoln, Nebraska. MJB Financial Planning serves individuals and families typically with at least $1 million in billable assets, providing integrated wealth management that combines financial planning and investment management. The firm employs a long-term, Modern Portfolio Theory–based approach using low-cost mutual funds and ETFs, incorporates held-away accounts in its comprehensive planning, and offers a structured pathway from limited-scope planning to full advisory relationships.

Connie Reha is a financial advisor at Liberty Advisers Inc. in Lincoln, Nebraska, with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has held leadership roles including president and chief compliance officer of Liberty Wealth Management Inc. and Reha Inc., insurance agencies offering life, health, long-term care insurance, and annuities. Liberty Advisers Inc. provides discretionary and non-discretionary portfolio management, financial planning, and advisory services to business owners, families, individuals, and high-net-worth clients. The firm manages approximately $19.9 million across about 61 client relationships, tailoring investment programs to client objectives and risk tolerance using a range of strategies and offering both modular and comprehensive planning engagements.

Bradley Ewerth is a CFP® professional with 20 years of experience in financial advising. He is the principal of P23 Financial, Inc. and has held various roles including managing a certified public accounting firm and involvement in commercial real estate management. Outside of financial advising, he is active as president of Ewerth & Associates CPA, which provides tax consulting, accounting, and college planning services. P23 Financial, Inc. offers fee-based financial planning and serves as a liaison to third-party investment managers, focusing on educational seminars and fixed-fee financial plans. The firm does not manage client assets directly but monitors third-party managers’ performance and assists clients with administrative tasks.

Cindy Hunter is a financial advisor at Foy Financial Services, Inc. in Lincoln, NE, holding Series 63 and Series 65 licenses with two years of industry experience. She has been associated with Foy Financial Services since 2001. Foy Financial Services primarily serves individual investors, including high-net-worth clients, offering discretionary portfolio management along with financial, retirement, and estate planning services. The firm utilizes its SELECTOR Money Management Program, a trend-following, technical-analysis based asset-allocation strategy implemented through mutual funds, ETFs, and variable subaccounts.

John Dannenbring is a CFP® professional with six years of experience in financial advising. He is the sole advisor at AlphaOmega Wealth Management, LLC and has prior experience at Pittenger & Anderson, Inc. and Ameritas Investment Partners. In addition to his advisory work, John lectures on personal finance at the University of Nebraska-Lincoln. AlphaOmega Wealth Management, LLC provides investment management and financial planning services to individuals, high-net-worth clients, corporations, and employer plan sponsors. The firm combines passive and active investment strategies based on individualized policies and offers portfolio management for institutional clients, maintaining a selective, hands-on approach with a small client base.