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.

Andrew Pool is a CFP® with 25 years of industry experience, currently serving as an advisor at R2 Wealth Management Partners, where he has worked since 2015. He previously worked at Securities America Inc. from 2016 to 2019. Outside of his advisory role, Pool is president of the Waverly Band Boosters, an organization supporting school instrumental music programs. R2 Wealth Management Partners provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as retirement-plan sponsors and participants. The firm uses a combination of fundamental, technical, charting, and cyclical analysis in portfolio construction, employing strategies such as options trading and margin usage, and offers ERISA fiduciary retirement-plan management and variable annuity sub-account management.

Joshua Hoppe is a financial advisor at R2 Wealth Management Partners in Lincoln, NE. He holds a Series 65 designation and has been with the firm since 2024. Prior to joining R2, he worked at Paradigm Wealth Management, LLC, and has experience in education and retail sectors. R2 Wealth Management Partners provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as retirement-plan sponsors and participants. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor portfolios and offers services such as discretionary portfolio management, retirement plan consulting, and fiduciary management.

Norman Auger III is a financial advisor at Alta Strada Wealth Management in Lincoln, NE, with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at LPL Financial, North Channel Capital, and Wells Fargo Advisors Financial Network. Outside of his advisory role, he is involved with CHG, Inc., a business entity for accounting purposes. Alta Strada Wealth Management provides investment advisory and financial planning services to employer-sponsored retirement plans, charitable organizations, corporations, and individuals. The firm employs a modern portfolio theory approach that combines passive and active strategies and emphasizes retirement plan consulting and participant education.

Tyler Woods is a financial advisor at Alta Strada Wealth Management in Lincoln, NE, holding a Series 66 designation with seven years of industry experience. He has worked at several firms including LPL Financial and Securities America Advisors before joining Alta Strada Wealth Partners in 2025. Alta Strada Wealth Management provides investment advisory and financial planning services to employer-sponsored retirement plans, charitable organizations, corporations, and individual clients. The firm employs a combination of passive and active investment strategies grounded in modern portfolio theory and emphasizes retirement plan consulting and participant education.

Andrew Peterson is a financial advisor at R2 Wealth Management Partners with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Paradigm Wealth, Alphastar Capital Management, and Ameritas. Outside of his advisory role, he is a 25% owner of Run Pure Sports, a sports media and content company. R2 Wealth Management Partners provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as retirement-plan sponsors and participants. The firm uses a combination of fundamental, technical, charting, and cyclical analysis to tailor portfolios and offers services such as discretionary portfolio management, retirement plan consulting, and fiduciary management.

Aaron Sipherd is the principal of SIPHERD Wealth Management, LLC in Lincoln, NE, holding CFP®, PFS™, and Series 66 designations with 25 years of industry experience. He has led SIPHERD Wealth Management since 2009 and also serves as president and certified public accountant at Sipherd & Associates CPA's P.C. Sipherd Wealth Management serves individual and high-net-worth clients as well as businesses, providing financial planning and co-advisory investment services in partnership with a third-party adviser. The firm focuses on client intake, investment policy assessment, and ongoing monitoring while delegating portfolio management to an external manager, and maintains a notable affiliation with an accounting practice offering a crediting program that offsets tax-preparation fees.

Amber Roemer is a Series 65-licensed advisor with Capital Consulting & Asset Management in Lincoln, NE, where she has worked since 2008. She has 10 years of industry experience and is part of a small, supported team at the firm. Capital Consulting & Asset Management serves both individual and institutional clients, offering financial planning, portfolio management, and qualified plan consulting. The firm employs diversified, asset-allocation-based model portfolios and provides access to third-party managers for larger accounts.

Travis Langemeier is a financial advisor at R2 Wealth Management Partners with 15 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Alphastar Capital Management and Paradigm Wealth Management. Langemeier also works as an insurance agent, spending a portion of his time offering insurance products and services to clients. R2 Wealth Management Partners provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as retirement-plan sponsors and participants. The firm employs a mix of fundamental, technical, charting, and cyclical analysis to tailor portfolio recommendations and offers services such as discretionary portfolio management, retirement plan consulting, and fiduciary management.

Robert Nixon is a Certified Financial Planner® with 45 years of industry experience. He has worked at Capital Consulting & Asset Management, Inc. since 1996 and has also been associated with Geneos Wealth Management Inc. since 2009. Nixon holds Series 63 and Series 65 licenses and is a notary public. Capital Consulting & Asset Management serves individual and institutional clients, offering financial planning, portfolio management, third-party manager selection, and qualified plan consulting. The firm employs diversified, asset-allocation-based model portfolios combined with fundamental and technical analysis, providing clients access to a broad range of asset classes and third-party managers.

402 Financial is a fee-only financial advisor firm serving Lincoln, NE and surrounding areas, founded by Christian Classen and Joseph Fowler, CFP®. We specialize in retirement planning. We started 402 because we were tired of "financial advisors" who made their living selling annuities and expensive mutual funds, without adding any value to the clients they claimed to serve. Our process goes beyond investments; we focus on minimizing your lifetime tax bill and enabling you to give to the charities you love.

Christian Classen is a financial advisor at 402 Financial in Lincoln, Nebraska, holding a Series 65 designation with five years of industry experience. His prior roles include positions at Plan A Wealth, LLC and Spectrum. 402 Financial provides investment management and financial planning services to individuals, charitable organizations, and businesses. The firm uses a passive, asset-allocation approach grounded in modern portfolio theory and offers comprehensive planning across multiple areas, including a Biblically Responsible Investing option.

Robert Rossi is a CFP® and ChFC® with 26 years of experience in the financial services industry. He is currently part of R2 Wealth Management Partners, a team-based advisory firm located in Las Vegas, NV. Rossi has held roles at Paradigm Wealth LLC and Securities America Inc, and he is also president of Rossi Financial Services, where he offers fixed insurance and related support services. R2 Wealth Management Partners provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as retirement-plan sponsors and participants. The firm uses a combination of fundamental, technical, charting, and cyclical analysis to build portfolios and customize recommendations, incorporating strategies such as options trading, margin use, and discretionary management.

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.

Krista Letcher is a financial advisor with Innovative Advisory Group in Lincoln, NE, holding Series 65 and Series 66 licenses and six years of industry experience. She has previously worked at Edward Jones, Morgan Stanley, TD Ameritrade, and Mountain West Advisors. Innovative Advisory Group provides investment management and planning services to individuals, trusts, estates, corporations, and employer-sponsored plans. The firm employs a multi-strategy approach combining charting, fundamental, technical, and cyclical analysis, managing accounts through ongoing reviews and tailored recommendations.