WealthPlan Investment Management LLC

Mark Powers is a financial advisor at WealthPlan Investment Management LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Securities America Inc and LPL Financial, LLC. Outside of his advisory role, he serves as a deacon and song leader at Calvary Baptist Church. WealthPlan Investment Management LLC provides financial planning, consulting, and investment management services to individual and institutional clients, including high-net-worth individuals and pension plans. The firm employs a combination of quantitative and fundamental analysis alongside model-based portfolio construction, utilizing both proprietary and third-party strategies across various asset classes.

Zachary Leedom is a CFP® with nine years of industry experience, currently serving as a financial advisor at WealthPlan Investment Management LLC. His prior experience includes roles at OneDigital Investment Advisors LLC, WealthSource Partners, LLC, SurePath Wealth Management LLC, and Libertas Wealth Management Group, Inc. Outside of advisory work, he is involved in fixed insurance sales and service as president and insurance agent. WealthPlan Investment Management LLC provides financial planning, consulting, and investment management services to individual and institutional clients, including high-net-worth individuals and pension plans. The firm employs a combination of quantitative and fundamental analysis with model-based portfolio construction, utilizing proprietary strategies and third-party sub-advisers across multiple asset classes.

Weston Behlen is a financial advisor at WealthPlan Investment Management LLC with one year of industry experience. He holds a Series 65 designation and has prior experience at John Hancock and the University of Kansas. WealthPlan Investment Management LLC provides financial planning, consulting, and investment management services to individual and institutional clients, including high-net-worth individuals and pension plans. The firm employs a combination of quantitative and fundamental analysis with model-based portfolio construction, utilizing proprietary strategies and third-party strategists across various asset classes.

Wayne Wagner is a ChFC® credentialed financial advisor with 29 years of industry experience, currently serving at WealthPlan Investment Management LLC. His prior work includes roles at LPL Financial LLC and Securities America Inc. He is a board member of Sovereign Grace Church Marlton and hosts the Envizion More Podcast, which covers topics in investing, business, family, and life. WealthPlan Investment Management LLC provides financial planning, consulting, and investment management services to individual and institutional clients, including high-net-worth individuals and retirement plans. The firm employs a combination of quantitative and fundamental analysis with model-based portfolio construction, utilizing proprietary strategies and third-party managers across a range of asset classes.

Kevin O’mara is a CFP® with 19 years of industry experience, currently serving at WealthPlan Investment Management LLC. His prior roles include positions at WealthPLAN Partners, Securities America, Feltz Wealthplan, Linsco Private Ledger, and DPF Financial. WealthPlan Investment Management LLC provides financial planning, consulting, and investment management to individual and institutional clients, including high-net-worth individuals and pension plans. The firm employs a combination of quantitative and fundamental analysis with model-based portfolio construction, offering both discretionary and non-discretionary asset management services.

Ward Behlen is a financial advisor at WealthPlan Investment Management LLC in Omaha, NE with one year of industry experience. He holds a Series 65 designation and previously worked at Sanofi for 18 years before joining WealthPlan in 2021. WealthPlan Investment Management LLC provides financial planning, consulting, and investment management services to individual and institutional clients, including high-net-worth individuals, pension plans, and trusts. The firm employs a combination of quantitative and fundamental analysis with model-based portfolio construction, offering a range of strategies through internal models, sub-advisers, and automated platforms.

Brent Omara is a financial advisor with WealthPlan Investment Management LLC in Omaha, NE, holding a Series 66 designation and 24 years of industry experience. His career includes roles at Securities America, Inc., WealthPLAN Partners, Inc., and Linsco Private Ledger Corp. Outside of advisory work, he is a partner and investor in Daylight Wine Company. WealthPlan Investment Management LLC provides financial planning, consulting, and investment management services to individual and institutional clients, including high-net-worth individuals and retirement plans. The firm employs a combination of quantitative and fundamental analysis with model-based portfolio construction, utilizing both proprietary and third-party strategies across various asset classes.

Alyse Pflanz is a financial advisor at WealthPlan Investment Management LLC with a Series 65 designation and no prior industry experience. She has a background in education, having served as a professor of business and director of the Center for Economic Education at the University of Nebraska - Kearney. WealthPlan Investment Management LLC provides financial planning, consulting, and investment management services to individual and institutional clients, including high-net-worth individuals and retirement plans. The firm employs a combination of quantitative and fundamental analysis along with model-based portfolio construction and manages approximately $1.8 billion in retirement plan assets.

Christopher Shea is a CFA® charterholder and holds a Series 66 license with 19 years of industry experience. He is currently a financial advisor at WealthPlan Investment Management LLC, where he has worked since 2024. Prior to this, he held roles at WealthSource Partners, LLC, SkyView Investment Advisors, LLC, and Catametrics Management, LLC. Outside of his advisory work, he is the owner of a private holding company, Shea, LLC. WealthPlan Investment Management LLC provides financial planning, consulting, and investment management services to both individual and institutional clients, including high-net-worth individuals and retirement plans. The firm employs a combination of quantitative and fundamental analysis with model-based portfolio construction and utilizes a mix of proprietary and third-party strategies.

James Munson is a financial advisor at WealthPlan Investment Management LLC with one year of industry experience. He holds a Series 65 designation and serves as president of Enable Your Enterprise LLC, a consulting business focused on AI and transformation services. WealthPlan Investment Management LLC provides financial planning, consulting, and investment management to individual and institutional clients, including high-net-worth individuals and retirement plans. The firm employs a combination of quantitative and fundamental analysis with model-based portfolio construction, offering discretionary and non-discretionary asset management through proprietary and third-party strategies.

Michael Shea is a financial advisor at WealthPlan Investment Management LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Five Star Bank and Mechanics Bank. WealthPlan Investment Management LLC provides financial planning, consulting, and investment management services to individual and institutional clients, including high-net-worth individuals and retirement plans. The firm employs a combination of quantitative and fundamental analysis alongside model-based portfolio construction, utilizing both proprietary and third-party strategies across various asset classes.

Paul Pittman is a CFP® with 30 years of experience in the financial services industry. He currently serves as an advisor at WealthPlan Investment Management LLC and has held previous roles at firms including LPL Financial, Securities America Inc., and WealthPLAN Partners. Outside of advisory work, Pittman is the owner of a clothing brand and works as a public speaker and corporate comedian. WealthPlan Investment Management LLC provides financial planning, consulting, and investment management to individual and institutional clients, including high-net-worth individuals and retirement plans. The firm employs a combination of quantitative and fundamental analysis with model-based portfolio construction, utilizing both proprietary strategies and third-party managers across various asset classes.

Andrew Dintaman is a CFP® and holds a Series 65 license, with three years of industry experience. He currently works at WealthPlan Investment Management LLC and has previously been employed at OneDigital Investment Advisors LLC, Wealthsource Partners, LLC, Aeroqual Inc., and Pine Environmental Services LLC. Outside of advisory roles, he is involved in insurance sales as an insurance producer. WealthPlan Investment Management LLC provides financial planning, consulting, and investment management services to individual and institutional clients, including high-net-worth individuals, pension and profit-sharing plans, trusts, and business entities. The firm uses a combination of quantitative and fundamental analysis alongside proprietary and third-party strategies, offering discretionary and non-discretionary asset management, retirement plan services, and consulting engagements.

Wyatt Behlen is a financial advisor at WealthPlan Investment Management LLC with one year of industry experience. He holds a Series 65 designation. Prior to joining WealthPlan, he held various roles including work at Abraham Catering and periods of study. WealthPlan Investment Management LLC provides financial planning, consulting, and investment management services to individual and institutional clients, including high-net-worth individuals and retirement plans. The firm employs a combination of quantitative and fundamental analysis with model-based portfolio construction, utilizing both proprietary strategies and third-party managers across a range of asset classes.

Landon Troyer is a financial advisor with WealthPlan Investment Management LLC in Omaha, NE, holding Series 63 and Series 66 licenses and nine years of industry experience. His prior roles include positions at Northwestern Mutual and Sequent Planning, as well as work as an independent insurance agent. Outside of advisory work, he co-hosts a podcast through Business with the Boyz, LLC. WealthPlan Investment Management LLC provides financial planning, consulting, and investment management services to individual and institutional clients, including high-net-worth individuals and retirement plans. The firm employs a combination of quantitative and fundamental analysis with model-based portfolio construction, utilizing both proprietary strategies and third-party managers across various asset classes.