WealthPLAN Partners

Joseph Mcclellan is a financial advisor at WealthPLAN Partners with over 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Securities America Inc. and LPL Financial LLC. Mcclellan also holds a New Jersey insurance producer license for life insurance and variable annuities. WealthPLAN Partners is a multi-team registered investment adviser with 24 advisors managing approximately $1.27 billion in assets. The firm serves individuals, including high-net-worth clients, as well as foundations, non-profit organizations, and pension plan sponsors, employing a strategy diversification approach across various investment vehicles and offering comprehensive financial planning and consulting services.

Andrew Large is a financial advisor with WealthPLAN Partners in Omaha, NE, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. His prior experience includes over a decade at Arbor Point Advisors and Securities America. Outside of advising, he owns Fit Freedom, LLC, a health supplement business where he manages brand promotion and operations. WealthPLAN Partners is a multi-team registered investment adviser with 24 advisors and approximately $1.27 billion in assets under management. The firm serves individuals, including high-net-worth clients, as well as foundations, non-profits, and pension plan sponsors, offering comprehensive financial planning, discretionary investment management, and retirement-plan consulting with a focus on strategy diversification.

Jason Pott is a financial advisor at WealthPLAN Partners with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Osaic Wealth, Securities America, and Country Financial. Outside of his advisory role, he owns an insurance brokerage that sells life, auto, home, and commercial insurance. WealthPLAN Partners is a multi-team registered investment adviser with 24 advisors managing approximately $1.27 billion in assets. The firm serves individuals, including high-net-worth clients, as well as foundations, non-profits, and pension plan sponsors, offering comprehensive financial planning, discretionary investment management, and retirement-plan consulting with an investment approach focused on strategy diversification.

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 been associated with Osaic Wealth, Inc. and its affiliated entities for much of his career and operates as a sole proprietor. Outside of advisory work, he engages in public speaking on basic financial health topics such as budgeting and debt repayment. WealthPLAN Partners is a multi-team registered investment adviser with 24 advisors managing approximately $1.27 billion in assets. The firm serves individuals, including high-net-worth clients, as well as foundations, non-profit, and pension plan sponsors, offering comprehensive financial planning, discretionary investment management, and retirement-plan consulting with an investment approach focused on strategy diversification.

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 Osaic Wealth, Inc., Securities America, Inc., and Western International Securities, Inc. He is involved in insurance sales, including long-term care and keyman premium financing, alongside his advisory role. WealthPLAN Partners is a multi-team registered investment adviser with 24 advisors managing approximately $1.27 billion in assets. The firm serves individuals, including high-net-worth clients, as well as foundations, non-profits, and pension plan sponsors, offering financial planning, discretionary investment management, and retirement-plan consulting with an investment approach focused on strategy diversification.

Ryan Feltz is a financial advisor with WealthPLAN Partners in Omaha, NE, holding Series 63 and Series 65 licenses and over 22 years of industry experience. He has worked at firms including LPL Financial, Securities America, and Osaic Wealth, and has been affiliated with WealthPLAN Partners since 2011. Outside of his advisory role, he is an owner of multiple LLCs related to his business activities. WealthPLAN Partners is a multi-team registered investment adviser with 24 advisors and approximately $1.27 billion in assets under management. The firm serves individuals, including high-net-worth clients, as well as foundations, non-profits, and pension plan sponsors, offering comprehensive financial planning, discretionary investment management, and retirement-plan consulting services. Their investment approach emphasizes strategy diversification, utilizing a range of investment vehicles and technology-enabled options.

Daniel Feltz is a financial advisor with WealthPLAN Partners in Omaha, NE, holding the CFP® designation and Series 63 and 65 licenses. He has 34 years of industry experience, including roles at Osaic Wealth, Securities America, and LPL Financial. Feltz serves as an advisory member of the Methodist Professional Advisory Council, a volunteer position with a nonprofit organization. WealthPLAN Partners is a multi-team registered investment adviser with 24 advisors managing approximately $1.27 billion in assets. The firm serves individuals, high-net-worth clients, foundations, non-profits, and pension plan sponsors, offering comprehensive financial planning, discretionary investment management, and retirement-plan consulting with an emphasis on strategy diversification.

Michael Moravec is a financial advisor with WealthPLAN Partners in David City, NE, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at multiple firms including Securities America and Summit Brokerage Services, and he operates Moravec & Associates, a CPA firm providing tax and accounting services. Moravec also serves on the advisory board for Aquinas and St. Mary’s Catholic Schools. WealthPLAN Partners is a multi-team registered investment adviser with 24 advisors managing approximately $1.27 billion in assets. The firm serves individuals, high-net-worth clients, foundations, non-profits, and pension plan sponsors, offering comprehensive financial planning, discretionary investment management, and retirement-plan consulting with an investment approach focused on strategy diversification.

Aaron Winters is a CFP® with 18 years of industry experience, currently serving as an Investment Adviser Representative at WealthPLAN Partners in Omaha, NE. His prior experience includes roles at Osaic Wealth, Securities America, and Raymond James Financial Services. Winters is also co-founder of RightPath Planning Partners LLC, a fintech consultancy focused on retirement income planning. WealthPLAN Partners is a multi-team registered investment adviser with 24 advisors managing approximately $1.27 billion in assets. The firm serves individuals, including high-net-worth clients, as well as foundations, non-profits, and pension plan sponsors, offering comprehensive financial planning, discretionary investment management, and retirement-plan consulting services.

Charles Prather is a financial advisor at WealthPLAN Partners with 29 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 66 licenses. His career includes roles at Osaic Wealth, Securities America, and LPL Financial. Prather is also involved with The Prather Group, where he sells life insurance, variable annuities, and long-term care insurance. WealthPLAN Partners is a multi-team registered investment adviser with 24 advisors managing approximately $1.27 billion in assets. The firm serves individuals—including high-net-worth clients—as well as foundations, non-profits, and pension plan sponsors, offering financial planning, discretionary investment management, and retirement-plan consulting with a strategy diversification approach.

Richard Holle is a financial advisor with WealthPLAN Partners, holding Series 63 and Series 66 licenses and over 32 years of industry experience. His career includes roles at Osaic Wealth, Securities America Inc., and LPL Financial. He is also involved in offering life insurance solutions through Highland Capital. WealthPLAN Partners is a multi-team registered investment adviser with 24 advisors managing approximately $1.27 billion in assets. The firm serves individuals, including high-net-worth clients, as well as foundations, non-profits, and pension plan sponsors, employing a diversified investment approach that incorporates mutual funds, ETFs, individual securities, and technology-enabled portfolio management options.

Blake Lynch is a financial advisor with WealthPLAN Partners in Omaha, NE, holding a Series 66 designation and eight years of industry experience. His previous roles include positions at Renaissance Financial, Cetera Investment Advisers, and Securities America. Outside of his advisory work, Lynch is involved in selling life insurance products to individuals, families, and businesses. WealthPLAN Partners is a multi-team registered investment adviser managing approximately $1.27 billion in assets, serving individuals, high-net-worth clients, foundations, non-profits, and pension plan sponsors. The firm employs a strategy diversification approach, constructing portfolios with a mix of mutual funds, ETFs, equities, fixed income, and technology-enabled solutions.

Garth Terlizzi Sr. is a financial advisor with WealthPLAN Partners in Omaha, NE, holding a Series 63 designation and over 44 years of industry experience. His career includes long tenures at LPL Financial and Securities America, with affiliations at WealthPLAN Partners since 2019. Outside of advisory work, he is involved in property management through ownership of office spaces and rental properties. WealthPLAN Partners is a multi-team registered investment adviser serving individuals, high-net-worth clients, foundations, non-profits, and pension plan sponsors. The firm employs a Strategy Diversification approach, managing portfolios with a range of investment vehicles and offering services including financial planning, discretionary investment management, and retirement-plan consulting.

Damon Feltz is a financial advisor with WealthPLAN Partners in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. His prior work includes roles at FOG Equities LLC, Penserra Securities, and Cheevers & Co., Inc. Outside of his advisory work, he is the owner of One Old Mill, LLC, a non-investment-related business. WealthPLAN Partners is a multi-team registered investment adviser with 24 advisors managing approximately $1.27 billion in assets. The firm serves individual clients, including high-net-worth individuals, as well as foundations, non-profits, and pension plan sponsors, offering comprehensive financial planning, discretionary investment management, and retirement-plan consulting with an investment approach that emphasizes strategy diversification across various asset types.

Louis Brunning is a financial advisor at WealthPLAN Partners in Omaha, NE, holding a Series 65 designation with six years of industry experience. His prior roles include positions at Securities America Advisors and Mutual of Omaha Investor Services. WealthPLAN Partners is a multi-team registered investment adviser with 24 advisors managing approximately $1.27 billion in assets. The firm serves individuals, including high-net-worth clients, as well as foundations, non-profit organizations, and pension plan sponsors, offering comprehensive financial planning, discretionary investment management, and retirement-plan consulting services. Their investment approach focuses on combining strategies with different risk-return and correlation characteristics rather than relying solely on traditional buy-and-hold asset allocation.