Angela Heaton

John Posey is a CFP® and Series 66 credentialed financial advisor with 19 years of industry experience. He has been with Plains Advisory LLC since 2018 and previously worked at Five Points Bank and American Portfolios Financial Services, Inc. Outside of advisory work, Posey holds a Nebraska real estate salesperson license and offers real estate services independently. Plains Advisory LLC is a Nebraska-registered, single-advisor independent investment adviser serving individuals, high-net-worth clients, and trusts. The firm provides discretionary asset management, financial planning, consulting, and public education workshops, emphasizing long-term, value-oriented stock selection combined with tactical and strategic asset allocation tailored to client objectives and risk tolerance.

Todd Hoins is a financial advisor with Brokerage Specialists in Grand Island, NE, holding a Series 65 designation and eight years of industry experience. He has been associated with Brokerage Specialists, Inc. since 1996 and currently manages Brokerage Specialist, LLC, where he also serves as an insurance agent. Brokerage Specialists is a fee-based financial planning and investment management firm offering discretionary and non-discretionary portfolio management, financial planning, and ERISA 3(21) retirement-plan advisory services to individuals, charities, and business entities. The firm customizes strategies based on clients’ goals, time horizons, and risk tolerances, and frequently conducts public educational seminars and workshops at no charge.

Mitchell Spiehs is the principal of SPIEHS Wealth Management, Inc., an independent firm based in Grand Island, Nebraska. He holds Series 63 and Series 65 licenses and has 29 years of industry experience. His prior roles include positions at AE Wealth Management, LLC and Gradient Advisors, LLC. Outside of advisory work, he manages SPIEHS Farm, a family farming operation active since 1984. SPIEHS Wealth Management provides discretionary asset management and financial planning services to individuals, high-net-worth clients, trusts, business owners, and estates. The firm tailors investment programs to client goals, time horizons, and risk tolerances using fundamental and technical analysis and may utilize third-party sub-advisors for portfolio management.

Eric Allen is a Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC®) with 28 years of industry experience. He has been with Allen Capital Group, LLC since 2005 and also has a concurrent affiliation with Purshe Kaplan Sterling Investments. In addition to his advisory work, Allen provides accounting and tax services through a related business and is licensed as a fixed insurance agent. Allen Capital Group, LLC offers advisory services to individuals, retirement plans, trusts, corporations, charitable organizations, and private funds. The firm manages approximately $1.22 billion in discretionary assets, employing a generally long-term, individualized investment approach that combines fundamental equity analysis with active and passive funds, options strategies, and third-party bond management.

Jennifer Kilzer is a financial advisor with Principal Advised Services, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. She has worked with Principal Life Insurance Company since 2005 and with Principal Securities Inc. since 2016. In addition to her advisory role, she works as a part-time substitute custodian for Grand Island Public Schools. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary, wrap-fee investment management program called SimpleInvest. The firm uses a combination of third-party methodologies and proprietary models and operates as part of the Principal Financial Group family, allowing access to affiliated products and integrated services.

Scott Breitkreutz is a financial advisor with Principal Advised Services, holding Series 63 and Series 65 credentials and 15 years in the industry. He has worked with Principal Advised Services since 2024 and has been associated with Principal Securities Inc. and Principal Life Insurance Company since 2016 and 2010, respectively. Outside of advisory roles, he serves as an Assistant Vice President in Advice, Education & Sales at Principal Bank, where he is responsible for sales of bank deposit products. Principal Advised Services provides investment advice primarily to retirement plan participants and retail IRA clients, combining third-party methodologies and proprietary models. The firm offers both non-discretionary recommendations and a discretionary investment management program, leveraging integration within the Principal Financial Group to access affiliated products and services.