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Treva N

Series 66

New York, NY

Retirable

Treva Nostdahl is a Fiduciary Financial Advisor who focuses on helping clients plan for retirement with clarity and confidence. She specializes in retirement income planning and goals-based financial planning, working closely with individuals to build strategies that align with their long-term priorities. Before joining Retirable, Treva worked at Oppenheimer & Co. Inc., where she supported financial advisors and their clients with retirement planning, account management, and ongoing financial guidance. Her experience spans both client-facing work and behind-the-scenes planning, giving her a well-rounded perspective on the financial planning process. Treva holds a B.S. in Business Administration with an emphasis in Finance and a minor in Communication from Regis University in Denver. She is known for her clear, thoughtful approach and her ability to explain complex financial topics in a way that helps clients feel informed and supported as they plan for retirement.

Retirement income strategy Income planning Social Security optimization Retired Approaching retirement Baby Boomers (Born 1946-1964) Gen X (Born 1965-1980) Values-based investing Behavioral coaching / decision support

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John P

CFP®, Series 66

Grand Island, NE

Plains Advisory LLC

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.

General retirement planning Wealth management Passive / index investing
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Todd H

Series 65

Grand Island, NE

Brokerage Specialists

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.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting
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Mitchell S

Series 63, Series 65

Grand Island, NE

SPIEHS Wealth Management, Inc.

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.

Medicare planning
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Chad S

Series 65

Grand Island, NE

Allen Capital Group, LLC

Chad Sheffield is a financial advisor at Allen Capital Group, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Five Points Bank for 21 years. Allen Capital Group, LLC provides advisory services to individuals, retirement plans, trusts, corporations, charitable organizations, and private funds. The firm emphasizes individualized, generally long-term investment strategies implemented on a discretionary basis and manages approximately $1.22 billion in discretionary assets.

Retirement income strategy Life insurance needs analysis Long-term care insurance Founder/Business Owner
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Trevor S

Series 65

Grand Island, NE

Allen Capital Group, LLC

Trevor Stevens is a financial advisor at Allen Capital Group, LLC in Grand Island, Nebraska, holding a Series 65 designation with two years of industry experience. Prior to joining Allen Capital Group, he was a student for 18 years. Allen Capital Group, LLC provides advisory services to individuals, retirement plans, trusts, corporations, charitable organizations, and private funds. The firm employs a generally long-term investment approach based on fundamental analysis, using a combination of active and passive mutual funds, ETFs, options strategies, and third-party bond management.

Retirement income strategy Life insurance needs analysis Long-term care insurance Founder/Business Owner
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Brian H

CFP®, Series 63

Grand Island, NE

Allen Capital Group, LLC

Brian Harmon is a CFP® with six years of industry experience, currently serving as a financial advisor at Allen Capital Group, LLC. His prior roles include positions at Cor Clearing LLC and OppenheimerFunds Distributor, Inc. He holds the Series 63 designation. Allen Capital Group, LLC provides advisory services to individuals, retirement plans, trusts, corporations, charitable organizations, and private funds. The firm employs a discretionary investment management approach with an emphasis on individualized, long-term strategies using fundamental equity analysis alongside a mix of active and passive funds, options, and bond management.

Retirement income strategy Life insurance needs analysis Long-term care insurance Founder/Business Owner
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Philip M

CFP®, Series 66

Grand Island, NE

Allen Capital Group, LLC

Philip McBride is a CFP® and holds a Series 66 license with 18 years of industry experience. He has been with Allen Capital Group, LLC since 2014. Allen Capital Group, LLC provides advisory services to individuals, retirement plans, trusts, corporations, charitable organizations, and private funds. The firm manages approximately $1.22 billion in discretionary assets using individualized, generally long-term investment strategies that combine fundamental equity analysis with active and passive funds, options, and third-party bond management.

Retirement income strategy Life insurance needs analysis Long-term care insurance Founder/Business Owner
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Bradley F

CFP®, Series 65

Grand Island, NE

Allen Capital Group, LLC

Bradley Feik is a CFP® and holds a Series 65 license with three years of industry experience. He is currently with Allen Capital Group, LLC and has prior work experience in public school systems across Nebraska. Allen Capital Group, LLC provides advisory services to individuals, retirement plans, trusts, corporations, charitable organizations, and private funds, managing approximately $1.22 billion in discretionary assets. The firm employs a long-term investment approach using fundamental analysis, active and passive funds, options strategies, and third-party bond management.

Retirement income strategy Life insurance needs analysis Long-term care insurance Founder/Business Owner
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Daniel C

Series 63, Series 65

Grand Island, NE

Allen Capital Group, LLC

Daniel Conroy is a financial advisor at Allen Capital Group, LLC in Omaha, NE, with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Allen Capital Group since 2017. His prior experience includes roles at D.A. Davidson & Co. and Wells Fargo Advisors. Allen Capital Group provides advisory services to individuals, retirement plans, trusts, corporations, charitable organizations, and private funds, managing approximately $1.22 billion in discretionary assets. The firm employs individualized, generally long-term investment strategies using fundamental equity analysis, a mix of active and passive funds, options, and third-party bond management.

Retirement income strategy Life insurance needs analysis Long-term care insurance Founder/Business Owner
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Michael T

Series 65

Grand Island, NE

Allen Capital Group, LLC

Michael Tuttle is a financial advisor with Allen Capital Group, LLC in Ogallala, NE. He holds a Series 65 designation and has over 20 years of experience in accounting, having worked at Johnson Bergmeir Wolf & Cipperly, CPAs PC from 2002 to 2024 before joining Allen Capital Group in 2025. Outside of his advisory role, he is involved in several business activities including accounting duties for Epic Eats LLC and sole ownership of Big League Lawn Care LLC. Allen Capital Group provides advisory services to individuals, retirement plans, trusts, corporations, charitable organizations, and private funds. The firm employs a discretionary investment approach focused on individualized, long-term strategies using a mix of equities, mutual funds, ETFs, options, and bond management, and it offers additional services including financial planning, tax preparation through an affiliate, and trust administration.

Retirement income strategy Life insurance needs analysis Long-term care insurance Founder/Business Owner
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Pamela K

Series 65

Grand Island, NE

Allen Capital Group, LLC

Pamela Korth is a financial advisor at Allen Capital Group, LLC with 10 years of industry experience. She holds a Series 65 designation and has worked at Allen Capital Group since 2018, following four years at Mariner Wealth Advisors. Allen Capital Group provides advisory services to individuals, retirement plans, trusts, corporations, charitable organizations, and private funds. The firm employs a discretionary, long-term investment approach using fundamental equity analysis, a combination of active and passive funds, options strategies, and third-party bond management.

Retirement income strategy Life insurance needs analysis Long-term care insurance Founder/Business Owner
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Eric A

CFP®, ChFC®, Series 63, Series 65

Grand Island, NE

Allen Capital Group, LLC

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.

Retirement income strategy Life insurance needs analysis Long-term care insurance Founder/Business Owner
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Benjamin H

CFP®, Series 66

Grand Island, NE

Allen Capital Group, LLC

Benjamin Hanssen is a Certified Financial Planner (CFP®) with 13 years of experience in the financial services industry. He is currently with Allen Capital Group, LLC, where he has worked since 2023. His prior experience includes roles at First Investments and Planning, First National Bank of Omaha, Raymond James Financial Services, and other financial and insurance-related firms. He has also been involved in the hospitality sector, with work experience at several bar and grill establishments. Allen Capital Group, LLC provides advisory services to individuals, retirement plans, trusts, corporations, charitable organizations, and private funds. The firm employs a generally long-term investment approach using a combination of fundamental equity analysis, active and passive funds, options strategies, and third-party bond management, with discretionary portfolio management and ongoing account reviews.

Retirement income strategy Life insurance needs analysis Long-term care insurance Founder/Business Owner
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Blake K

Series 65

Grand Island, NE

Allen Capital Group, LLC

Blake Kokes is a financial advisor with Allen Capital Group, LLC in Grand Island, NE. He holds a Series 65 designation and has one year of industry experience. Prior to joining Allen Capital Group, he attended college from 2020 to 2024 and worked in education from 2014 to 2020. Allen Capital Group provides advisory services to individuals, retirement plans, trusts, corporations, charitable organizations, and private funds. The firm employs a discretionary investment management approach focused on individualized, generally long-term strategies using fundamental equity analysis, active and passive mutual funds and ETFs, options, and third-party bond management.

Retirement income strategy Life insurance needs analysis Long-term care insurance Founder/Business Owner
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Allison H

CFP®, Series 66

Grand Island, NE

Allen Capital Group, LLC

Allison Horak is a CFP® with six years of industry experience, currently serving at Allen Capital Group, LLC. Her prior roles include positions at Novem Group, American Portfolios Financial Services, Inc., and Five Points Bank. She is a board member of the Northwest Education Foundation and serves as president of the Hall County 4-H Council. Allen Capital Group, LLC provides advisory services to individuals, retirement plans, trusts, corporations, charitable organizations, and private funds, managing approximately $1.22 billion in discretionary assets. The firm employs individualized, long-term investment strategies combining fundamental equity analysis with active and passive funds, options, and third-party bond management.

Retirement income strategy Life insurance needs analysis Long-term care insurance Founder/Business Owner
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Virginia C

Series 65, Series 66

Hastings, NE

Wealth Advisors Network, Inc.

Virginia Charron is a financial advisor with Wealth Advisors Network, Inc. in Hastings, NE, holding Series 65 and Series 66 licenses and bringing 18 years of industry experience. She has worked at Cambridge Investment Research since 2013 and has been associated with Wealth Advisors Network and Contryman Wealth Advisors since 2006. Outside of her advisory roles, she is involved as a partner and cook in a local freezer meal business. Wealth Advisors Network provides comprehensive wealth-care services to individuals, trusts, charitable organizations, closely held businesses, and retirement plans. The firm emphasizes diversification and active management using a range of investment vehicles and offers both discretionary and non-discretionary portfolio management through various programs including CMAP and a co-advised wrap program.

Income planning Business exit / sale strategy General estate planning guidance Active portfolio management Founder/Business Owner Retired
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Shane W

Series 63, Series 66

Grand Island, NE

Allen Capital Group, LLC

Shane Wissmann is a financial advisor with Allen Capital Group, LLC in Grand Island, NE, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. Prior to joining Allen Capital Group in 2018, he worked at Apfs Wealth Management, Inc. and American Portfolios Financial Services, Inc. Wissmann also serves as Treasurer for Heartland United Way and is a licensed life health insurance agent. Allen Capital Group provides advisory services to individuals, retirement plans, trusts, corporations, charitable organizations, and private funds, managing approximately $1.22 billion in discretionary assets. The firm employs individualized, generally long-term investment strategies using a mix of active and passive funds, options, and a third-party bond manager, and offers a range of financial planning and trust services.

Retirement income strategy Life insurance needs analysis Long-term care insurance Founder/Business Owner
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Michael S

Series 66

Grand Island, NE

Allen Capital Group, LLC

Michael Stanton is a financial advisor with Allen Capital Group, LLC in Grand Island, NE, holding a Series 66 designation and 13 years of industry experience. He has been with Allen Capital Group since 2014. Allen Capital Group serves individuals, retirement plans, trusts, corporations, charitable organizations, and private funds with a focus on individualized, generally long-term investment strategies implemented on a discretionary basis. The firm combines fundamental equity analysis with a mix of active and passive funds, options strategies, and third-party bond management, overseeing approximately $1.22 billion in discretionary assets.

Retirement income strategy Life insurance needs analysis Long-term care insurance Founder/Business Owner
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Steven W

Series 63, Series 65

Grand Island, NE

Allen Capital Group, LLC

Steven Wilbur is a financial advisor at Allen Capital Group, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at D.A. Davidson & Co. and Smith Hayes Advisers Inc. Wilbur serves as president of the Carter Lake Preservation Society, a nonprofit organization focused on local preservation efforts. Allen Capital Group provides advisory services to individuals, retirement plans, trusts, corporations, charitable organizations, and private funds. The firm employs a long-term, individualized investment approach using fundamental analysis, a mix of active and passive funds, options strategies, and third-party bond management.

Retirement income strategy Life insurance needs analysis Long-term care insurance Founder/Business Owner
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Kent K

Series 63, Series 65

Grand Island, NE

Allen Capital Group, LLC

Kent Koch is a financial advisor with Allen Capital Group, LLC in Grand Island, NE, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. He has been with Allen Capital Group since 2015. Allen Capital Group provides advisory services to individuals, retirement plans, trusts, corporations, charitable organizations, and private funds, managing approximately $1.22 billion in discretionary assets. The firm employs a long-term, individualized investment approach using fundamental equity analysis, a combination of active and passive funds, options strategies, and third-party bond management.

Retirement income strategy Life insurance needs analysis Long-term care insurance Founder/Business Owner
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