Filters

Direct booking

firm logo

Joe F

CFP®, CFA®

New York, NY

Fortrove Partners

Hi! My name is Joe Forish and I started Fortrove Partners to help technologists deal with challenges of company ownership / equity compensation. From a young age, I learned about maximizing hard work and doing what you do best while working at my father’s auto dealership. I also saw first-hand both the rewards and challenges of running a business. Prior to Fortrove, I honed my expertise investing in public and private equity. I graduated from Pennsylvania State University with a B.S. in Finance and International Business, and from the Harvard Business Analytics Program, with Distinction. In my free time you will find me skiing an evergreen tree-lined run or longboarding when it’s cloudy and glassy. I live in New York City with my wife Linda.

Startup equity planning Exec comp design Business ownership considerations Technology Professional Founder/Business Owner Established Professionals Gen Y/Millennials (Born 1980-1995)

Find a financial advisor

Out of 400,000+ nationwide

user avatar
firm logo

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
user avatar
firm logo

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
user avatar
firm logo

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
user avatar
firm logo

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
user avatar
firm logo

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
user avatar
firm logo

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
user avatar
firm logo

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
user avatar
firm logo

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
user avatar
firm logo

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
user avatar
firm logo

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
user avatar
firm logo

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
user avatar
firm logo

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
user avatar
firm logo

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
user avatar
firm logo

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
user avatar
firm logo

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
user avatar
firm logo

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
user avatar
firm logo

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
user avatar
firm logo

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
user avatar
firm logo

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
user avatar
firm logo

Steven C

CFP®, Series 63, Series 65

Grand Island, NE

Allen Capital Group, LLC

Steven Cahoy is a CFP® professional with four years of industry experience. He is currently with Allen Capital Group, LLC and has prior experience at Northwestern Mutual Life Insurance Company and Zimmer. 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, generally long-term investment strategies combining active and passive funds, options, and third-party bond management.

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

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")

We found advisors who
match your criteria

Add your contact info to see them and get help making the right introduction.

We'll only reach out about your advisor search.

No spam.