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Gus J

CFP®

Glenwood Springs, CO

Systematic Wealth Management, Inc.

Gus Jepsen is the President and CEO of Systematic Wealth Management. He has a proven track record working with high-net-worth individuals, foundations, and institutional investors. He was instrumental in building a rapidly growing Denver-based Registered Investment Advisor practice, which was ultimately acquired by a private equity-backed group. His diverse client roster has included entrepreneurs, executives, former State Governors, and senior members of Congress. Gus holds an MSc in Carbon Finance from the University of Edinburgh and a B.S. in Business Administration from the University of Denver. His background includes work in sustainable finance and collaboration with academic and institutional partners on investment data strategy. Outside the office, Gus is an avid adventurer. He has bikepacked the Great Divide Mountain Bike Route, rafted the Grand Canyon, snowboarded the Canadian Rockies, the French Alps, and Hokkaido, and completed multiple mountaineering expeditions in Alaska. He lives with his wife and son in Glenwood Springs, Colorado.

General retirement planning General tax planning Factor investing / smart beta Exec comp design Business ownership considerations Engineering Professional Technology Professional Attorney Founder/Business Owner Retired Established Professionals Approaching retirement Retired Widow/Widower Divorced

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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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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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Angela H

Series 63, Series 66

Saint Libory, NE

Principal Advised Services

Angela Heaton is a financial advisor at Principal Advised Services with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has worked in various roles within Principal Financial and affiliated entities since 2006. Outside of advisory work, Heaton serves as Secretary for the Saint Libory EMS Squad and is the President of the Saint Libory Catholic Church Council of Catholic Women. 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. The firm integrates proprietary and third-party methodologies, serving clients through its connection to the broader Principal Financial Group family.

General retirement planning Retirement income strategy Income planning Retirement withdrawal strategies Cash flow / budgeting Retired
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Jennifer K

Series 63, Series 66

Grand Island, NE

Principal Advised Services

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.

General retirement planning Retirement income strategy Income planning Retirement withdrawal strategies Cash flow / budgeting Retired
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Scott B

Series 63, Series 65

Saint Libory, NE

Principal Advised 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.

General retirement planning Retirement income strategy Income planning Retirement withdrawal strategies Cash flow / budgeting Retired
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Timothy K

Series 63, Series 65

Grand Island, NE

Archer Investment Corporation

Timothy Koehn is a financial advisor at Archer Investment Corporation with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Archer since 2018. Outside of his advisory role, Koehn operates a bookkeeping and tax preparation service and is a math teacher at Northwest Public Schools. He also owns a retail website intended to become a family business. Archer Investment Corporation provides investment advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies, managing approximately $900 million. The firm offers customized portfolio management and model-based strategies, emphasizing diversified allocations across various asset classes, with accounts reviewed at least quarterly.

Active portfolio management Options & derivatives strategies
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Michael L

Series 63, Series 66

St Paul, NE

Principal Advised Services

Michael Lynch is a financial advisor with Principal Advised Services in St. Paul, NE, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has worked at Principal Securities Inc. since 2016 and Principal Life Insurance Company since 2005. Outside of finance, he is involved in horse racing as an owner of racehorses. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients. The firm offers both non-discretionary recommendations and a discretionary investment management program, integrating proprietary and third-party tools within the Principal Financial Group family.

General retirement planning Retirement income strategy Income planning Retirement withdrawal strategies Cash flow / budgeting Retired
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Eric H

CFP®, Series 66

Grand Island, NE

Principal Advised Services

Eric Hollister is a CFP® with 25 years of industry experience, currently serving at Principal Advised Services. His prior experience includes roles at Cambridge Investment Research Advisors and Principal Financial Group. Outside of his advisory work, he is involved in his community as a Scoutmaster for the Boy Scouts of America and as a board member of the Blessed Sacrament Catholic Church Parish Council. 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’s affiliation with Principal Financial Group enables access to proprietary products and integrated support across multiple financial disciplines.

General retirement planning Retirement income strategy Income planning Retirement withdrawal strategies Cash flow / budgeting Retired
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Zachary S

Series 63, Series 65

Grand Island, NE

Eagle Strategies (NY Life)

Zachary Starostka is a financial advisor with Eagle Strategies (NY Life) based in Grand Island, Nebraska. He holds Series 63 and Series 65 licenses and has five years of industry experience. His work history includes roles at Starostka Wealth Strategies, Kruse Financial Group, and New York Life Insurance Company. Outside of advising, he serves as the head coach for the Grand Island Central Catholic Middle School wrestling program. Eagle Strategies provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions through third-party managers and model portfolios and operates as an indirect subsidiary of New York Life.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities Retired Founder/Business Owner Executive
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Gina S

Series 66

Grand Island, NE

Principal Financial Services

Gina Suchanek is a Series 66 licensed advisor with Principal Financial Services, bringing 25 years of industry experience. She has been associated with Principal Securities Inc. since 2016 and has worked with Principal Life Insurance Company since 1990. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.

Retired Founder/Business Owner
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Heidi B

Series 63, Series 65

Saint Libory, NE

Principal Financial Services

Heidi Breitkreutz is a financial advisor with Principal Financial Services holding Series 63 and Series 65 licenses and 18 years of industry experience. She has been with Principal Life Insurance Co since 2008 and currently holds positions at Principal Advised Services and Principal Securities Inc. Her role includes providing individualized investment advice to retirement plan participants. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. The firm’s advisory services emphasize direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.

Retired Founder/Business Owner
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Mary P

Series 63, Series 66

Grand Island, NE

Eagle Strategies (NY Life)

Mary Place is a financial advisor with Eagle Strategies (NY Life) in Grand Island, NE, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. She has worked with Eagle Strategies since 2020 and has a background that includes roles at Grand Island Public Schools as well as longstanding associations with New York Life and NYLIFE Securities LLC. Outside of advising, Mary teaches a business class at Doane College. Eagle Strategies serves individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients by providing financial planning, investment advisory, and retirement plan consulting services. The firm emphasizes client-directed solutions and uses third-party managers and model portfolios, operating as a subsidiary of New York Life with approximately $25.4 billion in regulatory assets under management.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities Retired Founder/Business Owner Executive
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Steven S

Series 66

Grand Island, NE

Principal Financial Services

Steven Scott is a financial advisor with Principal Financial Services in Grand Island, NE, holding a Series 66 credential and 20 years of industry experience. He has been with Principal Securities Inc. since 2016 and has also worked with Principal Life Insurance Company since 2000. Outside of his financial advisory work, Scott serves as Vice President of Music and Performance and Vice President of Public Relations for the Corestoga Chorus and works as a poll worker for the Hall County Election Commission. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Retired Founder/Business Owner
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Kristina H

CFP®, Series 66

Grand Island, NE

Ameritas Advisory Services, LLC

Kristina Hoelting is a CFP® professional with 10 years of industry experience, currently affiliated with Ameritas Advisory Services, LLC. She has held roles at Barth Financial and Central Financial Services, among others, and is involved in business management through Hark Financial Group, LLC. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans, offering fee-based asset management and fiduciary advice through a range of programs and strategies.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Wealth management Founder/Business Owner Retired
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Andrew R

Series 63, Series 66

Saint Libory, NE

Ameritas Advisory Services, LLC

Andrew Rice is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at Ameritas Advisory Services since 2021 and has been involved with Rice Investment Resources and Ameritas Investment Corp since 2007. Outside of financial advising, he is employed with Midwest Pyrotechnics, LLC, where he sets up and conducts firework displays. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, fiduciary retirement plan advice, and uses model portfolios and third-party sub-advisers to serve a diverse client base.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Wealth management Founder/Business Owner Retired
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Jaden E

Series 66

Grand Island, NE

Ameritas Advisory Services, LLC

Jaden Engen is a financial advisor at Ameritas Advisory Services, LLC with a Series 66 designation and two years of industry experience. He has worked at Ameritas Advisory Services, Ameritas Investment Company, Barth Financial, and Alley Rose. Outside of finance, Engen coaches boys basketball for Kearney Public Schools. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary services, utilizing model portfolios, third-party sub-advisers, and custom strategies.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Wealth management Founder/Business Owner Retired
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Heidi A

Series 66

Grand Island, NE

Eagle Strategies (NY Life)

Heidi Adams is a financial advisor with Eagle Strategies (NY Life) based in Grand Island, NE, holding a Series 66 designation and 11 years of industry experience. She has worked at Eagle Strategies and NYLIFE Securities since 2014 and operates under the DBA Hutchinson & Associates, LLC to service her insurance and financial product clients. Eagle Strategies LLC serves individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients by offering financial planning, investment advisory, and retirement plan consulting services through a large network of advisors. The firm emphasizes client-directed solutions and the use of third-party managers and model portfolios, combining advisory services with affiliated insurance and broker-dealer capabilities as an indirect subsidiary of New York Life.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities Retired Founder/Business Owner Executive
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Brady C

Series 66

Grand Island, NE

LPL Financial

Brady Classen is a financial advisor with LPL Financial based in Grand Island, NE. He holds the Series 66 designation and has been in the industry since 2025. Prior to his current role, he has worked at several firms including Flatwater Wealth, KPMG, and Labenz & Associates. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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