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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 29 years of industry experience. He holds Series 63 and Series 65 designations and has been with Allen Capital Group since 2017, following a year at D.A. Davidson & Co. Wilbur serves as president of the Carter Lake Preservation Society, a role he has held since 2012. Allen Capital Group is a multi-advisor wealth management firm serving individuals, retirement plans, trusts, charitable organizations, and private fund investors. The firm employs a long-term fundamental analysis investment approach supplemented by short-term strategies and offers a range of services including discretionary management, financial planning, estate planning facilitation, tax preparation, and trust administration.

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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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
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Mark A

CFP®, Series 66

Grand Island, NE

Allen Capital Group, LLC

Mark Allen is a CFP® with 24 years of industry experience. He has been with Allen Capital Group, LLC since 2005 and previously worked at Purshe Kaplan Sterling Investments for 16 years. In addition to his advisory role, he serves as a board trustee for the Stuhr Museum of the Prairie Pioneer and is involved in local organizations including the Grand Island Chamber of Commerce and College Park at Grand Island. He also holds director and management roles in local accounting and professional groups. Allen Capital Group, LLC is an SEC-registered, multi-advisor wealth management firm serving individuals, qualified retirement plans, trusts, charitable organizations, and private fund investors. The firm employs a long-term, fundamental investment approach combined with short-term strategies when appropriate and offers a range of services including discretionary investment management, financial planning, estate planning facilitation, tax preparation through an affiliated CPA practice, and trust administration.

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

Series 66

Grand Island, NE

Novem Group

Jordan Reinertson is a financial advisor at Novem Group with a Series 66 designation and four years of industry experience. He has worked at American Portfolios Financial Services and Five Points Bank, where he currently serves as an investment officer. Outside of his financial advisory role, Reinertson is a high school basketball official and a golf instructor in central Nebraska. Novem Group provides portfolio management and financial planning to individual and high-net-worth clients, as well as pension plans, charitable organizations, and government entities. The firm employs a range of investment strategies across multiple asset classes and offers services including wrap fee programs and referrals to third-party money managers.

Options & derivatives strategies College savings (529s, UTMA, etc.)
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Angela H

Series 63, Series 66

Saint Libory, NE

Principal Advised Services

Angela Heaton is a financial advisor with Principal Advised Services, holding Series 63 and Series 66 licenses and 20 years of industry experience. She has worked extensively within the Principal Financial Group family, including roles at Principal Life Insurance Company and Principal Bank. Outside of her advisory work, she serves as Secretary for the Saint Libory EMS Squad and is President of the St 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, combining third-party tools and proprietary models. The firm operates within the Principal Financial Group network, offering access to affiliated products and a discretionary investment management program alongside non-discretionary recommendations.

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 licenses and bringing 21 years of industry experience. She has worked across multiple Principal entities, including Principal Life Insurance Company, Principal Financial Services, Principal Bank, and Principal Advised Services. Outside of her financial advisory role, she works part-time as a substitute custodian for Grand Island Public Schools. Principal Advised Services primarily serves retirement plan participants and retail IRA clients, offering non-discretionary investment recommendations and a discretionary wrap-fee investment management program called SimpleInvest. The firm combines third-party and proprietary models, operating within the Principal Financial Group family and leveraging its affiliated entities for integrated investment solutions.

General retirement planning Retirement income strategy Income planning Retirement withdrawal strategies Cash flow / budgeting Retired
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Colin M

Series 66

Grand Island, NE

Novem Group

Colin Murray is a financial advisor with Novem Group, holding a Series 66 designation and four years of industry experience. His prior roles include positions at American Portfolios Financial Services, Inc. and Five Points Financial. Outside of his advisory work, he serves as an assistant basketball coach for Kearney Public Schools. Novem Group provides portfolio management and financial planning services to a diverse client base, including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and government entities. The firm employs a range of investment strategies and offers discretionary management, with additional services such as wrap fee programs and referrals to third-party money managers.

Options & derivatives strategies College savings (529s, UTMA, etc.)
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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 13 years of industry experience. He holds the Series 63 and Series 65 designations 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. Archer Investment Corporation provides investment management primarily to individual clients across a range of wealth levels, offering diversified portfolios through separately managed accounts and proprietary mutual funds. The firm works with a network of independent advisory representatives within a multi-branch structure and manages approximately $1.01 billion in discretionary assets.

Active portfolio management Options & derivatives strategies
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Eric H

CFP®, Series 66

Grand Island, NE

Principal Advised Services

Eric Hollister is a CFP® professional with 26 years of experience in the financial industry. He currently serves as an advisor at Principal Advised Services and has previously worked at Cambridge Investment Research and Schuster Anderson Wealth Advisors. Outside of his advisory role, he is active in his community as a Scoutmaster for the Boy Scouts of America and 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. The firm offers both non-discretionary recommendations and a discretionary investment management program, utilizing a blend of third-party tools and proprietary models.

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) in Grand Island, NE, holding Series 63 and Series 65 licenses and bringing six years of industry experience. He is also the owner of Starostka Wealth Strategies, L.L.C., and has worked with Kruse Financial Group and New York Life-affiliated firms. Outside of his advisory work, he serves as the head coach of the Grand Island Central Catholic Middle School Wrestling program. Eagle Strategies serves a broad mix of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers various program types and emphasizes tailored recommendations, with the majority of assets managed on a non-discretionary basis.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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Gina S

Series 66

Grand Island, NE

Principal Financial Services

Gina Suchanek is a financial advisor with Principal Financial Services and holds a Series 66 designation. She has 25 years of industry experience, including roles at Principal Securities INC since 2016 and 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, and active-duty U.S. military personnel stationed abroad. The firm offers direct advisory programs, 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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Heidi B

Series 65, Series 63

Saint Libory, NE

Principal Financial Services

Heidi Breitkreutz is a financial advisor at Principal Financial Services with 18 years of industry experience. She holds Series 65 and Series 63 designations and has worked in various roles within Principal entities since 2008, including Principal Life Insurance Co. and Principal Securities Inc. Heidi also provides one-on-one retirement consulting for Principal retirement plan participants through Principal Advised Services. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm emphasizes direct advisory programs, financial planning, and retirement plan consulting, with access to third-party money managers through various advisory and promoter arrangements.

Retired Founder/Business Owner
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Scott B

Series 65, Series 63

Libory, NE

Principal Financial Services

Scott Breitkreutz is a financial advisor with Principal Financial Services, holding Series 65 and Series 63 licenses and 15 years of industry experience. He has worked with Principal Life Insurance Company since 2010 and has held roles at Principal Securities and Principal Advised Services since 2016 and 2024, respectively. In addition to his advisory duties, Breitkreutz serves as an Assistant Vice President responsible for sales of bank deposit products and provides retirement distribution advice to Principal retirement plan participants. Principal Securities offers brokerage and registered investment advisory services to individual investors, retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm emphasizes direct advisory programs, retirement plan consulting, and access to third-party money manager solutions, implementing investments primarily through discretionary arrangements.

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) based in Grand Island, NE, holding Series 63 and Series 66 designations and over 22 years of industry experience. She has worked with Eagle Strategies since 2020 and has prior experience with Grand Island Public Schools, Nylife Securities LLC, and New York Life. Additionally, Mary teaches one business class weekly as a college professor at Doane College. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailored recommendations, managing the majority of its assets on a non-discretionary basis.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy 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, holding a Series 66 designation and 20 years of industry experience. He has worked with Principal Securities Inc. since 2016 and has been affiliated with Principal Life Insurance Company since 2000. Outside of his financial career, Scott serves as Vice President of Music and Performance as well as Vice President of Public Relations for the Corestoga Chorus and works as a paid poll worker for Hall County elections. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, 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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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 credentials and 26 years of industry experience. He has been with Ameritas Advisory Services since 2021 and has additional experience operating Midwest Pyrotechnics, LLC since 2008. Outside of financial advising, he is involved in fireworks display setup and execution through his role at Midwest Pyrotechnics, LLC. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers various managed account programs and integrates multiple custodial platforms while supporting client portfolios with the assistance of an Investment Committee and third-party partners.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy 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 with Ameritas Advisory Services, LLC, holding a Series 66 designation and three 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 a diverse client base, including individuals, retirement plans, charitable organizations, and corporate clients. The firm offers various managed account programs and fee-based management of variable annuity subaccounts, with advisory services delivered on both discretionary and non-discretionary bases supported by an Investment Committee and third-party partners.

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