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John P

CFP®, Series 66

Grand Island, NE

Plains Advisory LLC

John Posey is a CFP®-designated financial advisor with 20 years of industry experience. He is the sole advisor at Plains Advisory LLC, an independent firm he has led since 2018. Prior to founding Plains Advisory, he worked at Five Points Bank and American Portfolios Financial Services, Inc. from 2015 to 2018. Outside of advising, he holds a real estate salesperson license in Nebraska. Plains Advisory LLC manages approximately $28.9 million in discretionary assets and serves individuals, high-net-worth clients, and trusts. The firm specializes in long-term, value-oriented stock selection combined with tactical and strategic asset allocation, offering tailored portfolios and educational workshops.

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.

Retirement income strategy General estate planning guidance Cash flow / budgeting College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner
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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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Shawn H

CFP®, Series 63, Series 65

Grand Island, NE

FIT Wealth

Shawn Hanquist is a financial advisor at FIT Wealth with 16 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. His career includes roles at WealthPlan Partners, Securities America, and Wells Fargo Clearing. FIT Wealth provides discretionary asset management, financial planning, and retirement-plan fiduciary services, often acting as a co-advisor or investment manager for qualified plans. The firm employs a model-driven investment approach that combines diversified core allocations with an active Dynamic Portfolio Strategy, and it frequently utilizes sub-advisors and third-party model platforms.

Options & derivatives strategies Tax-loss harvesting Roth conversion strategy Retirement income strategy Wealth management Founder/Business Owner
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Amanda H

Series 63, Series 65

Grand Island, NE

FIT Wealth

Amanda Hanquist is a financial advisor at FIT Wealth with nine years of industry experience. She holds Series 63 and Series 65 licenses. Her professional background includes roles at Farmers Insurance Group and Farmers Financial Solutions, as well as several positions within the FIT Wealth organization and affiliated entities. FIT Wealth offers discretionary asset management, financial planning, and retirement plan fiduciary services, using a model-driven investment approach that incorporates diversified core allocations and an active strategy involving U.S. Treasury holdings and long call options. The firm frequently works with sub-advisors and model marketplaces to implement portfolios and focuses notably on ERISA plan services and co-advisor arrangements.

Options & derivatives strategies Tax-loss harvesting Roth conversion strategy Retirement income strategy Wealth management Founder/Business Owner
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Hunter H

Series 65

Grand Island, NE

FIT Wealth

Hunter Hanquist is a financial advisor at FIT Wealth with a Series 65 designation and one year of industry experience. Prior to joining FIT Wealth, he worked at Sportsman’s Warehouse for two years and has been a full-time student since 2011. FIT Wealth offers discretionary asset management, financial planning, and retirement-plan fiduciary services, primarily focusing on ERISA-qualified plans and utilizing model-driven investment strategies. The firm employs a combination of diversified core allocation models and an active Dynamic Portfolio Strategy while collaborating with third-party money managers and model marketplaces.

Options & derivatives strategies Tax-loss harvesting Roth conversion strategy Retirement income strategy Wealth management Founder/Business Owner
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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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Blake T

Series 65

Grand Island, NE

Allen Capital Group, LLC

Blake Thiele is a financial advisor at Allen Capital Group, LLC with one year of industry experience. He holds the Series 65 designation and has worked at several firms, including Matter Family Office, Five Points Financial Services, Citigroup, and Charles Schwab. Allen Capital Group, LLC is a multi-advisor wealth management firm serving individuals, qualified retirement plans, trusts, charitable organizations, and private fund investors. The firm employs a long-term, fundamental analysis approach supplemented by short-term strategies and offers a range of services including discretionary investment management, financial planning, estate planning facilitation, and tax preparation through an affiliated CPA practice.

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. He has three years of industry experience and has worked at Allen Capital Group, LLC since 2022. Prior to joining the firm, he was employed in various public school districts from 2016 to 2022. 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 with discretionary management and offers additional services including financial planning, estate planning facilitation, tax preparation through an affiliated CPA practice, and trust administrative services.

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

Series 65, Series 63

Grand Island, NE

Allen Capital Group, LLC

Daniel Conroy is a financial advisor with Allen Capital Group, LLC in Grand Island, Nebraska, holding Series 65 and Series 63 licenses and has 12 years of industry experience. He has worked at Allen Capital Group since 2017 and previously held roles at D.A. Davidson & Co. and Wells Fargo Bank NA. Allen Capital Group 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 supplemented with short-term strategies and offers a range of services including discretionary investment management, financial planning, estate planning facilitation, and tax preparation through an affiliated CPA practice.

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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Sarah H

Series 65

Grand Island, NE

Allen Capital Group, LLC

Sarah Havermann is a financial advisor at Allen Capital Group, LLC in Grand Island, NE, holding a Series 65 designation. She has one year of experience at Allen Capital Group and previously worked for seven years at Sandhills State Bank and six years at Western States Bank, formerly Valley Bank and Trust. 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 offers discretionary investment management, financial planning, retirement plan advisory, estate planning facilitation, tax preparation through an affiliated CPA practice, and trust administrative services.

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 CFP® professional with 14 years of experience who currently works at Allen Capital Group, LLC. His background includes roles at First Investments and Planning, Raymond James Financial Services, and First National Bank of Omaha. Outside of financial advising, he has experience in the hospitality industry, having worked at Rivals Bar and Grill and other similar establishments. Allen Capital Group, LLC is a 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 supplemented with short-term strategies and offers a range of services including discretionary investment 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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Blake K

Series 65

Grand Island, NE

Allen Capital Group, LLC

Blake Kokes is a financial advisor at Allen Capital Group, LLC with one year of industry experience. He holds a Series 65 designation and has been with Allen Capital Group since 2024. His prior background includes four years of college and four years of high school education. Allen Capital Group, LLC is a multi-advisor wealth management firm serving individuals, qualified retirement plans, trusts, charitable organizations, and private fund investors. The firm provides discretionary investment management, financial planning, retirement plan advisory, estate planning facilitation, tax preparation through an affiliated CPA practice, and trust administrative services.

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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