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.

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.

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.

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.

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.

Randal Korth is a financial advisor at Allen Capital Group, LLC with 16 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Allen Capital Group since 2018. Prior to that, he was with Montage Securities, LLC and Mariner Wealth Advisors, LLC. 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 equity analysis, a mix of active and passive funds, options strategies, and third-party bond management.

Carter Masteller is a financial advisor at Allen Capital Group, LLC with two years of industry experience. He holds a Series 65 designation and has worked at Allen Capital Group since 2023. Prior to his current role, he held positions in healthcare and banking sectors. 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 that combines fundamental equity analysis with active and passive funds, options strategies, and third-party bond management.

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.

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.

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.

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.

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.

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.

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.

Daniel Monaghan is a CFP® with 28 years of industry experience, currently serving as an advisor at Allen Capital Group, LLC since 2016. He has a background spanning over three decades with various insurance carriers. His other business activities include managing family trusts and a family limited partnership unrelated to investment advisory services. 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 a combination of fundamental equity analysis, active and passive funds, options strategies, and third-party bond management.