Amy Cooper

Mark Stevens is a CFP® and CFA® with 13 years of experience in the financial industry. He is currently the sole advisor at Vestera Wealth LLC, where he has worked since 2025. His prior experience includes roles at HTLF (Heartland Financial USA), ATCapital Management, and American Trust. Vestera Wealth LLC provides investment advisory and wealth management services to individuals, trusts, businesses, and charitable organizations, with a focus on high-net-worth clients. The firm manages assets primarily on a discretionary basis, combining multiple analytical approaches and oversight of independent managers, and also acts as a sub-advisor to other registered investment advisors and trust departments.

Ricky Winslow is a financial advisor with Ameriprise, holding a Series 63 designation and over 31 years of industry experience. He has worked with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Winslow is involved in consulting on operations and management through his ownership of RLW, LLC, and co-owns Balanced Growth Partners LLC, which focuses on succession management and operational needs for financial advisors. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Aiden Dunne is a financial advisor with Ameriprise in Dubuque, IA, holding a Series 66 designation and currently in his first year in the industry. Prior to joining Ameriprise, he worked at GreatAmerica Financial Services and has held various roles including positions at Iowa State University and local service organizations. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets, providing detailed Recommendation Reports that address income, Social Security, and tax-smart withdrawal strategies. The firm utilizes a centralized consulting team and combines research, modeling, and tax-efficiency analysis to deliver tailored, algorithm-supported retirement recommendations.

Brian Gogel is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 24 years of industry experience. He has worked with Cambridge Investment Research Advisors since 2018 and has been affiliated with Citizens State Bank since 2001. Outside of his advisory role, he is involved in agricultural business as a partner in Gogel Brothers Farms and serves as treasurer for both the Monticello School Foundation and the Monticello Youth Baseball Softball Association. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing various account platforms and third-party strategists to deliver customized investment solutions.

Gary Rowan is a financial advisor with Ameriprise in Bellevue, IA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Ameriprise and its affiliates since 1998. Outside of his advisory role, he manages GLCR, LLC, where he serves as lead consultant and trustee. Ameriprise offers a retirement-income planning service designed for clients approaching or in retirement, focusing on those with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, written recommendations, integrating a range of advisory, brokerage, and insurance solutions.

Joseph Leibfried is a financial advisor with Ameriprise in Peosta, Iowa, holding CFP® and Series 66 credentials and bringing 13 years of industry experience. He has been with Ameriprise and its affiliated entities since 2012. Outside of his advisory work, he is involved with the nonprofit organization 100 Men Who Care: Tri-State Area, which supports local charities through member donations. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, delivering personalized, non-discretionary recommendations that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and automated tools overseen by a dedicated team to support its advisory approach.