Andrew Lensch

Mason Huck is a Series 66-licensed financial advisor with 14 years of industry experience. He is currently with NewEdge Advisors and has previously worked at LPL Financial and Securities America. Outside of his advisory role, he is a business owner of Tee & Wills LLC in Sidney, Nebraska. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning, utilizing asset allocation across mutual funds, ETFs, and individual securities.

Rick Bower is a financial advisor with Principal Financial Services in Muscatine, IA, holding Series 63 and Series 65 licenses and 18 years of experience. He has worked at Principal Securities Inc. since 2016 and has affiliations with Retirement Resource Group and Principal Life Insurance Company dating back to 2008. Outside of his advisory role, Bower serves as president of the Lions Club Muscatine, where he leads community fundraising and support initiatives related to medical and social services. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money manager solutions under various advisory and promoter arrangements.

Jakob Bower is a financial advisor with Principal Financial Services based in Muscatine, IA. He holds Series 63 and Series 66 licenses and has nine years of industry experience, including roles at Retirement Resource Group and Principal Securities. He serves on the board of directors for the Muscatine Chamber of Commerce. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Joshua Wheatley is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has worked at Principal Securities Inc. since 2016 and has been affiliated with Principal Life Insurance Company since 2010. Outside of his advisory role, he serves as the junior varsity head football coach at Rockridge High School and is a partner in Overson/Wheatley Financial Services. Principal Securities provides brokerage and registered investment advisory services to a diverse client base including individual investors, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement consulting, and access to third-party money manager programs through various advisory and promoter arrangements.

Gregory Huck is a financial advisor with NewEdge Advisors, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His career includes roles at LPL Financial and Securities America Advisors. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning, utilizing a range of investment strategies and regular portfolio reviews.

Brooke Cole is a financial advisor with Principal Financial Services holding a Series 66 designation and one year of industry experience. She has previously worked with the Retirement Resource Group and held roles outside finance at The University of Iowa and local schools. Brooke serves as a camp chair volunteer, coordinating communications to support girls attending camp. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers a range of advisory programs, financial planning, and access to third-party asset management solutions, with investment implementation typically managed on a discretionary basis by third-party money managers.