Brian Siems

William Venables is a financial advisor with Berthel, Fisher & Company Financial Services, Inc. in Ottumwa, Iowa, holding Series 63 and Series 66 licenses and bringing 42 years of industry experience. He has been with Berthel, Fisher since 1985. Outside of his advisory role, Venables serves as treasurer for the Travelers Protective Association, a nonprofit service organization. Berthel, Fisher & Company Financial Services provides investment advisory and financial planning services to individuals, corporations, pension and profit-sharing plans, trusts, estates, and institutional clients. The firm offers a range of asset management platforms and investment strategies through approximately 100 independent adviser representatives.

Blake Smith is a CFP® with nine years of industry experience, currently serving as an advisor at Prosperity Capital Advisors. He is a 60% owner of Financial Partners, Inc., through which he manages his advisory and insurance business. Outside his financial work, Mr. Smith is a voting Board Member of the American Home Finding Association and co-chairs the Wapello County GOP. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management services to individual investors, corporate clients, charitable organizations, and retirement plan sponsors. The firm employs a model-driven, multi-sleeved investment approach that includes core risk-based portfolios, specialized strategies, and access to private and alternative solutions.

Robert Kramer is a financial advisor at Prosperity Capital Advisors with 38 years of industry experience. He holds the ChFC® and Series 63 designations and has previously worked at Sigma Planning Corporation, Sigma Financial Corporation, and VSR Advisory Services. Outside of advising, Mr. Kramer is an author, a board member of the Ottumwa Park and Recreation Foundation, a freelance writer on non-financial topics, and participates in competitive disc golf tournaments. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to a diverse client base, including individuals, businesses, charitable organizations, and retirement plan sponsors. The firm employs a model-driven, multi-sleeved investment approach using a variety of mutual funds, ETFs, and alternative strategies, and offers institutional services such as TAMP and sub-advisory solutions.

Melody Lowe is a financial advisor at Prosperity Capital Advisors with 14 years of industry experience. She holds a Series 66 designation and has previously worked with Vsr Advisory Services and Sigma Financial Corporation. Outside of advising, Ms. Lowe owns a freelance personal book and screenwriting business, provides administrative support for the Ottumwa Habitat for Humanity, and participates seasonally as Mrs. Claus for local tea parties. Prosperity Capital Advisors offers financial planning, consulting, and discretionary investment management to a diverse client base that includes individuals, businesses, charitable organizations, and retirement plan sponsors. The firm employs a model-driven, multi-sleeved investment approach utilizing mutual funds, ETFs, SMAs, and alternative solutions, while also providing institutional and sub-advisory services.

Levi Morrissey is a Series 66-licensed financial advisor with Primerica Advisors, based in Ottumwa, IA, and has two years of industry experience. He previously worked at Park Avenue Securities and Guardian Life Insurance Company. Outside of financial advising, he owns and manages Morrissey Management & Construction, LLC, a construction and management business. Park Avenue Securities LLC serves a wide range of retail clients, including individual investors, high-net-worth clients, charitable organizations, and corporations. The firm offers brokerage and advisory services with various proprietary and third-party investment programs, utilizing both discretionary and non-discretionary management approaches.

Daniel Van Winkle is a financial advisor with Principal Financial Services, holding a Series 66 designation and bringing 21 years of industry experience. Prior to joining Principal in 2021, he worked for Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. from 2010 to 2021. He serves as an AML Officer for affiliated entities within the Principal Financial Group, assisting with anti-money laundering responsibilities. Principal Securities provides brokerage and registered investment advisory services to individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel overseas. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through various adviser and promoter arrangements.