Daniel Newton

Jennifer Eggleston is a financial advisor with Level Four Advisory Services and holds Series 63 and Series 66 designations. She has 25 years of industry experience, including roles at LPL Financial and RBC Capital Markets Corporation. Outside of her advisory work, she serves as Vice President of the Board for the Tama County Humane Society, an animal shelter in Tama, Iowa. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing approximately $5.32 billion across 115 advisors and a diverse client base. The firm offers fee-only financial planning, asset management, and retirement plan advisory services, utilizing model portfolios developed internally or through sub-advisers.

Anthony Tomash is a financial advisor with Wealthcare Advisory Partners LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has held roles at multiple firms, including Summit Brokerage Services and Vsr Advisory Services, and operates several businesses related to insurance and tax preparation. Outside of advisory work, he owns Tomash Tax Preparation LLC, which provides individual and small business tax services. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets through a team of more than 150 advisors, serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm combines a goals-based planning approach with an evidence-based investment framework, utilizing proprietary software and quantitative measures to construct long-term oriented portfolios that may include a range of investment vehicles and access to alternative investments.

David Kaestner is a financial advisor with Eagle Strategies (New York Life) and holds the ChFC® designation and Series 63 license. He has 25 years of industry experience and has worked at Eagle Strategies since 2007. Outside of his advisory role, he volunteers as a football and baseball coach. Eagle Strategies serves individuals, retirement plans, trusts, charitable organizations, and corporate clients by providing financial planning, investment advisory, and retirement plan consulting services. The firm emphasizes client-directed solutions and utilizes third-party managers and model portfolios, operating as an indirect subsidiary of New York Life.

Lisa McGrath is a CFP®-certified financial advisor with 17 years of industry experience. She has worked at Cambridge Investment Research Advisors since 2020 and previously spent six years at VOYA Financial Advisors. Outside of her advisory role, McGrath serves as a board member of the Amana Colonies Historical Sites Foundation and operates as an independent insurance agent through Longview Financial Services, Inc. Cambridge Investment Research Advisors serves individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a large 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.

Todd Rausch is a CFP® professional with 20 years of experience in financial advising. He is currently with Cambridge Investment Research Advisors and has prior experience at Voya Financial Advisors and his own firm, Rausch Financial Services. He serves on the Planned Giving Committee at Kirkwood Community College. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing multiple account platforms and a range of investment strategies.

Gregory Johnson is a financial advisor with OSAIC Wealth, Inc., holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His prior roles include positions at Transamerica Financial Advisors, Inc. and Signator Investors, Inc. He is also involved in private business ventures, including serving as president of Triple J Insurance and owner of a financial advisor coaching business, Vantagus Coaching. OSAIC Wealth, Inc. is a large SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, high-net-worth investors, retirement plans, and institutional accounts. The firm offers a range of services such as investment management, financial planning, and retirement consulting, delivering advice primarily through its Vision2020 Wealth Management Platform with various portfolio solutions and specialized investment strategies.