David Jarvill

Bobbi Spainhower is a financial advisor at OSAIC Institutions, INC. with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Infinex Investments, Inc. since 2018 and First Security Bank & Trust since 2013. Spainhower is also a dual employee at First Security Bank & Trust, where she dedicates significant time during trading hours. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans by offering advisory and brokerage services through customized engagements. The firm provides a range of solutions including financial planning, ERISA plan services, access to alternative investments, and lending and cash-management options, with a notable emphasis on non-discretionary assets and integrated broker-dealer and advisory services.

Eric Miller is a financial advisor with Principal Financial Services, holding a Series 66 designation and three years of industry experience. He has worked at Feller and Associates, Principal Securities Inc, Principal Life Insurance Company, and First Security Bank & Trust. Outside of his advisory role, he serves as president and treasurer of Mellex Partners, Inc., an S-corp used for tax filing purposes. 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 through various adviser and promoter arrangements.

Erich Feller is a financial advisor with Principal Financial Services and holds the CFP® designation along with Series 63 and Series 65 licenses. He has 13 years of industry experience, including roles at Feller and Associates and Princor Financial Services Corporation. Outside of advisory work, he is a partner at Feller & Associates, a business entity involved in managing business expenses and taxes. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty military personnel abroad. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

William Feller is a financial advisor with Principal Financial Services based in Charles City, IA, holding the CFP® designation and Series 63 and 65 licenses. He has 21 years of industry experience and has worked with Principal Securities since 2016, while also operating Feller & Associates since 2005. Outside of his advisory work, he serves on the boards of Divine Grace Radio and the North Iowa Area Community College Foundation, and is a board member of the Charles City Rotary Club. Principal Securities offers brokerage and registered investment advisory services to a diverse client base including individual investors, retirement plans, trusts, and charitable organizations. The firm provides direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

Jolene Henn is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 66 designations and bringing 39 years of industry experience. She previously worked for Cuna Brokerage Services Inc and Cuna Mutual Group for 26 years. In addition to her advisory role, she may perform home office functions for other business units within Transamerica Financial Advisors. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, employer-sponsored plans, and charitable organizations. The firm delivers services through a large advisor network and multiple program platforms, employing model portfolios and third-party managers for portfolio management.

Brian Schilling is a CFP® and ChFC® with 28 years of experience in the financial services industry. He is currently with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc., where he has worked since 2018. He also has affiliations with Cuna Brokerage Services, Inc. and Cuna Mutual Group since 2012. Outside of his advisory work, Schilling is involved in real estate ownership. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans. The firm offers financial planning, portfolio management, and retirement plan advisory through a network of independent financial professionals using various platforms and strategies.