Donna Kuhlman

Alan Keltner is a financial advisor with Avantax Planning Partners, Inc. and holds a Series 63 designation. He has 26 years of industry experience and has worked at ProEquities, Inc. for 17 years. In addition to his advisory role, he is a CPA and treasurer at Gosling & Company, P.C., where he has provided public accounting services since 1986. He also owns Keltner Enterprises, a business buying and selling antiques. Avantax Planning Partners provides investment advice and planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm uses model-based style allocation strategies and discretionary portfolio management, supported by an Investment Advisory Committee and tax-intelligent overlays.

Andrew Reimer is a financial advisor with Eagle Strategies (New York Life) based in Guttenberg, Iowa. He holds Series 63 and Series 65 licenses and has 23 years of industry experience. He has been affiliated with Eagle Strategies since 2011 and operates under the Your Vision Financial Group and Reimer Financial Group, LLC. Outside of his advisory work, he serves on the boards of several community organizations including Clayton Ridge Dollars for Scholars and the Foundation of Cornerstone Communities. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions and utilizes third-party managers and model portfolios, operating as an indirect subsidiary of New York Life.

Leo Monaghan is a financial advisor with Osaic, holding Series 63 and Series 65 credentials and 39 years of industry experience. He has been with Osaic since 1989. Outside of his advisory role, he is involved in organizing a scholarship fund for his high school class and assists his elderly brother by managing financial matters under a power of attorney. Osaic Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base, including individuals, pension plans, corporations, and charitable organizations. The firm utilizes a comprehensive investment process that incorporates risk tolerance assessments, asset allocation software, and portfolio optimization tools, offering a wide range of investment options and programs through a large network of advisors.

Tammy Feldmann Kelchen is a financial advisor at Cambridge Investment Research Advisors with 12 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at VOYA Financial Advisors and EJ Brown & Associates. Outside of her advisory role, she serves as a board member of the Delaware County 4H Foundation and is involved in local community volunteer work. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations, offering financial planning, portfolio management, and retirement plan advisory through a large network of independent Financial Professionals. The firm employs a range of investment approaches including model portfolios and third-party strategists, with services delivered on both discretionary and non-discretionary bases.