Gregory Giles

Daniel Pecaut is a financial advisor at Pecaut Wealth Management in Sioux City, IA, with 27 years of industry experience. He holds a Series 63 designation and has been with Pecaut & Co. since 1979, continuing through its transition to Pecaut Wealth Management. Pecaut Wealth Management serves individuals, trusts, charitable organizations, corporations, and retirement plans by providing financial planning, discretionary portfolio management, and investment consulting. The firm employs a long-term, value-oriented investment approach combined with a proprietary system of economic indicators to tailor and adjust client portfolios.

Michael Gallagher is a CFA® charterholder with 19 years of industry experience. He is currently with Pecaut Wealth Management, where he has worked since 2021. His prior experience includes roles at TPG Financial Advisors, The Partners Group, and Geneos Wealth Management. Pecaut Wealth Management serves individuals, trusts, charitable organizations, corporations, and retirement plans with customized financial planning, discretionary portfolio management, and investment consulting. The firm employs a long-term, value-oriented investment approach combined with a proprietary system of economic indicators to guide portfolio adjustments.

John Pecaut is a Series 65-licensed financial advisor with nine years of industry experience. He has worked at Pecaut & Co. since 2016 and currently serves at Pecaut Wealth Management in Sioux City, IA, a team-based firm with four advisors. Pecaut Wealth Management serves individuals, trusts, charitable organizations, corporations, and retirement plans by providing financial planning, discretionary portfolio management, investment consulting, and one-time financial plans. The firm employs a long-term, value-oriented investment approach combined with a proprietary system of economic indicators and delivers regular market commentary through client communications.

Jason Cohrs is a financial advisor at Blue Line Capital with a Series 65 designation and one year of industry experience. He has been a self-employed commodity trader since 2010, currently operating under Blue Line Futures in Dakota Dunes, SD. Blue Line Capital is a registered investment adviser serving individuals, including high-net-worth clients, as well as institutional and tax-exempt entities. The firm combines fundamental and technical analysis with value and growth strategies, incorporating strategic and tactical asset allocation along with selective use of options and futures.

Vernon Henjes is a Series 65-licensed financial advisor with Steele Capital Management, Inc., where he has worked since 2013. He has 13 years of industry experience. Outside of his advisory role, Henjes serves as President and Director of Midwest Better Trucking Bureau Inc. and is a Director on the board of Siouxland Ethanol. Steele Capital Management provides fee-only investment advisory services to individuals, including high-net-worth clients, and company-sponsored retirement plans. The firm employs a long-term, buy-and-hold investment approach emphasizing low-fee, tax-advantaged, and passive investments, supplemented by selective active management.

Steven Powell is a financial advisor at Momentum Independent Network Inc. with 48 years of industry experience. He holds Series 63 and Series 65 designations and has been with SWS Financial Services since 2009. Momentum Independent Network serves a diverse client base including individual, high-net-worth, charitable, corporate, institutional, and banking/thrift clients. The firm offers advisory and brokerage services through a platform model that utilizes third-party managers and Envestnet for investment management, trading, and rebalancing, with notable integration of Hilltop affiliates in its municipal bond strategies and cash management programs.