Jason Cohrs

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.

Gregory Giles is a financial advisor with RDA Financial Network in Akron, IA, holding a Series 66 designation and 10 years of industry experience. His prior work includes a position at Robert W. Baird and ongoing roles with United Planners Financial Services and Legacy Financial, LLC. Outside of advisory services, he has ownership interests in several real estate entities and property management ventures. RDA Financial Network serves individual and high-net-worth clients by providing discretionary portfolio management, financial planning, and employer-sponsored retirement plan fiduciary services. The firm utilizes a combination of proprietary model strategies and third-party sub-advisors, overseen by a wealth management committee, with a focus on long-term investment approaches and tactical flexibility.

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.