Jolene Bennett

Julia Punj is a financial advisor at Ellevity Capital, LLC with nine years of industry experience. She holds a Series 65 designation and has been with Ellevity Capital since 2016. Outside of her advisory role, she owns and operates Veraison Wine Bar in Fairfield, Iowa. Ellevity Capital provides discretionary investment management primarily to individuals, including high-net-worth and qualified clients, and manages a private fund. The firm focuses on actively managed, income-oriented strategies that incorporate preferred and high-yield equity securities alongside options trading, utilizing both fundamental and technical analysis in portfolio decisions.

William Venables is a financial advisor with Berthel, Fisher & Company Financial Services, Inc. in Ottumwa, Iowa, holding Series 63 and Series 66 licenses and bringing 42 years of industry experience. He has been with Berthel, Fisher since 1985. Outside of his advisory role, Venables serves as treasurer for the Travelers Protective Association, a nonprofit service organization. Berthel, Fisher & Company Financial Services provides investment advisory and financial planning services to individuals, corporations, pension and profit-sharing plans, trusts, estates, and institutional clients. The firm offers a range of asset management platforms and investment strategies through approximately 100 independent adviser representatives.

Blake Smith is a CFP® with nine years of industry experience, currently serving as an advisor at Prosperity Capital Advisors. He is a 60% owner of Financial Partners, Inc., through which he manages his advisory and insurance business. Outside his financial work, Mr. Smith is a voting Board Member of the American Home Finding Association and co-chairs the Wapello County GOP. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management services to individual investors, corporate clients, charitable organizations, and retirement plan sponsors. The firm employs a model-driven, multi-sleeved investment approach that includes core risk-based portfolios, specialized strategies, and access to private and alternative solutions.

Robert Kramer is a financial advisor at Prosperity Capital Advisors with 38 years of industry experience. He holds the ChFC® and Series 63 designations and has previously worked at Sigma Planning Corporation, Sigma Financial Corporation, and VSR Advisory Services. Outside of advising, Mr. Kramer is an author, a board member of the Ottumwa Park and Recreation Foundation, a freelance writer on non-financial topics, and participates in competitive disc golf tournaments. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to a diverse client base, including individuals, businesses, charitable organizations, and retirement plan sponsors. The firm employs a model-driven, multi-sleeved investment approach using a variety of mutual funds, ETFs, and alternative strategies, and offers institutional services such as TAMP and sub-advisory solutions.

Annalisa Clifford Gold is a financial advisor at Vanderbilt Advisory Services with four years of industry experience. She holds the Series 66 designation and has worked at Vanderbilt Securities, LLC since 2017. Outside of her advisory role, she serves as a committee member for Iowa WINS and is involved with Rotary Club International, participating in fundraising and community events. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm employs a strategic asset allocation approach combined with fundamental, technical, and charting analysis, offering a range of portfolio management and financial planning services integrated with retirement-plan and benefits firms.

Theodore Hirsch is a Series 65-licensed financial advisor with six years of industry experience, currently with Vanderbilt Advisory Services since 2020. He has also operated Hirsch Associates Inc. since 2012. Outside of his primary roles, Hirsch serves as an investment researcher and consultant for several firms and holds a board position overseeing investment strategy for a charitable foundation. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm employs a strategic asset allocation approach using fundamental, technical, and charting analysis, offering discretionary and non-discretionary portfolio management alongside financial planning and consulting services.