Kristia Pollock

Donald Breuker is a financial advisor with Royal Fund Management, LLC, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has been with Royal Fund Management since 2015 and has operated as a licensed independent insurance agent under Breuker Financial Strategies since 2005. Additionally, he has longstanding involvement in property management through Breuker Management Services, Inc. Royal Fund Management serves individuals, corporations, pension and profit-sharing plans, and charitable organizations by providing portfolio management, financial planning, pension consulting, and participant account management. The firm employs a range of investment strategies based on fundamental, technical, and cyclical analysis, and offers specialized services such as access to select non-traded REITs and an options-writing overlay.

Walter Wittrock is a financial advisor with Advisor Share Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has worked at Trek Financial since 2015 and has been president of WITTROCK FINANCIAL, Inc., an investment-related business, since 2003. Outside of his advisory roles, he serves as vice president of Great Lakes Fish Growers and works as a solicitor providing subscription-based estate planning software. Advisor Share Wealth Management serves individuals, professional advisers, and retirement plans by offering portfolio management, financial planning, and retirement plan advisory services. The firm utilizes a web-based investment platform and typically implements strategies through third-party sub-advisers and model portfolios, employing quantitative and qualitative criteria to monitor and select managers.

Christopher Fuhrman is a financial advisor at Edward Jones with six years of industry experience. He held a position at Pelzer Law Firm for ten years prior to joining Edward Jones in 2019. Outside of his advisory role, Fuhrman owns and oversees management of Estherville Ambulance Service, Inc., and is involved with Lakes Area Ambulance Service, a nonprofit organization operating in Iowa. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households of varied net worth, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Douglas Wagner is a financial advisor with Edward Jones in Estherville, Iowa, holding Series 63 and Series 66 licenses and over 31 years of industry experience. He has been with Edward Jones since 1994. Wagner serves on the board of the Estherville Lincoln Central School Foundation, where he participates in selecting scholarship award recipients. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, and it is notable for its extensive network of advisors and branches across the United States.

Lauren Duffy is a financial advisor with LPL Financial, holding a Series 66 designation and based in Spirit Lake, Iowa. She has experience at Henkels Financial and LPL Financial since 2025, with prior roles including positions at Iowa State Dining Halls, Pizza Ranch, Iowa State University, and Okoboji Community Schools. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm supports its advisors with an in-house Research team and offers a range of investment delivery options, combining large-scale advisory operations with various non-advisory product activities.

Anne Straus is a CFP®-certified financial advisor with LPL Financial, based in Spirit Lake, Iowa. She has 30 years of industry experience and has been with LPL Financial since 2002. Her credentials also include Series 63 and Series 65 licenses. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, charities, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and delivers services through a large network of investment adviser representatives.