Melissa Derr

Eddie Hart is a financial advisor with IPI Wealth Management, Inc. in Burlington, IA, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Investment Planners, Inc. since 2004. Outside of finance, he occasionally performs as a guitar player and singer. IPI Wealth Management serves a diverse client base including individual investors, charitable and corporate clients, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party manager programs. The firm utilizes an open-architecture investment platform with proprietary risk-based models and outsources operational functions to a systems provider to support trade execution and performance reporting.

Joseph Jolin Sr. is a financial advisor at Edward Jones with a Series 66 designation. He has experience spanning several firms, including Jolin Media, Two Rivers Financial Group, Acuity Financial, and Employee Benefit Systems. Outside of his advisory work, he is associated with the Burlington Golf Course in Burlington, Iowa. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of discretionary and non-discretionary investment strategies, as well as affiliated mutual funds and tax-efficient services. The firm is notable for its large nationwide network of financial advisors and branches, along with affiliated capabilities such as a trust company and securities-based lending.

Courtney Gustafson is a financial advisor at Edward Jones with six years of industry experience. She has worked at Edward Jones since 2019 and previously was employed by Case New Holland from 2013 to 2019. Gustafson holds a Series 66 designation and serves on the boards of the Burlington YMCA and the local Kiwanis Club. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Joshua Denning is a financial advisor with Ameriprise in Fort Madison, Iowa, holding a Series 63 designation and 28 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Denning is involved in several community organizations, serving on the boards of the North Lee County Community Foundation and the Fort Madison Youth Football League, as well as holding leadership positions including president of the City of Fort Madison Airport Commission and vice president of the Tri-State Rodeo. Ameriprise offers a retirement-income planning service primarily for individuals approaching or in retirement with significant investable assets, providing detailed written recommendations that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with a centralized consulting team to deliver tailored, algorithm-supported advice, focusing on assets managed within Ameriprise accounts.

Parker Denning is a financial advisor at Ameriprise in Fort Madison, IA, holding Series 63 and Series 65 licenses with one year of industry experience. Prior to joining Ameriprise, he worked at Scheels Sports and Southeastern Community College, and has experience in education and contracting roles. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets. The firm delivers personalized, research-driven recommendations combining modeling and tax-efficiency analysis, supported by a centralized consulting team and algorithmic tools.

Steven Link is a financial advisor with Ameriprise in Fort Madison, Iowa, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Ameriprise and its affiliated entities since 2010. Outside of his advisory role, he serves on the Board of Directors for the Southeast Iowa Regional Riverboat Commission and is involved in local nonprofit organizations, including as president of Fort Madison SIRRC Corp. and chair of Southeast Iowa Aquatics/Fort Madison Marina. Ameriprise provides a retirement-income planning service targeted at individuals nearing or in retirement who meet certain asset criteria, delivering detailed Recommendation Reports that incorporate Social Security options, tax-smart withdrawal strategies, and asset management advice. The firm combines research and modeling with algorithmic tools to support its advisory process and offers a broad range of financial solutions through its institutional platform.