Neil Wilkinson

Janet Wulf is a financial advisor with Ally Invest Advisors, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. Her prior roles include positions at TIAA, RDA Financial Network, and Cambridge Investment Research. She also assists with compliance oversight for some Ally Invest Advisors processes. Ally Invest Advisors serves a large retail client base, including individual and high-net-worth clients, offering discretionary portfolio management through automated services and advisor-led advice. The firm’s investment approach is based on Modern Portfolio Theory, using ETF-based model portfolios across multiple risk tiers and employs automated algorithms alongside supervised monitoring.

Hillary Meister is a financial advisor at United Planners' Financial Services of America with a Series 66 designation and one year of industry experience. Prior to her current role, she worked at Honkamp & Co. and held positions in education at the University of Dubuque and Sumner-Fredericksburg High School. She is also the bookkeeper and tax preparer for Plain & Simple, LLC, a non-investment related business. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, and institutional clients. The firm operates an open-architecture platform with multiple custodians and third-party money managers, offering a range of advisory models and both fee-based and commission-based options.

Ann Vanengelenburg is a financial advisor with United Planners' Financial Services of America, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has been with United Planners since 2013 and also serves as Chief Operating Officer at related entities, including Investment Center and Insurance Center. Vanengelenburg was involved with the Sumner Rotary Organization for four years. United Planners Financial Services serves a diverse client base, including individuals, corporations, charitable organizations, and institutional clients, offering financial planning, portfolio management, retirement plan services, and brokerage solutions through a network of 477 independent advisors. The firm operates an open-architecture platform with multiple custodians and third-party money managers, primarily managing non-discretionary assets.

Gerald Buhr is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with Cetera since 2014 and has worked with Cetera Investment Services LLC since 2002. Outside of his advisory role, he serves as a board member of the Mercy Hospital Foundation, where he reviews finances and acts on small budget requests. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, combining advisor-managed accounts, model portfolios, and third-party solutions with specialized retirement and trust capabilities.

Katherine Solsma Bell is a financial advisor at Edward Jones with over eight years of industry experience. She holds the ChFC® designation and Series 66 license. Prior to her current role, she worked at Cornerstone Realtors for three years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices.

Christian Solsma is a financial advisor at Edward Jones in Oelwein, IA, holding a Series 66 designation with two years of industry experience. He is the owner of Soul Stringers LLC, where he 3D prints and sells tennis shoe charms on Etsy. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.