Patrick Gorkow Sr.

Jennifer Eggleston is a financial advisor with Level Four Advisory Services and holds Series 63 and Series 66 designations. She has 25 years of industry experience, including roles at LPL Financial and RBC Capital Markets Corporation. Outside of her advisory work, she serves as Vice President of the Board for the Tama County Humane Society, an animal shelter in Tama, Iowa. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing approximately $5.32 billion across 115 advisors and a diverse client base. The firm offers fee-only financial planning, asset management, and retirement plan advisory services, utilizing model portfolios developed internally or through sub-advisers.

Anthony Tomash is a financial advisor with Wealthcare Advisory Partners LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has held roles at multiple firms, including Summit Brokerage Services and Vsr Advisory Services, and operates several businesses related to insurance and tax preparation. Outside of advisory work, he owns Tomash Tax Preparation LLC, which provides individual and small business tax services. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets through a team of more than 150 advisors, serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm combines a goals-based planning approach with an evidence-based investment framework, utilizing proprietary software and quantitative measures to construct long-term oriented portfolios that may include a range of investment vehicles and access to alternative investments.

David Kaestner is a financial advisor with Eagle Strategies (New York Life) and holds the ChFC® designation and Series 63 license. He has 25 years of industry experience and has worked at Eagle Strategies since 2007. Outside of his advisory role, he volunteers as a football and baseball coach. Eagle Strategies serves individuals, retirement plans, trusts, charitable organizations, and corporate clients by providing financial planning, investment advisory, and retirement plan consulting services. The firm emphasizes client-directed solutions and utilizes third-party managers and model portfolios, operating as an indirect subsidiary of New York Life.

Daniel Newton is a Series 66-licensed financial advisor at Thrivent Investment Management with 17 years of industry experience. He has been with Thrivent since 2008. Outside of his advisory role, Newton serves as a trustee for the Vinton Lutheran Home, providing oversight on budgeting and facility maintenance. Thrivent Investment Management delivers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based financial analyses and planning without discretionary trading authority, focusing on personalized recommendations across various planning topics.

Dean Studer is a financial advisor with Edward Jones in Vinton, Iowa, holding Series 63 and Series 66 licenses and 37 years of industry experience. He has been with Edward Jones since 1991. Outside of advising, he is involved in farming and owns property in Vinton. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households, as well as pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets with a large nationwide network of advisors and offers a range of advisory programs, including discretionary and non-discretionary solutions, separately managed accounts, and affiliated mutual funds.

Todd Rausch is a CFP® professional with 20 years of experience in financial advising. He is currently with Cambridge Investment Research Advisors and has prior experience at Voya Financial Advisors and his own firm, Rausch Financial Services. He serves on the Planned Giving Committee at Kirkwood Community College. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing multiple account platforms and a range of investment strategies.