Todd Chambers

Keri Blake is a financial advisor at Wealthcare Capital Partners, LLC with 15 years of industry experience. She holds a Series 66 designation and has previously worked at Edward Jones, LPL Financial, and Arkadios Capital. Blake is also involved in financial planning through Fellows & Blake Financial and participates in annuity sales and life insurance services related to estate planning. Wealthcare Capital Partners LLC provides investment management, comprehensive financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm employs a goals-based investment process utilizing a patented web-based planning platform combined with evidence-based manager selection and behavioral-economics tools.

Chase Geiger is a financial advisor at Wealthcare Capital Partners, LLC with a Series 65 designation and two years of industry experience. His prior work includes roles at Arkadios Capital, Amazon, the University of Northern Iowa, and TruBank. Wealthcare Capital Partners provides investment management, comprehensive financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm employs a goals-based investment process supported by a patented web-based planning platform and uses evidence-based manager selection alongside behavioral-economics tools to align strategies with client preferences.

Bradley Pull is a financial advisor with Principal Advised Services, holding the ChFC® designation and Series 63 license, and has 27 years of industry experience. He has worked extensively with Principal Life Insurance Co since 1998 and has been with Principal Advised Services since 2023. Outside of his advisory role, he is involved in a private family real estate arrangement, selling a home to his nephew under contract. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary wrap-fee investment management program called SimpleInvest. The firm combines third-party methodology with proprietary models and operates as part of the Principal Financial Group family, enabling access to affiliated products and integrated operational support.

James Berg is a financial advisor with Principal Advised Services in Carlisle, IA, holding Series 63 and Series 65 designations and with 32 years of industry experience. His career includes roles at Principal Securities INC and Principal Life Insurance Company, where he has worked for over two decades. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients, providing both non-discretionary recommendations and a discretionary, wrap-fee investment management program called SimpleInvest. The firm combines third-party methodologies and proprietary models, serving clients in employer plans recordkept by Principal Financial Group as well as other retail clients.

Joseph Cunningham is a financial advisor at OSAIC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including USAdvisors Wealth Management and Securities America. Outside of his advisory role, he coaches middle school girls track and field, provides respite care for disabled children, and serves on the Marion County Planning and Zoning Commission. OSAIC is a large SEC-registered investment adviser and broker-dealer serving a diverse client base, including individual investors, retirement plans, corporations, and charitable organizations. The firm employs a comprehensive investment process combining risk-tolerance assessments with portfolio optimization and offers access to a wide range of investment products and custodial platforms.

Janis Aldridge Harris is a financial advisor at Edward Jones in Knoxville, IA, holding a Series 66 designation with one year of industry experience. She has previously worked at Edward Jones, Peoples Savings Bank, US Bank Corp, and Community 1st Credit Union. Outside of her advisory role, she serves as Vice President of the Knoxville Community Choir, where she participates in board decision-making and concert planning. Edward Jones is a full-service wealth management firm serving both individual and institutional clients. The firm manages over $1 trillion in assets through a nationwide network of more than 23,000 advisors and offers a range of investment strategies and affiliated services under a fiduciary standard.