Tyler Metcalf

Jolene Henn is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 66 designations and bringing 39 years of industry experience. She previously worked for Cuna Brokerage Services Inc and Cuna Mutual Group for 26 years. In addition to her advisory role, she may perform home office functions for other business units within Transamerica Financial Advisors. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, employer-sponsored plans, and charitable organizations. The firm delivers services through a large advisor network and multiple program platforms, employing model portfolios and third-party managers for portfolio management.

Clint Whitcome is a financial advisor with Edward Jones in New Hampton, IA, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2011. Outside of his advisory role, Whitcome is involved in agriculture as a farmer with Whitcome Farms. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets through a large network of advisors and branch offices nationwide.

Matthew Mummelthei is a financial advisor with Edward Jones in New Hampton, IA, holding a Series 66 credential and nine years of industry experience. He has been with Edward Jones since 2016. Outside of his advisory role, he is involved with REM Capital, a multifamily investment property business based in Bradenton, FL. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm offers a range of investment advisory programs and maintains a large network of advisors and branch offices across the United States.

Angelina Dietz is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. Her prior roles include positions at FBL Financial Group, TIAA-CREF, and Cetera Investment Advisers. She serves as president and board member for several local organizations, including the Nashua Women of Today and the Gateway to Northeast Iowa Welcome Center, and is involved with charitable and community groups such as US Founders Charities and St. John Lutheran Church. Cambridge Investment Research Advisors serves individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a large network of independent financial professionals. The firm offers a range of advisory services including financial planning, portfolio management, and retirement plan advisory, utilizing multiple account platforms and a combination of model portfolios and third-party strategists.