Courtney Rooze is a Series 66-licensed financial advisor with seven years of industry experience, currently affiliated with OSAIC Institutions, Inc. since 2018. She also holds significant roles at Fowler State Bank, including Senior Agricultural Lender, Director, and incoming President/Director. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans by providing a range of advisory and brokerage services through customized engagements and access to alternative investments. The firm is notable for its predominantly non-discretionary assets and its integrated broker-dealer/adviser model supported by extensive banking and credit union partnerships.

Morgan Lange is a financial advisor at Edward Jones with nine years of industry experience. He holds the Series 66 designation and has worked previously at Broker Dealer Financial Services Corp. and Fowler State Bank. Lange has been with Edward Jones since 2017. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, access to separately managed accounts and affiliated mutual funds, and operates under a fiduciary standard.

Bernard Bouse is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He previously worked at Pruco Securities, LLC and Prudential Insurance Company of America. LPL Enterprise provides advisory services through a large network of investment adviser representatives to a diverse client base, including individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to model wealth portfolios, and third-party asset management programs, combining advisory and brokerage services through affiliated entities.

Kendra Applegate is a financial advisor with LPL Enterprise, holding a Series 66 designation and one year of industry experience. Her prior work includes roles at Adkev Inc., General Motors, Purdue University, and Benton Central High School. LPL Enterprise provides advisory services through a large network of representatives to individuals, retirement plans, charitable organizations, and corporate clients. The firm’s investment approach centers on model portfolios developed by its Research Department and third-party strategists, with access to various asset management programs and a broad range of securities and insurance products.