Benjamin Steele is a CFP® professional with 18 years of industry experience. He is the principal advisor at Diamond Trail Capital Management, where he has worked since 2023. His prior experience includes roles at LSB Capital Management, Lincoln Savings Bank, and several other financial services firms. He is also involved in selling and servicing fixed insurance products such as term life, disability, long-term care, and critical illness insurance. Diamond Trail Capital Management provides discretionary asset management and financial planning services to individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm employs a long-term, buy-and-hold investment approach and offers a wrap-fee program, along with integration of third-party managers and tax-management tools.

Paige Carlson is a CFA® charterholder affiliated with Rossby Financial, LLC and has two years of industry experience. Her prior work includes roles at Prairie Oak Wealth, Cambridge Investment Research Advisors, Grinnell State Bank, and Grinnell College. She serves as a board member for Mayflower Homes and is treasurer for Beta of Iowa (Phi Beta Kappa). Rossby Financial is a Registered Investment Adviser that provides portfolio management, financial planning, and retirement consulting to individuals, trusts, charitable organizations, pension/profit-sharing plans, and corporate entities. The firm manages approximately $358.6 million across about 800 client relationships, employing a variety of investment analysis methods and tailoring strategies to clients’ risk tolerance and horizons.

Jessica Dillon is a financial advisor at Rossby Financial, LLC with eight years of industry experience. She holds a Series 65 designation and has worked at Cambridge Investment Research Advisors, Inc., Triangle Financial Services, Harbour Investments, Inc., and Grinnell College’s Office of Investments. Dillon serves as a board member and secretary for the Mayflower Homes Board of Trustees and is also a board member of the Grinnell Chamber of Commerce. Rossby Financial is a Registered Investment Adviser that provides portfolio management, financial planning, and retirement consulting to individuals, trusts, charitable organizations, pension plans, and corporate entities. The firm employs multiple analysis methods and customizes client portfolios using third-party managers, TAMP platforms, and direct-indexing solutions.

Kevin Smith is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked at Principal Securities Inc. since 2016 and previously spent nine years with Retirement Resource Group. Outside of finance, he is involved in car restoration, specifically collecting and restoring old Mustangs for auction sales. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Thomas Cirks is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and 39 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2010. Outside of his advisory role, Cirks serves as a charter representative for the Mid Iowa Council – Hawkeye District of the Boy Scouts of America and is a committee member of the John M Campbell Trust. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a network of independent financial professionals. The firm offers financial planning, portfolio management, retirement plan advisory, and access to third-party sub-advisers, employing a range of investment approaches including model portfolios and individualized allocations.

Natalie Pavey is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2010 and is also associated with Cirks Financial Services, LLC. Outside of her advisory work, she is a Mary Kay cosmetics consultant and a licensed public notary. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a broad network of independent financial professionals. The firm offers a range of advisory services such as financial planning, portfolio management, and retirement plan consulting using multiple account platforms and third-party sub-advisers.

Kevin Fitzpatrick is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and four years of industry experience. He has been associated with Raymond James and Fitzpatrick Financial Services, Inc., where he is also an associate and financial advisor. Prior to his current roles, Fitzpatrick worked for Championship Productions for nine years. Raymond James Financial Services Advisors, Inc. serves a diverse client base, including individual investors, high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm provides financial planning and non-discretionary investment consulting through various advisory and managed account programs, emphasizing a collaborative approach tailored to clients' risk profiles and goals.

Mark Kolpin is a financial advisor at Edward Jones with 21 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Edward Jones since 2004. Outside of his advisory work, Kolpin serves as president of the Tiger Football Club and is involved with various local organizations, including serving on the board of the Mayflower Foundation and the Vote Yes Grinnell initiative. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Todd Honold is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and having 27 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2018 and has also been affiliated with Broker Dealer Financial since 2008. Outside of his advisory role, Honold serves as treasurer of the Grinnell Rotary Club and is a board member at St. Francis Manor, a healthcare organization. Cambridge Investment Research Advisors serves individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a network of independent financial professionals. The firm offers financial planning, discretionary and non-discretionary portfolio management, and retirement plan advisory services, utilizing model portfolios, third-party strategists, and multiple account platforms.

Donald Smith is a Series 66-licensed financial advisor with Edward Jones in Grinnell, IA, where he has worked since 2012. He has 13 years of industry experience. Outside of his advisory role, he serves as a City Council Member for Grinnell and is a board member of the Tiger Youth Football Club. 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, pension plans, corporations, and charitable organizations. The firm offers a range of investment advisory programs and maintains a large national network of advisors and branch offices.

Paul Kolpin is a financial advisor with Edward Jones in Grinnell, IA, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with Edward Jones since 1999. Outside of his advisory role, he serves on several local boards, including the Grinnell Area Housing, Greater Poweshiek Community Foundation, Lions International, and the Grinnell Tigers Football Club, and previously served as president of the Lions International chapter. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions, operating under a fiduciary standard and managing approximately $1.01 trillion in assets through a large nationwide network of advisors and branch offices.

Douglas Allen is a CFP® professional with 39 years of experience in the financial services industry. He is currently with Cambridge Investment Research Advisors and has held various roles within Cambridge and other firms, including Investment Centers of America and his own firm, Allen Financial. Outside of his advisory work, he owns a business in the sport and fitness sector, Stretch Zone CR LLC. 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, employing both model-based and individualized investment approaches.

Dustin Smith is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He previously worked at Securities America, Inc. and Securities America Advisors, Inc. for 12 years before joining Cambridge in 2020. Outside of his advisory role, he serves as a board member on the City of Grinnell Hotel Motel Tax Committee and is vice president of an independent insurance agency. 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 using various account platforms and a range of discretionary and non-discretionary investment strategies.

Philip Arendt is a Series 66 licensed financial advisor with Edward Jones in Grinnell, IA, having been with the firm for two years. Before joining Edward Jones, he worked in exterior cleaning and education roles, including positions at Vortex Exterior Cleaning and Regina Catholic Education Center. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of discretionary and non-discretionary investment strategies and operates under a fiduciary standard, supported by a large network of advisors and branch offices nationwide.

Hannah Wilson is a financial advisor with Edward Jones in Montezuma, IA, holding a Series 66 credential and six years of industry experience. She has worked at Edward Jones since 2019 and previously held roles in education and various corporate environments. Outside of advising, she serves as a golf coach for the Montezuma Community School District. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a wide range of wealth levels. The firm offers both discretionary and non-discretionary advisory services, manages over $1 trillion in assets, and operates a large network of financial advisors and branch offices nationwide.