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.

Michael Skinner is a financial advisor with 17 years of industry experience, currently serving as Senior Managing Director at 1834 Investment Advisors Co. He holds a Series 66 designation and has worked previously at T. Rowe Price Investment Services, LPL Financial, and Old National Bank. Outside of his advisory roles, he is a writer and content director for the nonprofit organization Gratia Reflections. 1834 Investment Advisors Co. is an SEC-registered firm and a wholly owned subsidiary of Old National Bancorp, managing approximately $1.03 billion across individuals, retirement plans, institutions, and banking clients. The firm emphasizes asset-allocation driven strategies implemented through discretionary portfolio management and supports clients with ongoing financial planning and proprietary research.

Wendy Sims is a PFS™ credentialed financial advisor with 27 years of industry experience. She is affiliated with Avantax Planning Partners, Inc. and has worked with Honkamp Krueger Financial Services since 1999. In addition to her advisory role, she is a shareholder and accountant at Schuring Uitermarkt Sims McCleish Ver Meer, PC, a regional CPA firm, and serves on the boards of the Leighton Investment Company and the Pella Regional Health Center Foundation. Avantax Planning Partners provides investment advice and planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses through referral arrangements with independent CPA firms and registered advisor representatives. The firm employs a model-based style allocation investment approach with discretionary portfolio management and offers tax-intelligent overlays and centralized trading through its designated custodians.

Michael Vermeer is a financial advisor with Avantax Planning Partners, Inc. who holds a Series 63 designation and has 26 years of industry experience. His career includes roles at Cetera Wealth Services, LLC, Avantax Investment Services, INC., and Proequities. Outside of advising, he is a shareholder in Schuring & Uitermarkt, P.C., an accounting practice, and serves as Vice President of Radjas, Inc., a drive-in theatre. Avantax Planning Partners provides investment advice and planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses, often through collaborative referral arrangements with independent CPA firms and registered advisor representatives. The firm’s investment process is overseen by an Investment Advisory Committee and emphasizes model-based style allocation strategies, discretionary portfolio management, and tax-intelligent overlays.

Wendy Albers is a financial advisor with Avantax Planning Partners, Inc. holding the PFS™ designation and has two years of industry experience. She has a background in public accounting and financial services through her long-term involvement with Schuring & Uitermarkt PC dba Welgaard CPAs and Advisors. Outside of her advisory work, she serves as treasurer for Spark of Life Ministries, a nonprofit that organizes spiritual retreats for high school students. Avantax Planning Partners provides investment advice and planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses, working closely with independent CPA firms and registered advisor representatives. The firm employs model-based style allocation strategies and discretionary portfolio management, supported by an Investment Advisory Committee and tax-intelligent overlays.

Zachary Vande Weerd is a financial advisor at CWM, LLC with two years of industry experience. He holds a Series 65 designation and has previously worked at Carson Wealth and KPMG. CWM serves a diverse client base including individuals, high-net-worth families, corporations, endowments, and institutional sponsors, offering services such as asset management, financial planning, and retirement plan consulting. The firm uses discretionary portfolio management through an Investment Committee and combines in-house models, third-party sub-advisors, and technology partners to deliver customized investment solutions.

Tricia De Haan is a financial advisor at CWM, LLC with five years of industry experience and holds a Series 66 designation. Her prior experience includes roles at Carson Wealth, Cetera Wealth Services, Raymond James Financial, and Marion County Bank. Outside of her advisory work, she serves as secretary for New Life Prison Church, a religious organization in Pella, Iowa. CWM, LLC serves a diverse client base including individuals, high-net-worth families, corporations, and institutional sponsors. The firm offers asset management, financial planning, retirement plan consulting, and sub-advisory services, utilizing a combination of in-house models, third-party sub-advisors, and technology partners to implement discretionary portfolio management.

Mark Wiskus is a financial advisor with Eagle Strategies (NY Life) based in Grimes, IA, holding Series 63 and Series 65 licenses and with 26 years of industry experience. He has been associated with Eagle Strategies since 2007 and has led Wiskus Group since 2010. Outside of his advisory work, Wiskus serves on several nonprofit boards including the Pella Opera House, Kiwanis Club, Unity Point Health Des Moines Foundation, Keep Iowa Beautiful, and the Pella Community Foundation, where he is president. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions and uses third-party managers and model portfolios, operating as an indirect subsidiary of New York Life with approximately $25.4 billion in regulatory assets under management as of December 31, 2024.

Aron Scott is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 65 licenses. He has 12 years of industry experience and has been affiliated with Eagle Strategies since 2023, along with prior roles at NYLIFE Securities LLC and the Wiskus Group. Outside of his advisory work, he serves as a youth group leader and elder at Grace Evangelical Lutheran Church and is a board member and vice president of the Oskaloosa Activities Booster Club. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions and uses third-party managers and model portfolios rather than firm-controlled discretionary mandates.

Amy De Haai is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and 18 years of industry experience. Her prior experience includes roles at U.S. Bancorp Investments, Inc. and LPL Financial. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting using a combination of passive and active investment strategies guided by an internal Investment Committee.

Samuel Vandeweerd is a financial advisor with CWM, LLC, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. His prior work includes roles at Cetera Wealth Services, Carson Wealth, Main Street Advisory Group, and Raymond James Financial Services Advisors. Outside of his advisory work, he is an insurance agent selling life, disability, annuities, and long-term care products. CWM, LLC serves a diverse client base including individuals, high-net-worth families, corporations, endowments, and institutional sponsors. The firm offers asset management, financial planning, retirement plan consulting, and sub-advisory services, utilizing a combination of in-house models, third-party sub-advisors, and technology partners to implement discretionary portfolio management.

Matthew Vanmaanen is a CFP® and ChFC® with 19 years of experience in the financial services industry. He is affiliated with Primerica Advisors and has worked with Park Avenue Securities and Guardian Life Insurance Company of America since 2007. Outside of his advisory role, he is involved in selling health insurance through Group Benefits Limited and Penn Mutual. Park Avenue Securities LLC serves a broad retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, employing a mix of proprietary and third-party investment strategies across various account types.

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.

Reid Evans is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Ameriprise since 2021. His prior roles include positions at Raymond James Financial Services and Iowa Bankers Insurance and Services, as well as managing his own consulting firm, RCE Consulting LLC. Outside of his advisory work, Evans serves on the Board of Directors for 725 Ministries and is a member of the Pella UMC Unity Council. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored planning through a centralized consulting team.

Nathan Van Donselaar is a CFP® with 15 years of industry experience, currently affiliated with Raymond James Financial. He has previously worked with Eagle Strategies, NY Life, and New York Life Insurance Company. Van Donselaar is also associated with Main Street Advisory Group and Marion County Bank in Pella, IA. Raymond James Financial Services Advisors, Inc. serves a diverse clientele including individual investors, high-net-worth and non-HNW clients, pension plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored financial plans developed through client collaboration and supported by extensive research and modeling tools.

Deborah Jackson is a financial advisor with OSAIC in West Des Moines, IA, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. She has been with Royal Alliance Associates since 2016 and is involved in volunteer leadership roles with the Lutheran Women Mission League, where she organizes fundraisers and coordinates funeral planning for members. OSAIC Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base including individual investors, retirement plans, corporations, and charitable organizations. The firm utilizes a combination of risk-tolerance assessments, asset-allocation software, and portfolio optimization tools to support discretionary and non-discretionary account management across a wide range of investment products.