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.

Scott Mergen is a financial advisor at Empower Advisory Group with credentials including Series 63 and Series 66. He has experience spanning over a decade with prior roles at Legacy Bank, Iowa Realty, and Scott's Roofing. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns, annual rebalancing, and clients’ savings rates in its financial planning approach.

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.

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.

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.

Todd Chambers is a financial advisor at OSAIC with 18 years of industry experience. He has previously worked at Woodbury Financial, Inc. and SagePoint Financial and is a Series 66 license holder. Outside of his advisory role, he serves as a volunteer board member for Knoxville Hospital and Clinics and is on the board of Pine Knolls Golf Club. OSAIC Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer that serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services supported by technology-driven investment processes and access to multiple custodial platforms.

Tyler Junker is a financial advisor with Primerica Advisors and holds Series 63 and Series 65 licenses. He has 19 years of industry experience and has been affiliated with Primerica Financial Services and PFS Investments Inc. since 2006. Outside of his advisory role, he has been involved with the Cedar Valley Soccer Club since 2019. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited selection of separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities while operating on a tiered wrap-fee structure.

Jeremy Green is a financial advisor at Edward Jones with a ChFC® designation and Series 66 license, bringing three years of industry experience. Prior to joining Edward Jones, he worked at Pella Corporation, TDT CPAs and Advisors, P.C., and State Farm Mutual Automobile Insurance Co. He serves as Treasurer for the Pella Knights of Columbus, overseeing financial reporting and budgeting. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of managed and advisory investment strategies supported by a nationwide network of more than 23,700 advisors and manages approximately $1.01 trillion in assets.

Dawn Kleis is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 19 years of industry experience. She has worked with Raymond James and affiliated entities since 2015. Outside of her advisory role, she serves as a director and provides administrative support for a family-owned business, Kleis Consulting Group. Raymond James Financial Services Advisors, Inc. serves a broad client base including individual investors, high-net-worth clients, pension and profit-sharing plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and access to managed account programs, with a significant portion of its advisory business conducted on a non-discretionary basis.

Steven Vermeer is a financial advisor with Primerica Advisors in Pella, Iowa, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Primerica Advisors since 1995 and Primerica Financial Services since 1994. Outside of his advisory role, he owns Steve Ver Meer Enterprises, Inc., which operates for Primerica business purposes, and is involved in crop farming through Steve Vermeer Farms. Primerica Advisors provides discretionary asset management to individual and high-net-worth clients through its Lifetime Investment Program, which offers model-delivery strategies and selective separately managed account options under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, focusing on percentage-based tiered fees and ongoing oversight of its investment models.

Nicole Boulais is a financial advisor with Ameriprise, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. Her prior roles include positions at Raymond James Financial Services, Main Street Advisory Group, Marion County Bank, and Thrivent Financial. She is also involved in independent insurance brokering focused on long-term care. Ameriprise provides retirement-income planning services primarily for clients with substantial investable assets, using a centralized consulting team to deliver tailored, research-driven recommendations that incorporate tax-efficient strategies and income planning.

Jason Rozenboom is a CFP® professional with 16 years of experience in the financial services industry. He has worked with Edward Jones since 2018 and previously held roles at Raymond James Financial Services Advisors Inc. and Marion County Bank. Based in Pella, IA, he currently serves clients through Edward Jones. Edward Jones is a full-service wealth management firm supporting over four million individual and institutional clients with a range of advisory programs, discretionary and non-discretionary investment strategies, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Mitch Seiberling is a financial advisor at Edward Jones with six years of industry experience, including seven years at Edward Jones and nine years at Estes Express Lines. He holds a Series 66 designation. Outside of his advisory role, he is involved in managing and auditing the books for Seiberling Real Estate Group LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with a focus on providing a range of advisory services through a large network of financial advisors and branch offices nationwide.

Dakota Hills is a financial advisor at Edward Jones with a Series 66 designation and five years of industry experience. His prior work includes roles at American Fence Company, Jones Lang LaSalle, Principal Financial Group, and Centurion Management. Dakota also has teaching experience at the University of Northern Iowa. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,000 financial advisors and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Kaden Miedema is a financial advisor with Edward Jones in Newton, IA, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, he worked at McKay Group and Woodbury Financial Services INC. He has a background that includes work at the City of Pella and experience as a full-time student. 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 advisory programs and investment strategies supported by a nationwide network of financial advisors and branch offices.

Craig Wassenaar is a CFP® with 30 years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors since 2017. His prior experience includes working at Investment Centers of America from 2014 to 2017. He serves on the boards of Fields For Our Future and Trinity Reformed Church, both non-public entities in Pella, IA. 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 financial planning, portfolio management, and retirement plan advisory services using multiple account platforms and a range of investment strategies.

Isaiah Rozenboom is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and has previous experience at AGRI General Insurance, Aegon Asset Management, and other roles in diverse sectors. 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 and investment strategies supported by a nationwide network of over 23,700 financial advisors.

Austin Ver Meer is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and over a decade of experience in the financial services industry. His prior roles include work at Elite Holdings LLC and Vermeer Corporation, as well as ongoing involvement with Ver Meer Farms. He also has a background in education from Dordt College. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of discretionary separately managed accounts. The firm emphasizes a tiered wrap-fee structure and curates third-party asset managers for its investment models.

James Wilterdink is a financial advisor with LPL Financial in Runnells, Iowa, holding Series 63 and Series 65 credentials and 20 years of industry experience. He has been with LPL Financial since 2015 and previously worked at Vision Point Advisory Group. Outside of his advisory role, he is the owner of X Factor Labs LLC, a vitamin and supplement business. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of investment delivery options supported by an in-house research team, combining large-scale advisory operations with additional product offerings such as insurance and credit services.

Mark Allen is a financial advisor with Edward Jones in Newton, Iowa, holding Series 63 and Series 66 credentials and totaling 21 years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory role, he serves as an 8th grade football coach for the Newton Community School District and is an inventor with a recently patented product related to The Moose Fireplace/Grill. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Travis Padget is a financial advisor at Edward Jones with 11 years of industry experience and holds a Series 66 designation. He has worked with Edward Jones since 2014. Outside of his advisory role, he serves as a director on the Newton Community School District board, where he assists with financial oversight and district development. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment and advisory services. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices across the United States.

Nathan Milone is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Edward Jones since 2015. He holds the Series 66 designation and is based in Newton, IA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of investment strategies and affiliated services through a nationwide network of approximately 23,701 financial advisors.

Matthew Mc Culla is a financial advisor with Ameriprise in Otley, IA, holding a Series 66 designation and bringing 22 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Mc Culla serves as Treasurer on the Board of Directors for the Pella Preservation Trust and is involved in managing a consulting business related to guided pheasant hunting and lodge rentals. Ameriprise offers retirement-income planning services primarily for clients nearing or in retirement who meet certain asset thresholds, delivering tailored written recommendations that incorporate research, modeling, and tax-efficiency analysis. The firm provides a broad array of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Tyler Klyn is a CFP® and ChFC® with 12 years of industry experience. He has been with Cambridge Investment Research Advisors since 2016 and previously worked at VSR Advisory Services and Leighton State Bank. Outside of his advisory role, he serves as a weight trainer for youth athletics at Pella Christian High School. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations, offering financial planning, portfolio management, and retirement plan advisory through a network of independent Financial Professionals and various account platforms.

Micky Snieder is a financial advisor at Cambridge Investment Research Advisors with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Cetera and Northwestern Bank. Outside of his advisory role, he serves as a board member for a local religious organization. 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 utilizing a variety of account platforms and third-party strategists.

Ryan Anderson is a financial advisor with Primerica Advisors in Pella, Iowa, holding Series 63 and Series 65 licenses and having 17 years of industry experience. He has worked with Van Bruggen & Vande Vegte since 2014 and has been associated with Primerica Financial Services and PFS Investments Inc. since 2008 and 2007, respectively. Outside of advising, he is involved in sales of loan products and home-related services through affiliated companies of PFS Investments Inc. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm emphasizes a tiered wrap-fee structure and curates third-party asset managers while delegating trading responsibilities to BNY Mellon Advisors.

Joshua Weishaar is a financial advisor with Edward Jones in Pella, Iowa. He holds a Series 66 designation and has been with Edward Jones since 2025. Prior to his advisory role, he worked at Pella Corporation and Crow Shooting Supply. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm provides a range of advisory services including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kasin Beckwith is a financial advisor with Primerica Advisors based in Pella, Iowa. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. Beckwith has worked with PFS Investments Inc. and Primerica Financial Services since 2011. Outside of advisory services, he is involved in the sale of loan products and home security and automation referrals through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-driven strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its investment solutions.

Levi Ver Meer is a financial advisor with Primerica Advisors in Pella, Iowa, holding Series 63 and Series 65 licenses and four years of industry experience. His work history includes roles at Primerica Financial Services, Primerica Advisors, and Steve Ver Meer Enterprises. Outside of advising, he is involved in sales of non-investment home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Justin Madsen is a CFP®-designated financial advisor with Edward Jones in Pella, IA, where he has worked since 2010, accumulating 15 years of industry experience. Outside of his advisory role, he is involved in several business ventures including ownership and management of real estate holdings, partnership in an equipment rental company, minority ownership in a clothing business, and authorship of a financial book titled *The Retirement Countdown*. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm supports its services with a nationwide network of financial advisors and branch offices and operates under a fiduciary standard when providing advisory services.

Kevin Black is a financial advisor with Ameriprise in Pella, Iowa, holding Series 63 and Series 66 licenses and 18 years of industry experience. He has been with Ameriprise and its affiliated entities since 2013. Outside of Ameriprise, he is involved with Heick, Hester, Smith & Associates LLC, where he provides advisory services and manages client relationships. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement, typically with at least $1 million in net investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored recommendations, supported by a centralized consulting team and algorithmic tools.

Brendan Lamont is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at Edward Jones since 2007. He holds the Series 66 designation and is based in Newton, Iowa. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a large network of financial advisors and branch offices. The firm offers a range of advisory programs and investment options, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Larry Curry Jr. is a financial advisor at Edward Jones with 24 years of industry experience. He holds a Series 63 designation and has worked at Edward Jones since 2017. Prior to that, he was associated with Midwest One Bank and LPL Financial from 2008 to 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices across the United States.

Michael Roozeboom is a financial advisor with LPL Financial in Oskaloosa, Iowa, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked at LPL Financial since 2008 and also maintains a role with Midwest One Investment Services Inc. Roozeboom is involved in non-variable insurance activities through an insurance marketing organization. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of financial planning, model-portfolio advisory programs, and third-party asset management solutions, supported by an in-house research team and a platform that integrates advisory and brokerage services.

John Krogstad is a CFP® and holds a Series 66 license with 17 years of industry experience. He has been with Edward Jones since 2008 in Pella, IA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Kaurie Marinkovich is a financial advisor at Edward Jones with two years of industry experience. She holds a Series 66 designation and previously worked in education at Pella Community Schools and Montezuma Schools. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a network of more than 23,700 advisors nationwide.

Jeffrey Fiscella is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2010. Outside of his advisory role, he has worked at Des Moines Area Community College and Team Restoration Ministries. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure rather than fixed fees.

Caleb Van Arendonk is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has been in the industry since 2025. Prior to his current role, he worked in construction and electrical services and is involved with Main Street Advisory Group, a non-investment-related support company in Pella, IA. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary advisory services and offers tailored financial planning and investment consulting supported by extensive firm research and a broad affiliate network.

Robert Mccarey is a financial advisor with LPL Enterprise, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Birchcorp Financial and Principal Securities. Outside of advising, he is a notary public. LPL Enterprise provides advisory services through a large network of investment adviser representatives to a diverse client base, offering financial planning, model portfolios, and access to third-party asset management programs.

Scott Van Tasell is a CFP® with over 40 years of experience in financial advising, currently with Edward Jones since 1985. He is based in Pella, IA. Outside of his advisory role, he owns a residential rental property rented to a family member. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies and affiliated financial services through a large national network of advisors and branches.

Darin Graber is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 19 years of industry experience. His career includes roles at Veridian Fiscal Solutions and Steve Ver Meer, as well as long-term involvement with PFS Investments Inc. and Primerica Financial Services. In addition to advisory work, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm uses a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.