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.

Skyler Roorda is a financial advisor with Principal Financial Services who holds Series 63 and Series 65 licenses and has 11 years of industry experience. He has worked at Principal Financial Services and Principal Life Insurance Company since 2016, following roles at Central Financial Group, Ameritas Investment Corp, and First American Bank. Roorda serves as a board member for Beacon of Life. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active‑duty U.S. military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

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.

Austin Norris is a financial advisor with Edward Jones in Oskaloosa, IA, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with Edward Jones since 2005. Outside of his advisory role, Norris has ownership interests in real estate and construction businesses, including a real-estate office building, farmland, and involvement in a construction project. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide. The firm manages over $1 trillion in assets through a large network of advisors and offers a range of advisory programs, including discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Michael Busch is a Series 66 credentialed financial advisor with Edward Jones in Oskaloosa, Iowa, where he has worked since 2011. He has 14 years of industry experience. 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 investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

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.

Joseph Cunningham is a financial advisor at OSAIC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including USAdvisors Wealth Management and Securities America. Outside of his advisory role, he coaches middle school girls track and field, provides respite care for disabled children, and serves on the Marion County Planning and Zoning Commission. OSAIC is a large SEC-registered investment adviser and broker-dealer serving a diverse client base, including individual investors, retirement plans, corporations, and charitable organizations. The firm employs a comprehensive investment process combining risk-tolerance assessments with portfolio optimization and offers access to a wide range of investment products and custodial platforms.

Janis Aldridge Harris is a financial advisor at Edward Jones in Knoxville, IA, holding a Series 66 designation with one year of industry experience. She has previously worked at Edward Jones, Peoples Savings Bank, US Bank Corp, and Community 1st Credit Union. Outside of her advisory role, she serves as Vice President of the Knoxville Community Choir, where she participates in board decision-making and concert planning. Edward Jones is a full-service wealth management firm serving both individual and institutional clients. The firm manages over $1 trillion in assets through a nationwide network of more than 23,000 advisors and offers a range of investment strategies and affiliated services under a fiduciary standard.