Keri Blake is a financial advisor at Wealthcare Capital Partners, LLC with 15 years of industry experience. She holds a Series 66 designation and has previously worked at Edward Jones, LPL Financial, and Arkadios Capital. Blake is also involved in financial planning through Fellows & Blake Financial and participates in annuity sales and life insurance services related to estate planning. Wealthcare Capital Partners LLC provides investment management, comprehensive financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm employs a goals-based investment process utilizing a patented web-based planning platform combined with evidence-based manager selection and behavioral-economics tools.

Chase Geiger is a financial advisor at Wealthcare Capital Partners, LLC with a Series 65 designation and two years of industry experience. His prior work includes roles at Arkadios Capital, Amazon, the University of Northern Iowa, and TruBank. Wealthcare Capital Partners provides investment management, comprehensive financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm employs a goals-based investment process supported by a patented web-based planning platform and uses evidence-based manager selection alongside behavioral-economics tools to align strategies with client preferences.

Bradley Pull is a financial advisor with Principal Advised Services, holding the ChFC® designation and Series 63 license, and has 27 years of industry experience. He has worked extensively with Principal Life Insurance Co since 1998 and has been with Principal Advised Services since 2023. Outside of his advisory role, he is involved in a private family real estate arrangement, selling a home to his nephew under contract. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary wrap-fee investment management program called SimpleInvest. The firm combines third-party methodology with proprietary models and operates as part of the Principal Financial Group family, enabling access to affiliated products and integrated operational support.

James Berg is a financial advisor with Principal Advised Services in Carlisle, IA, holding Series 63 and Series 65 designations and with 32 years of industry experience. His career includes roles at Principal Securities INC and Principal Life Insurance Company, where he has worked for over two decades. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients, providing both non-discretionary recommendations and a discretionary, wrap-fee investment management program called SimpleInvest. The firm combines third-party methodologies and proprietary models, serving clients in employer plans recordkept by Principal Financial Group as well as other retail clients.

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.

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.

Stephanie Vickroy is a Series 66-registered financial advisor with Edward Jones, based in Knoxville, Iowa. She has two years of industry experience and has been with Edward Jones since 2025. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a large nationwide network of financial advisors and branch offices.

Stephani Garrison is a financial advisor at Cetera with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several Cetera affiliates since 2023, following prior roles at BFC Planning, Inc. and Berthel Fisher & Company Financial Services. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, leveraging a combination of advisor-managed accounts, model portfolios, and third-party solutions.

Matthew Kissinger is a financial advisor with Edward Jones in Knoxville, IA, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, he owns a vacation cabin in Eldora, IA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and affiliated services, supported by a nationwide network of more than 23,700 advisors.

Leroy Franck III is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 32 years of industry experience. Prior to joining Cetera in 2018, he worked at Ameriprise Financial Services for nine years. Outside of advising, he owns and operates LL Franck & Co dba H&R Block, providing income tax preparation and accounting services, and is also a notary public. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a network of over 6,800 independent advisors. The firm offers a range of portfolio management and financial planning services, combining advisor-managed accounts, model portfolios, and third-party solutions, along with retirement and fiduciary capabilities integrated with its broader institutional network.

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.

Adam Norris is a financial advisor with Edward Jones in Knoxville, IA, holding Series 63 and Series 66 credentials and 22 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, Norris is involved in farming operations in Mahaska County as a partner and owns a farm in Knoxville. 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 under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Kevin Wadle is a financial advisor with OSAIC who holds Series 63 and Series 66 designations and has 25 years of industry experience. His prior work includes roles at Signator Investors, Inc. and Transamerica Financial Advisors, Inc. Outside of his advisory work, he serves as the head coach of the boys’ high school tennis team in Knoxville, Iowa, and is vice president of the Knoxville Panther Scholarship Foundation. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer that serves a broad client base including individual investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services supported by advanced portfolio management tools and a large network of financial advisers.

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.

Joseph Schettler is a financial advisor with Edward Jones in Carlisle, IA, holding Series 63 and Series 66 registrations and 26 years of industry experience. He has been with Edward Jones since 1999. Outside of advising, Schettler owns and operates a farm in Carlisle. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and has a nationwide network of more than 23,700 financial advisors.

Andrew Dietz is a financial advisor with Edward Jones in Carlisle, IA, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2015. 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 under management and offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, operating under a fiduciary standard.

Kerry Garcia is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Edward Jones since 2003. Based in Knoxville, IA, she holds Series 63 and Series 66 licenses. Outside of her advisory role, Kerry teaches yoga twice weekly at PowerLife, a studio in Des Moines, IA, and serves as secretary and investment committee member of the Knoxville Heritage Community Foundation. 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, offering a range of advisory strategies, affiliated mutual funds, and tax-efficient services through a nationwide network of more than 23,700 financial advisors.

Kelly Shives is a Series 66-licensed financial advisor with Edward Jones, based in Knoxville, Iowa. She has been with Edward Jones since 2004 and has over 10 years of industry experience. Outside of her advisory role, she is associated with community entities including Pleasant Ridge Cemetery in Knoxville. 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 affiliated investment options, supported by a nationwide network of over 23,700 advisors.

Jaila Skinner is a financial advisor at Edward Jones with over 20 years of experience at the firm. She holds the Series 66 designation and is based in Carlisle, IA. 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, operating under a fiduciary standard and supported by a large nationwide network of financial advisors and branch offices.

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.