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.

Gabriel Capps is a financial advisor with Principal Advised Services, holding a Series 66 designation and 20 years of industry experience. He has been affiliated with Principal Securities Inc. and Principal Life Insurance Company since 2006. Outside of his advisory role, he officiates high school football and wrestling through the Iowa High School Athletic Association and serves as a referee for NCAA Division III football games. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients. The firm offers both non-discretionary recommendations and a discretionary, wrap-fee investment management program, leveraging proprietary and third-party models within the Principal Financial Group family.

Jannifer Shull is a financial advisor at Compound Planning, Inc. with 14 years of industry experience. She holds a Series 66 designation and has worked previously at Ameriprise Financial Services, LLC and Ameriprise Financial Services, Inc. In addition to her advisory role, she has been involved in a non-investment-related business based in Indianola, Iowa, since the late 1980s. Compound Planning, Inc. serves individuals, financial intermediaries, and institutional clients through portfolio management, turnkey asset management services, separately managed account direct-index solutions, financial planning, and sub-advisory arrangements. The firm manages approximately $4.3 billion in assets and offers a multi-advisor platform with both discretionary and non-discretionary portfolio management options.

Kathleen Dennis is a financial advisor with Valic Financial Advisors, holding Series 63, 65, and 66 licenses and bringing 34 years of industry experience. Her previous roles include positions at Agia, Investment Planners, Inc., Ipi Wealth Management, Inc., Sii Investments, and Financial Services/Simple Solutions. She serves as president of St Charles Development Corp, a nonprofit organization involved in organizing volunteers and leading meetings. Valic Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, wrap programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models and operating at scale with over $26 billion in discretionary assets.

Andrew Leech is a financial advisor with Edward Jones in Indianola, IA, holding Series 63 and Series 66 credentials and possessing 31 years of industry experience. He has been with Edward Jones since 2014. 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 discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated investment products through a nationwide network of over 23,700 advisors.

Grant Mc Graw is a financial advisor at Edward Jones in Indianola, IA, holding Series 63 and Series 66 designations with 24 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory role, he owns a few farms and the building where his office is located. 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 and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Daniel Nielsen is a financial advisor at LPL Financial with 18 years of industry experience. He holds the Series 66 designation and previously worked at Cambridge Investment Research Advisors and Broker Dealer Financial Services. Outside of his advisory role, he is involved in managing the Nielsen Family Farm in Winterset, IA. 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 investment solutions supported by an in-house research team and delivers services through a large network of investment adviser representatives.

Alan Bentley is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and previously worked at Ixonia Bank and JB Hunt Transport. Outside of advising, he is the owner and president of InvestRite Group, LLC, a real estate business based in West Des Moines. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a wide range of advisory services and investment options through a nationwide network of over 23,000 financial advisors.

Ross Rethmeier is a financial advisor at Edward Jones in Winterset, IA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at Farmers & Merchants State Bank and has had multiple self-employed roles, including billing for a mental health practice and overseeing hay production on a farm he owns. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, supported by a large network of financial advisors across the United States.

Peter Loiler is a financial advisor at Edward Jones in Winterset, IA, with 12 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC. Outside of his advisory role, he serves as Treasurer for the Madison County Foundation for Community Arts. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Todd Lappe is a financial advisor at Edward Jones in Indianola, Iowa, holding Series 63 and Series 66 licenses with 21 years of industry experience. He has been with Edward Jones since 2004. 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 and offers a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Karin Holder is a financial advisor at Ameriprise with 21 years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at Edward Jones for 18 years before joining Ameriprise in 2022. Outside of her advisory role, she is involved in real estate management through her own LLC, serves on several nonprofit boards, and is an author of two published books focusing on faith, family, and hunting. She also leads Karin Holder Ministries, providing leadership and faith-based personal development for women. Ameriprise offers a retirement-income planning service tailored for individuals nearing or in retirement, combining research, modeling, and tax-efficiency analysis to deliver non-discretionary recommendations. The firm serves a large client base with a range of advisory, brokerage, and insurance solutions, emphasizing managed accounts and algorithmic support in its retirement planning approach.

Whitney Messerschmitt is a CFP® and holds a Series 66 license with nine years of industry experience, all at Edward Jones. Based in Winterset, IA, Messerschmitt has been with Edward Jones since 2017 and previously worked at the same firm from 2003 to 2017. 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 manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment options through a nationwide network of financial advisors and branch offices.

Kolby Moore is a Series 66-licensed financial advisor with Edward Jones in Indianola, IA, with eight years of industry experience. He has been with Edward Jones since 2017 and previously worked with Primerica, Triplett Lawn Care LLC, Lake Erie Crushers, and Home Improvers Inc. 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 strategies, supported by a large network of financial advisors and branch offices nationwide.

Jason Kleemeier is a CFP® professional with 27 years of experience in the financial services industry. He is currently affiliated with Cetera and has previously worked with Cambridge Investment Research and Investment Centers of America. In addition to his advisory work, Kleemeier holds several fiduciary board positions in his community, including serving as treasurer for Lakeview Country Club and finance deacon for Winterset Community Church. Cetera Investment Advisers serves a diverse client base that includes 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 solutions, utilizing a combination of advisor-managed accounts, model portfolios, and third-party managed programs.

Emily Bates is a financial advisor with Edward Jones in Indianola, IA, holding a Series 66 designation. She has experience working within a large institutional firm that serves a diverse client base. Edward Jones is a full-service wealth management firm with over four million individual and institutional clients and approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kimberly Guilford is a financial advisor with Edward Jones in Indianola, IA, holding the Series 66 designation and 10 years of industry experience. She has been with Edward Jones since 2016. 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 services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Sarah Dory is a financial advisor at OSAIC with 15 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Dawney Financial, Woodbury Financial Services, Inc., and Millang Financial Group. She is also president of Dawney Financial, Inc., where she assists clients with health coverage, life insurance, and long-term care needs. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base, including individuals, pension plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services, combining risk-tolerance assessments with advanced portfolio management tools, and supports thousands of advisors with access to multiple custodial platforms and investment options.

Kent Powgnas is a CFP® professional with 37 years of industry experience, currently serving as a financial advisor at LPL Financial since 2008. He holds Series 63 and Series 65 licenses. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households, offering a wide range of investment delivery options supported by an in-house research team.

John Ruddy is a financial advisor with Cambridge Investment Research Advisors and holds the Series 63 and Series 66 designations. He has 16 years of industry experience, including prior roles at PFS Investments Inc. and Primerica Financial Services. Outside of his advisory work, he is involved in a cattle operation and serves as president of the Rams Basketball Club. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations. The firm offers financial planning, portfolio management, and retirement plan advisory through a network of independent professionals using various account platforms and investment strategies.