Ryan Hervey is a financial advisor at Accel Wealth Management with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Northwest Wealth Management LLC for nine years before joining Accel Wealth Management in 2022. Accel Wealth Management is a registered investment adviser serving individuals, high-net-worth clients, trusts and estates, pension and profit-sharing plans, and business entities. The firm uses a total portfolio approach focused on disciplined, diversified allocation, long-term holdings, and risk management strategies including options and structured notes.

Juan Garcia Heredia is a Series 65-licensed advisor at Accel Wealth Management with one year of industry experience. Prior to joining Accel, he worked at Elmcrest Country Club and GM Financial. Outside of finance, he owns and manages the Vega Sports Academy, a sports coaching business. Accel Wealth Management serves individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and business entities. The firm uses a disciplined, diversified “total portfolio” approach focused on long-term investments and employs tools like options and structured notes for risk management.

Mitchell Cook is a financial advisor at Accel Wealth Management with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including The O.N. Equity Sales Company, Ohio National Financial Services, Unified Trust Company, HKFS, and ProEquities Inc. Outside of his advisory role, he is involved in educating and consulting clients on insurance and annuity products. Accel Wealth Management is a registered investment adviser serving individuals, high-net-worth clients, trusts and estates, pension and profit-sharing plans, and business entities. The firm employs a total portfolio approach focused on disciplined, diversified allocations with a primary emphasis on long-term investments and periodic rebalancing.

Scott Durscher is a financial advisor at Accel Wealth Management with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms, including Brokers International Financial Services and Rda Financial Network, Inc. Outside of advisory work, he is part owner of Accel Holdings Inc, the parent company of Accel Wealth Management and The Accel Group, and volunteers with the Bremer County Conservation Board Support Group. Accel Wealth Management LLC serves individuals, high-net-worth clients, trusts and estates, pension and profit-sharing plans, and business entities. The firm employs a “total portfolio” approach focused on disciplined, diversified allocations and long-term strategies, and offers services that include discretionary portfolio management, financial planning, pension consulting, and employee financial education.

Michele Krueger is a financial advisor at Accel Wealth Management with 25 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at firms including Integrity Alliance, LLC and Cambridge Investment Research, Inc. Accel Wealth Management is a registered investment adviser serving individuals, high-net-worth clients, trusts and estates, pension and profit-sharing plans, and business entities. The firm employs a disciplined, diversified “total portfolio” approach focused on long-term allocations and risk management, offering services such as discretionary portfolio management, financial planning, and pension consulting.

Todd Manternach is a ChFC® with 38 years of industry experience and is currently a financial advisor at Accel Wealth Management. He has previously worked at Brokers International Financial Services, Ameritas Investment Corp, Premier Advisors LLC, and has owned Manternach & Associates since 2002, where he focuses on retirement planning and non-securities business. Accel Wealth Management serves individuals, high-net-worth clients, trusts and estates, pension and profit-sharing plans, and business entities. The firm employs a total portfolio approach emphasizing disciplined, diversified allocations tailored through written investment policy statements, with a focus on long-term holdings and periodic rebalancing.

Jason Willenborg is a financial advisor with Accel Wealth Management, holding Series 63 and Series 66 licenses and 19 years of industry experience. He previously worked at Brokers International Financial Services, Premier Advisors, and Ameritas Investment Corp. In addition to his advisory role, he is licensed as an independent insurance agent to sell fixed insurance products. Accel Wealth Management serves individuals, high-net-worth clients, trusts and estates, pension and profit-sharing plans, and business entities. The firm employs a total portfolio approach focused on disciplined, diversified allocations tailored through written investment policy statements and utilizes tools such as options and structured notes for risk management.

Matthew Temple is a financial advisor at Accel Wealth Management with four years of industry experience. He holds a Series 66 designation and has previously worked at Brokers International Financial Services and Nestle. In addition to his advisory role, he is involved in life and health insurance sales. Accel Wealth Management serves individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and business entities. The firm employs a disciplined, diversified “total portfolio” approach focused on long-term investment and risk management, offering services such as discretionary portfolio management, financial planning, and employer financial education.

Stacie Brass is a financial advisor with Accel Wealth Management who holds Series 63 and Series 66 licenses and has 33 years of industry experience. She has worked at Accel Wealth Management and related entities since 2010 and serves as a board member of the Community Foundation of Northeast Iowa. Brass is also involved as an independent insurance agent and holds leadership roles in affiliated companies. Accel Wealth Management is a registered investment adviser serving individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and business entities. The firm employs a total portfolio approach focused on disciplined, diversified allocations tailored to clients through written investment policy statements, with additional services including financial planning, pension consulting, and employee financial education.

Anthony Gaiffe is a CFP® professional at Accel Wealth Management with 26 years of industry experience. He has worked at Accel Wealth Management and Integrity Alliance, LLC since 2019, and previously held roles at Premier Advisors and Ameritas Investment Corp. He serves as a board member of the Prairie School Foundation, an educational nonprofit. Accel Wealth Management is a registered investment adviser serving individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and business entities. The firm employs a total portfolio approach emphasizing disciplined, diversified allocations with a focus on long-term investment and risk management, including the use of options and structured notes.

James Franzen is a financial advisor at Prospera Financial Services, Inc. with 36 years of industry experience. He holds a Series 63 designation and has prior experience at Cutter & Company Brokerage, Inc. and ICS. In addition to his advisory work, Franzen is involved in farming, operating James N. Franzen Farm since 1978 and producing grain products. Prospera Financial Services, Inc. is an enterprise-scale adviser and dually registered broker-dealer serving individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through 207 advisors and offers a range of investment advisory and financial planning services across multiple platforms.

Dane Johnston is a financial advisor with First Heartland Consultants, Inc. in Waverly, Iowa, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with First Heartland Capital Inc since 2004. Outside of his advisory role, Johnston owns Frontier Innovations LLC, a product development company specializing in bass fishing jigs. First Heartland Consultants serves a diverse client base, including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm provides financial planning, model-based management for self-directed 401(k) accounts, non-wrap and wrap asset management, and third-party asset management solutions through a network of independent investment adviser representatives.

Christopher Holthaus is a financial advisor with Principal Financial Services based in Denver, Iowa, holding Series 63 and Series 66 credentials and 28 years of industry experience. He has worked at Principal Life Insurance Co since 1998 and Princor Financial Services Corporation since 1997, and previously operated Holthaus Financial Services from 1997 to 2020. Outside of advising, he is involved in fixed insurance sales related to life, fixed annuities, and long-term care insurance. Principal Securities offers brokerage and registered investment advisory services to individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. The firm provides financial planning, retirement plan consulting, and access to third-party money manager solutions through both advisory and promoter arrangements.

Nicholas Wittenburg is a financial advisor at Principal Financial Services with 12 years of industry experience. He holds Series 63 and Series 65 designations and has worked with Principal Securities Inc. since 2016 and Principal Life Insurance Company since 2012. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty military personnel abroad. 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.

Ashley Chapin is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 licenses and 17 years of industry experience. She has worked at Principal Securities Inc. since 2016 and with Principal Life Insurance Company since 2009. 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, and access to third-party money manager solutions, serving clients through a variety of advisory and promoter arrangements.

Melodee Thuesen is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. She has worked at Principal Securities Inc. since 2016 and has been with Principal Life Insurance Company since 1997. 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 financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Glen Gaston is a financial advisor with LPL Enterprise holding a Series 66 designation and less than one year of industry experience. His prior work includes roles at Wells Fargo and One Main Financial, as well as experience with the Social Security Administration and various other positions. Outside of advisory work, he is involved in farm operations and holds notary responsibilities. LPL Enterprise provides advisory services through a large network of investment adviser representatives to a diverse client base, offering financial planning, access to model wealth portfolios, and third-party asset management programs. The firm serves individuals, retirement plans, charitable organizations, and corporate clients with advice built around model portfolios and discretionary implementation through affiliated programs.

Angie Fritz is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 credentials and over 24 years of industry experience. She has been with Principal Securities Inc. since 2016 and has been associated with Principal Life Insurance Company since 1995. Outside of her advisory role, she and her husband operate Bold North, LLC, a business focused on purchasing, renovating, and remodeling residential properties. 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 military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

Jeffrey Beck is a financial advisor with Principal Financial Services in Waverly, IA, holding Series 63 and 65 credentials and over 10 years of industry experience. His career includes roles at Gallagher, AssuredPartners, and Group Benefits Partners, along with ownership in a benefits consulting business. Outside of his advisory work, he serves as an assistant football coach at Wartburg College and holds leadership roles on local youth basketball and college advisory boards. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, offering financial planning, retirement consulting, and access to third-party money manager programs through various advisory and promoter arrangements.

Emily Adams is a Series 66-licensed financial advisor at Cetera with 12 years of industry experience. She has worked at Fidelity Bank and Trust since 2020 and previously spent seven years with Edward Jones. Cetera Investment Advisers serves a wide range of individual, high-net-worth, institutional, and retirement plan clients through a large network of independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and fiduciary solutions, combining retirement capabilities with a broad institutional platform.

Adam Folkerts is a financial advisor with Mass Mutual Investors Services in Waverly, Iowa, holding Series 63 and Series 65 licenses and possessing 19 years of industry experience. He has been with MML Investor Services, LLC and MassMutual Insurance Company since 2015. Outside of advising, he works in carpentry. MML Investor Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, providing structured, annual planning engagements using firm-approved tools and recommending investment strategies without discretionary authority.

Kari Schaffer is a financial advisor with Osaic Wealth Inc., holding Series 63 and Series 65 credentials and 25 years of industry experience. She previously worked at L.M. Kohn & Company for 24 years and leads Paradigm Benefits, LLC, a third-party administration firm specializing in pension and profit-sharing plan recordkeeping and compliance. She also serves as trustee for a family revocable trust. OSAIC Wealth Inc. is a large SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, pension plans, corporations, and charities. The firm utilizes a variety of investment tools and platforms to provide advisory and brokerage services through a broad network of advisors.

Gregory Piehl is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. His prior roles include positions at Edward Jones and Broker Dealer Financial Services Corp. In addition to his advisory work, he is an independent insurance agent representing various insurance companies. 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.

Denise Eskelson is a financial advisor with LPL Financial, holding a Series 66 designation and 14 years of industry experience. Her prior roles include positions at CUNA Brokerage Services, CUNA Mutual Group, OneMain Financial, and Morgan Stanley. 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, combining large-scale advisory operations with non-advisory product offerings.

Anna Dunlap is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and bringing 29 years of industry experience. Her career includes roles at CUNA Mutual Group, CUNA Brokerage Services, Inc., Lincoln Financial Distributors, and The Huntington Investment Company. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, banks, institutions, charities, and high-net-worth households. The firm offers a variety of investment solutions, supported by an in-house research team, and delivers services through a large network of investment adviser representatives.

Dwane Waterbury is a financial advisor with Edward Jones in Waverly, IA, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. He worked briefly at Merrill in 2016 before joining Edward Jones the same year, where he has been since. Outside of his advisory work, he is a group fitness instructor at a local fitness center. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets with a large network of financial advisors and offers a range of investment advisory programs with both discretionary and non-discretionary strategies, operating under a fiduciary standard.

Emily Lane is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. She previously worked for Cuna Mutual Group and Cuna Brokerage Services, Inc. for 23 years before joining LPL Financial in 2022. 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 financial planning and investment management solutions supported by an in-house research team and a large network of investment adviser representatives.

Stephanie Arensdorf is a financial advisor with Ameriprise in Janesville, IA, holding a Series 66 designation and 22 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she serves on the boards of the UNI Planned Giving Advisory Council and Threehouse: A Wesley Foundation. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to deliver written, non-discretionary recommendations, supported by a centralized consulting team and a range of advisory, brokerage, and insurance solutions.

Eric Sharar is a financial advisor with Edward Jones in Waverly, Iowa, holding a Series 66 designation and having eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at Roling Ford, Witham Auto Centers, and Rubber Development Inc. Outside of his advisory role, Sharar operates Sharar Woodworks, a woodworking business that donates most projects to charity fundraisers. 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 through a nationwide network of advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

An Le is a financial advisor at LPL Financial with a Series 65 designation and one year of industry experience. Prior to joining LPL Financial, An worked at TruStage, Florida Financial Advisors DBA Texas Financial Advisors, Digitive, and held academic positions at the University of Edinburgh and the University of Texas at Austin. Outside of financial advising, An has part-time employment with Rover and Outlier. 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 financial planning and investment management solutions supported by an in-house research team and a large network of investment adviser representatives.

Gary Parson is a financial advisor at LPL Financial with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial since 2022. Prior to this, he was with Cuna Mutual Group and Cuna Brokerage Services, Inc. for over 26 years. Outside of finance, he occasionally performs as a singer in a band. 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.

Nicholas Bouwman is a CFP®-credentialed financial advisor at Edward Jones with seven years of industry experience. He has worked at Edward Jones since 2018 and has prior experience with the University of Georgia, including roles in housing, the president’s office, and the athletic association. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of investment advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its extensive retail advisor and branch network as well as affiliated capabilities beyond advisory services.

Garrett Akins is a CFP® with six years of industry experience, currently advising at Edward Jones since 2019. Prior to joining Edward Jones, he worked for 13 years at Quad/Graphics. He serves as a board member of the Kiwanis Club of Greater Waverly and participates on the Investment Policy Committee for the Community Foundation of Northeast Iowa. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options. The firm operates a large nationwide network of advisors and offers services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

Mark Holmquist is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 19 years of industry experience. His career includes roles at CUNA Brokerage Services, CUNA Mutual Group, Cetera, and State Bank. LPL Financial provides advisory and brokerage services to a diverse client base, offering financial planning, model-portfolio advisory programs, and third-party asset management through a large network of investment adviser representatives.

Cody Solverson is a financial advisor at Cambridge Investment Research Advisors with 13 years of industry experience. He holds a Series 66 designation and has been with Cambridge since 2016, following four years at CUNA Brokerage Services and CUNA Mutual Group. 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 multiple account platforms and third-party sub-advisers.

Elizabeth Abben is a financial advisor with MWA Financial Services Inc., holding a Series 66 designation and bringing 18 years of industry experience. Her prior roles include positions at LPL Financial and CUNA Mutual Group, where she worked for 15 years. MWA Financial Services, Inc. serves individuals, trusts, corporations, charitable organizations, and employer-sponsored retirement plans through a network of 134 advisors. The firm offers tiered financial planning, adviser-managed and third-party managed accounts, and access to commissionable products and insurance, primarily providing services on a non-discretionary basis.