Donald Breuker is a financial advisor with Royal Fund Management, LLC, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has been with Royal Fund Management since 2015 and has operated as a licensed independent insurance agent under Breuker Financial Strategies since 2005. Additionally, he has longstanding involvement in property management through Breuker Management Services, Inc. Royal Fund Management serves individuals, corporations, pension and profit-sharing plans, and charitable organizations by providing portfolio management, financial planning, pension consulting, and participant account management. The firm employs a range of investment strategies based on fundamental, technical, and cyclical analysis, and offers specialized services such as access to select non-traded REITs and an options-writing overlay.

Brian Sohn is a CFP® professional with 18 years of industry experience, currently serving as an investment advisor representative at Avantax Planning Partners, Inc. He has worked with firms including Cetera Wealth Services, Avantax Investment Services, and ProEquities. Outside of financial advising, Sohn owns an e-commerce business and provides notary services, and he is also a partner at a CPA firm specializing in tax and accounting services. Additionally, he volunteers as a bookkeeper for a local athletic booster club. Avantax Planning Partners provides investment advice and financial planning primarily to individuals, pension plans, charitable organizations, and businesses through collaborative referral arrangements with independent CPA firms and registered advisor representatives. The firm employs a model-based, discretionary portfolio management approach overseen by an Investment Advisory Committee and offers tax-intelligent overlays and centralized trading through designated custodians.

Kirt Carstens is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with CreativeOne Securities since 2011 and is also the owner of Carstens Financial Group, LLC. Outside of his advisory work, Carstens is involved in community activities, serving as chairman of the CFG Charity ProAm golf tournament and volunteering as a 7th and 8th grade basketball coach for Okoboji Community Schools. CreativeOne Securities provides financial planning, consulting, and investment management services to individuals, corporate clients, and retirement plans. The firm employs fundamental and cyclical analysis in its portfolio management and offers a range of advisory programs, including proprietary model portfolios and separately managed accounts.

Walter Wittrock is a financial advisor with Advisor Share Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has worked at Trek Financial since 2015 and has been president of WITTROCK FINANCIAL, Inc., an investment-related business, since 2003. Outside of his advisory roles, he serves as vice president of Great Lakes Fish Growers and works as a solicitor providing subscription-based estate planning software. Advisor Share Wealth Management serves individuals, professional advisers, and retirement plans by offering portfolio management, financial planning, and retirement plan advisory services. The firm utilizes a web-based investment platform and typically implements strategies through third-party sub-advisers and model portfolios, employing quantitative and qualitative criteria to monitor and select managers.

Michael Schlitter is a Series 65-registered advisor with Avantax Planning Partners, Inc. in Okoboji, Iowa, with three years of industry experience. He also serves as a senior accountant at Erpelding Voigt & Co., LLP, a tax and accounting firm where he manages staff accountants, reviews tax returns, and advises clients. Outside of his advisory and accounting roles, Schlitter is the treasurer of the Iowa Great Lakes Rotary Club, handling financial records and tax filings for the nonprofit organization. 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 approach with discretionary portfolio management and offers tax-intelligent overlays and retirement plan management.

Christopher Fuhrman is a financial advisor at Edward Jones with six years of industry experience. He held a position at Pelzer Law Firm for ten years prior to joining Edward Jones in 2019. Outside of his advisory role, Fuhrman owns and oversees management of Estherville Ambulance Service, Inc., and is involved with Lakes Area Ambulance Service, a nonprofit organization operating in Iowa. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households of varied net worth, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Brandon Madison is a financial advisor with Edward Jones in Milford, Iowa, holding the ChFC® designation and Series 66 license. He has seven years of industry experience, including four years at Billings and Company, Inc. prior to joining Edward Jones in 2019. 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 supported by a large nationwide network of advisors and branch offices.

Douglas Wagner is a financial advisor with Edward Jones in Estherville, Iowa, holding Series 63 and Series 66 licenses and over 31 years of industry experience. He has been with Edward Jones since 1994. Wagner serves on the board of the Estherville Lincoln Central School Foundation, where he participates in selecting scholarship award recipients. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, and it is notable for its extensive network of advisors and branches across the United States.

Lauren Duffy is a financial advisor with LPL Financial, holding a Series 66 designation and based in Spirit Lake, Iowa. She has experience at Henkels Financial and LPL Financial since 2025, with prior roles including positions at Iowa State Dining Halls, Pizza Ranch, Iowa State University, and Okoboji Community Schools. 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 supports its advisors with an in-house Research team and offers a range of investment delivery options, combining large-scale advisory operations with various non-advisory product activities.

Bradley Schmitz is a financial advisor with Raymond James Financial Services Advisors, Inc. in Spirit Lake, Iowa, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. Prior to joining Raymond James in 2026, he worked at LPL Financial and Bank Midwest Trust Services. Outside of his advisory role, he is an insurance agent specializing in life insurance and annuities with Bank Midwest Insurance. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutions. The firm emphasizes non-discretionary financial planning and investment consulting, supporting clients with tailored strategies and a broad affiliate network that includes banking, trust, insurance, and public finance services.

Anne Straus is a CFP®-certified financial advisor with LPL Financial, based in Spirit Lake, Iowa. She has 30 years of industry experience and has been with LPL Financial since 2002. Her credentials also include Series 63 and Series 65 licenses. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, charities, 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.

Kaitlyn Heywood is a financial advisor with Edward Jones in Spirit Lake, IA, holding a Series 66 designation and 12 years of industry experience. She has been with Edward Jones since 2012. Outside of her advisory role, she owns a home-based bakery called Simply Sweet by Katie Jay. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies and advisory services. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Amy Hotovec is a financial advisor at Edward Jones in Milford, IA, holding a Series 66 designation with six years of industry experience. She previously worked at Nautical Okoboji LLC from 2017 to 2020 and has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Kristia Pollock is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. She previously worked for NorthStar Bank from 2006 to 2021 before joining Edward Jones. 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 and investment strategies supported by a nationwide network of more than 23,700 financial advisors.

Sara Fisher is a Series 66-licensed financial advisor with Edward Jones, where she has worked since 2015. She has three years of industry experience. 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 discretionary and non-discretionary investment strategies, with a large nationwide network of advisors and branch offices.

Hernani Antonio Nabuco Leva Ferreira Frei is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, he has held various roles including business consulting through his own firm, Nabuco Consulting LLC. He is also involved as a treasurer in two small dance-related businesses owned by his spouse, though he does not receive compensation for these roles. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, and manages approximately $1.01 trillion in assets. The firm is notable for its extensive network of advisors and branches, as well as its affiliated capabilities beyond advisory services.

Jan Spielman is a financial advisor with Ameriprise in Arnolds Park, IA, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 33 years of industry experience, including over 20 years with Ameriprise and its affiliates. Spielman serves as secretary on the board of Eagles United and owns several non-investment-related businesses, including Jmspielman, Inc. and Spielman LLC. Ameriprise offers retirement-income planning services focused on individuals with substantial investable assets, combining research and modeling with personalized advice to help manage income sources and tax strategies. The firm provides a wide range of advisory, brokerage, and insurance solutions through its affiliated companies.

Matthew Higgins is a financial advisor with Ameriprise in Spirit Lake, IA, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has worked at Ameriprise and its affiliate since 2009. Outside of his advisory role, Higgins serves as president of the Lakes Professional Building Homeowners Association. Ameriprise provides a retirement-income planning service targeting individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficient strategies to generate tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.