Nicholas Greteman is the principal of Greteman Capital Management in Carroll, IA, with seven years of industry experience. He holds Series 63 and Series 65 registrations and has worked at Honkamp Krueger Financial Services, Inc. and Robinson Ruhnke Pc prior to founding his current firm. In addition to his advisory role, he is a partner at Greteman CPA, P.C., where he provides tax preparation, tax planning, financial statement preparation, and business valuations. Greteman Capital Management offers discretionary asset management and retirement-account rollover advice primarily to individuals and high-net-worth clients. The firm employs a long-term, value-oriented investment approach focused on publicly traded equities, ETFs, and fixed income, with portfolios managed according to client-specific objectives and reviewed at least semi-annually.

Maeve Mcnamee Danielson is a financial advisor at True Wealth, LLC with a Series 65 designation and one year of industry experience. Her prior work includes roles at Premier Financial Services, Zions Agricultural Finance, and the Boys and Girls Clubs of Central Iowa. She is also licensed as an insurance agent and sells various insurance products. True Wealth, LLC provides financial planning and coordinates asset management for individuals, high-net-worth clients, and small businesses. The firm refers discretionary portfolio management to a single third-party money manager and focuses on tailored investment recommendations based on client objectives, risk tolerance, and time horizon.

Wyatt Gauchat is a financial advisor at True Wealth, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at TD Ameritrade and True Wealth Nation. True Wealth, LLC provides financial planning and coordinates asset management for individuals, high-net-worth clients, and small businesses. The firm refers discretionary portfolio management to a third-party money manager and focuses on tailored investment recommendations using mutual funds, ETFs, and fixed-income securities.

John Sklenar is a CFP® and PFS™ with 27 years of industry experience. He is affiliated with True Wealth Nation and has worked at Premier Financial Services, Inc. since 2011. He founded Sklenar Company in 1995 and has been involved in the CPA business since the late 1970s. Outside of financial advising, he has served as a marketing consultant for a non-investment-related company since 2009. True Wealth Nation serves a small group of individual and institutional clients, providing comprehensive financial planning and investor education through its "TrueWealth University" workshops. The firm refers clients to a single third-party money manager for asset management and focuses on tailored financial plans without maintaining discretionary investment authority or custody of client assets.

Nicholas Sklenar is a CFP® and Series 65 licensed financial advisor with 13 years of industry experience. He is currently with True Wealth, LLC and has been affiliated with Premier Financial Services, Inc. since 2012. Sklenar is also a licensed insurance agent and spends a significant portion of his time involved in insurance sales. True Wealth, LLC provides financial planning and coordinates asset management for individuals, high-net-worth clients, and small businesses, referring discretionary portfolio management to a third-party money manager while assisting clients with account setup and ongoing support. The firm emphasizes tailored investment recommendations based on client objectives, risk tolerance, and time horizon.

Jeremiah Johnson is a financial advisor at Modern Wealth Management, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Purshe Kaplan Sterling Investments and Midwest Financial. Outside of advising, he is involved in farming as an owner/operator and serves as secretary of HAGGAI LODGE 369, as well as vice president of Lil Wildcat Education, a local daycare and education board. Modern Wealth Management provides investment advisory and integrated planning services to a diverse client base, including individuals, trusts, retirement plans, and corporations. The firm employs a centralized portfolio management model supported by an Investment Committee and offers services ranging from discretionary management to tax and estate planning, with a focus on incorporating third-party managers and risk-modeling tools.

Brian Johnson is a financial advisor with Modern Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His prior roles include positions at Johnson Midwest Financial LLC and Purshe Kaplan Sterling Investments. Outside of his advisory work, he is involved in row crop farming with his wife in Glidden, Iowa. Modern Wealth Management provides comprehensive investment advisory and integrated planning services to a diverse client base, including individuals, trusts, retirement plans, and corporations. The firm uses a centralized portfolio management model supported by an Investment Committee and offers specialized services such as ERISA plan management and tax planning through affiliated entities.

Ann Slechta is a financial advisor with Gladstone Wealth Partners and holds a Series 66 credential. She has 18 years of industry experience with prior roles at LPL Financial, Slate Wealth Management, Principal Securities, Heartland Financial Resource Group, and Principal Life Insurance Company. Outside of her advisory work, she manages a family farm business located in Carroll, Iowa. Gladstone Wealth Partners delivers asset management, financial planning, and retirement plan consulting services to individuals, high-net-worth clients, corporations, pension plans, and charitable organizations. The firm utilizes a centralized supervision model with tailored investment strategies that include equities, fixed income, ETFs, alternative assets, and third-party managers.

Ted Ramaekers is a financial advisor with Principal Financial Services holding Series 63 and Series 65 licenses. He has three years of industry experience, including roles at Principal Securities Inc and Principal Life Insurance Company since 2022. Outside of advisory work, he is a co-owner of KTM Rocks LLC, a band-related business entity. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Cole Collison is a financial advisor with Principal Financial Services and holds a Series 66 designation. He has two years of industry experience, including previous roles at F&G and Principal Life Insurance Company. His background includes work with Iowa State University and Kuemper Catholic High School. 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, retirement plan consulting, and access to third-party money manager asset allocation and separately managed accounts.

Matt Ramaekers is a financial advisor with Principal Financial Services based in Carroll, Iowa. He holds the CFP® and ChFC® designations and has 36 years of industry experience. Matt has worked with Principal Life Insurance since 1998 and with Princor Financial Services Corporation since 1989. Outside of his advisory role, he is the owner of MaGIC Ag Ventures, LLC. 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. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Gilbert Evers is a financial advisor with Valic Financial Advisors in Carroll, Iowa, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. He has been with Valic Financial Advisors since 1990 and also serves as a notary and volunteers with the Carroll Church of Christ, assisting with financial reporting. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth clients, and supports corporate and retirement-plan participants. The firm offers discretionary managed-account programs and financial planning services, utilizing Envestnet-developed UMA models for portfolio construction.

Clarissa Rasmussen is a financial advisor with Principal Financial Services, holding Series 63 and Series 66 credentials and six years of industry experience. Her career includes roles at Principal Life Insurance Company and SeneGence International. Principal Securities provides brokerage and registered investment advisory services to a broad client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel stationed outside the United States. 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.

Clayton Netusil is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Raymond James Financial Services, Inc. since 1999 and with Raymond James Financial since 2009. In addition to his advisory role, he is president and owner of Netusil Financial Services, Inc., a support company based in Carroll, Iowa. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, providing tailored recommendations supported by firm research and a broad affiliate network.

Ashley Tennigkeit is a financial advisor at Edward Jones with a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2022, she worked at Hickory Park for five years and held a position at Iowa State University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and managed investment solutions through a large network of financial advisors and branch offices nationwide.

Stephen Tjaden is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 designations and two years of industry experience. He has been with Primerica Advisors since 2024 and has prior experience with Primerica Financial Services starting in 2023. Outside of finance, he has been involved with AAU Basketball and Sioux Central Schools since 2011. Primerica Advisors offers 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 curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Lindsey Handlos is a financial advisor with Edward Jones in Carroll, IA, holding a Series 66 designation and beginning her advisory career in 2024. She has worked at Edward Jones since 2024 and also has a ten-year tenure at McFarland Clinic. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a wide range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of financial advisors and branch offices.

Janet Smith is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 19 years of industry experience. She has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2006. Outside of her advisory role, she serves as a board member at Zion Lutheran Preschool in Manning, Iowa. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial analyses and planning solutions without managing client portfolios directly.

Amy Riddle is a financial advisor with Primerica Advisors in Carroll, IA, holding Series 63 and Series 65 licenses and 15 years of industry experience. She has worked with PFS Investments Inc. since 2009 and Primerica Financial Services since 2008. Outside of finance, she has been involved in managing a hair stylist business since 1989. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options structured as a wrap-fee solution. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors.

Shellie Haluska is a financial advisor at Edward Jones with 15 years of industry experience. She holds the CFP® and ChFC® designations as well as a Series 66 license. Outside of advising, she serves on the board of directors for CRP in Carroll, Iowa. Edward Jones is a wealth management firm serving individual and institutional clients with a range of advisory programs and investment strategies. The firm manages over $1 trillion in assets through a nationwide network of more than 23,000 advisors.

Brett Adams is a financial advisor at Edward Jones with 28 years of industry experience. He has been with Edward Jones since 2007 and holds Series 63 and Series 66 licenses. Outside of his advisory role, Adams manages Adams Farm Operations LLC, a farming business involving 172 acres of farmland. 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 solutions, supported by a large network of financial advisors and branch offices across the country.

Aubrey Kemerling is a financial advisor with Edward Jones in Carroll, Iowa, holding Series 63 and Series 66 licenses and having eight years of industry experience. Prior to joining Edward Jones in 2019, Aubrey worked at Principal Securities and Principal Life Insurance Company. She serves on the Investment and Audit Committees of the New Hope Foundation Board. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment options supported by a nationwide network of more than 23,000 financial advisors.

Nichole Olberding is a financial advisor at Edward Jones with a Series 66 designation and nine years of experience in the industry. Prior to joining Edward Jones in 2017, she worked at MATURA Community Action Agency and New Opportunities. 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 nationwide network of financial advisors and branch offices.

Jordan Janson is a CFP®-certified financial advisor with Edward Jones in Carroll, Iowa, where he has worked since 2012. He has 13 years of industry experience and holds the Series 66 designation. Outside of his advisory role, Janson serves as an assistant boys soccer coach for Carroll Community Schools. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment options, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates through a large network of financial advisors and branch offices nationwide.

Sean Haluska is a financial advisor with Edward Jones in Carroll, Iowa, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2022, he worked at Availa Bank for 13 years. Haluska serves on the board of directors for CRP in Carroll, Iowa. Edward Jones is a wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Duane Horsley is a financial advisor with Primerica Advisors in Carroll, IA, holding Series 63 and Series 65 credentials and nine years of industry experience. His career includes long-term roles at Primerica Financial Services since 1990 and Bayer CropScience from 1983 to 2016. Outside of advisory work, he is involved in the sale of home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management primarily to individual and high-net-worth clients via its Lifetime Investment Program, which features model-delivery strategies and separately managed accounts within a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors.

Timothy Rial is a financial advisor with Osaic who holds a Series 63 designation and has 30 years of industry experience. He has worked at Royal Alliance Associates, Signator Investors, and Transamerica Financial Advisors, and has been associated with Rial Financial Team since 2016. Outside of his advisory work, he serves as a volunteer varsity football coach and teaches calculus as a Professor Emeritus at DMACC. Osaic Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a broad client base including individual investors, pension plans, corporations, and charitable organizations. The firm offers a variety of advisory services and investment programs, combining risk-tolerance assessments with asset-allocation and portfolio optimization tools, supporting thousands of advisors and managing approximately $200 billion in assets.

Cameron Janson is a CFP®-designated financial advisor with Edward Jones, where he has worked since 1997, accumulating 28 years of industry experience. He is based in Carroll, IA, and serves as a member of the Kuemper Catholic Finance Committee, providing budget guidance to the administration. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 advisors and emphasizes fiduciary standards in its advisory services.

Kristina Horsley is a financial advisor with Primerica Advisors and Primerica Financial Services, holding Series 63 and Series 65 licenses and over 41 years of industry experience. She has been with Primerica Advisors since 1984 and Primerica Financial Services since 1991. In addition to her advisory role, she 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 separately managed account options under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, offering strategic, tactical, tax-aware, and income distribution investment models.

Josie Bengford is a CFP® professional with five years of industry experience, currently with Ameriprise since 2021. She previously worked at Avantax Planning Partners, Inc. and co-owns Robinson Ruhnke P.C., a tax preparation firm. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, providing detailed written recommendations on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis, delivering customized advice through a centralized consulting team.