Julia Punj is a financial advisor at Ellevity Capital, LLC with nine years of industry experience. She holds a Series 65 designation and has been with Ellevity Capital since 2016. Outside of her advisory role, she owns and operates Veraison Wine Bar in Fairfield, Iowa. Ellevity Capital provides discretionary investment management primarily to individuals, including high-net-worth and qualified clients, and manages a private fund. The firm focuses on actively managed, income-oriented strategies that incorporate preferred and high-yield equity securities alongside options trading, utilizing both fundamental and technical analysis in portfolio decisions.

Avangeline Subsin is a financial advisor at Bridgeport Financial Solutions with nine years of industry experience. She holds a Series 66 designation and has previously worked at Cambridge Investment Research Advisors, Inc. and Thimbleberry Financial. Subsin serves as a board member for Whatsoever You Do, Inc., a nonprofit organization. Bridgeport Financial Solutions provides investment management, financial planning, and retirement-plan advisory services to individuals, trusts, pension plans, and other entities. The firm offers a range of programs including discretionary wrap accounts, advisor-managed portfolios, and access to third-party strategists, managing approximately $484 million in assets.

Luke Perry is a financial advisor with Bridgeport Financial Solutions in Fairfield, IA, holding a Series 66 designation and 14 years of industry experience. His prior work includes roles at Cambridge Investment Research Advisor, Inc., CRI Securities, LLC, and Securian Financial Services, Inc. He has also been involved with community organizations such as Crosspointe Community Church and The Well. Bridgeport Financial Solutions provides investment management, financial planning, and retirement-plan advisory services to individuals, trusts, pension plans, and other entities. The firm offers multiple program options, including discretionary wrap programs and access to third-party strategists, managing approximately $484 million in assets under management.

Annalisa Clifford Gold is a financial advisor at Vanderbilt Advisory Services with four years of industry experience. She holds the Series 66 designation and has worked at Vanderbilt Securities, LLC since 2017. Outside of her advisory role, she serves as a committee member for Iowa WINS and is involved with Rotary Club International, participating in fundraising and community events. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm employs a strategic asset allocation approach combined with fundamental, technical, and charting analysis, offering a range of portfolio management and financial planning services integrated with retirement-plan and benefits firms.

Theodore Hirsch is a Series 65-licensed financial advisor with six years of industry experience, currently with Vanderbilt Advisory Services since 2020. He has also operated Hirsch Associates Inc. since 2012. Outside of his primary roles, Hirsch serves as an investment researcher and consultant for several firms and holds a board position overseeing investment strategy for a charitable foundation. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm employs a strategic asset allocation approach using fundamental, technical, and charting analysis, offering discretionary and non-discretionary portfolio management alongside financial planning and consulting services.

Stuart Valentine is a financial advisor with Vanderbilt Advisory Services in Fairfield, Iowa, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. Prior to joining Vanderbilt Advisory Services in 2017, he worked at Financial West Group for 17 years. Outside of his advisory role, he serves as co-director of the Sustainable Living Coalition, is an advisory board member for the Sustainable Iowa Land Trust, and chairs the Fairfield Resilient Action Network. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, businesses, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, proprietary model portfolios, and financial planning services, with an investment approach that combines strategic asset allocation and multiple analytical methods.

William Carlisle is a Series 66-licensed financial advisor with 11 years of industry experience. He is currently with Vanderbilt Advisory Services and previously worked at Morgan Stanley, E*TRADE, TD Ameritrade, Cambridge Investment Research, and Merrill. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm’s investment approach combines strategic asset allocation with fundamental, technical, and charting analysis, offering both discretionary and non-discretionary portfolio management alongside financial planning and consulting services.

Pamela Corrick is a financial advisor with Valic Financial Advisors in Fairfield, Iowa, holding Series 63 and Series 66 licenses and 13 years of industry experience. She has worked with Cambridge Investment Research and Agia, and has owned Pam Corrick Antiques for over two decades, specializing in vintage jewelry and collectibles. Additionally, she is involved in social media marketing for a local restaurant business and plans to co-own a School of Rock franchise in Wisconsin. Valic Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth clients, offering managed account programs, financial planning, and brokerage services. The firm employs Envestnet UMA models for portfolio construction and manages approximately $26.4 billion in discretionary assets across a large advisor network.

Chad Huff is a financial advisor with Eagle Strategies (NY Life) based in Fairfield, IA, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. He has been associated with Eagle Strategies since 2005 and operates under the Huff Financial Group name, which offers New York Life products and brokers non-registered insurance products. Eagle Strategies LLC serves individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients by providing financial planning, investment advisory, and retirement plan consulting services through a network of over 2,000 advisors. The firm focuses on client-directed solutions using third-party managers and model portfolios and manages approximately $25.4 billion in regulatory assets as of December 2024.

Matthew Goodwin is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 24 years of industry experience. He has been associated with Cambridge Investment Research Advisors and related entities since 2012. Goodwin serves on the board of directors for The Cambridge Foundation, a nonprofit organization. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans. The firm offers financial planning, discretionary and non-discretionary portfolio management, and access to third-party sub-advisers through multiple account platforms.

Robert Jacobsen is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 18 years of industry experience. He has worked with Cambridge Investment Research Advisors since 2018 and has been involved with Midwest Financial since 1990. Outside of his advisory work, he owns a business specializing in underground dog fences. 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 various account platforms and third-party strategists to support both discretionary and non-discretionary investment approaches.

Jolene Bennett is a financial advisor with LPL Financial based in Eldon, Iowa. She holds the Series 66 designation and is part of a nationwide network of over 21,800 investment adviser representatives. LPL Financial provides advisory and brokerage services to individual investors, retirement plan sponsors, banks, credit unions, and other institutions. The firm offers a range of programs including managed portfolio solutions, financial planning, retirement plan consulting, and 529 account management, managing over $819 billion in advisory assets.

Kristopher Emick is a financial advisor at Cambridge Investment Research Advisors with 15 years of industry experience. He has been with Cambridge Investment Research Advisors and its affiliated broker-dealer since 2014. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans. The firm offers financial planning, portfolio management, and retirement plan advisory through a large network of independent Financial Professionals using various account platforms and investment approaches.

Selina Simpson is a financial advisor at LPL Financial with 19 years of industry experience. She holds the Series 66 designation and previously worked at Cambridge Investment Research, Inc. for 16 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, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house Research team and combines large-scale advisory operations with various non-advisory product activities.

Keagan Drish is a financial advisor at Edward Jones in Fairfield, IA, holding a Series 66 designation with two years of industry experience. His prior roles include positions at Libertyville Savings Bank and Cambridge Investment Research. Outside of advising, he manages real estate investments through ownership and bookkeeping responsibilities with family-owned entities. 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 nationwide network of more than 23,000 financial advisors.

Matthew Mullenneaux is a financial advisor with LPL Financial, holding a Series 66 designation and 21 years of industry experience. He has been with LPL Financial since 2014. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, institutions, and high-net-worth households, offering various investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Barry Schmidt is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Cambridge Investment Research Advisors since 2010 and previously worked at Continuity Partners Group, LLC. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans. The firm offers a range of advisory services such as financial planning, portfolio management, and retirement plan advisory through a large network of independent financial professionals.

John Stever is a financial advisor with Edward Jones in Fairfield, IA, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1990. Outside of his advisory role, he is involved in a small-scale cattle and farming operation, serves as president of the Evergreen Cemetery Board, and manages property holdings through a separate entity. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory programs, including discretionary and non-discretionary strategies, with an emphasis on tax efficiency and fiduciary standards, supported by a large national network of financial advisors and branch offices.

Britni Ensminger is a financial advisor with Cambridge Investment Research Advisors and holds the Series 66 designation. She has seven years of industry experience, including prior roles at LPL Financial and Cambridge Investment Research, Inc. 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 using multiple account platforms and third-party strategists.

Jeremy Booth is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has 21 years of industry experience, including over 20 years with Cambridge Investment Research Advisors and its affiliated broker-dealer. Outside of his advisory role, he has been involved in managing a rental property business since 2002. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans. The firm offers financial planning, portfolio management, and retirement plan advisory services through a network of independent financial professionals utilizing various account platforms and investment strategies.