Zachary Vande Weerd is a financial advisor at CWM, LLC with two years of industry experience. He holds a Series 65 designation and has previously worked at Carson Wealth and KPMG. CWM serves a diverse client base including individuals, high-net-worth families, corporations, endowments, and institutional sponsors, offering services such as asset management, financial planning, and retirement plan consulting. The firm uses discretionary portfolio management through an Investment Committee and combines in-house models, third-party sub-advisors, and technology partners to deliver customized investment solutions.

Tricia De Haan is a financial advisor at CWM, LLC with five years of industry experience and holds a Series 66 designation. Her prior experience includes roles at Carson Wealth, Cetera Wealth Services, Raymond James Financial, and Marion County Bank. Outside of her advisory work, she serves as secretary for New Life Prison Church, a religious organization in Pella, Iowa. CWM, LLC serves a diverse client base including individuals, high-net-worth families, corporations, and institutional sponsors. The firm offers asset management, financial planning, retirement plan consulting, and sub-advisory services, utilizing a combination of in-house models, third-party sub-advisors, and technology partners to implement discretionary portfolio management.

Mark Wiskus is a financial advisor with Eagle Strategies (NY Life) based in Grimes, IA, holding Series 63 and Series 65 licenses and with 26 years of industry experience. He has been associated with Eagle Strategies since 2007 and has led Wiskus Group since 2010. Outside of his advisory work, Wiskus serves on several nonprofit boards including the Pella Opera House, Kiwanis Club, Unity Point Health Des Moines Foundation, Keep Iowa Beautiful, and the Pella Community Foundation, where he is president. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions and uses third-party managers and model portfolios, operating as an indirect subsidiary of New York Life with approximately $25.4 billion in regulatory assets under management as of December 31, 2024.

Skyler Roorda is a financial advisor with Principal Financial Services who holds Series 63 and Series 65 licenses and has 11 years of industry experience. He has worked at Principal Financial Services and Principal Life Insurance Company since 2016, following roles at Central Financial Group, Ameritas Investment Corp, and First American Bank. Roorda serves as a board member for Beacon of Life. 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 U.S. military personnel. 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.

Aron Scott is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 65 licenses. He has 12 years of industry experience and has been affiliated with Eagle Strategies since 2023, along with prior roles at NYLIFE Securities LLC and the Wiskus Group. Outside of his advisory work, he serves as a youth group leader and elder at Grace Evangelical Lutheran Church and is a board member and vice president of the Oskaloosa Activities Booster Club. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions and uses third-party managers and model portfolios rather than firm-controlled discretionary mandates.

Samuel Vandeweerd is a financial advisor with CWM, LLC, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. His prior work includes roles at Cetera Wealth Services, Carson Wealth, Main Street Advisory Group, and Raymond James Financial Services Advisors. Outside of his advisory work, he is an insurance agent selling life, disability, annuities, and long-term care products. CWM, LLC serves a diverse client base including individuals, high-net-worth families, corporations, endowments, and institutional sponsors. The firm offers asset management, financial planning, retirement plan consulting, and sub-advisory services, utilizing a combination of in-house models, third-party sub-advisors, and technology partners to implement discretionary portfolio management.

Matthew Vanmaanen is a CFP® and ChFC® with 19 years of experience in the financial services industry. He is affiliated with Primerica Advisors and has worked with Park Avenue Securities and Guardian Life Insurance Company of America since 2007. Outside of his advisory role, he is involved in selling health insurance through Group Benefits Limited and Penn Mutual. Park Avenue Securities LLC serves a broad retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, employing a mix of proprietary and third-party investment strategies across various account types.

Austin Norris is a financial advisor with Edward Jones in Oskaloosa, IA, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with Edward Jones since 2005. Outside of his advisory role, Norris has ownership interests in real estate and construction businesses, including a real-estate office building, farmland, and involvement in a construction project. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide. The firm manages over $1 trillion in assets through a large network of advisors and offers a range of advisory programs, including discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Michael Busch is a Series 66 credentialed financial advisor with Edward Jones in Oskaloosa, Iowa, where he has worked since 2011. He has 14 years of industry experience. 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 investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Nathan Van Donselaar is a CFP® with 15 years of industry experience, currently affiliated with Raymond James Financial. He has previously worked with Eagle Strategies, NY Life, and New York Life Insurance Company. Van Donselaar is also associated with Main Street Advisory Group and Marion County Bank in Pella, IA. Raymond James Financial Services Advisors, Inc. serves a diverse clientele including individual investors, high-net-worth and non-HNW clients, pension plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored financial plans developed through client collaboration and supported by extensive research and modeling tools.

Tyler Junker is a financial advisor with Primerica Advisors and holds Series 63 and Series 65 licenses. He has 19 years of industry experience and has been affiliated with Primerica Financial Services and PFS Investments Inc. since 2006. Outside of his advisory role, he has been involved with the Cedar Valley Soccer Club since 2019. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited selection of separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities while operating on a tiered wrap-fee structure.

Jeremy Green is a financial advisor at Edward Jones with a ChFC® designation and Series 66 license, bringing three years of industry experience. Prior to joining Edward Jones, he worked at Pella Corporation, TDT CPAs and Advisors, P.C., and State Farm Mutual Automobile Insurance Co. He serves as Treasurer for the Pella Knights of Columbus, overseeing financial reporting and budgeting. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of managed and advisory investment strategies supported by a nationwide network of more than 23,700 advisors and manages approximately $1.01 trillion in assets.

Dawn Kleis is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 19 years of industry experience. She has worked with Raymond James and affiliated entities since 2015. Outside of her advisory role, she serves as a director and provides administrative support for a family-owned business, Kleis Consulting Group. Raymond James Financial Services Advisors, Inc. serves a broad client base including individual investors, high-net-worth clients, pension and profit-sharing plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and access to managed account programs, with a significant portion of its advisory business conducted on a non-discretionary basis.

Steven Vermeer is a financial advisor with Primerica Advisors in Pella, Iowa, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Primerica Advisors since 1995 and Primerica Financial Services since 1994. Outside of his advisory role, he owns Steve Ver Meer Enterprises, Inc., which operates for Primerica business purposes, and is involved in crop farming through Steve Vermeer Farms. Primerica Advisors provides discretionary asset management to individual and high-net-worth clients through its Lifetime Investment Program, which offers model-delivery strategies and selective separately managed account options under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, focusing on percentage-based tiered fees and ongoing oversight of its investment models.

Sean Coen is a financial advisor with Raymond James & Associates, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Edward Jones and JP Morgan Securities LLC. Raymond James & Associates offers financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm provides tailored financial plans and investment recommendations, supporting both discretionary and non-discretionary advisory relationships.

Jennifer Main is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2021. She previously worked at Edward Jones from 2013 to 2021 and has been involved with Fora Travel and Make Wellness in recent years. Raymond James & Associates provides financial planning and investment consulting to individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses, supporting both discretionary and non-discretionary advisory relationships.

Jason Rozenboom is a CFP® professional with 16 years of experience in the financial services industry. He has worked with Edward Jones since 2018 and previously held roles at Raymond James Financial Services Advisors Inc. and Marion County Bank. Based in Pella, IA, he currently serves clients through Edward Jones. Edward Jones is a full-service wealth management firm supporting over four million individual and institutional clients with a range of advisory programs, discretionary and non-discretionary investment strategies, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Dakota Hills is a financial advisor at Edward Jones with a Series 66 designation and five years of industry experience. His prior work includes roles at American Fence Company, Jones Lang LaSalle, Principal Financial Group, and Centurion Management. Dakota also has teaching experience at the University of Northern Iowa. 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 through a nationwide network of more than 23,000 financial advisors and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Kevin Hunt is a financial advisor with Primerica Advisors in Oskaloosa, IA, holding Series 63 and Series 65 licenses and with 29 years of industry experience. He has been with Primerica Advisors since 1995 and Primerica Financial Services since 1994. Outside of his advisory role, he is involved in sales of loan products and home security and automation services through affiliated Primerica companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, focusing on retail clients rather than institutional or pension plan management.

Josie Davis is a financial advisor at Ameriprise with a Series 66 designation and two years of industry experience. Her prior work includes roles at MBC Management and Jumpin Jimmy's. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement with significant investable assets, utilizing a centralized consulting team to deliver tailored, non-discretionary recommendations that incorporate research, modeling, and tax-efficiency analysis.

Craig Wassenaar is a CFP® with 30 years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors since 2017. His prior experience includes working at Investment Centers of America from 2014 to 2017. He serves on the boards of Fields For Our Future and Trinity Reformed Church, both non-public entities in Pella, IA. Cambridge Investment Research Advisors serves individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans 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 a range of investment strategies.

Isaiah Rozenboom is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and has previous experience at AGRI General Insurance, Aegon Asset Management, and other roles in diverse sectors. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of over 23,700 financial advisors.

Isaac Allmaras is a CFP®-designated financial advisor with Edward Jones, based in Oskaloosa, IA, and has seven years of industry experience. He has worked at Edward Jones since 2018 and previously managed Allmaras Landscaping for seven years. He also held municipal roles with the cities of Oskaloosa and Grand Forks. 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 with approximately $1.01 trillion in assets under management. The firm is notable for its extensive retail advisor and branch network and its affiliated capabilities beyond traditional advisory services.

Austin Ver Meer is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and over a decade of experience in the financial services industry. His prior roles include work at Elite Holdings LLC and Vermeer Corporation, as well as ongoing involvement with Ver Meer Farms. He also has a background in education from Dordt College. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of discretionary separately managed accounts. The firm emphasizes a tiered wrap-fee structure and curates third-party asset managers for its investment models.

Brian Fitzpatrick is a financial advisor with Raymond James Financial Services Advisors, Inc. in Oskaloosa, Iowa, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He also serves as the president of Fitzpatrick Financial Services, Inc., a support company, and operates a rental real estate property that houses his office. 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, using asset-allocation analysis and firm research to tailor recommendations while maintaining client decision authority.

Amber Coffey is a financial advisor at Edward Jones in Oskaloosa, IA, with 11 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2015. Outside of her advisory role, she assists in planning employee and hospital events for Mahaska Health. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a nationwide network of over 23,000 financial advisors.

Tyler Klyn is a CFP® and ChFC® with 12 years of industry experience. He has been with Cambridge Investment Research Advisors since 2016 and previously worked at VSR Advisory Services and Leighton State Bank. Outside of his advisory role, he serves as a weight trainer for youth athletics at Pella Christian High School. 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 and various account platforms.

Micky Snieder is a financial advisor at Cambridge Investment Research Advisors with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Cetera and Northwestern Bank. Outside of his advisory role, he serves as a board member for a local religious organization. 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 a variety of account platforms and third-party strategists.

Ryan Anderson is a financial advisor with Primerica Advisors in Pella, Iowa, holding Series 63 and Series 65 licenses and having 17 years of industry experience. He has worked with Van Bruggen & Vande Vegte since 2014 and has been associated with Primerica Financial Services and PFS Investments Inc. since 2008 and 2007, respectively. Outside of advising, he is involved in sales of loan products and home-related services through affiliated companies of PFS Investments Inc. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm emphasizes a tiered wrap-fee structure and curates third-party asset managers while delegating trading responsibilities to BNY Mellon Advisors.

Joshua Weishaar is a financial advisor with Edward Jones in Pella, Iowa. He holds a Series 66 designation and has been with Edward Jones since 2025. Prior to his advisory role, he worked at Pella Corporation and Crow Shooting Supply. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm provides a range of advisory services including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kasin Beckwith is a financial advisor with Primerica Advisors based in Pella, Iowa. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. Beckwith has worked with PFS Investments Inc. and Primerica Financial Services since 2011. Outside of advisory services, he is involved in the sale of loan products and home security and automation referrals through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-driven strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its investment solutions.

Levi Ver Meer is a financial advisor with Primerica Advisors in Pella, Iowa, holding Series 63 and Series 65 licenses and four years of industry experience. His work history includes roles at Primerica Financial Services, Primerica Advisors, and Steve Ver Meer Enterprises. Outside of advising, he is involved in sales of non-investment home security and automation products 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 limited discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Justin Madsen is a CFP®-designated financial advisor with Edward Jones in Pella, IA, where he has worked since 2010, accumulating 15 years of industry experience. Outside of his advisory role, he is involved in several business ventures including ownership and management of real estate holdings, partnership in an equipment rental company, minority ownership in a clothing business, and authorship of a financial book titled *The Retirement Countdown*. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm supports its services with a nationwide network of financial advisors and branch offices and operates under a fiduciary standard when providing advisory services.

Kevin Black is a financial advisor with Ameriprise in Pella, Iowa, holding Series 63 and Series 66 licenses and 18 years of industry experience. He has been with Ameriprise and its affiliated entities since 2013. Outside of Ameriprise, he is involved with Heick, Hester, Smith & Associates LLC, where he provides advisory services and manages client relationships. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement, typically with at least $1 million in net investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored recommendations, supported by a centralized consulting team and algorithmic tools.

Michael Roozeboom is a financial advisor with LPL Financial in Oskaloosa, Iowa, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked at LPL Financial since 2008 and also maintains a role with Midwest One Investment Services Inc. Roozeboom is involved in non-variable insurance activities through an insurance marketing organization. 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 financial planning, model-portfolio advisory programs, and third-party asset management solutions, supported by an in-house research team and a platform that integrates advisory and brokerage services.

Kaurie Marinkovich is a financial advisor at Edward Jones with two years of industry experience. She holds a Series 66 designation and previously worked in education at Pella Community Schools and Montezuma Schools. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a network of more than 23,700 advisors nationwide.

Jeffrey Fiscella is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2010. Outside of his advisory role, he has worked at Des Moines Area Community College and Team Restoration Ministries. 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 rather than fixed fees.

Caleb Van Arendonk is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has been in the industry since 2025. Prior to his current role, he worked in construction and electrical services and is involved with Main Street Advisory Group, a non-investment-related support company in Pella, IA. 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 advisory services and offers tailored financial planning and investment consulting supported by extensive firm research and a broad affiliate network.

Scott Van Tasell is a CFP® with over 40 years of experience in financial advising, currently with Edward Jones since 1985. He is based in Pella, IA. Outside of his advisory role, he owns a residential rental property rented to a family member. 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 investment strategies and affiliated financial services through a large national network of advisors and branches.

Brandon Kain is a financial advisor with Edward Jones in Oskaloosa, IA, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2014. 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 nationwide network of more than 23,700 financial advisors. The firm offers discretionary and non-discretionary strategies, access to separately managed accounts, affiliated mutual funds, tax-efficient services, and operates under a fiduciary standard.