Patrick Campbell is a financial advisor with Midwestern Financial Group in Iowa City, IA, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He is co-owner of MFG Business Advisors, LLC and Waste Water Supply, LLC, both non-investment related businesses. Midwestern Financial Group provides investment management and comprehensive financial planning services to individuals, pension and profit-sharing plans, and charitable organizations. The firm employs a combination of passive and active investment strategies and emphasizes investor education through seminars and a tiered offering for new investors.

Eric Scott is a financial advisor at Partner Wealth in Iowa City, IA, holding a Series 65 credential with no prior industry experience. His work history includes roles at Snyder Trading LLC, Eric Scott LLC, Farmers Edge US Inc, Alliance Executive Search LLC, and Farmers Business Network. Partner Wealth serves individuals, trusts, businesses, employee benefit plans, and charitable organizations, providing asset management, financial planning, and estate-planning facilitation. The firm employs a primarily passive investment approach using diversified portfolios of low-cost index funds and ETFs, alongside fundamental and technical analyses, and utilizes third-party managers and platform relationships for sub-advisory and custody services.

Joseph Jay is a financial advisor at Midwestern Financial Group with 13 years of industry experience. He holds the Series 66 designation and has been co-owner of MFG Business Advisors, LLC since 2017. Outside of advising, he is also co-owner of Waste Water Supply, LLC, a non-investment related business. Midwestern Financial Group provides investment management and comprehensive financial planning to individuals, pension and profit-sharing plans, and charitable organizations. The firm combines passive and active strategies with ongoing account supervision and emphasizes investor education through seminars and a tiered offering for beginning investors.

Andrew Picchietti is a financial advisor at Midwestern Financial Group in Iowa City, IA, holding a Series 65 designation with three years of industry experience. Prior to joining Midwestern Financial Group, he worked in various roles including positions at Adamantine Spine Moving Company and Riverside Casino & Golf Resort. He also has experience with the University of Iowa Department of Public Safety and was a full-time student at the University of Iowa. Midwestern Financial Group provides investment management and comprehensive financial planning services to individuals, pension and profit-sharing plans, and charitable organizations. The firm uses a combination of passive and active investment strategies and emphasizes investor education through seminars and specialized programs for new investors.

Robert Scott is a CFP® with 10 years of industry experience and currently serves as the sole advisor at Partner Wealth in Iowa City, IA. Prior to founding Partner Wealth Planning, LLC in 2017, he worked at Larson Financial Group, LLC and Larson Financial Securities, LLC from 2015 to 2017. Outside of his advisory role, Scott served a term on the University Heights city council and is a part owner of a small bounce-house rental company. Partner Wealth serves individuals, trusts, businesses, employee benefit plans, and charitable organizations, managing approximately $54.6 million in assets. The firm employs a primarily passive investment approach using diversified portfolios of low-cost index funds and ETFs, supplemented by various analytical methods, and utilizes third-party managers and platform relationships for sub-advisory and custody services.

Susan Mims is a CFP® with 25 years of industry experience, currently serving as an advisor at Strategic Asset Management LLC since 2020. Her prior experience includes roles at United Planners Financial Services and Cambridge Investment Research, Inc. Outside of her advisory work, she is involved with the Iowa City Community Theater and serves on the board of Christian Retirement Services. Strategic Asset Management LLC provides portfolio management and financial planning services to individuals, retirement plans, trusts, and business entities. The firm operates a ten-advisor team and employs a combination of fundamental, quantitative, and technical analysis to manage approximately $218 million in discretionary assets.

Nathan Brooks is a financial advisor at 25 Financial with 15 years of industry experience. He holds the Series 66 designation and has worked at firms including Larson Financial Group and Arete Wealth Advisors. In addition to his advisory role, he conducts fixed disability and term life insurance sales through an agency on a limited basis. 25 Financial is an SEC-registered investment adviser that provides discretionary asset management and financial planning primarily to individual and high-net-worth clients. The firm uses various analytical methods to tailor investment programs based on clients’ goals, risk tolerance, and time horizon.

Jason Strandberg is a financial advisor with LPL Financial based in Burlington, IA, holding a Series 66 designation and 20 years of industry experience. Prior to joining LPL Financial in 2017, he worked at Cetera and Great Western Bank. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, banks, 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.

Catarina Edwards is a financial advisor with IHT Wealth Management LLC in Iowa City, IA, holding a Series 66 designation and 11 years of industry experience. She has been with IHT Wealth Management and LPL Financial since 2016 and previously worked at Merrill from 2014 to 2016. IHT Wealth Management serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm employs a blended investment approach combining fundamental stock selection with quantitative tools and diversified model portfolios, and offers services such as discretionary asset management, financial planning, and ERISA fiduciary consulting.

Sarah Whitmore is a ChFC® credentialed financial advisor with 13 years of industry experience, currently affiliated with Mutual of Omaha Investor Services, Inc. She has been with Mutual of Omaha and its affiliated investor services firm since 2012. Outside of her advisory role, she is also licensed as an insurance agent specializing in life, health, and annuities products. Mutual of Omaha Investor Services, Inc. serves a diverse client base including individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, managed accounts, and retirement plan advisory services primarily through a network of Investment Advisor Representatives who utilize approved third-party managers and model portfolios.

Rylan Devalois is a financial advisor with Nations Financial Group, Inc. based in Iowa City, IA. He holds a Series 66 designation and has 10 years of industry experience. He has worked at MidAmerica Securities since 2003, where he also serves as an office manager. Nations Financial Group, Inc. provides investment advisory services to a diverse client base, including individual and high-net-worth investors, pension plans, trusts, and businesses. The firm’s investment approach utilizes proprietary model portfolios and outside managers, allowing advisors to tailor strategies to client objectives and risk tolerance.

Dirk Ockerlander is a financial advisor with LPL Financial in North Liberty, IA, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has worked at LPL Financial since 2008 and at MidWestOne Bank since 2009. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, charities, and high-net-worth households. The firm provides a range of financial planning and asset management solutions supported by an in-house research team and a large network of investment adviser representatives.

William Coan is a financial advisor with Nations Financial Group, Inc. in Iowa City, IA, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He has been with Nations Financial Group since 1998. Outside of his advisory role, he is an independent insurance agent specializing in life insurance products. Nations Financial Group, Inc. provides investment advisory services to a diverse client base, including individuals, high-net-worth investors, pension plans, trusts, and charitable organizations. The firm offers a range of portfolio management and consulting services, utilizing proprietary model portfolios combined with outside managers, allowing advisors to tailor strategies to clients’ objectives and risk tolerance.

James Magrane is a financial advisor with LPL Financial in Coralville, Iowa, holding Series 63 and Series 65 licenses. He has worked at LPL Financial and Midwestone Bank Investment Services since 2016. LPL Financial provides advisory and brokerage services to individual investors, retirement plan sponsors, banks, credit unions, and other institutions through a nationwide network of over 21,800 investment adviser representatives. The firm offers a wide range of programs and manages more than $819 billion in advisory assets, delivering advice through a platform that includes research, model portfolios, managed solutions, and Bank Wealth Program services.

Ross Devalois is a financial advisor with Nations Financial Group, Inc. in Iowa City, IA, holding Series 63 and Series 66 licenses and bringing 43 years of industry experience. He has been with Nations Financial Group since 1998 and also serves as an instructor at Kirkwood Community College. Outside of his advisory role, he owns a photography business. Nations Financial Group, Inc. provides investment advisory services to a diverse client base including individuals, high-net-worth investors, pension plans, trusts, charitable organizations, and businesses. The firm offers a range of portfolio management and consulting services, utilizing proprietary model portfolios combined with tailored recommendations based on client objectives and risk tolerance.

Mason Huck is a Series 66-licensed financial advisor with 14 years of industry experience. He is currently with NewEdge Advisors and has previously worked at LPL Financial and Securities America. Outside of his advisory role, he is a business owner of Tee & Wills LLC in Sidney, Nebraska. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning, utilizing asset allocation across mutual funds, ETFs, and individual securities.

Robert Castle is a financial advisor at Principal Financial Services with 10 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Castle Financial Services, Principal Securities Inc., and Principal Life Insurance Company since 2015. His activities include working with fixed insurance products, fixed life, annuities, disability income, and long-term care insurance. 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 overseas. The firm offers financial planning, retirement consulting, and access to third-party money manager programs under several advisory and promoter arrangements.

Brenda Barthelman is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and 17 years of industry experience. She has worked with Ameritas Advisory Services since 2021 and has been involved with Ameritas Investment Corp since 2008. Barthelman is also the owner of Barthelman Financial Services and serves in various roles including recruiting and training agents at Midwest Financial Solutions, LLC, and Hawkeye Brokerage Center. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and utilizes model portfolios, third-party sub-advisers, and custom strategies, delivering advice on both a discretionary and non-discretionary basis.

Rick Bower is a financial advisor with Principal Financial Services in Muscatine, IA, holding Series 63 and Series 65 licenses and 18 years of experience. He has worked at Principal Securities Inc. since 2016 and has affiliations with Retirement Resource Group and Principal Life Insurance Company dating back to 2008. Outside of his advisory role, Bower serves as president of the Lions Club Muscatine, where he leads community fundraising and support initiatives related to medical and social services. 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 under various advisory and promoter arrangements.

Merle Miller is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His career includes long-term roles at Ameritas Life Insurance Corp and Ameritas Investment Company, LLC, as well as ownership and management responsibilities at Midwest Financial Solutions LLC and Hawkeye Brokerage Center, Inc. Outside of his advisory work, he owns an educational business focused on teaching retirement planning fundamentals and serves as president of the Kalona Golf Club, participating in its board meetings. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as charitable and corporate entities and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary services, utilizing model portfolios, third-party sub-advisers, and custom strategies with at least annual client reviews.