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.

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.

Jakob Bower is a financial advisor with Principal Financial Services based in Muscatine, IA. He holds Series 63 and Series 66 licenses and has nine years of industry experience, including roles at Retirement Resource Group and Principal Securities. He serves on the board of directors for the Muscatine Chamber of Commerce. 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 financial planning, retirement plan consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Gregory Huck is a financial advisor with NewEdge Advisors, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His career includes roles at LPL Financial and Securities America Advisors. 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 a range of investment strategies and regular portfolio reviews.

Brooke Cole is a financial advisor with Principal Financial Services holding a Series 66 designation and one year of industry experience. She has previously worked with the Retirement Resource Group and held roles outside finance at The University of Iowa and local schools. Brooke serves as a camp chair volunteer, coordinating communications to support girls attending camp. 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 a range of advisory programs, financial planning, and access to third-party asset management solutions, with investment implementation typically managed on a discretionary basis by third-party money managers.

Brett Samuels is a financial advisor with LPL Enterprise and holds a Series 66 designation. He has two years of industry experience and previously worked at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of his advisory role, he is a business owner of a mowing and general labor service and continues to serve in police activities in Muscatine, IA. LPL Enterprise provides advisory services through a large network of representatives to individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to model wealth portfolios, and third-party asset management programs, combining advisory and brokerage services with insurance products.

Brandon Sieben is a financial advisor with Cambridge Investment Research Advisors in Muscatine, IA, holding a Series 66 designation and five years of industry experience. Prior to his current role, he spent 25 years at HNI Corporation/Allsteel Inc. He serves as Chairman of the Board for Compass - Finances God's Way and is an advisory council member at Asbury University. Cambridge Investment Research Advisors serves a wide range of clients 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 platforms and third-party sub-advisers.

Andrew Lensch is a financial advisor at Ameriprise with a Series 66 designation and three years of industry experience. Prior to joining Ameriprise in 2022, he worked in the construction industry at Russell Construction and JE Dunn Construction. Outside of his advisory role, Lensch is involved in general labor on a family farm and at an event facility, The Barn at Bunker Hill, in Iowa. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, providing tailored recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to deliver non-discretionary retirement advice through a centralized consulting team.

Rian Yates is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has one year of industry experience, including prior roles at Cambridge Investment Research, Inc. Outside of advisory work, he is also employed in an insurance and benefits-related capacity. 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 multiple account platforms.

Martin Murrell is a financial advisor with Cetera, holding a Series 63 designation and 28 years of industry experience. He has worked at Cetera and its affiliate Cetera Wealth Services, LLC since 2013. Murrell serves as treasurer for the Clinton County Conservation Foundation, where he assists in fundraising and financial reporting. Cetera Investment Advisers supports a diverse client base including individuals, high-net-worth, institutional, and retirement-plan clients through a network of over 6,800 advisors. The firm provides portfolio management, financial planning, fiduciary services, and access to various model portfolios and third-party solutions.

Troy Pugh is a financial advisor at Edward Jones with 26 years of industry experience and holds Series 63 and Series 66 designations. He has been with Edward Jones since 1999. Outside of his advisory work, he serves on the Kaaba Shriners Board of Trustees and is an assistant wrestling coach for the Louisa-Muscatine Community School District. 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, including discretionary and non-discretionary strategies, and operates under a fiduciary standard.

Kevin Mc Cauley is a financial advisor with Ameriprise in Muscatine, IA, holding a Series 66 designation and 20 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendation reports, delivered through a centralized consulting team in partnership with financial advisors like Mc Cauley.

Sara Sedlacek is a financial advisor at Edward Jones with six years of industry experience. She holds the CFP® and Series 66 designations and has been with Edward Jones since 2019. Prior to her advisory role, she worked for Community Crisis Services and Food Bank for four years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including non-high-net-worth and high-net-worth households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices, offering a range of advisory programs and investment solutions under a fiduciary standard.

Benjamin Brown is a financial advisor at Cetera with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Cetera since 2014, currently serving at the Wilton, Iowa office. Brown is also involved as vice-chairperson of the board of directors at the American Mutual Insurance Association and serves as treasurer for Peace United Methodist Church, in addition to holding a director position with the Wilton Alumni Association. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a network of over 6,800 independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, utilizing a blend of advisor-managed accounts, model portfolios, and third-party solutions.

Michael Gaeta is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC for over four decades. Gaeta is involved in community activities, serving on the board of the Kiwanis Club of Muscatine and volunteering with the Million Dollar Round Table Legacy nonprofit. LPL Enterprise provides advisory services through a large network of investment adviser representatives to individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to model portfolios, and third-party asset management programs, with a broad range of securities and insurance products available through its affiliated broker-dealer and insurance agency.

Andrew Shelangoski is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory work, he owns and operates Urban Woodworks LLC, a business based in Durant, Iowa. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved tools.

Roberta Becker is a financial advisor at Edward Jones in Muscatine, IA, holding a Series 66 designation with 16 years of industry experience, all at Edward Jones. Outside of her advisory role, she owns a Mary Kay cosmetics business, occasionally selling products to family members. 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 nationwide network of financial advisors and branch offices.

Alan Raskie is a financial advisor with Ameriprise in Muscatine, IA, holding a Series 63 designation and 29 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets, offering tailored written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver non-discretionary recommendations, primarily for clients with assets managed within Ameriprise accounts.