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.

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.

Chad Mcmullin is a financial advisor with CreativeOne Wealth, LLC, holding the ChFC® designation and Series 63 license, and has 19 years of industry experience. His prior roles include positions at ChangePath, LLC, Brokers International Financial Services, LLC, FBL Marketing Services, and Farm Bureau. Outside of advising, he is involved in professional office building ownership and management. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individual, corporate, charitable, and RIA clients. The firm employs a combination of proprietary ETF-based models, third-party managers, boutique equity managers, and option strategies, supported by quantitative and fundamental analyses.

Lane Johnson is a financial advisor with Principal Financial Services, holding a Series 66 designation and 11 years of industry experience. He previously worked at Cambridge Investment Research, Inc., and has been with Principal Securities Inc. and Principal Life Insurance Company since 2016. Prior to his financial services career, he was involved in custom construction for over a decade. 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 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.

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.

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.

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.

Josh Cocherell is a financial advisor at LPL Financial with 12 years of industry experience. He holds a Series 66 designation and has previously worked at Cambridge Investment Research and First Iowa State Bank. Outside of his advisory role, he serves as an elected city councilman in Keosauqua, Iowa. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households, offering a broad range of financial planning and investment management solutions through a large network of investment adviser representatives.

Philip Lee is a financial advisor at Raymond James Financial with 20 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Raymond James since 2023, following a 15-year tenure at Scottrade, Inc. and two years at Charles Schwab. Raymond James Financial Services Advisors, Inc. serves a diverse client base 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, utilizing asset-allocation analysis and firm research to develop tailored recommendations while maintaining client decision authority.

Emily Wiggins is a financial advisor at LPL Financial with 17 years of industry experience. She holds a Series 66 designation and previously worked at Cambridge Investment Research, Inc. for 12 years before joining LPL Financial in 2021. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of financial planning and asset management solutions supported by an in-house research team, combining large-scale advisory operations with various non-advisory products.

Carol Robinson is a Series 66-licensed financial advisor with Cambridge Investment Research Advisors in Fairfield, Iowa, where she has worked since 2017. She has nine years of industry experience and has been affiliated with Cambridge Investment Research, Inc. since 2015. Outside of her advisory role, Robinson is involved in retail sales of health products and supplements and owns a pet services business. Cambridge Investment Research Advisors serves individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing model portfolios, third-party strategists, and multiple account platforms.

Whitney Rogers is a CFP® designated financial advisor at Edward Jones with eight years of industry experience. Prior to joining Edward Jones in 2017, Rogers worked six years at The Walt Disney Company. Outside of financial advising, Rogers coaches the High School Color Guard team for the Mt Pleasant Community School District. 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 and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Hal Masover is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with Cambridge Investment Research Advisors and its affiliated broker-dealer since 2015. Outside of his advisory role, he owns Hal Masover Photography and is involved in an arts and performing arts venture called Earth, Sky and You. 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 multiple account platforms and a mix of model-based and individualized investment strategies.

Ashley Worley is a financial advisor at LPL Financial with eight years of industry experience and holds a Series 66 designation. Her prior experience includes roles at Cambridge Investment Research Advisors and Strategic Financial Services. Outside of her advisory work, she is involved with Revive Entertainment Complex and co-owns Grace Property Management LLC. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, banks, institutions, and high-net-worth households. The firm offers a range of financial planning and investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Stacey Martin is a CFP®-certified financial advisor with 18 years of industry experience. She is currently affiliated with Cambridge Investment Research Advisors and has held roles at affiliated firms since 2004. In addition to her advisory work, Martin is active as a public speaker, author, and educator. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, employing a range of investment strategies and platforms.

Jordan Sathoff is a financial advisor at LPL Financial with 13 years of industry experience and holds the CFP® and Series 66 credentials. Prior to joining LPL Financial in 2024, he worked at Cambridge Investment Research Advisors and Broker Dealer Financial Service Co. Outside of his advisory role, Sathoff owns multiple farms in Iowa and serves as an elder on the board of Sharon Presbyterian Church in Farmington, IA. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plans, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by in-house research and a large network of investment adviser representatives.

Bobby Northup is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2005 and has longstanding affiliations with GRAF & Company, Cambridge Investment Research, Inc., Century Companies, and Bankers Life Company. He serves as a board member of the Pekin Community Scholarship Fund. Cambridge Investment Research Advisors serves individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a 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.

Connie Boyer is a financial advisor at Edward Jones with 13 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2012. Outside of her advisory role, Connie serves as the mayor of Fairfield, Iowa, where she chairs council meetings and provides direction to the city administrator. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and affiliated investment options. The firm manages approximately $1.01 trillion in assets and maintains a large network of advisors and branch offices nationwide.

Heather Rathbun is a Series 66-licensed financial advisor with Cambridge Investment Research Advisors, based in Fairfield, Iowa. She has 16 years of industry experience and has been with Cambridge-affiliated firms since 2009. Outside of her advisory role, she is also an independent insurance agent. 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 multiple account platforms and third-party strategists.

Richard Mueller is a financial advisor with Edward Jones in Mt Pleasant, IA, holding Series 63 and Series 66 designations and 27 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1998. Outside of his advisory role, he is involved with the Mt Pleasant Investment Club. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Taylor Mast is a financial advisor at LPL Financial with 11 years of industry experience. He holds the Series 66 designation and has previously worked at Ameriprise Financial Services and Cambridge Investment Research Advisors. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, banks, institutions, 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.

Brian Jones is a Series 66-credentialed financial advisor with 22 years of industry experience. He has been with Cambridge Investment Research Advisors since 2018 and also maintains roles as an independent insurance agent and trust officer. Outside of financial services, Jones owns two retail businesses specializing in product sales and has interests in real estate development. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a network of independent financial professionals. The firm offers financial planning, discretionary and non-discretionary portfolio management, and access to third-party strategists across multiple account platforms.

Patricia Morley is a financial advisor with Edward Jones in Mt Pleasant, IA, holding a Series 66 designation and having 20 years of industry experience. She has been with Edward Jones since 2015. Outside of her advisory role, she owns Dinosaur Head LLC, a finance-related business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large network of advisors and branch offices.

Katrina Jackson is a Series 66-licensed financial advisor with nine years of industry experience, currently affiliated with LPL Financial. Her prior experience includes roles at Cambridge Investment Research and Royal Alliance Associates. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house Research team and delivers services through a large network of investment adviser representatives.

Trevor Coffey is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. His prior work includes positions at Frank Millard Company and Seither & Cherry. Outside of advising, he occasionally assists a truck dealership owned by longtime friends with customer meetings and vehicle listings, without compensation. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large national network of advisors and branch offices.

Kevin Ihrke is a financial advisor with Cambridge Investment Research Advisors in Fairfield, IA, holding a Series 66 designation and nine years of industry experience. He has worked at Cambridge Investment Research and its affiliated firms since 2017 and previously held roles at Principal Securities and Principal Life Insurance. Outside of his advisory work, he serves on the boards of the Fairfield Public Library Foundation and the Alano Society of Ottumwa, and he owns an independent insurance agency. 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, employing model portfolios, third-party strategists, and multiple account platforms.

Sharon Elgatian is a financial advisor with LPL Financial, holding a Series 66 designation and 23 years of industry experience. Her prior roles include positions at Cambridge Investment Research and JBS Live Pork LLC. 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 advisory programs supported by an in-house Research team that develops model portfolios and strategic investment solutions.

Elizabeth Allen is a Series 65-licensed financial advisor with Cambridge Investment Research Advisors, based in Cookeville, TN. She has over eight years of experience in the industry, including roles at SmartPro Financial and her current firm. Cambridge Investment Research Advisors serves a diverse client base, including individual investors, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement consulting through a variety of managed account programs and third-party sub-advisers.

Brittany Mc Allister is a Series 66 licensed financial advisor with six years of industry experience. She is currently with LPL Financial and has previously worked at Cambridge Investment Research and Bovard Studio Inc. 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 investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Juniper Broz is a financial advisor at LPL Financial with seven years of industry experience. She holds the Series 66 designation and has previously worked at Cambridge Investment Research, Inc. and Two Rivers Bank and Trust. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a variety of investment solutions such as financial planning, model-portfolio advisory programs, third-party asset management, and participant-directed retirement advice, supported by an in-house research team that develops strategic and tactical model portfolios.

Matthew Guba is a CFP® professional with 17 years of industry experience. He is currently with Cambridge Investment Research Advisors and also associated with Cantella & Co., Inc., having previously worked at SII. Cambridge Investment Research Advisors serves a wide range of clients, including individual investors, retirement plans, charitable organizations, and pension plans. The firm offers financial planning, portfolio management, and retirement plan advisory services through a large network of independent financial professionals using multiple account platforms and third-party strategists.

Gavin Stever is a CFP® with eight years of experience at Edward Jones, where he has worked since 2018. Prior to joining Edward Jones, he held positions at Lowes, Herrstrom Farms, and the Fairfield Community School District, among others. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm manages approximately $1.01 trillion in assets and supports its clients through a nationwide network of financial advisors and branch offices.

David George is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, he worked at Mount Pleasant Municipal Utilities and Two Rivers Bank & Trust. Outside of his advisory role, he owns a commercial building leased to a law firm and residential rental properties. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory and investment solutions. The firm manages over $1 trillion in assets with a nationwide network of more than 23,000 advisors and offers services that include discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Kyle Foreman is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has experience at LPL Financial LLC, Cambridge Investment Research, Inc., and Voya Financial Advisors, Inc., spanning several years in the financial services industry. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, structuring planning engagements as annual, collaborative relationships that focus on investment categories and strategies without discretionary authority.

Jessica Burgmeier is a financial advisor at LPL Financial with 15 years of industry experience. She holds the Series 66 designation and previously worked for Cambridge Investment Research, Inc. from 2007 to 2022 before joining LPL Financial in 2022. 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. The firm offers various investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Mary Viccari is a financial advisor with LPL Financial, holding a Series 66 designation and eight years of industry experience. She has worked at LPL Financial since 2021 and previously held multiple roles at Cambridge Investment Research from 2016 to 2021. Outside of her advisory work, she is employed part-time at Shokai, LLC, where she waits tables and tends bar. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team, delivering both strategic and tactical portfolio management through its extensive network of investment adviser representatives.

Amos Stovall is a financial advisor at Cambridge Investment Research Advisors with one year of industry experience. He holds a Series 66 designation and has worked at several firms including Avantax Investment Services and Riverview Financial Group. Outside of finance, he owns a construction business and a dog grooming service. 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 using various account platforms and investment strategies.

Kylie Slocum is a financial advisor at LPL Financial with 14 years of industry experience. She holds a Series 66 designation and has worked at firms including Raymond James & Associates and Cambridge Investment Research. Outside of her advisory role, she is involved in family and small business ventures, including a handyman repair business and ownership of a farm in Birmingham, Iowa. 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 variety of investment solutions supported by an in-house research team and accommodates both advisory and brokerage needs through a large network of investment adviser representatives.

Joseph Stever is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Edward Jones since 2015. He is based in Fairfield, IA, and also manages farm income as a side business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs that include discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its large retail advisor network and affiliated financial services.

Alan Weber is a CFP® and Series 66-registered financial advisor with Wells Fargo Clearing, based in Mt. Pleasant, IA. He has 10 years of industry experience, including seven years at Edward Jones prior to joining Wells Fargo Clearing in 2022. Outside of his advisory role, he serves as power of attorney for a family member, assisting with bill payments and tax matters. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Elizabeth Warner is a Series 66-licensed financial advisor with 16 years of industry experience. She has worked at LPL Financial since 2024 and previously spent 15 years with Cambridge Investment Research, Inc. She is based in Birmingham, Iowa. 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 investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Brian Olson is a financial advisor with Edward Jones in Fairfield, Iowa, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. He has been with Edward Jones since 2005. Outside of his advisory role, Olson manages real estate properties, including maintaining the building housing his Edward Jones office. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, investment strategies, and affiliated financial services through a nationwide network of advisors and branch offices.

Janice Towne is a CFP® and PFS™ credentialed advisor with 29 years of experience in the financial industry. She is currently affiliated with Cambridge Investment Research Advisors and has held roles with various firms including Avantax and Riverview Financial Group. Outside of her advisory work, she serves as treasurer and owner/partner of Hotel Manning Preservation Group and is a board member of the Henry County Health Center Foundation. 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, utilizing multiple account platforms and third-party strategists.