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.

William Venables is a financial advisor with Berthel, Fisher & Company Financial Services, Inc. in Ottumwa, Iowa, holding Series 63 and Series 66 licenses and bringing 42 years of industry experience. He has been with Berthel, Fisher since 1985. Outside of his advisory role, Venables serves as treasurer for the Travelers Protective Association, a nonprofit service organization. Berthel, Fisher & Company Financial Services provides investment advisory and financial planning services to individuals, corporations, pension and profit-sharing plans, trusts, estates, and institutional clients. The firm offers a range of asset management platforms and investment strategies through approximately 100 independent adviser representatives.

Blake Smith is a CFP® with nine years of industry experience, currently serving as an advisor at Prosperity Capital Advisors. He is a 60% owner of Financial Partners, Inc., through which he manages his advisory and insurance business. Outside his financial work, Mr. Smith is a voting Board Member of the American Home Finding Association and co-chairs the Wapello County GOP. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management services to individual investors, corporate clients, charitable organizations, and retirement plan sponsors. The firm employs a model-driven, multi-sleeved investment approach that includes core risk-based portfolios, specialized strategies, and access to private and alternative solutions.

Robert Kramer is a financial advisor at Prosperity Capital Advisors with 38 years of industry experience. He holds the ChFC® and Series 63 designations and has previously worked at Sigma Planning Corporation, Sigma Financial Corporation, and VSR Advisory Services. Outside of advising, Mr. Kramer is an author, a board member of the Ottumwa Park and Recreation Foundation, a freelance writer on non-financial topics, and participates in competitive disc golf tournaments. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to a diverse client base, including individuals, businesses, charitable organizations, and retirement plan sponsors. The firm employs a model-driven, multi-sleeved investment approach using a variety of mutual funds, ETFs, and alternative strategies, and offers institutional services such as TAMP and sub-advisory solutions.

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.

Melody Lowe is a financial advisor at Prosperity Capital Advisors with 14 years of industry experience. She holds a Series 66 designation and has previously worked with Vsr Advisory Services and Sigma Financial Corporation. Outside of advising, Ms. Lowe owns a freelance personal book and screenwriting business, provides administrative support for the Ottumwa Habitat for Humanity, and participates seasonally as Mrs. Claus for local tea parties. Prosperity Capital Advisors offers financial planning, consulting, and discretionary investment management to a diverse client base that includes individuals, businesses, charitable organizations, and retirement plan sponsors. The firm employs a model-driven, multi-sleeved investment approach utilizing mutual funds, ETFs, SMAs, and alternative solutions, while also providing institutional and sub-advisory services.

Levi Morrissey is a Series 66-licensed financial advisor with Primerica Advisors, based in Ottumwa, IA, and has two years of industry experience. He previously worked at Park Avenue Securities and Guardian Life Insurance Company. Outside of financial advising, he owns and manages Morrissey Management & Construction, LLC, a construction and management business. Park Avenue Securities LLC serves a wide range of retail clients, including individual investors, high-net-worth clients, charitable organizations, and corporations. The firm offers brokerage and advisory services with various proprietary and third-party investment programs, utilizing both discretionary and non-discretionary management approaches.

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.

Daniel Van Winkle is a financial advisor with Principal Financial Services, holding a Series 66 designation and bringing 21 years of industry experience. Prior to joining Principal in 2021, he worked for Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. from 2010 to 2021. He serves as an AML Officer for affiliated entities within the Principal Financial Group, assisting with anti-money laundering responsibilities. Principal Securities provides brokerage and registered investment advisory services to individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel overseas. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through various adviser and promoter arrangements.

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.

Katherine Walker is a Series 66-credentialed financial advisor at Edward Jones with one year of industry experience. She previously worked at Edward Jones from 2016 to 2025 and spent 11 years at Cargill/JBS prior to her career in financial advising. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients and manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

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.

Elizabeth Ware is a financial advisor with Edward Jones in Ottumwa, IA, holding a Series 66 designation and 11 years with the firm. She has three years of industry experience and previously was involved with Appanoose Rapids Brewing Company and Sugar Fine Baked Goods. Outside of advising, she has engaged in reselling items on eBay. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of advisors and branch offices.