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.

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.

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.

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.

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.

Anna Gardner is a financial advisor with Edward Jones in Ottumwa, IA, holding Series 63, 65, and 66 licenses and bringing 20 years of industry experience. She has been with Edward Jones since 2015 and has also maintained self-employment since 2005. Edward Jones is a full-service wealth management firm serving over four million clients across individual and institutional categories. The firm offers a range of investment advisory programs and maintains a large network of financial advisors and branch offices nationwide.

Nicole Mitchell is a Series 66-licensed financial advisor with Cambridge Investment Research Advisors, based in Ottumwa, IA. She has three years of industry experience, including roles at Cambridge Investment Research and Wabtec Inc. Nicole also serves as an OSJ for Premier Wealth Planning, which shares office space and clients with Premier Tax Planning. Cambridge Investment Research Advisors, Inc. serves 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, utilizing various account platforms and third-party strategists.

Matthew Vickers is a financial advisor with LPL Financial, holding a Series 66 designation and 23 years of industry experience. He has worked at firms including Cambridge Investment Research Advisors and CUNA Brokerage Services. 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 wide range of investment solutions supported by an in-house research team and combines large-scale advisory operations with non-advisory product offerings.

Alex Morley is a financial advisor at Edward Jones in Ottumwa, IA, holding a Series 66 designation with 16 years of industry experience. He has been with Edward Jones since 2009. 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 with a nationwide network of over 23,700 financial advisors and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs and separately managed accounts.

Brianne Batterson is a Series 66 licensed financial advisor with Edward Jones, based in Ottumwa, IA. She has seven years of experience at Edward Jones and three years at Hogg & Davis Inc. 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 23,000 financial advisors and more than 15,000 branch offices.

Eric Morley is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Spee-Dee Delivery, Hard Eight LLC, Prairie Meadows Casino, and Iowa State University. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 advisors and offers a variety of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Duane Lusson is a financial advisor with Ameriprise in Ottumwa, Iowa, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Lusson serves as Treasurer on the Board of Directors for the Ottumwa YMCA. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Gale Hopkins is a financial advisor at Mass Mutual Investors Services with 10 years of industry experience. Prior to joining Mass Mutual in 2025, Hopkins worked for Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. from 2013 to 2025. Outside of financial advising, Hopkins sells various household items, including consumer electronics and media, through online marketplaces such as eBay and Facebook Marketplace. 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 ongoing financial planning, asset management, wrap and money-manager programs, and educational seminars.

Dustin Stewart is a CFP® with 10 years of industry experience and has been with Edward Jones since 2015. He serves as a board member and participates on the finance committee for Bridge View Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets through a broad network of financial advisors and branch offices. The firm offers a range of advisory programs and investment solutions under a fiduciary standard.

Tyler Sendejas is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. His prior roles include positions at CUNA Brokerage Services, Inc. and Community 1st Credit Union. Outside of his advisory work, he is a business owner of a non-investment-related venture. 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 advisory solutions supported by an in-house research team and a large network of investment adviser representatives.

Riley Sheetz is a CFP®-designated financial advisor at Edward Jones with 12 years of industry experience. He has been with Edward Jones since 2013 and is located in Ottumwa, IA. 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 advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Brian Siems is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 11 years of industry experience. He has been with Cambridge Investment Research Advisors since 2016 and is also the founder and owner of Keystone Financial Solutions LLC and Pivotal Financial Advisors LLC. Siems serves as a board member and volunteer for Rippling Waters in Ottumwa, IA. 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 using various account platforms and investment strategies.

Amber Carroll is a CFP® with 11 years of experience in the financial industry, all of which she has spent at Edward Jones since 2015. She is based in Ottumwa, IA, and holds the Series 66 license. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Breanne Garrett is a financial advisor with Edward Jones in Ottumwa, IA. She holds a Series 66 designation and has experience working at the Iowa Department of Education from 2021 to 2024, alongside her ongoing role at William Penn University since 2011. Garrett joined Edward Jones in 2026. Edward Jones is a wealth management firm serving over four million clients including individuals, institutions, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets with a large nationwide network of advisors and branch offices, offering a range of discretionary and non-discretionary advisory programs and affiliated investment products.

David Uehling is a financial advisor at Edward Jones in Ottumwa, Iowa, holding a Series 66 designation with 13 years of industry experience. He has been with Edward Jones since 2012. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Brett Morris is a financial advisor at Edward Jones in Ottumwa, IA, holding a Series 66 license with 12 years of industry experience. He has been with Edward Jones since 2013. 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 nationwide network of more than 23,000 advisors. The firm provides both discretionary and non-discretionary strategies, access to separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.