Kent Dallmeyer is a financial advisor with Mason & Associates, Inc. in Washington, IA, holding Series 63 and Series 65 credentials and bringing 47 years of industry experience. He has been with Mason & Associates and Mutual Securities, Inc. since 2015. Outside of advisory work, he serves as a director and foundation chair of the Rotary Club of Washington, IA, and is involved in several family farm enterprises. Mason & Associates serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and small businesses with personalized financial planning and investment management. The firm’s investment process is based on Modern Portfolio Theory and includes strategic asset allocation and global diversification, utilizing an open-architecture platform and engaging in private placements and illiquid investments.

Adhali Larios Hernandez is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at Equitable Advisors and Axa Advisors, and he has served in the U.S. Army Reserves since 2009. Hernandez is a board member of the Washington Public Library, participating in community outreach and engagement. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering managed portfolios and non-discretionary investment recommendations supported by Morningstar Investment Management’s proprietary software and model portfolios.

Daniel Voss is a financial advisor with Edward Jones in Washington, Iowa, holding Series 63 and Series 66 credentials and bringing 31 years of industry experience. He has been with Edward Jones since 1994. Outside of his advisory role, he owns and manages a commercial real estate business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment options supported by a large network of financial advisors and branch offices nationwide.

Madelyn Widmer is a financial advisor at Thrivent Investment Management with nine years of industry experience. She holds a Series 66 designation and has been with Thrivent since 2016, including roles at Thrivent Financial. Prior to her advisory career, she worked at Central College. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based financial analyses and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Scott Johnson is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 17 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2017 and previously spent time with D.H. Securities LLLP, D.H. Hill Advisors, and Brokers International Financial Services. Outside of his advisory work, Johnson serves on the Wayland Economic Development Committee and speaks on biblical topics to various congregations in the Iowa area. Cambridge Investment Research Advisors serves a diverse client base including individuals, 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, employing a variety of investment strategies and multiple account platforms.

Jeffrey Enfield is a financial advisor at Ameriprise with 38 years of industry experience. He holds a Series 63 designation and has worked with Ameriprise since 2020, following a 32-year tenure at American Express Financial Advisors Inc. Based in Washington, Iowa, he has extensive experience in financial advisory services. Ameriprise provides a retirement-income planning service focused on individuals nearing or in retirement who meet specific asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations, supported by a centralized consulting team and algorithmic tools.

Steven Boman is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and has worked previously in retail and early education sectors. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various household types, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets with a large nationwide network of financial advisors and branch offices, offering discretionary and non-discretionary investment strategies alongside affiliated mutual funds and other services.

Martin Westen is a financial advisor with Thrivent Investment Management in Washington, IA, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. He has been with Thrivent and its predecessor, Thrivent Financial for Lutherans, since 2002. Outside of his advisory role, Westen serves as Membership Director for the Vintage Karting Association, an organization focused on preserving vintage go-karting and hosting related events. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors. The firm provides holistic, goal-based financial analyses and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan,” while maintaining separate oversight of these services.

Micah Roberts is a financial advisor at Edward Jones based in Washington, IA, holding a Series 66 designation with 14 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm 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.

John Nielsen is a financial advisor with Edward Jones in Washington, IA, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked in dietitian consulting and healthcare services. Outside of his advisory role, he owns a nutrition coaching business and occasionally preaches at a local church. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a large nationwide network of advisors and branch offices.

David Bruns is a financial advisor with Edward Jones in Washington, IA, holding Series 63 and Series 66 designations and over 40 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1985. Outside of his advisory work, he serves on the Board of Trustees for Washington County Hospital and is a board member of the Washington County Hospital Foundation. 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 offers a range of advisory strategies, including wrap fee programs and separately managed accounts, supported by a nationwide network of over 23,000 financial advisors.

Dave Morris is a financial advisor at Cambridge Investment Research Advisors with 12 years of industry experience. He holds the Series 66 designation and has been with Cambridge Investment Research Advisors since 2016. Outside of his advisory role, he is involved in songwriting and owns a retail sales business. 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 range of investment strategies.

Trevor Quigley is a financial advisor at Thrivent Investment Management with two years of industry experience. He holds the Series 66 designation and has worked at Thrivent in various capacities since 2022. Outside of his advisory role, he serves as co-head coach of the boys varsity golf team at Washington High School. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based analyses and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan,” while keeping planning and portfolio management services separate.

Barry Johnson is a financial advisor at OSAIC with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at OSAIC since 2018. His prior experience includes roles at Signator Investors, Inc. and Transamerica Financial Advisors, Inc. Johnson is also president of Barry Johnson Financial Services, LLC, and has served as president of the Wellman Rotary community service club. OSAIC Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base, including individuals, pension plans, corporations, and charitable organizations. The firm offers a range of advisory services and investment programs, utilizing technology-driven asset allocation and portfolio management tools, and supports thousands of advisors with access to multiple custodial platforms and alternative investment options.

Jeffrey Knupp is a financial advisor with Edward Jones in Washington, IA, holding a Series 66 designation and two years of industry experience. His background includes roles at HTLF and Federation Bank, as well as entrepreneurial experience with Duwa's Quality Walls Inc. Outside of advising, he serves as a board member for the Community Foundation in Washington, IA, and works part-time as a server and bartender at The Exchange on Vine, a wedding and event venue. Edward Jones is a full-service wealth management firm serving a broad client base including individuals, institutions, and charitable organizations. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.