Bobbi Spainhower is a financial advisor at OSAIC Institutions, INC. with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Infinex Investments, Inc. since 2018 and First Security Bank & Trust since 2013. Spainhower is also a dual employee at First Security Bank & Trust, where she dedicates significant time during trading hours. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans by offering advisory and brokerage services through customized engagements. The firm provides a range of solutions including financial planning, ERISA plan services, access to alternative investments, and lending and cash-management options, with a notable emphasis on non-discretionary assets and integrated broker-dealer and advisory services.

Eric Miller is a financial advisor with Principal Financial Services, holding a Series 66 designation and three years of industry experience. He has worked at Feller and Associates, Principal Securities Inc, Principal Life Insurance Company, and First Security Bank & Trust. Outside of his advisory role, he serves as president and treasurer of Mellex Partners, Inc., an S-corp used for tax filing purposes. 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 through various adviser and promoter arrangements.

David Jarvill is a CFP® with 35 years of industry experience, currently serving as Vice President and Investment Officer at First Security Bank & Trust in Charles City, IA. He has worked at First Security Bank & Trust and Infinex Investments, Inc. since 2018, and previously spent 25 years at Broker Dealer Financial Services Corp. In his role at the community bank, he manages the wealth management office, trust, and investment departments. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans with advisory and brokerage services tailored through customized engagements. The firm employs a network of investment adviser representatives who provide a mix of fundamental and technical analysis and offer both discretionary and predominantly non-discretionary asset management solutions.

Erich Feller is a financial advisor with Principal Financial Services and holds the CFP® designation along with Series 63 and Series 65 licenses. He has 13 years of industry experience, including roles at Feller and Associates and Princor Financial Services Corporation. Outside of advisory work, he is a partner at Feller & Associates, a business entity involved in managing business expenses and taxes. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty military personnel abroad. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

William Feller is a financial advisor with Principal Financial Services based in Charles City, IA, holding the CFP® designation and Series 63 and 65 licenses. He has 21 years of industry experience and has worked with Principal Securities since 2016, while also operating Feller & Associates since 2005. Outside of his advisory work, he serves on the boards of Divine Grace Radio and the North Iowa Area Community College Foundation, and is a board member of the Charles City Rotary Club. Principal Securities offers brokerage and registered investment advisory services to a diverse client base including individual investors, retirement plans, trusts, and charitable organizations. The firm provides direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

Jolene Henn is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 66 designations and bringing 39 years of industry experience. She previously worked for Cuna Brokerage Services Inc and Cuna Mutual Group for 26 years. In addition to her advisory role, she may perform home office functions for other business units within Transamerica Financial Advisors. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, employer-sponsored plans, and charitable organizations. The firm delivers services through a large advisor network and multiple program platforms, employing model portfolios and third-party managers for portfolio management.

Brian Schilling is a CFP® and ChFC® with 28 years of experience in the financial services industry. He is currently with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc., where he has worked since 2018. He also has affiliations with Cuna Brokerage Services, Inc. and Cuna Mutual Group since 2012. Outside of his advisory work, Schilling is involved in real estate ownership. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans. The firm offers financial planning, portfolio management, and retirement plan advisory through a network of independent financial professionals using various platforms and strategies.

Clint Whitcome is a financial advisor with Edward Jones in New Hampton, IA, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2011. Outside of his advisory role, Whitcome is involved in agriculture as a farmer with Whitcome Farms. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets through a large network of advisors and branch offices nationwide.

Mark Sindlinger is a financial advisor with Edward Jones in Charles City, Iowa, holding Series 63 and Series 66 credentials and bringing 35 years of industry experience. He has been with Edward Jones since 1990. 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 solutions supported by a large nationwide network of financial advisors and branch offices.

Tyler Metcalf is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones, he worked for Farmers State Bank for five years and held roles at KWWL-TV and Wartburg College. 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 and investment solutions through a nationwide network of financial advisors and branch offices.

Anna Dunlap is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and bringing 29 years of industry experience. Her career includes roles at CUNA Mutual Group, CUNA Brokerage Services, Inc., Lincoln Financial Distributors, and The Huntington Investment Company. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, banks, institutions, charities, and high-net-worth households. The firm offers a variety of investment solutions, supported by an in-house research team, and delivers services through a large network of investment adviser representatives.

Jeremy Heyer is a Series 66-credentialed financial advisor at Edward Jones in Charles City, IA, with 14 years of industry experience. He has been with Edward Jones since 2011. Outside of his advisory work, he manages JJH Land Company LLC, a real estate business in Charles City. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options. The firm maintains a large nationwide network of financial advisors and offers both discretionary and non-discretionary strategies under a fiduciary standard.

Matthew Mummelthei is a financial advisor with Edward Jones in New Hampton, IA, holding a Series 66 credential and nine years of industry experience. He has been with Edward Jones since 2016. Outside of his advisory role, he is involved with REM Capital, a multifamily investment property business based in Bradenton, FL. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm offers a range of investment advisory programs and maintains a large network of advisors and branch offices across the United States.

Jessie Schultz is a CFP® with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to this, she gained experience through various roles including at Signator Investors Inc. Outside of her advisory work, Schultz is a finance board member at St John Lutheran Church in Charles City, IA. Edward Jones is a full-service wealth management firm serving individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of investment and advisory services supported by a large national network of financial advisors and branch offices.

Arcon Concepcion is a financial advisor at LPL Financial with 16 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Cetera and First Citizens Bank. Outside of his advisory work, he operates a food truck business called Filipino Foodie. LPL Financial provides advisory and brokerage services to a diverse client base, including individuals, institutions, and retirement plans. The firm offers a variety of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

David Sloter is a financial advisor with Ameriprise in Charles City, Iowa, holding a Series 63 designation and 37 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his primary role, he manages an advisory business through B & R Partners LLC and plans to retire in September 2026. Ameriprise provides retirement-income planning services targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to create personalized Recommendation Reports. As a large institutional firm, Ameriprise offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Angelina Dietz is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. Her prior roles include positions at FBL Financial Group, TIAA-CREF, and Cetera Investment Advisers. She serves as president and board member for several local organizations, including the Nashua Women of Today and the Gateway to Northeast Iowa Welcome Center, and is involved with charitable and community groups such as US Founders Charities and St. John Lutheran Church. 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 a range of advisory services including financial planning, portfolio management, and retirement plan advisory, utilizing multiple account platforms and a combination of model portfolios and third-party strategists.