Clarke Vanmeter is a financial advisor with Van Meter Associates, LLC, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has been with Van Meter Associates since 2006 and has provided advisory services under his own name since 2004. Van Meter Associates offers portfolio management and financial planning to individuals and corporations, managing approximately $15.1 million in discretionary client assets. The firm uses a combination of fundamental analysis and technical filters, providing both discretionary and non-discretionary management with a focus on equity securities and exchange-traded funds.

Michael Van Meter is a financial advisor at Van Meter Associates, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Van Meter Associates since 2005, as well as VMF Capital since 2003. Van Meter Associates provides portfolio management and financial planning services to individuals and corporations, offering both discretionary and non-discretionary management with a focus on equity securities and exchange-traded funds. The firm employs fundamental analysis combined with technical filters to adjust portfolio risk and conducts regular account reviews and rebalancing.

Alan Keltner is a financial advisor with Avantax Planning Partners, Inc. and holds a Series 63 designation. He has 26 years of industry experience and has worked at ProEquities, Inc. for 17 years. In addition to his advisory role, he is a CPA and treasurer at Gosling & Company, P.C., where he has provided public accounting services since 1986. He also owns Keltner Enterprises, a business buying and selling antiques. Avantax Planning Partners provides investment advice and planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm uses model-based style allocation strategies and discretionary portfolio management, supported by an Investment Advisory Committee and tax-intelligent overlays.

Leo Monaghan is a financial advisor with Osaic, holding Series 63 and Series 65 credentials and 39 years of industry experience. He has been with Osaic since 1989. Outside of his advisory role, he is involved in organizing a scholarship fund for his high school class and assists his elderly brother by managing financial matters under a power of attorney. 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 utilizes a comprehensive investment process that incorporates risk tolerance assessments, asset allocation software, and portfolio optimization tools, offering a wide range of investment options and programs through a large network of advisors.

Tammy Feldmann Kelchen is a financial advisor at Cambridge Investment Research Advisors with 12 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at VOYA Financial Advisors and EJ Brown & Associates. Outside of her advisory role, she serves as a board member of the Delaware County 4H Foundation and is involved in local community volunteer work. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations, offering financial planning, portfolio management, and retirement plan advisory through a large network of independent Financial Professionals. The firm employs a range of investment approaches including model portfolios and third-party strategists, with services delivered on both discretionary and non-discretionary bases.

Jennifer Kritz is a financial advisor at Osaic with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Securities America Advisors and Voya Financial Advisors. In addition to her advisory work, she serves as a representative payee for a Social Security Disability beneficiary, a role she took on at the request of a close friend. Osaic Wealth, Inc. is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm employs a technology-driven investment process and offers a wide range of advisory programs and third-party manager access, supporting thousands of advisors and managing approximately $200 billion in assets.

Donna Kuhlman is a financial advisor with Cetera, holding Series 65 and Series 66 credentials and 18 years of industry experience. She has worked at firms including VOYA Financial Advisors, AssuredPartners Great Plains, and The Friedman Group. Kuhlman volunteers with the Make-A-Wish Foundation, assisting with family interviews and wish grants. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, combining advisor-managed accounts with firm-sponsored model portfolios and third-party solutions.

Nicholas Klos is a financial advisor at Robert W. Baird & Co. with eight years of industry experience. He holds the Series 66 designation and has worked at Robert W. Baird since 2017, following two years at Wells Fargo. He is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that advises individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides consulting and portfolio services tailored to client goals, utilizing a mix of in-house and third-party managers across a range of investment strategies.

Anthony Monaghan is a financial advisor with OSAIC based in Manchester, Iowa. He holds a Series 66 designation and has 10 years of industry experience. Prior to joining OSAIC, he has been associated with Royal Alliance Associates since 2005. Monaghan serves on the boards of Community Childcare of Manchester and The Catholic Foundation in the Archdiocese of Dubuque. OSAIC Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer that supports a large network of financial advisers serving a diverse client base, including individual investors, pension plans, corporations, and charitable organizations. The firm employs a range of investment strategies and offers access to multiple custodial platforms, emphasizing scale and consolidation in the advisory industry.