Bruce Ehler is a financial advisor at O'Brien and Associates, Inc. with five years of industry experience. Prior to his advisory role, he worked for North Fayette Valley Community School District for 24 years. O'Brien and Associates provides personalized, fee-only investment management to individuals, trusts, and charitable organizations, serving both high-net-worth and non-high-net-worth clients. The firm uses a combination of fundamental and technical analysis along with quantitative data and a computerized portfolio model to guide asset selection, offering services on a non-discretionary basis with regular portfolio reviews and rebalancing.

Jared Kremer is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. His prior work includes roles at FSB Premier Wealth Management, Avantax Advisory Services, and Avantax Investment Services. He is also involved in entrepreneurial ventures through Kremer Kehe Properties LLC and Kremer Kehe Inc. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs, wealth management, and retirement plan consulting. The firm supports affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management services.

Travis Jensen is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and four years of industry experience. He previously worked at Edward Jones for three years and has owned Jensen Complete Wealth, LLC since 2024. Outside of advisory work, he is involved in fixed insurance sales and owns a real estate management entity. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors. The firm provides a range of advisory programs and back-office services, including discretionary model portfolios and personalized investment solutions, enabling affiliated advisors to offer tailored financial advice under Commonwealth’s supervision.

Christine Reierson is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 credentials and possessing 12 years of industry experience. She has been with Lincoln Investment since 2011 and also maintains a longstanding association with Allen Knox Associates. Outside of her advisory work, she serves as Chair on the North Fayette Valley Community Coalition Executive Team, which supports youth programs. Lincoln Investment is an SEC-registered investment adviser and broker-dealer managing approximately $18.9 billion in assets with a network of nearly 900 advisors. The firm serves individuals, employers, charitable organizations, and institutions, offering a range of financial planning, custom portfolios, model portfolios, and retirement plan advice through both discretionary and non-discretionary management approaches.

Daryl Kruse is a financial advisor with Ameriprise, holding a Series 63 designation and bringing 39 years of industry experience. He has been with Ameriprise and its affiliate firms since 2005. Outside of his advisory role, Kruse serves as Executive Director for Landlords of Iowa and is a member of the Cedar Falls City Council. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing written recommendations that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with advisory services to deliver personalized retirement planning.

Amanda Schneider is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and seven years of industry experience. She has worked with several firms including TrueNorth Companies and TransAmerica. Outside of her advisory role, she owns Foundations Wealth Partners, a support company operating as a DBA for her Raymond James branch. Raymond James Financial Services Advisors, Inc. serves a diverse client base ranging from individual investors to institutional and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, offering tailored strategies supported by extensive firm research and a broad affiliate network.

Daniel Kruse is a financial advisor with Ameriprise in Waucoma, IA, holding a Series 63 designation and 29 years of industry experience. He has been with Ameriprise and its affiliates since 1996. Outside of his advisory work, he owns farmland in Iowa. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, delivering detailed recommendation reports through a centralized consulting team. The firm combines research, modeling, and tax-efficiency analysis to support retirement planning and offers a broad range of advisory, brokerage, and insurance solutions.

Brian Gibson is a financial advisor at Raymond James Financial with 31 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Raymond James Financial Services Advisors Inc. since 2014. Outside of his advisory role, Gibson manages agricultural activities including farming corn, soybeans, hay, and maintaining bee hives. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers non-discretionary financial planning and investment consulting, emphasizing tailored strategies and extensive advisory support through its Wealth Advisory Services and Institutional Fiduciary Solutions division.