Adam Bahr

David Fletcher is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 licenses and 12 years of industry experience. He has worked in various roles including ownership of FletchInvest and involvement with Midwest Financial Solutions, LLC, along with a long tenure at K. Threlkeld Agency, Inc. Outside of his advisory work, he co-owns a commercial building with his wife where he assists with property maintenance. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary services, utilizing model portfolios, third-party sub-advisers, and custom strategies.

Brock Rodgers is a financial advisor at Edward Jones in Chariton, IA, holding a Series 66 credential with one year of industry experience. Prior to joining Edward Jones, he worked at Indianola High School for six years and was a full-time student from 2014 to 2020. 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.

Avery Pierschbacher is a financial advisor at Ameriprise with 11 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliated entities since 2014. Outside of his advisory role, he serves as secretary on the boards of CB&Q Freight House LLC and the Lucas County Preservation Alliance, and is involved with youth philanthropy through the nonprofit group SPLASH. Ameriprise is a large institutional firm that offers retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations, supported by a centralized consulting team and algorithmic tools overseen by an internal committee.

Maria Hunter is a financial advisor with Ameriprise, holding a Series 63 designation and 37 years of industry experience. She has been with Ameriprise and its related entities since 2005. Hunter serves on the board of the Chariton Area Chamber/Main Street Design Division and holds leadership roles in local historic preservation organizations. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports through a centralized consulting team.

Denise Storm is a CFP® professional with 29 years of industry experience, currently affiliated with OSAIC since 2023. She previously worked with SagePoint Financial beginning in 2011. Outside of her advisory work, she serves as president of Storm Financial Services PLLC, a CPA firm providing accounting and tax services to small businesses, and participates as a board member for the First United Methodist Church as well as a council member for the local county extension. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm employs a comprehensive investment process that incorporates risk tolerance assessments and advanced portfolio optimization tools, offering a wide range of investment products and access to multiple custodial platforms.