Alan Emerson Keltner

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.

Angela Rave is a Series 66-licensed financial advisor with Edward Jones in Manchester, Iowa, where she has worked for 17 years. She also works as a substitute teacher at St. Mary's School. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a large network of advisors and branch offices nationwide.

Leo Monaghan is a financial advisor with Osaic Wealth, Inc. based in Manchester, Iowa, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has been with Osaic since 1989. Outside of his advisory role, Monaghan is involved in organizing a scholarship fund through the Class of 1970 Endowment committee and also prepares tax returns through a family corporation. Osaic Wealth serves a diverse client base, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a variety of investment platforms and utilizes asset allocation tools, risk-tolerance assessments, and third-party managers to construct portfolios tailored to client needs.

Tammy Feldmann Kelchen is a financial advisor with Cambridge Investment Research Advisors in Manchester, IA, holding Series 63 and Series 66 credentials and 12 years of industry experience. Her previous roles include positions at VOYA Financial Advisors and EJ Brown & Associates. Beyond advisory work, she serves as a board member of the Delaware County 4H Foundation and owns a financial and tax services business, Milestones Group. Cambridge Investment Research Advisors is a large SEC-registered firm that provides financial planning, investment management, and retirement plan advisory services to a diverse client base, including individuals, pension plans, and charitable organizations. The firm offers a range of investment solutions through a network of independent financial professionals and maintains both proprietary and third-party model strategies.

Jennifer Taken is a financial advisor at OSAIC with 21 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at Securities America Advisors and Voya Financial Advisors. Outside of her advisory role, she serves as a representative payee for a social security disability beneficiary and owns a marketing business under the name Kritz Financial Services. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms, offering integrated brokerage, investment advisory services, and access to third-party money managers. The firm employs asset-allocation tools and risk assessments to construct diversified portfolios and supports both discretionary and non-discretionary account management.