Alex Roth Murphy

Fred Sweers is a financial advisor at Harbour Investments, Inc. with 39 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at multiple firms including Bradford Insurance, United Planners' Financial Services, and FSB Financial Services. He is also the owner of Settlers Financial Services. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, retirement plans, and other financial advisors. The firm employs a combination of fundamental and technical analysis to create customized strategies using various investment instruments and offers model-based solutions through a subscription platform.

Colton Skirvin is a financial advisor at Integrity Alliance, LLC with a Series 65 designation and three years of industry experience. He has previously worked at Gladstone Wealth Partners and served in both the Iowa Air National Guard and Iowa Army National Guard. Skirvin is also the National Director of Training at Heartland Retirement Group, where he conducts training classes. Integrity Alliance is a large advisory network with over 300 independent investment adviser representatives managing approximately $5.4 billion in client assets. The firm provides advisory and brokerage services to individual investors, corporations, and qualified retirement plans, offering portfolio management, financial planning, and access to third-party managers through platforms like Envestnet and AssetMark.

Douglas Schmidt is a financial advisor with Edward Jones in Ida Grove, IA, holding Series 63 and Series 66 credentials and with 26 years of industry experience. He has been with Edward Jones since 1999. Outside of his advisory role, Schmidt has served as past president of his local Kiwanis club, chaired the finance committee at Denison First United Methodist Church, and serves on the board of Maple River Ducks Unlimited. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and tax-efficient services.

Kelsie Nettles is a financial advisor at Edward Jones with two years of industry experience. She holds a Series 66 designation and previously worked in education at the OABCIG School District for several years. 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 investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.