Alexa Jean Lenhart

David Gerdes is a financial advisor with Principal Financial Services, holding Series 63 and Series 66 credentials and 28 years of industry experience. He has been with Principal Financial Group and its affiliate Princor Financial Services since 2003. Outside of his advisory role, he is involved in a small family business raising alfalfa and livestock, and serves as a council member for the Sac County Extension Agriculture District Council. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money manager asset allocation and separately managed accounts under various advisory and promoter arrangements.

Jeffrey Nelson is a financial advisor with Cetera who holds a Series 63 designation and has 35 years of industry experience. He has worked with Cetera Wealth Services, LLC since 2013 and United Bank of Iowa since 2002, where he provides financial services to bank clients. Nelson also sells fixed life and annuities as part of his other business activities. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and advisory services through a multi-manager platform with access to both affiliated and third-party money managers.

Todd Green is a financial advisor with Cetera Wealth Services, LLC, holding Series 65 and Series 63 licenses and six years of industry experience. Prior to joining Cetera in 2025, he worked at various Avantax entities from 2019 to 2025. Green is also the managing member of Green CPA PLLC, a tax and accounting firm serving farming and trucking businesses, as well as clients nearing retirement. Cetera Investment Advisers LLC is an SEC-registered firm that provides investment advisory services through a nationwide network of independent advisors, serving a diverse client base including individuals, retirement plans, and institutional accounts. The firm offers a range of portfolio management and financial planning services, utilizing multi-manager platforms and various program structures.

Natalie Mandernach is a financial advisor at Ameriprise with seven years of industry experience. She holds the Series 66 designation and has worked at Ameriprise since 2019. Outside of her advisory role, she serves on the board of the Sac City Museum. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning that incorporates detailed recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Colton Wicker is a financial advisor at Ameriprise with nine years of industry experience. He holds the Series 66 designation and has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2015. He serves on the Board of Directors for the Lake View Foundation. Ameriprise is a large institutional firm offering a range of advisory, brokerage, and insurance solutions. Its retirement-income planning service targets individuals nearing or in retirement who meet specific asset criteria, providing written recommendations that incorporate research, modeling, and tax-efficiency analysis.