Allen Ronald Lakner

Jerry Kirkpatrick is a financial advisor at Cetera Planning Partners with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Avantax Investment Services and ProEquities. Outside of advising, Kirkpatrick is a CPA and partner at TD&T CPAs and Advisors and serves on several nonprofit boards, including United Way and MercyOne Centerville. Cetera Planning Partners serves individual and high-net-worth clients, particularly pre-retirees and retirees, offering investment management, comprehensive financial planning, and retirement-related advice. The firm emphasizes diversified allocations using mutual funds and ETFs and provides ancillary services such as tax planning, bookkeeping, and estate planning through third-party providers.

Christopher Hash is a financial advisor at Edward Jones with 19 years of industry experience. He has worked with Edward Jones since 2006 and holds the Series 63 and Series 66 designations. Outside of his advisory role, he is involved in managing farm and rental properties in Centerville, Iowa. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment options. The firm is known for its extensive network of advisors and branch offices, as well as its affiliated mutual funds, trust services, and securities-based lending.

Justin Bailey is a financial advisor with Ameriprise in Centerville, IA, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its related entities since 2005. Bailey serves on the Board of Directors and acts as Secretary for the First Baptist Church Trustee Board and is a member of the Appanoose Conservation Foundation. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver written recommendation reports. As a large institutional firm, it offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Samuel Hash is a financial advisor with Edward Jones in Centerville, IA. He holds a Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, he worked in various roles including at Maryville Livestock Auction and Smith Fertilizer and Grain. 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 strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

Craig Comstock is a financial advisor with Ameriprise, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. He has worked at Ameriprise since 2018, previously spending 17 years with Investment Professionals Inc. Ameriprise provides a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary recommendations, supported by a centralized consulting team and algorithmic tools.