Amy Joan Saar Owens

Mark Guilliatt is the Owner and President of AFSC Advisors, Inc. in Council Bluffs, IA, with 32 years of industry experience. He holds the CFP®, ChFC®, and Series 63 designations and previously worked at Great Point Capital, LLC. In addition to his advisory work, he has been involved in Medicaid planning for over 20 years. AFSC Advisors provides portfolio management and financial planning services to individuals and institutional clients, including pension plans and charitable organizations. The firm combines fundamental and cyclical analysis to tailor portfolios to client objectives and manages accounts according to personalized investment policies.

Robert Dodson is a financial advisor with Alba Financial LLC in Council Bluffs, IA, holding Series 63 and Series 66 credentials and 10 years of industry experience. He has previously worked at FBL Financial Group, Edward Jones, and several other financial services firms. Dodson also engages in investment advisory and financial planning through FBL Wealth Management, LLC. Alba Financial provides advisory services to individuals, charitable organizations, corporations, and employers, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs asset-allocation principles and modern portfolio theory, may use ESG screening upon request, and includes management of 401(k) assets and a wrap fee program among its notable offerings.

Deanna Weidner is a financial advisor with BCG Securities, Inc. She holds Series 63, 65, and 66 licenses and has 15 years of industry experience. Her prior employment includes roles at AE Financial Services, Securities America, and Woodmen Financial Services. BCG Securities serves institutional retirement plans and individual clients with accounts typically above $25,000, offering portfolio management, financial planning, pension consulting, and wealth management services. The firm emphasizes tailored investment policy statements and frequently implements advice on a non-discretionary basis while using third-party managers and comprehensive investment analysis.

David Piatkowski is a financial advisor at Waverly Advisors, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at RE Dickinson Investment Advisors for multiple years. Waverly Advisors is a multi-team registered investment adviser with approximately 224 advisors and $29.9 billion in regulatory assets under management. The firm serves individuals, retirement plans, and pooled investment vehicles through a combination of traditional equity, fixed-income, alternative, and private-market strategies, and offers both discretionary and non-discretionary portfolio management along with financial planning and multi-family office services.

Ronny Dickinson is a CFP® with 27 years of industry experience, currently with Waverly Advisors, LLC. He has spent the majority of his career leading Dickinson Investment Advisors and concurrently operates Dickinson & Clark CPAs, PC, an accounting firm. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations and offers a broad range of investment management and financial planning services.

Paul Larkin is a financial advisor with Waverly Advisors, LLC in Council Bluffs, IA, holding Series 63 and Series 65 credentials and nine years of industry experience. His prior roles include positions at RE Dickinson Investment Advisors, Mutual of Omaha Investor Services, and Union Pacific Streamline. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm integrates traditional equity and fixed-income strategies with alternative and private markets, serving both non-high-net-worth and high-net-worth clients through discretionary and non-discretionary portfolio management.