Andrew Michael Lensch

Richard Buller is a financial advisor with Berthel Fisher & Company Financial Services, Inc. He holds Series 63 and Series 65 licenses and has 29 years of industry experience. Mr. Buller has been with Berthel Fisher since 2004 and also operates a tax consulting business and serves on the board of the Boy Scouts of America in Burlington, Iowa. Berthel Fisher & Company Financial Services provides investment advisory and financial planning services primarily to individual and high-net-worth clients, managing approximately $906 million in assets. The firm offers a range of investment approaches tailored to client needs, including discretionary and non-discretionary management, with access to various platforms and third-party money managers.

Mason Huck is a financial advisor with NewEdge Advisors holding a Series 66 license and 14 years of industry experience. He previously worked at LPL Financial and Securities America Advisors. Outside of his advisory role, he owns Tee & Wills LLC, a business unrelated to investment activities. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations. The firm offers various portfolio management and consulting services, utilizing a range of program structures and technology tools to support clients and advisors.

Rick Bower is a financial advisor with Principal Financial Services in Muscatine, IA, holding Series 63 and Series 65 designations and 19 years of industry experience. He has worked with Principal Securities Inc. since 2016, Retirement Resource Group since 2009, and Principal Life Insurance Company since 2008. Outside of his advisory work, he serves as president of the Muscatine Lions Club, where he oversees community service initiatives including support for those with financial hardship related to eye care and hearing, as well as organizing fundraisers and scholarships. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, offering financial planning, retirement plan consulting, and access to third‑party money manager programs through various advisory and promoter arrangements.

Jakob Bower is a financial advisor with Principal Financial Services in Muscatine, Iowa, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has worked with Retirement Resource Group since 2017 and has been affiliated with Principal Securities and Principal Life Insurance since 2016. Outside of his advisory role, Bower serves on the board of the Muscatine Chamber of Commerce, participating in local tourism and community event oversight. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm emphasizes financial planning, retirement plan consulting, and access to third-party money manager programs under multiple advisory and promoter arrangements.

Joshua Wheatley is a financial advisor at Principal Financial Services with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Principal Securities Inc. since 2016 and Principal Life Insurance Company since 2010. Outside of his advisory work, he serves as the Junior Varsity Head Football Coach at Rockridge High School and is a partner in a financial services LLC formed for business continuation. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Gregory Huck is a financial advisor with NewEdge Advisors, holding Series 63 and Series 65 credentials and over 33 years of industry experience. He has worked at LPL Financial and Securities America before joining NewEdge Advisors in 2025. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent representatives. The firm offers a broad range of portfolio management and consulting services, combining in-house manager selection with third-party models and uses technology tools and centralized due diligence to support advisors and clients.