Ann Elizabeth Harty

Daniel Gabrielson is the managing member and sole advisor at DrG Financial, LLC, holding a Series 65 designation with one year of experience in financial advising. He has a long-standing career as an OBGYN and owner of Gabrielson Clinic for Women since 2009. DrG Financial provides financial planning and consulting services to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm follows a value-oriented, long-term investment approach and typically recommends third-party money managers for discretionary asset management rather than directly managing client assets.

Brian Blankenburg is a financial advisor at Wilon Wealth Management with 10 years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Bank of the West and BancWest Investment Services. Outside of his advisory role, he is involved in personal real estate investing with family and friends. Wilon Wealth Management is a team-based registered investment adviser serving individual and high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm provides comprehensive wealth management services focused on diversified asset allocation portfolios tailored to clients’ goals, time horizons, and risk tolerances.

Richard Ryan is a Series 66-credentialed financial advisor with 16 years of industry experience. He is affiliated with RDA Financial Network and has held roles at United Planners Financial Services, RJR & Associates LLC, and Yantis and Associates Financial Advisors. Outside of his advisory work, he serves as treasurer on the board of directors for a nonprofit club baseball organization. RDA Financial Network serves both individual and institutional clients, offering investment management, financial planning, and retirement-plan advisory services. The firm utilizes a combination of discretionary portfolio management, third-party sub-advisors, and proprietary strategies overseen by a Wealth Management Committee.

Brandon Conway is a financial advisor with Principal Advised Services holding Series 63 and Series 66 licenses and 19 years of industry experience. He has worked with Principal Financial Services, Principal Life Insurance Company, and Principal Bank, currently serving as an AVP in Advice, Education & Sales and as a Retirement Consultant. His role includes providing one-on-one investment advice to retirement plan participants regarding distribution options. Principal Advised Services delivers investment advice and related services primarily to retirement plan participants and retail IRA clients. The firm offers both non-discretionary recommendations and a discretionary wrap-fee investment management program, leveraging a combination of third-party methodologies and proprietary models supported by its affiliation with Principal Financial Group entities.

Robert Talbot is a financial advisor with Gradient Advisors, LLC, holding Series 63 and Series 65 licenses and seven years of industry experience. He has worked at Gradient Advisors since 2021 and has prior experience with Ocean Crest Investments and Park Avenue Securities. Talbot is also the Executive Director of Josiah White's Quakerdale Foundation, a nonprofit that grants funds aligned with the founder’s mission. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through third-party money managers and Investment Advisor Representatives, using a largely non-discretionary model that incorporates tools such as the Color of Money Risk Analysis and a blend of fundamental, technical, and cyclical portfolio analysis.

Todd Leet is a financial advisor at Concorde Asset Management, LLC with nine years of industry experience. He previously worked at Thrivent Financial for six years and has served on the board of the Mason City Chamber of Commerce, where he holds the role of DVP of Membership and Community. Additionally, he is a foundation board member at One Vision, contributing to strategic leadership and community outreach. Concorde Asset Management provides portfolio management and financial planning services to individuals, high-net-worth households, corporations, and retirement-plan clients. The firm employs model-based strategies across proprietary and third-party platforms, offering discretionary and non-discretionary management along with ERISA retirement-plan advisory services.