Ashley Renee Abbas

David Fletcher is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 credentials and bringing 12 years of industry experience. He has held roles at multiple Ameritas affiliates and founded FletchInvest in 2022. Outside of his advisory work, he co-owns a commercial property with his wife and participates in its maintenance. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs and fee-based management solutions, supported by an Investment Committee and third-party partners, and operates within a parent-affiliate structure that includes Ameritas Life Insurance Corp.

Brock Rodgers is a financial advisor at Edward Jones in Chariton, IA, holding a Series 66 credential with one year of industry experience. Prior to joining Edward Jones, he worked at Indianola High School for six years and was a full-time student from 2014 to 2020. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Adam Bahr is a financial advisor with Edward Jones in Chariton, Iowa, holding Series 63 and Series 66 licenses and offering 23 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, Bahr owns and manages a rental property business. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a large network of financial advisors and offers a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Avery Pierschbacher is a financial advisor at Ameriprise with 11 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliated entities since 2014. Outside of his advisory role, he serves as secretary on the boards of CB&Q Freight House LLC and the Lucas County Preservation Alliance, and is involved with youth philanthropy through the nonprofit group SPLASH. Ameriprise is a large institutional firm that offers retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations, supported by a centralized consulting team and algorithmic tools overseen by an internal committee.

Maria Hunter is a financial advisor with Ameriprise, holding a Series 63 designation and 37 years of industry experience. She has been with Ameriprise and its related entities since 2005. Hunter serves on the board of the Chariton Area Chamber/Main Street Design Division and holds leadership roles in local historic preservation organizations. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports through a centralized consulting team.

Denise Storm is a CFP® professional with over 30 years of experience in financial services. She is currently with OSAIC and has worked with SagePoint Financial for more than 15 years. In addition to her advisory role, she is president of a CPA firm that provides accounting and tax services for small businesses. She also serves on the board of First United Methodist Church and is a member of a local extension council. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services along with access to multiple advisory platforms and third-party money managers. The firm utilizes various tools and strategies to construct portfolios that may include stocks, bonds, mutual funds, ETFs, and alternative investments.