Benjamin Max Froeschle

Patrick Reid is a financial advisor at Plan2Thrive Financial with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at LPL Financial, Eagle Strategies, and New York Life. Outside of advising, he owns The Vault Coffee & Cafe, a local coffee shop and cafe. Plan2Thrive Financial is a small advisory firm serving individual and high-net-worth clients with portfolio management, financial planning, and pension consulting. The firm follows long-term, fundamentally driven strategies and may allocate assets to third-party managers while acting as a fiduciary on retirement accounts.

Amanda Kelley is a financial advisor at Plan2Thrive Financial with one year of industry experience. She holds a Series 65 designation and previously worked at the Department of Human Services for 12 years. Plan2Thrive Financial is a small advisory firm serving individual and high-net-worth clients, managing approximately $119 million for about 237 clients. The firm offers portfolio management, financial planning, pension and 401(k) consulting, and selection of third-party money managers, generally pursuing long-term, fundamentally driven strategies with fiduciary oversight on retirement accounts.

Jeff Newburn is a CFP® professional with 25 years of experience in the financial services industry. He is currently a financial advisor at Plan2Thrive Financial, where he has worked since 2021, and has been associated with related entities since 2010. Outside of his advisory role, he is involved in life coaching through Plan2Thrive Life Coaching. Plan2Thrive Financial is a three-advisor firm managing approximately $119 million for about 237 individual and high-net-worth clients. The firm offers portfolio management, financial planning, pension and 401(k) consulting, and access to third-party money managers, focusing on long-term, fundamentally driven strategies documented in written Investment Policy Statements.

Gaylon Heetland is a financial advisor at Thrivent Investment Management with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Thrivent Financial for Lutherans since 2002. Outside of his advisory role, he is involved in a joint rental property venture with his wife. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic planning across various financial topics without discretionary trading authority, allowing clients to combine planning with managed-account services under a consolidated billing option.

Lee Lensch is a financial advisor with Ameriprise in DeWitt, IA, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise since 2009. Outside of advising, he owns and manages a business focused on farming and forestry as well as a business management company, Giving Strength, LLC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides retirement-income planning advice through a collaborative, non-discretionary approach, utilizing proprietary research and third-party data within a defined investment framework.

Kerry Skinner is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 20 years of industry experience. His career includes roles at Parable Wealth Management, Lincoln Financial Securities, Bank of America, Merrill, Morgan Stanley, and Citigroup Global Markets. Outside of finance, he is the owner of a business manufacturing and selling fishing baits and tackle and is a golf professional. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, utilizing both proprietary and third-party investment strategies across customized and model portfolios.