Bradley Richard Johnston

Tammy Broderick is an Investment Adviser Representative at Principal Advised Services with 26 years of industry experience. She has been with Principal Financial Services and Principal Life Insurance Company since 2000. Outside of her advisory role, she is a co-owner of Buckaroo Deer Blinds LLC, a business focused on selling deer hunting blinds. Principal Advised Services provides 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 proprietary models and third-party tools within the Principal Financial Group.

Samuel Zurcher is a financial advisor with Silver Oak Securities, Inc. in Creston, IA, holding Series 63 and Series 65 licenses and seven years of industry experience. He previously worked at Securities America Advisors and Mutual of Omaha and is also involved with Cornerstone Financial Group, where he provides retirement income and insurance planning advice. Silver Oak Securities serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and other business entities through a network of financial professionals, managing approximately $2.4 billion in discretionary assets with an emphasis on discretionary, customized investment management and various advisory programs.

Michael Moffitt is a financial advisor at Silver Oak Securities, Inc. with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at LPL Financial, Advantage Investment Management LLC, and Cornerstone Financial Group. Outside of advisory work, he is involved in business planning and coaching focused on exit and transition strategies, and he serves as a trustee and on the board of a local economic development nonprofit, having also acted as its past president. Silver Oak Securities, Inc. serves a broad client base including individuals, pension and profit-sharing plans, corporations, trusts, and estates, managing approximately $2.4 billion in discretionary assets. The firm offers a variety of advisory programs tailored to client objectives and risk tolerances, combining discretionary investment management with operational features such as ongoing model monitoring and an automatic investment process.

Matthew Stange is a financial advisor with Silver Oak Securities, Inc. in Creston, IA, holding Series 63 and Series 65 credentials with 12 years of industry experience. His prior work includes roles at Securities America Advisors and Mutual of Omaha Investor Services. Outside of his advisory work, he owns an insurance business and is involved in managing a real estate rental property. Silver Oak Securities serves individuals, including high-net-worth clients, as well as pension plans, corporations, and trusts through a network of over 100 financial professionals. The firm offers a range of advisory programs tailored to client objectives, combining discretionary investment management with model portfolios and innovative technology platforms.

Kyle Wilson is a financial advisor with Edward Jones in Creston, IA, holding a Series 66 designation and three years of industry experience. He previously worked at Northwest Financial Corporation and First National Bank from 2016 to 2023 before joining Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a large nationwide network of advisors and branch offices. The firm provides tax-efficient services, access to affiliated mutual funds, and operates under a fiduciary standard in its advisory services.

Justin Cole is a financial advisor with Edward Jones in Creston, IA, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2017 and previously worked with Ringgold County Group Home Inc. and Children & Families of Iowa. Outside of his advisory role, he is involved in small business activities, including owning and operating a snow removal business with his two sons and serving as a board member for Ringgold Holdings. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm supports a large nationwide network of advisors and branch offices and offers services under a fiduciary standard.