Christen Countryman

Keith Bohle is a financial advisor with Packerland Brokerage Services, Inc. in Kingsley, Iowa. He holds a Series 66 designation and has 20 years of industry experience. In addition to his advisory role since 2011, he is co-owner of Bohle Farms and the Dynamix School of Dance, operating two dance studios. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors through financial planning, portfolio management, and advisory programs. The firm offers both brokerage and advisory services with a range of portfolio management options and manages over $900 million in client assets.

Dana Baldridge is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at OSAIC since 2024. Prior to joining OSAIC, Dana worked for Securities America Advisors and SECURITIES AMERICA, inc. from 2018 to 2024. Outside of OSAIC, Dana is involved with EFS Group in Sioux City, IA, providing financial planning, investment advice, and insurance product sales. OSAIC Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm combines risk-tolerance assessments with advanced asset-allocation and portfolio optimization tools, offering a wide range of investment products and access to multiple custodial platforms.

Andrew Horsley is a financial advisor with Osaic Wealth, Inc. based in Sioux City, IA. He holds a Series 66 designation and has three years of industry experience. Prior to joining Osaic in 2024, he worked at Securities America Advisors and EFS Group Wealth Management. Osaic Wealth, Inc. serves a broad client base including individual investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs a comprehensive investment process featuring risk-tolerance assessments, asset allocation software, and portfolio optimization, offering access to a wide range of investment products and custodial platforms.

Lance Heimsoth is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has worked at Cetera and its affiliated entities since 2005 and has also been associated with Security National Bank since 1994. He offers fixed insurance products through Western Southern and has the ability to refer business to the trust and wealth management area of Security National Bank. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm provides a range of portfolio management, financial planning, and fiduciary services, utilizing a mix of advisor-managed accounts, model portfolios, and third-party solutions.

Mathew Chilton is a financial advisor with Ameriprise in Sioux City, IA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, Chilton serves on the board of Mid-Step Services, acts as treasurer for the Sioux City Cosmopolitan Club, and is president of Ballard & Chilton, Inc. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Kaitlyn Ricke is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Her prior work includes roles at Carahsoft Technology Inc. and The Lawton Exchange. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of financial advisors.