Christian Bradley Solsma

Hillary Meister is a financial advisor at United Planners' Financial Services of America with a Series 66 designation and one year of industry experience. Prior to her current role, she worked at Honkamp & Co. and held positions in education at the University of Dubuque and Sumner-Fredericksburg High School. She is also the bookkeeper and tax preparer for Plain & Simple, LLC, a non-investment related business. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, and institutional clients. The firm operates an open-architecture platform with multiple custodians and third-party money managers, offering a range of advisory models and both fee-based and commission-based options.

Ann Vanengelenburg is a financial advisor with United Planners' Financial Services of America, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has been with United Planners since 2013 and also serves as Chief Operating Officer at related entities, including Investment Center and Insurance Center. Vanengelenburg was involved with the Sumner Rotary Organization for four years. United Planners Financial Services serves a diverse client base, including individuals, corporations, charitable organizations, and institutional clients, offering financial planning, portfolio management, retirement plan services, and brokerage solutions through a network of 477 independent advisors. The firm operates an open-architecture platform with multiple custodians and third-party money managers, primarily managing non-discretionary assets.

Gerald Buhr is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Cetera since 2002 and based in Oelwein, Iowa. Outside of his advisory role, he serves on the Mercy Hospital Foundation Board, where he reviews finances and acts on funding requests. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supported by over 10,000 advisors and more than $256 billion in assets under management.

Katherine Solsma Bell is a financial advisor at Edward Jones with nine years of industry experience. She holds the ChFC® designation and the Series 66 license. Prior to her current role at Edward Jones, she worked at Cornerstone Realtors for three years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

Neil Wilkinson is a financial advisor with OSAIC based in Oelwein, Iowa, holding the ChFC® and Series 63 designations with 26 years of industry experience. He has worked at Royal Alliance Associates, Inc. since 2018 and previously at Signator Investors, Inc. He serves as a board member of the Upper Iowa University Board of Trustees and the Fortunaire Foundation, and he is involved in agricultural businesses including owning and operating grain farming and farmland rental enterprises. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services supported by asset allocation tools, risk assessment, and access to third-party money managers.

Morgan Steege is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones, he worked for eight years at Sumner-Fredericksburg Community School District. He holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.