Clarissa Rasmussen

Nicholas Greteman is the principal of Greteman Capital Management in Carroll, IA, with seven years of industry experience. He holds Series 63 and Series 65 registrations and has worked at Honkamp Krueger Financial Services, Inc. and Robinson Ruhnke Pc prior to founding his current firm. In addition to his advisory role, he is a partner at Greteman CPA, P.C., where he provides tax preparation, tax planning, financial statement preparation, and business valuations. Greteman Capital Management offers discretionary asset management and retirement-account rollover advice primarily to individuals and high-net-worth clients. The firm employs a long-term, value-oriented investment approach focused on publicly traded equities, ETFs, and fixed income, with portfolios managed according to client-specific objectives and reviewed at least semi-annually.

Maeve Mcnamee Danielson is a financial advisor at True Wealth, LLC with a Series 65 designation and one year of industry experience. Her prior work includes roles at Premier Financial Services, Zions Agricultural Finance, and the Boys and Girls Clubs of Central Iowa. She is also licensed as an insurance agent and sells various insurance products. True Wealth, LLC provides financial planning and coordinates asset management for individuals, high-net-worth clients, and small businesses. The firm refers discretionary portfolio management to a single third-party money manager and focuses on tailored investment recommendations based on client objectives, risk tolerance, and time horizon.

Wyatt Gauchat is a financial advisor at True Wealth, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at TD Ameritrade and True Wealth Nation. True Wealth, LLC provides financial planning and coordinates asset management for individuals, high-net-worth clients, and small businesses. The firm refers discretionary portfolio management to a third-party money manager and focuses on tailored investment recommendations using mutual funds, ETFs, and fixed-income securities.

John Sklenar is a CFP® and PFS™ with 27 years of industry experience. He is affiliated with True Wealth Nation and has worked at Premier Financial Services, Inc. since 2011. He founded Sklenar Company in 1995 and has been involved in the CPA business since the late 1970s. Outside of financial advising, he has served as a marketing consultant for a non-investment-related company since 2009. True Wealth Nation serves a small group of individual and institutional clients, providing comprehensive financial planning and investor education through its "TrueWealth University" workshops. The firm refers clients to a single third-party money manager for asset management and focuses on tailored financial plans without maintaining discretionary investment authority or custody of client assets.

Nicholas Sklenar is a CFP® and Series 65 licensed financial advisor with 13 years of industry experience. He is currently with True Wealth, LLC and has been affiliated with Premier Financial Services, Inc. since 2012. Sklenar is also a licensed insurance agent and spends a significant portion of his time involved in insurance sales. True Wealth, LLC provides financial planning and coordinates asset management for individuals, high-net-worth clients, and small businesses, referring discretionary portfolio management to a third-party money manager while assisting clients with account setup and ongoing support. The firm emphasizes tailored investment recommendations based on client objectives, risk tolerance, and time horizon.

Ann Slechta is a financial advisor with Gladstone Wealth Partners and holds a Series 66 credential. She has 18 years of industry experience with prior roles at LPL Financial, Slate Wealth Management, Principal Securities, Heartland Financial Resource Group, and Principal Life Insurance Company. Outside of her advisory work, she manages a family farm business located in Carroll, Iowa. Gladstone Wealth Partners delivers asset management, financial planning, and retirement plan consulting services to individuals, high-net-worth clients, corporations, pension plans, and charitable organizations. The firm utilizes a centralized supervision model with tailored investment strategies that include equities, fixed income, ETFs, alternative assets, and third-party managers.