Dale Giddings Jr.

David Ballheim is the sole advisor at Ballheim Financial LLC in Leclaire, Iowa, holding a Series 65 designation with 15 years of industry experience. He founded Ballheim Financial LLC in 2012 and has led the firm since its inception. Outside of his advisory work, he is a 20% partner in a farm rental business through CRB LLC. Ballheim Financial LLC serves individual and high-net-worth clients as well as employer-sponsored pension and profit-sharing plans, providing portfolio management, financial planning, and retirement plan administration. The firm integrates insurance products into its offerings and focuses on discretionary, long-term portfolio management supported by third-party analytics, managing approximately $26 million in assets.

Benjamin Young is a financial advisor at Wisdom Financial Services, L.L.C. with 10 years of industry experience. He holds a Series 65 designation and has worked at Wisdom Financial Services since 2015. In addition to his advisory role, he practices law as an attorney with Greenwood Law, LLC. Wisdom Financial Services provides individualized investment management and financial planning primarily to non-high-net-worth individuals and pension or profit-sharing plans, using fundamental analysis to guide discretionary portfolio management. The firm collaborates closely with affiliated professionals, including attorneys and CPAs, and employs third-party sub-advisers for portfolio oversight.

Gregory Feese is a financial advisor at PR Wealth Management Group with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Purshe Kaplan Sterling Investments and MassMutual Life Insurance Company. Feese is also an insurance agent offering fixed insurance products. PR Wealth Management Group provides financial planning and discretionary portfolio management to individuals, charitable organizations, and business entities. The firm utilizes a sub-advisor model with portfolios focused on mutual funds and ETFs, employing strategies such as modern portfolio theory and long-term allocations.

Jacob Miller is a financial advisor with Wisdom Financial Services, L.L.C. He holds a Series 65 designation and has one year of industry experience. Prior to joining Wisdom Financial Services, he worked at Springfield Armory, Inc. and manages an accounting and tax practice through Miller Farm & Business, Inc. Wisdom Financial Services provides individualized investment management and financial planning primarily to non-high-net-worth individuals, offering discretionary portfolio management with a focus on fundamental analysis and regular risk and performance reviews. The firm collaborates with third-party sub-advisers and integrates legal and accounting services through affiliated professionals.

Joshua Robinson is a financial advisor with PR Wealth Management Group, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked with Purshe Kaplan Sterling Investments since 2017 and was previously with Cambridge Investment Research from 2015 to 2017. Outside of his advisory role, Robinson serves on the board of directors of Short Hills Country Club, a nonprofit organization. PR Wealth Management Group provides financial planning and discretionary portfolio management services to individuals, charitable organizations, and businesses. The firm uses a sub-advisor model focused on mutual funds and ETFs, employing modern portfolio theory and long-term allocation strategies.

Jeffrey Amman is a financial advisor at Wisdom Financial Services, L.L.C. with two years of industry experience. He holds a Series 65 designation and previously worked for IH Mississippi Valley Credit Union for 14 years. Wisdom Financial Services provides individualized investment management and financial planning primarily to non-high-net-worth individuals and pension and profit-sharing plans. The firm employs fundamental analysis to set asset-allocation targets and manages client portfolios on a discretionary basis, relying on a third-party sub-adviser for day-to-day portfolio management.