Daniel Thomas Newton

Jennifer Eggleston is a financial advisor with Level Four Advisory Services and holds Series 63 and Series 66 designations. She has 25 years of industry experience, including roles at LPL Financial and RBC Capital Markets Corporation. Outside of her advisory work, she serves as Vice President of the Board for the Tama County Humane Society, an animal shelter in Tama, Iowa. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing approximately $5.32 billion across 115 advisors and a diverse client base. The firm offers fee-only financial planning, asset management, and retirement plan advisory services, utilizing model portfolios developed internally or through sub-advisers.

Anthony Tomash is a financial advisor with Wealthcare Advisory Partners LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has operated his own businesses, including Tomash Insurance Agency LLC and Tomash Tax Preparation LLC, focusing on insurance and tax preparation services alongside his advisory work. Wealthcare Advisory Partners LLC serves a diverse client base including individuals, high-net-worth clients, trusts, and retirement plans. The firm employs a goals-based financial advising approach supported by proprietary software and combines quantitative metrics with fundamental and behavioral analysis to implement both passive and active investment strategies.

David Kaestner is a financial advisor with Eagle Strategies (New York Life) and holds the ChFC® and Series 63 credentials. He has 25 years of industry experience and has worked with Eagle Strategies since 2007. Kaestner also coaches football and baseball as a volunteer outside of his advisory role. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm delivers solutions through multiple program types, focusing primarily on non-discretionary asset management and tailored recommendations.

Lisa Mcgrath is a CFP®-certified financial advisor with 17 years of industry experience, currently with Cambridge Investment Research Advisors since 2020. Before joining Cambridge, she worked at VOYA Financial Advisors from 2014 to 2020. Outside of her advisory role, Mcgrath serves as a board member of the Amana Colonies Historical Sites Foundation. Cambridge Investment Research Advisors serves a broad range of clients, including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services. The firm employs a variety of investment approaches through proprietary models and third-party strategies, delivering services via independent Financial Professionals and multiple platform arrangements.

Todd Rausch is a financial advisor with Cambridge Investment Research Advisors and holds the CFP® designation along with a Series 63 license. He has 21 years of industry experience and has worked at Cambridge Investment Research Advisors since 2020 and at Voya Financial Advisors from 2014 to 2020. Outside of advising, he serves on the Planned Giving Committee at Kirkwood Community College. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse clientele, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers a range of financial planning and investment management services through a network of independent professionals and employs multiple custody arrangements and proprietary model strategies alongside access to unaffiliated managers.

Gregory Johnson is a financial advisor with Osaic Wealth, Inc. based in Belle Plaine, Iowa, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has worked at Osaic Wealth, Inc. since 2018 and previously at Signator Investors, Inc. from 2016 to 2018. In addition to his advisory role, Johnson is president of Triple J Insurance and owns a financial coaching business, Vantagus Coaching, through which he evaluates and coaches other financial advisors. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers, utilizing asset-allocation tools and automated rebalancing to manage portfolios incorporating a broad range of investments.