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 at Wealthcare Advisory Partners LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at firms including Summit Financial Group and Investment Advisors Corp. In addition to advising, he owns Tomash Tax Preparation LLC and Tomash Insurance Agency LLC, offering tax preparation and various insurance products. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based advising approach using proprietary software and quantitative metrics, combining passive and active investment strategies with dynamic rebalancing.

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® professional with 18 years of industry experience. She is currently with Cambridge Investment Research Advisors, where she has been since 2020. Prior to that, she worked at VOYA Financial Advisors from 2014 to 2020. Mcgrath serves as a board member of the Amana Colonies Historical Sites Foundation and is involved in independent insurance and tax preparation services through Longview Financial Services, Inc. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers a range of financial planning and investment management services delivered through a network of independent professionals using multiple custody and platform options, with both discretionary and non-discretionary strategies.

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.

Ryan Curtis is a financial advisor at OSAIC with four years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Northwestern Mutual Wealth Management Company and Cambus. Before entering the financial services industry, he worked at Chick-fil-A for four years. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services through a large network of advisors, offering a range of investment solutions including unified managed accounts and access to third-party money managers.