Dave Lee Morris

Kent Dallmeyer is a financial advisor with Mason & Associates, Inc. in Washington, IA, holding Series 63 and Series 65 credentials and bringing 47 years of industry experience. He has been with Mason & Associates and Mutual Securities, Inc. since 2015. Outside of advisory work, he serves as a director and foundation chair of the Rotary Club of Washington, IA, and is involved in several family farm enterprises. Mason & Associates serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and small businesses with personalized financial planning and investment management. The firm’s investment process is based on Modern Portfolio Theory and includes strategic asset allocation and global diversification, utilizing an open-architecture platform and engaging in private placements and illiquid investments.

Adhali Larios Hernandez is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at Equitable Advisors and Axa Advisors, and he has served in the U.S. Army Reserves since 2009. Hernandez is a board member of the Washington Public Library, participating in community outreach and engagement. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering managed portfolios and non-discretionary investment recommendations supported by Morningstar Investment Management’s proprietary software and model portfolios.

Daniel Voss is a financial advisor with Edward Jones in Washington, Iowa, holding Series 63 and Series 66 credentials and bringing 31 years of industry experience. He has been with Edward Jones since 1994. Outside of his advisory role, he owns and manages a commercial real estate business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment options supported by a large network of financial advisors and branch offices nationwide.

Madelyn Widmer is a financial advisor with Thrivent Investment Management based in Washington, IA. She holds a Series 66 designation and has nine years of industry experience, all with Thrivent in various capacities since 2016. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning that covers a wide range of topics without including implementation of recommendations. The firm offers clients the option to combine planning with managed accounts through a consolidated service called WealthPlan, while maintaining separate oversight of each.

Scott Johnson is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 17 years of industry experience. He has worked with Cambridge Investment Research Advisors since 2017 and previously held roles at D.H. Securities LLLP, Brokers International Financial Services, and Johnson Capital Investments LLC. Outside of his advisory work, Johnson serves on the Wayland Economic Development Committee and speaks on biblical topics to local congregations. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm provides financial planning, investment management, and retirement advisory services through a network of independent professionals, offering a range of portfolio management and model-based solutions tailored to client objectives.

Gabriel Bruns is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Marshalls Furniture and was involved with Crooked Creek Christian Camp. He also attended Simpson College. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.