David Hassman

James Franzen is a financial advisor at Prospera Financial Services, Inc. with 36 years of industry experience. He holds a Series 63 designation and has prior experience at Cutter & Company Brokerage, Inc. and ICS. In addition to his advisory work, Franzen is involved in farming, operating James N. Franzen Farm since 1978 and producing grain products. Prospera Financial Services, Inc. is an enterprise-scale adviser and dually registered broker-dealer serving individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through 207 advisors and offers a range of investment advisory and financial planning services across multiple platforms.

Janet Wulf is a financial advisor with Ally Invest Advisors, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. Her prior roles include positions at TIAA, RDA Financial Network, and Cambridge Investment Research. She also assists with compliance oversight for some Ally Invest Advisors processes. Ally Invest Advisors serves a large retail client base, including individual and high-net-worth clients, offering discretionary portfolio management through automated services and advisor-led advice. The firm’s investment approach is based on Modern Portfolio Theory, using ETF-based model portfolios across multiple risk tiers and employs automated algorithms alongside supervised monitoring.

Hillary Meister is a financial advisor at United Planners' Financial Services of America with a Series 66 designation and one year of industry experience. Prior to her current role, she worked at Honkamp & Co. and held positions in education at the University of Dubuque and Sumner-Fredericksburg High School. She is also the bookkeeper and tax preparer for Plain & Simple, LLC, a non-investment related business. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, and institutional clients. The firm operates an open-architecture platform with multiple custodians and third-party money managers, offering a range of advisory models and both fee-based and commission-based options.

Christopher Holthaus is a financial advisor with Principal Financial Services based in Denver, Iowa, holding Series 63 and Series 66 credentials and 28 years of industry experience. He has worked at Principal Life Insurance Co since 1998 and Princor Financial Services Corporation since 1997, and previously operated Holthaus Financial Services from 1997 to 2020. Outside of advising, he is involved in fixed insurance sales related to life, fixed annuities, and long-term care insurance. Principal Securities offers brokerage and registered investment advisory services to individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. The firm provides financial planning, retirement plan consulting, and access to third-party money manager solutions through both advisory and promoter arrangements.

Nicholas Wittenburg is a financial advisor at Principal Financial Services with 12 years of industry experience. He holds Series 63 and Series 65 designations and has worked with Principal Securities Inc. since 2016 and Principal Life Insurance Company since 2012. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Ann Vanengelenburg is a financial advisor with United Planners' Financial Services of America, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has been with United Planners since 2013 and also serves as Chief Operating Officer at related entities, including Investment Center and Insurance Center. Vanengelenburg was involved with the Sumner Rotary Organization for four years. United Planners Financial Services serves a diverse client base, including individuals, corporations, charitable organizations, and institutional clients, offering financial planning, portfolio management, retirement plan services, and brokerage solutions through a network of 477 independent advisors. The firm operates an open-architecture platform with multiple custodians and third-party money managers, primarily managing non-discretionary assets.