Dawn Jean Kleis

John Sloan III is a Series 65-credentialed advisor at Bellingham Capital with two years of industry experience. His prior work includes roles at Grabow Therapy & Wellness Center and Farther. Bellingham Capital provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, trusts, foundations, charitable organizations, corporations, and retirement plans. The firm employs a long-term, strategic asset allocation approach supported by proprietary model portfolios and internal due diligence on mutual funds and ETFs, focusing on a fee-only model and customized client solutions.

Devin Reimer is a CFP® with 20 years of experience in the financial industry, currently serving at Intellicents Investment Solutions Inc. He has held roles at Mutual Securities, Inc. and Securities America Advisors. Outside of his advisory work, Reimer is secretary on the board of a nonprofit organization called Forward with Faith. Intellicents Investment Solutions serves retirement plan sponsors, TPAs, individual clients, charities, and institutional accounts, offering retirement plan consulting, wealth management, and participant education. The firm employs long-term, buy-and-hold investment strategies overseen by a chief investment officer and supported by research from providers such as Morningstar and Zephyr.

Wendy Sims is a financial advisor with Avantax Planning Partners, Inc. and holds the PFS™ designation. She has 27 years of industry experience, including 21 years at Honkamp Krueger Financial Services and a concurrent role since 1982 as a shareholder and accountant at Schuring Uitermarkt Sims McCleish Ver Meer, PC, a regional CPA firm. Sims also serves on the boards of the Leighton Investment Company and the Pella Regional Health Center Foundation. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services primarily through a network of CPA firms and advisor representatives. The firm serves individuals, pension and profit-sharing plans, charitable organizations, and businesses, managing approximately $7.57 billion in assets across 164 advisors and 7,500 clients.

Chad Klyn is a financial advisor with Avantax Planning Partners, Inc. in Dubuque, IA, holding the PFS™ designation and having two years of industry experience. He has been associated with Avantax Planning Partners since 2023 and has a longer tenure with Schuring & Uitermarkt Financial Services, Ltd. dba Welgaard Financial Services and Schuring & Uitermarkt, PC dba Welgaard CPAs and Advisors. Klyn serves as a director for a nonprofit organization focused on creating an all-inclusive playground for children and holds treasurer roles with both a religious nonprofit and the Kiwanis Club of Pella, Iowa. Avantax Planning Partners provides investment advice and related planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses through collaborative referral arrangements with independent CPA firms and registered advisor representatives. The firm employs model-based style allocation strategies with discretionary portfolio management, retirement plan management, and tax-intelligent overlays, operating within a larger corporate group that offers access to a broad range of affiliated broker-dealer, investment adviser, insurance, and pension consulting services.

Connie Mc Cleary Geiger is a financial advisor at Intellicents Investment Solutions Inc with one year of industry experience. She holds a Series 65 designation and has previously worked at Pentegra, Economic Group Pension Service, and Bankers Trust. Intellicents Investment Solutions serves retirement plan sponsors, third-party administrators, individual clients, charities, and institutional accounts. The firm offers a range of retirement plan consulting services, individual wealth management, and participant education, employing long-term, buy-and-hold investment strategies supported by research from providers such as Morningstar and Zephyr.

Jacob Olson is a financial advisor with Intellicents Investment Solutions Inc., holding a Series 66 designation and two years of industry experience. He has been with Intellicents since 2026 and previously worked at LPL Financial LLC and Palmer Group. Outside of his advisory role, he is involved with Helical Research, conducting market research surveys. Intellicents Investment Solutions serves retirement plan sponsors, individual clients, and various institutions, offering consulting, sub-advisory, and wealth management services. The firm emphasizes long-term, buy-and-hold investment strategies overseen by a CFA Chief Investment Officer and manages approximately $9.92 billion in assets through a multi-office team of advisors.