Donna Kuhlman

Alan Keltner is a financial advisor with Avantax Planning Partners, Inc. and holds a Series 63 designation. He has 26 years of industry experience and has worked at ProEquities, Inc. for 17 years. In addition to his advisory role, he is a CPA and treasurer at Gosling & Company, P.C., where he has provided public accounting services since 1986. He also owns Keltner Enterprises, a business buying and selling antiques. Avantax Planning Partners provides investment advice and planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm uses model-based style allocation strategies and discretionary portfolio management, supported by an Investment Advisory Committee and tax-intelligent overlays.

Andrew Reimer is a financial advisor with Eagle Strategies (New York Life) in Guttenberg, Iowa, holding Series 63 and Series 65 licenses and having 24 years of industry experience. He has been affiliated with Eagle Strategies since 2011 and operates under the Reimer Financial Group, LLC and Your Vision Financial Group for selling New York Life products and brokering non-registered insurance products. Outside of his advisory role, he serves on several local boards including Clayton Ridge Dollars for Scholars and the Foundation of Cornerstone Communities, and consults on farm management and property valuation for eminent domain cases. Eagle Strategies LLC is an SEC-registered investment adviser and a subsidiary of New York Life that serves individual investors, high-net-worth households, and employer-sponsored retirement plans through a network of over 2,400 investment adviser representatives. The firm offers financial planning, retirement plan consulting, and other advisory services, primarily implementing client strategies on a largely non-discretionary basis.

Elizabeth Rude is a financial advisor with Principal Financial Services in Dyersville, IA, holding a Series 66 designation and one year of industry experience. She previously worked for Community Savings Bank for 20 years before joining Principal Securities and Principal Life Insurance Company. Her activities include the sales and service of fixed insurance products such as life, annuities, disability, long-term care, health, and group insurance. Principal Securities provides brokerage and registered investment advisory services to a diverse client base including individual investors, retirement plans, trusts, estates, and charitable organizations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs with an emphasis on discretionary investment management and ongoing client reviews.

Brent Hinerichsen is a financial advisor with Principal Financial Services in Dyersville, IA, holding the ChFC® designation and Series 63 license. He has 31 years of industry experience, including roles at Principal Securities Inc and Principal Life Insurance Company since 2017, as well as prior experience at Fortified Wealth Advisors and Financial Strategies. Outside of his advisory work, he is the owner of Hinerichsen, Inc, an S-corporation used for tax filing purposes. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and business entities. The firm offers financial planning and retirement plan consulting, with access to third-party money manager asset allocation and separately managed account solutions.

Jackson Gehling is a financial advisor with Principal Financial Services in Dyersville, Iowa. He holds a Series 66 designation and has one year of industry experience. Prior to joining Principal, Gehling held roles at Collins Aerospace, CRST, Jimmy Johns, and Behnke Enterprises, among others. Principal Securities provides brokerage and registered investment advisory services to a diverse client base including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. 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.

Elliot Salter is a CFP® professional with 10 years of industry experience, currently affiliated with Edward Jones since 2015. He holds the Series 66 designation and is based in Dyersville, IA. Outside of his advisory role, he has been involved as an owner and co-owner of LLCs related to property ownership for the building housing his Edward Jones office. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.