Donna Amy Kuhlman

Andrew Reimer is a financial advisor with Eagle Strategies (New York Life) and holds Series 63 and Series 65 licenses. He has 24 years of industry experience and has operated his own firm, Reimer Financial Group, LLC, since 2008. Outside of his advisory work, he is involved in several community organizations, serving on the boards of Clayton Ridge Dollars for Scholars, the Guttenberg Economic and Industrial Development Corporation, and the Foundation of Cornerstone Communities, among other activities. Eagle Strategies serves a diverse client base including individual investors and institutional plan sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes customized advice delivered through various program types and manages most assets on a non-discretionary basis within the New York Life affiliate structure.

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.

Alan Keltner is a financial advisor with Cetera Planning Partners, holding a Series 63 designation and bringing 26 years of industry experience. He has previously worked at ProEquities, Inc. for 17 years and maintains ongoing roles at Honkamp Krueger Financial Services, Inc. and Gosling Financial Services. Outside of his advisory work, he owns and operates Keltner Enterprises, a business focused on buying and selling antiques. Cetera Planning Partners serves individual and high-net-worth clients, particularly pre-retirees and retirees, offering investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm’s investment process utilizes diversified allocations of mutual funds and ETFs tailored to client objectives and risk tolerance, supported by ancillary services including tax planning, bookkeeping, payroll support, and estate planning through a third-party provider.

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, he held various roles including positions at Collins Aerospace and CRST. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm provides direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager 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.