Edward Allen Smith III

Andrew Russell is a financial advisor with Russell Wealth Advisors in Boone, Iowa, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. He has been associated with Russell Wealth Advisors since 2017 and has prior experience with LPL Financial and Russell Wealth Management. Russell Wealth Advisors serves individual and high-net-worth clients, trusts, estates, and businesses, offering discretionary asset management, financial planning, and consulting. The firm manages roughly $105.6 million in discretionary assets across about 121 client relationships, employing a mix of fundamental, technical, and cyclical analysis with tailored portfolio strategies and ongoing supervision.

Gary Russell is a financial advisor at Russell Wealth Advisors with 43 years of industry experience. He holds a Series 63 designation and has worked with LPL Financial for over 30 years before joining Russell Wealth Advisors in 2017. Russell Wealth Advisors is a small firm with three advisors managing approximately $91 million for about 119 clients, primarily individual and high-net-worth households. The firm provides discretionary asset management and financial planning services, using a combination of fundamental and technical analysis alongside strategic and tactical asset allocation to tailor portfolios.

Adam Russell is a financial advisor at Russell Wealth Advisors in Boone, Iowa, with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at LPL Financial since 2007. Outside of advisory services, he is a business owner of Timberline Cabinet Supply Company LLC, a woodworking supply company. Russell Wealth Advisors serves primarily individual and high-net-worth households, managing approximately $91 million across three advisors. The firm combines fundamental and technical investment methods with strategic and tactical asset allocation to tailor portfolios, offering discretionary asset management as well as hourly and one-time financial planning services.

David Suntken is a financial advisor at RIA Advisory Group, LLC with 34 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior experience includes roles at Visionpoint Advisory Group, LPL Financial LLC, and Piper Sandler & Co. RIA Advisory Group provides discretionary portfolio management and investment supervisory services to individuals, high-net-worth clients, trusts, estates, corporations, and charitable organizations. The firm manages client accounts in-house using fundamental, technical, and charting analysis, typically on a discretionary basis, and serves nearly 2,000 clients through a multi-office team structure.

Jeremy Fernandez is a financial advisor with Principal Advised Services, holding Series 63, 65, and 66 licenses and 12 years of industry experience. His background includes roles at Principal Life Insurance Company and Principal Securities Inc., where he has worked since 2019. Outside of his advisory duties, he and his spouse serve as caregivers for an adult with special needs through Easterseals Iowa. Principal Advised Services primarily provides investment advice and related services to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary wrap-fee investment management program. The firm leverages proprietary models and third-party tools, operating within the Principal Financial Group family to access a range of affiliated financial products and services.

Michelle Blenderman is a Series 66-credentialed financial advisor with 23 years of industry experience. She has been with Nations Financial Group, Inc. since 2007. Nations Financial Group, Inc. provides investment advisory services to a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm offers a range of portfolio management and consulting services, employing proprietary model portfolios alongside outside managers to tailor strategies based on client objectives, risk tolerance, and liquidity needs.