Elwyn Frederick Kempfert

James McNaughton is a CFP® professional with 21 years of industry experience, currently serving at Momentum Independent Network Inc. since 2009. He holds the Series 66 designation and operates out of Storm Lake, IA. Outside of his advisory role, McNaughton is involved in insurance and fixed annuity sales through separate business activities. Momentum Independent Network serves a diverse client base, including individual, high-net-worth, charitable, corporate, institutional, and banking/thrift clients. The firm provides investment advisory programs, managed accounts, financial planning, retirement plan consulting, and brokerage services, utilizing third-party managers and integrated platforms for investment management and account administration.

Paul Fokken is a financial advisor with Royal Fund Management, LLC, holding a Series 65 credential and seven years of industry experience. He is also the sole proprietor of Fokken Financial Services, where he sells life, long-term care, and disability insurance, as well as annuities. His prior work includes a position at Keller Insurance and Financial Services, Inc. Royal Fund Management serves individual investors, corporations, and retirement plans by providing portfolio management, financial planning, and pension consulting. The firm uses a range of investment strategies tailored to client risk tolerance and manages portfolios under written Investment Policy Statements.

Aaron Mcnaughton is a financial advisor at Momentum Independent Network Inc. with one year of industry experience. He holds the Series 66 designation and previously worked for Prince Manufacturing for 28 years. Momentum Independent Network Inc. serves individual, corporate, and institutional clients with investment advisory, portfolio management, financial planning, and brokerage services. The firm offers a range of managed account programs and combines multiple investment approaches, including asset allocation, quantitative, fundamental, and technical analysis, while integrating broker-dealer operations with banking and municipal advisory capabilities.

Chad Halder is a CFP® professional with 16 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. He has previously worked at Broker Dealer Financial Services Corp. and has also held a long-standing role at Citizens First National Bank. Halder serves as a trust officer at Citizens First National Bank and is a board member of the Storm Lake Hy-Noon Kiwanis as well as the Iowa Trust Association. Cambridge Investment Research Advisors is a large SEC-registered firm serving a wide range of clients, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals and provides access to proprietary and third-party model strategies across multiple custody platforms.

Linda Baier is a Series 66-licensed financial advisor at Stifel with 24 years of industry experience, including 17 years with the firm. She serves clients from Storm Lake, Iowa. Outside of her advisory role, Baier is active as a church bell choir director and serves as treasurer for the Buena Vista County Community Foundation. She also participates in a local antiques business. Stifel provides brokerage and investment advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group to support retirement, insurance, and estate planning.

Bradford Beukelman is a financial advisor at Stifel with 45 years of industry experience. He has been with Stifel since 2009. His credentials include Series 63 and Series 66 licenses. Outside of his advisory role, he is a notary public. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.