Erin Freund

Michael Allen is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. His prior roles include positions at LPL Financial, Cambridge Investment Research Advisors, and VOYA Financial Advisors. He is also involved in insurance sales as a licensed agent. Great Valley Advisor Group is an SEC-registered investment adviser managing approximately $9.7 billion in client assets, serving individual and high-net-worth clients, retirement plans, and trusts. The firm provides tailored portfolio management and comprehensive financial planning using both in-house strategies and third-party managers, with ongoing monitoring and access to multiple advisory platforms.

Mark Smith is a CFP® with 41 years of industry experience, currently with Principal Financial Services. His prior roles include long-term ownership of Daryl D. Smith Co., Inc. and positions at Principal Life Insurance Co. and Principal Securities Inc. He serves on the Atlantic Airport Commission board and is a director of the Atlantic High School Senior Alumni Scholarship Foundation. Principal Securities provides brokerage and advisory services to a diverse client base, including individual investors, retirement plans, trusts, and military personnel. The firm offers financial planning, retirement consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Mary Vandyke is a financial advisor at Principal Financial Services with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with Principal Securities Inc. and Principal Life Insurance since 2019, following prior roles at EMPPOWER, GWFS Equities, Inc., and Principal Life Insurance Co. from 2004 to 2018. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, offering financial planning, retirement plan consulting, and access to third-party money manager programs that primarily operate on a discretionary basis.

Thomas Gross is a financial advisor at Ameriprise with seven years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at FBL Marketing Services, LLC and Farm Bureau. Outside of his advisory role, he serves as President on the Board of Directors for the Walnut Education Foundation. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria. The firm offers a combination of advisory, brokerage, and insurance solutions, utilizing a centralized retirement-income consulting team that integrates research, modeling, and tax-efficiency analysis to generate tailored recommendations.

Daulton Maassen is a financial advisor with Ameriprise in Walnut, Iowa, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Securities America Advisors, Agriland FS, and Midstates Bank. Ameriprise offers a retirement-income planning service aimed at clients approaching or in retirement who meet specific eligibility criteria, combining research, modeling, and tax-efficiency analysis to provide written Recommendation Reports. The firm serves a broad client base through advisory, brokerage, and insurance solutions typical of a large institutional firm.

George Howard is a financial advisor with LPL Financial, holding a Series 63 designation and over 32 years of industry experience. Prior to joining LPL Financial in 2020, he worked at Securities America Advisors and Securities America Inc from 2014 to 2020. He is co-owner of Cherry Corner Agency, Inc., an insurance agency, and owns a self-service laundromat in Atlantic, IA. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plans, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.