Jackson Gehling

Mark Stevens is a CFP® and CFA® with 13 years of experience in the financial industry. He is currently the sole advisor at Vestera Wealth LLC, where he has worked since 2025. His prior experience includes roles at HTLF (Heartland Financial USA), ATCapital Management, and American Trust. Vestera Wealth LLC provides investment advisory and wealth management services to individuals, trusts, businesses, and charitable organizations, with a focus on high-net-worth clients. The firm manages assets primarily on a discretionary basis, combining multiple analytical approaches and oversight of independent managers, and also acts as a sub-advisor to other registered investment advisors and trust departments.

Clarke Vanmeter is a financial advisor with Van Meter Associates, LLC, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has been with Van Meter Associates since 2006 and has provided advisory services under his own name since 2004. Van Meter Associates offers portfolio management and financial planning to individuals and corporations, managing approximately $15.1 million in discretionary client assets. The firm uses a combination of fundamental analysis and technical filters, providing both discretionary and non-discretionary management with a focus on equity securities and exchange-traded funds.

Michael Van Meter is a financial advisor at Van Meter Associates, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Van Meter Associates since 2005, as well as VMF Capital since 2003. Van Meter Associates provides portfolio management and financial planning services to individuals and corporations, offering both discretionary and non-discretionary management with a focus on equity securities and exchange-traded funds. The firm employs fundamental analysis combined with technical filters to adjust portfolio risk and conducts regular account reviews and rebalancing.

Jacob Rosalez is a financial advisor at Cetera Planning Partners with six years of industry experience. He holds a Series 66 designation and has previously worked at Avantax and Ameriprise Financial Services. Outside of his advisory role, he assists other investment representatives with their clients through Avantax Planning Partners, where he serves as an Associate Financial Representative. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees with services that include investment management, comprehensive financial planning, and retirement-related advice. The firm offers additional services such as tax planning, bookkeeping, payroll support, and estate planning through third-party providers, and employs a diversified investment approach using mutual funds and ETFs tailored to client objectives and risk tolerance.

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.

Josh Vondran is a financial advisor with Empower Advisory Group, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His prior work includes roles at Advised Assets Group, GWFS Equities, American Trust, LPL Financial, and Cetera Investment Advisors. Outside of his advisory work, he serves as a judge for the United Powerlifting Association and coaches youth baseball in Western Dubuque. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and retail brokerage clients, delivering services integrated with Empower’s recordkeeping and administrative platforms.