Jake Brown

Daniel Gabrielson is the managing member and sole advisor at DrG Financial, LLC, holding a Series 65 designation with one year of experience in financial advising. He has a long-standing career as an OBGYN and owner of Gabrielson Clinic for Women since 2009. DrG Financial provides financial planning and consulting services to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm follows a value-oriented, long-term investment approach and typically recommends third-party money managers for discretionary asset management rather than directly managing client assets.

Brian Blankenburg is a financial advisor at Wilon Wealth Management with nine years of industry experience. He holds the Series 65 and Series 66 designations. Prior to joining Wilon Wealth Management in 2022, he worked at Bank of the West and BancWest Investment Services from 2008 to 2017. Outside of advising, he is involved in personal real estate investing with family and friends. Wilon Wealth Management provides financial planning and asset management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm employs a planning-driven, goal-focused investment approach emphasizing diversified, low-cost, tax-efficient strategies tailored to client objectives.

Richard Ryan is a financial advisor with RDA Financial Network in Cedar Falls, IA, holding a Series 66 credential and 15 years of industry experience. His prior work includes roles at United Planners Financial Services and Cambridge Investment Research. He serves as treasurer on the board of a nonprofit club baseball organization. RDA Financial Network provides advisory services to individual and high-net-worth clients, including discretionary portfolio management, financial planning, and retirement plan fiduciary services. The firm employs a network of independent advisers using proprietary models and third-party sub-advisors, combining quantitative and fundamental analysis with a primarily long-term investment orientation.

Brandon Conway is a financial advisor at Principal Advised Services with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Principal Securities Inc. and Principal Life Insurance Company. His role includes providing one-on-one investment advice to retirement plan participants regarding distribution options. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients, combining third-party methodologies with proprietary models. The firm integrates closely with the Principal Financial Group family, providing access to affiliated products and services supported by governance and supervision frameworks.

Robert Talbot is a financial advisor at Gradient Advisors, LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Ocean Crest Investments, LLC and Park Avenue Securities. Talbot also serves as Executive Director of Josiah White's Quakerdale Foundation, a nonprofit that grants funds aligned with the founder’s mission. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm supports a network of 169 advisors across 154 offices and employs a combination of fundamental, technical, and cyclical analysis to tailor client strategies.

Todd Leet is a financial advisor at Concorde Asset Management, LLC with eight years of industry experience. He holds a Series 66 designation and has worked at Thrivent Financial and its affiliated entities since 2017. Outside of his advisory role, he serves on the Board of Directors for the Mason City Chamber of Commerce and is a foundation board member for One Vision in Clear Lake, IA. Concorde Asset Management provides discretionary and non-discretionary investment management, financial planning, and access to third-party asset management programs for a diverse client base, including individuals, corporate and charitable clients, and retirement plans. The firm emphasizes individualized asset allocation and model-based portfolio construction, utilizing both in-house and third-party strategies, and offers a range of investment products and ERISA plan services.