Jay Theis

Randy Immeker is a financial advisor with Compass Lighthouse Capital, LLC and holds the CFP® and ChFC® designations, along with Series 63 and Series 65 licenses. He has 27 years of industry experience and has worked at Compass Lighthouse Capital since 2019 and Northwest Wealth Management since 2010. In addition to his advisory role, he is also licensed as a health insurance agent. Compass Lighthouse Capital provides investment advisory and financial planning services to individual and high-net-worth clients, specializing in discretionary portfolio management and access to model portfolios managed by third-party sub-advisers. The firm’s investment approach includes rigorous selection and ongoing monitoring of sub-advisers based on quantitative and qualitative criteria, with clients selecting risk categories aligned to model portfolios.

Jeremy Van Beek is a financial advisor at SPC with a Series 66 designation and four years of industry experience. His prior roles include positions at Parkland Securities LLC and Cornerstone Financial Advisors, INC, as well as teaching and other work at Dordt University. He serves as a church elder at Living Water Community Church in Orange City, IA, and is a commissioned notary public in the state. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets through a network of over 460 advisers. The firm offers portfolio management, financial planning, and ERISA-related retirement services, providing both discretionary and nondiscretionary investment strategies.

Benjamin Hulstein is a financial advisor with Eagle Strategies (NY Life) based in Orange City, Iowa. He holds Series 63 and Series 65 licenses and has 24 years of industry experience, having worked with New York Life Insurance Company since 2001. Hulstein serves as a board member and president of the Stewarts Landing Condo Association. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions through third-party managers and model portfolios, operating as an indirect subsidiary of New York Life.

Christopher Saras is a financial advisor with Eagle Strategies (NY Life) in Orange City, IA, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has been associated with Eagle Strategies since 2014 and New York Life since 2007, and he owns The Pathway Financial Group, which offers New York Life products and brokers non-registered insurance products. Saras serves on the board of the Fellowship of Christian Athletes in Northwest Iowa and is also involved with local athletic and educational nonprofit boards. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients. The firm operates through a network of over 2,000 investment adviser representatives and emphasizes client-directed solutions with third-party managers and model portfolios, managing approximately $25.4 billion in regulatory assets as of year-end 2024.

Adam Buss is a financial advisor with Eagle Strategies (New York Life) based in Sioux Falls, SD, holding Series 63 and Series 65 licenses and six years of industry experience. His prior work includes roles at NYLIFE Securities LLC and New York Life Insurance Company since 2019, and CNA Surety from 2013 to 2019. Outside of his advisory work, he owns a woodworking hobby business focused on creating South Dakota state signs and serves as a board member of the Brandon Community Foundation, which supports local nonprofit funding. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions and utilizes third-party managers and model portfolios, operating as an indirect subsidiary of New York Life.

Anthony Vande Brake is a financial advisor with Money Concepts Capital Corp in Orange City, IA, holding a Series 66 designation and eight years of industry experience. He has worked with Money Concepts Capital Corp since 2017 and was previously with Van Rooyen Financial Group from 2013 to 2017. In addition to his advisory role, he has been involved with the City of Orange City since 2016. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm employs a variety of managed programs and investment strategies, utilizing model portfolios, advisor-designed portfolios, and third-party sub-advisers.