Jeffrey Nelson

Alexa Lenhart is a financial advisor with Eagle Strategies (NY Life) based in Sac City, IA, holding Series 63 and Series 65 credentials with four years of industry experience. Her prior roles include positions at Innovative Financial Solutions Group and NYLIFE Securities LLC, among others. Outside of her advisory work, she is involved as a distributor for a multi-level marketing company focused on gut health products. Eagle Strategies LLC serves individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients by providing financial planning, investment advisory, and retirement plan consulting services. The firm emphasizes client-directed solutions using third-party managers and model portfolios, and it operates as an indirect subsidiary of New York Life, integrating advisory services with affiliated insurance and broker-dealer capabilities.

Todd Green is a financial advisor with Cetera Wealth Services, LLC, holding Series 63 and Series 65 licenses and six years of industry experience. Prior to joining Cetera in 2025, he worked at Avantax in various capacities from 2019 to 2025. In addition to his advisory role, Green is the managing member of Green CPA PLLC, a tax and accounting firm serving primarily farming and trucking businesses, and is a partner at TNT LLC. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and fiduciary solutions, supported by a range of advisor-managed accounts, model portfolios, and third-party managed options.

Natalie Mandernach is a financial advisor at Ameriprise with six years of industry experience. She holds a Series 66 designation and has worked at Ameriprise since 2019. Mandernach also serves on the Board of Directors for the Sac City Museum. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to support clients with at least $1 million in investable assets.

Colton Wicker is a financial advisor at Ameriprise with nine years of industry experience. He holds the Series 66 designation and has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2015. He serves on the Board of Directors for the Lake View Foundation. Ameriprise is a large institutional firm offering a range of advisory, brokerage, and insurance solutions. Its retirement-income planning service targets individuals nearing or in retirement who meet specific asset criteria, providing written recommendations that incorporate research, modeling, and tax-efficiency analysis.

Brianne Timmerman is a financial advisor at LPL Financial with 23 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at First Community Bank and SWS Financial Services prior to her current roles. Outside of her advisory work, she serves as a softball umpire for junior high and younger girls’ leagues. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, banks, institutions, charities, and high-net-worth households. The firm offers a variety of investment delivery options supported by an in-house research team and combines advisory operations with non-advisory product activities such as insurance and annuity sales.