Jeffrey Brandt

Malia Koontz is a Series 66-licensed financial advisor with Principal Financial Services, where she has worked since 2014. She has 13 years of industry experience, primarily serving clients through Principal Securities and Principal Life Insurance. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and business entities. The firm provides direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Travis Havel is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and previously worked at Henkel Construction Company and Iowa State University. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a range of advisory programs and investment solutions, supported by a large national network of financial advisors and branch offices.

Amanda Kelly is a CFA® charterholder with 11 years of industry experience. She is currently with Edward Jones in Webster City, IA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Sean Finucan is a CFP®-credentialed financial advisor with Edward Jones in Webster City, IA, where he has worked since 2019. He has six years of industry experience, including prior roles at Jones Lang LaSalle and the University of Iowa. Outside of advising, he is a part owner of Double F Farm LLC, a farming business. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, offering a range of advisory programs and affiliated investment products supported by a large network of advisors and branch offices.

Linda Lahr is a financial advisor with Ameriprise in Webster City, IA, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. She has been with Ameriprise and its affiliated entities since 2003. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, 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.

Caden Felts is a financial advisor at Ameriprise with a Series 66 designation and one year of industry experience. Prior to joining Ameriprise, he held roles at several firms including Torch Dental and Assurance IQ. Outside of his advisory work, he owns Felts Detailing, a business providing detailing services and products. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, combining research and modeling with tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.