Jessica Connelly

Tammy Broderick is an investment adviser representative with Principal Advised Services, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. She has worked with Principal Financial Services and Principal Life Insurance Company since 2000. Outside of her advisory role, she co-owns a business selling deer hunting blinds with limited administrative involvement. Principal Advised Services provides investment advice mainly to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary, wrap-fee investment management program called SimpleInvest. The firm integrates third-party and proprietary models and benefits from its affiliation with the Principal Financial Group family, enabling access to a broad range of financial products and services.

Samuel Zurcher is a financial advisor at Silver Oak Securities, Incorporated with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Silver Oak Securities since 2023. Prior to that, he was with Securities America Advisors and Mutual of Omaha, among others. Outside of his work at Silver Oak, he is involved with Cornerstone Financial Group, providing retirement and insurance planning services. Silver Oak Securities serves individuals, families, corporations, retirement plans, and charitable organizations, managing over $2 billion in discretionary assets. The firm offers personalized portfolio management, financial planning, and specialized managed account programs, delivering investment advice primarily on a discretionary basis.

Michael Moffitt is a financial advisor with Silver Oak Securities, Incorporated, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His career includes roles at LPL Financial, Advantage Investment Management, and a long tenure with Cornerstone Financial Group. Outside of his advisory work, he serves as a volunteer and past president of the Union County Development Association and provides business planning and coaching services to assist with business exit and transition strategies. Silver Oak Securities serves individuals, families, corporations, retirement plans, and charitable organizations, managing over $2 billion in discretionary assets. The firm offers portfolio management, unified managed accounts, financial planning, and third-party manager referrals, delivering investment advice primarily on a discretionary basis tailored to clients’ objectives and risk tolerances.

Matthew Stange is a financial advisor at Silver Oak Securities, Incorporated with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Securities America Advisors and Mutual of Omaha Investor Services. Outside of his advisory role, he owns an insurance business and manages a real estate rental property. Silver Oak Securities provides advisory services to individuals, families, corporations, retirement plans, and charitable organizations, managing over $2 billion in discretionary assets. The firm offers personalized portfolio management, financial planning, and third-party manager referrals, delivering investment advice primarily on a discretionary basis through a network of more than 100 financial professionals.

Mason Brown is a financial advisor with LPL Financial based in West Des Moines, IA. He holds a Series 66 designation and began his advisory career in 2025. Prior to joining LPL Financial, Mason has experience in various industries including precision manufacturing and retail, and he is involved in local government in Bedford, IA. He is also active in business operations related to roofing through Roof Solutions. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, charities, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Kyle Wilson is a financial advisor at Edward Jones in Creston, IA, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2023, he spent seven years at Northwest Financial Corporation and First National Bank. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and maintains a large national network of advisors and branches.