John Mark Sklenar

Nicholas Greteman is the principal of Greteman Capital Management in Carroll, IA, with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Honkamp Krueger Financial Services and Robinson Ruhnke Pc prior to founding his current firm. In addition to his advisory role, he is a partner at Greteman CPA, P.C., providing tax preparation, planning, and business valuation services. Greteman Capital Management offers discretionary asset management focused on long-term, value-oriented investing for pooled, institutional, and high-net-worth clients. The firm employs fundamental analysis and strategic asset allocation to tailor portfolios according to client objectives and risk tolerance.

Maeve Mcnamee Danielson is a financial advisor at True Wealth, LLC, holding a Series 65 designation with one year of industry experience. Her prior roles include work at Premier Financial Services dba Truewealth Nation and Zions Agricultural Finance. She is also licensed to sell various insurance products. True Wealth, LLC provides financial planning and coordinates asset management for individuals, high-net-worth clients, and small businesses, relying on a third-party money manager for discretionary portfolio management while assisting clients with account setup and paperwork. The firm emphasizes tailored investment recommendations and offers educational workshops for clients and prospects.

Wyatt Gauchat is a financial advisor at True Wealth, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at TD Ameritrade and True Wealth Nation. True Wealth, LLC provides financial planning and coordinates asset management for individuals, high-net-worth clients, and small businesses. The firm refers discretionary portfolio management to a third-party money manager and focuses on tailored investment recommendations using mutual funds, ETFs, and fixed-income securities.

Nicholas Sklenar is a CFP® and Series 65 licensed financial advisor with 13 years of industry experience. He is currently with True Wealth, LLC and has been affiliated with Premier Financial Services, Inc. since 2012. Sklenar is also a licensed insurance agent and spends a significant portion of his time involved in insurance sales. True Wealth, LLC provides financial planning and coordinates asset management for individuals, high-net-worth clients, and small businesses, referring discretionary portfolio management to a third-party money manager while assisting clients with account setup and ongoing support. The firm emphasizes tailored investment recommendations based on client objectives, risk tolerance, and time horizon.

Jeremiah Johnson is a financial advisor at Modern Wealth Management, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Purshe Kaplan Sterling Investments and Midwest Financial. Outside of advising, he is involved in farming as an owner/operator and serves as secretary of HAGGAI LODGE 369, as well as vice president of Lil Wildcat Education, a local daycare and education board. Modern Wealth Management provides investment advisory and integrated planning services to a diverse client base, including individuals, trusts, retirement plans, and corporations. The firm employs a centralized portfolio management model supported by an Investment Committee and offers services ranging from discretionary management to tax and estate planning, with a focus on incorporating third-party managers and risk-modeling tools.

Curt Pudenz is a Series 65-licensed advisor at Modern Wealth Management, LLC with one year of industry experience. His background includes roles in the agricultural sector and local education, including work with cattle companies and involvement in the Carroll Community School District. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets. The firm offers a range of investment management, financial planning, and related services to individuals, high-net-worth clients, trusts, estates, and institutional clients through a centralized investment process and an acquisition-driven growth strategy.