Josie Davis

Skyler Roorda is a financial advisor with Principal Financial Services who holds Series 63 and Series 65 licenses and has 11 years of industry experience. He has worked at Principal Financial Services and Principal Life Insurance Company since 2016, following roles at Central Financial Group, Ameritas Investment Corp, and First American Bank. Roorda serves as a board member for Beacon of Life. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active‑duty U.S. military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Austin Norris is a financial advisor with Edward Jones in Oskaloosa, IA, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with Edward Jones since 2005. Outside of his advisory role, Norris has ownership interests in real estate and construction businesses, including a real-estate office building, farmland, and involvement in a construction project. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide. The firm manages over $1 trillion in assets through a large network of advisors and offers a range of advisory programs, including discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Michael Busch is a Series 66 credentialed financial advisor with Edward Jones in Oskaloosa, Iowa, where he has worked since 2011. He has 14 years of industry experience. 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 investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Sean Coen is a financial advisor with Raymond James & Associates, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Edward Jones and JP Morgan Securities LLC. Raymond James & Associates offers financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm provides tailored financial plans and investment recommendations, supporting both discretionary and non-discretionary advisory relationships.

Jennifer Main is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2021. She previously worked at Edward Jones from 2013 to 2021 and has been involved with Fora Travel and Make Wellness in recent years. Raymond James & Associates provides financial planning and investment consulting to individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses, supporting both discretionary and non-discretionary advisory relationships.

Kevin Hunt is a financial advisor with Primerica Advisors in Oskaloosa, IA, holding Series 63 and Series 65 licenses and with 29 years of industry experience. He has been with Primerica Advisors since 1995 and Primerica Financial Services since 1994. Outside of his advisory role, he is involved in sales of loan products and home security and automation services through affiliated Primerica companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, focusing on retail clients rather than institutional or pension plan management.