Kassidy Dawn Gillen

Daniel Gabrielson is the sole advisor at DrG Financial, LLC in Clear Lake, Iowa, holding a Series 65 designation with one year of industry experience. He previously worked at Mutual of Omaha Investor Services, Inc. and is the owner and physician at Gabrielson Clinic for Women, an OBGYN practice he has operated since 2009. DrG Financial provides financial planning and consulting services to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities, primarily referring clients to third-party money managers for discretionary asset management. The firm employs a value-oriented, long-term investment approach focused on strategic asset allocation and acts as a liaison to recommended managers without directly managing client assets.

Elijah Wagner is a Series 65 licensed advisor at Greenstone Wealth Management with one year of industry experience. Prior to his advisory role, he worked in various positions including at Olive Garden and All State AG Parts. The firm serves individual and high-net-worth clients with portfolio management, financial planning, and tax preparation, emphasizing passive portfolio construction using low-cost index funds alongside technology-driven model portfolios and integrated tax services.

Julianna Burkholder is a financial advisor at Greenstone Wealth Management with a Series 65 credential. She has one year of industry experience and previously worked with the Forest City Chamber of Commerce and Bear Creek Golf Course. Greenstone Wealth Management serves individual clients, including high-net-worth households, offering investment management, financial planning, and tax-preparation services. The firm employs a primarily passive investment approach based on Modern Portfolio Theory, supplemented by automated and third-party portfolio solutions.

Taylor Wilson is a CFP® and holds a Series 66 license with eight years of experience in financial advising. He has worked at Greenstone Wealth Management since 2019 and previously held positions at Edward Jones and Wells Fargo. Greenstone Wealth Management serves individual clients, including high-net-worth households, offering investment management, financial planning, and tax-preparation services. The firm combines low-cost, passive portfolio strategies with automated and AI-driven models, providing discretionary and non-discretionary management along with access to third-party money managers.

Levi Rogeness is a financial advisor at Greenstone Wealth Management in Forest City, IA, holding a Series 65 designation with three years of industry experience. His work history includes multiple roles at Winnebago Industries and Kingland Systems. Greenstone Wealth Management serves individual and high-net-worth clients, offering investment management, financial planning, and tax-preparation services. The firm combines Modern Portfolio Theory–based passive allocations with AI-driven and third-party manager solutions to construct client portfolios.

Gregory Diamond is a financial advisor with Oasis Advisors in Forest City, IA, holding Series 63 and Series 65 licenses and has 15 years of industry experience. His prior roles include positions at Terra Wealth Management, Pfs Investments Inc, and Primerica Financial Services. He also works as an independent insurance agent on a part-time basis. Oasis Advisors offers portfolio management, financial planning, and pension consulting to individuals, corporations, and retirement plans. The firm manages approximately $278 million for nearly 5,000 clients using a discretionary approach that incorporates fundamental analysis, modern portfolio theory, and a variety of investment instruments including private placements and cryptocurrency.