Kathleen Kennicott

Scott Wandschneider is a financial advisor with Principal Financial Services, holding a Series 66 designation and bringing 24 years of industry experience. He has worked at Principal Securities Inc. since 2016 and has been associated with Principal Life Insurance Company since 1996. Outside of his advisory role, he is a part owner of farmland, although there is no trading activity related to this during market hours. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, and charitable organizations. The firm’s advisory approach includes direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Russell Nieland is a CFP® with 28 years of industry experience, currently affiliated with CWM, LLC. His career includes roles at Cetera, Galt Wealth Partners, Carson Wealth, and Private Advisor Group. Outside of advisory work, he serves as president of TN Weber Nieland, LLC, a financial services business, and holds leadership positions in various family and community organizations, including HOA board membership. CWM, LLC serves a diverse client base including individuals, high-net-worth families, corporations, endowments, and institutional sponsors. The firm offers asset management, financial planning, retirement plan consulting, and sub-advisory services, utilizing a combination of in-house models, third-party sub-advisors, and technology platforms to implement discretionary portfolio management.

Todd Rausch is a CFP® professional with 20 years of experience in financial advising. He is currently with Cambridge Investment Research Advisors and has prior experience at Voya Financial Advisors and his own firm, Rausch Financial Services. He serves on the Planned Giving Committee at Kirkwood Community College. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing multiple account platforms and a range of investment strategies.

Jeffrey Peterson is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and 21 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2018 and previously worked at Farmers Savings Bank from 2006 to 2018. Peterson is also the owner of Stoney Arch Financial, an independent advisory firm. Cambridge Investment Research Advisors serves individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing multiple account platforms and both discretionary and non-discretionary management approaches.

Patrick Gorkow Sr. is a financial advisor with LPL Financial and holds Series 63 and Series 65 licenses. He has 33 years of industry experience, including prior roles at Securities America Advisors and Securities America Inc. Outside of his advisory work, he serves as the Mayor of Van Horne, Iowa, and is involved in tax preparation and accounting. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and combines large-scale advisory operations with non-advisory product offerings.