Kelly Larson

Elijah Wagner is a financial advisor at Greenstone Wealth Management in Forest City, IA, holding a Series 65 designation. He has no prior industry experience and previously worked in various roles outside finance, including at Olive Garden and All State AG Parts. Greenstone Wealth Management serves individual clients, including high-net-worth households, providing investment management, financial planning, and tax-preparation assistance. The firm combines low-cost, passive portfolio strategies with automated and AI-driven model solutions, and offers a subscription planning option without formal account minimums.

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, holding Series 63 and Series 65 licenses and 14 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 provides investment advisory services to individuals, high-net-worth clients, corporations, and pension/profit-sharing plans. The firm utilizes a combination of fundamental, quantitative, and modern portfolio theory to construct long-term model allocations, offering ongoing portfolio management and financial planning tailored to client needs.

William Zerillo is a financial advisor at OASIS Advisors, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Terra Wealth Management and Primerica Advisors. Outside of his advisory role, he co-owns Your Money Your Purpose LLC, which provides money mindset coaching and educational content. OASIS Advisors offers investment advisory services to individuals, high-net-worth clients, corporations, and pension plans. The firm employs a combination of fundamental, quantitative, and modern portfolio theory to create long-term model allocations, provides written Investment Policy Statements, and conducts regular portfolio monitoring.