Kevin Marso

Carlton De Wall is a financial advisor at Bradford Financial Center with four years of industry experience. He holds a Series 66 designation and has worked at firms including Woodbury Financial Services and United Planners. Outside of advising, he is involved in property management through Carlton & Danielle DeWall Property Management. Bradford Financial Center provides investment advisory and comprehensive financial planning to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm manages approximately $232.3 million in discretionary assets and offers services such as written financial plans, portfolio management through its Watch and Manage program, and coordination with outside professionals.

Matthew Johnson is a financial advisor with Sound Income Strategies, LLC, holding a Series 65 designation and 13 years of industry experience. He has worked at Johnson Wealth & Income Management since 2016 and has been involved with Trustworthy Financial, LLC and Johnson Insurance Agency for over a decade. Outside of his advisory work, Johnson serves as an adult education instructor at multiple community colleges in Iowa and creates educational and inspirational materials through Capitalized Life LLC. Sound Income Strategies, LLC manages approximately $4.0 billion in assets and serves a broad client base including individuals, pension plans, trusts, and corporate entities. The firm emphasizes fixed-income analysis combined with equity fundamental and technical review, offering customized portfolio management along with co-advisory and insurance planning services.

Tony Christensen is a financial advisor with Edward Jones in Humboldt, Iowa, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has been with Edward Jones since 1991. Christensen serves on the board of the Lutheran Services in Iowa Charitable Foundation, where he helps allocate investments, and is also a board member of Rotary in Humboldt, assisting with college loan allocations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and provides a range of discretionary and non-discretionary investment strategies, complemented by affiliated mutual funds, a trust company, and securities-based lending options.

Jaxon Heinz is a financial advisor with Edward Jones in Humboldt, IA, holding a Series 66 credential and one year of industry experience. Prior to joining Edward Jones, he worked in various educational roles, including positions at Carroll Community School District and Belmond-Klemme Community School District. He also serves as an assistant varsity boys basketball coach for Humboldt Community School District. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a broad range of advisory programs and investment options. The firm is noted for its large network of financial advisors and branch offices, offering both discretionary and non-discretionary strategies under a fiduciary standard.

James Brandt is a financial advisor with Ameriprise in Duncombe, Iowa, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2010. Outside of his advisory role, Brandt is a registered team member at Summit Management Group, LLC, where he manages an advisory business. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet certain asset thresholds. The firm provides written, non-discretionary recommendation reports using a combination of research, modeling, and tax-efficiency analysis, with an emphasis on assets held in Ameriprise-managed accounts.

William Johnston is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. He has worked at Cetera and Cetera Wealth Services since 2013 and has been with First State Bank since 1986. Outside of his advisory role, he serves as a deacon at Saint Paul Lutheran Church and is a board member of the Financial Literacy Council of Greater Hamilton County. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, combining advisor-managed accounts, model portfolios, and third-party solutions with notable retirement and fiduciary capabilities.