Kevin Fitzpatrick

Benjamin Steele is a CFP® professional with 18 years of industry experience. He is the principal advisor at Diamond Trail Capital Management, where he has worked since 2023. His prior experience includes roles at LSB Capital Management, Lincoln Savings Bank, and several other financial services firms. He is also involved in selling and servicing fixed insurance products such as term life, disability, long-term care, and critical illness insurance. Diamond Trail Capital Management provides discretionary asset management and financial planning services to individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm employs a long-term, buy-and-hold investment approach and offers a wrap-fee program, along with integration of third-party managers and tax-management tools.

Paige Carlson is a CFA® charterholder affiliated with Rossby Financial, LLC and has two years of industry experience. Her prior work includes roles at Prairie Oak Wealth, Cambridge Investment Research Advisors, Grinnell State Bank, and Grinnell College. She serves as a board member for Mayflower Homes and is treasurer for Beta of Iowa (Phi Beta Kappa). Rossby Financial is a Registered Investment Adviser that provides portfolio management, financial planning, and retirement consulting to individuals, trusts, charitable organizations, pension/profit-sharing plans, and corporate entities. The firm manages approximately $358.6 million across about 800 client relationships, employing a variety of investment analysis methods and tailoring strategies to clients’ risk tolerance and horizons.

Jessica Dillon is a financial advisor at Rossby Financial, LLC with eight years of industry experience. She holds a Series 65 designation and has worked at Cambridge Investment Research Advisors, Inc., Triangle Financial Services, Harbour Investments, Inc., and Grinnell College’s Office of Investments. Dillon serves as a board member and secretary for the Mayflower Homes Board of Trustees and is also a board member of the Grinnell Chamber of Commerce. Rossby Financial is a Registered Investment Adviser that provides portfolio management, financial planning, and retirement consulting to individuals, trusts, charitable organizations, pension plans, and corporate entities. The firm employs multiple analysis methods and customizes client portfolios using third-party managers, TAMP platforms, and direct-indexing solutions.

Michael Skinner is a financial advisor with 17 years of industry experience, currently serving as Senior Managing Director at 1834 Investment Advisors Co. He holds a Series 66 designation and has worked previously at T. Rowe Price Investment Services, LPL Financial, and Old National Bank. Outside of his advisory roles, he is a writer and content director for the nonprofit organization Gratia Reflections. 1834 Investment Advisors Co. is an SEC-registered firm and a wholly owned subsidiary of Old National Bancorp, managing approximately $1.03 billion across individuals, retirement plans, institutions, and banking clients. The firm emphasizes asset-allocation driven strategies implemented through discretionary portfolio management and supports clients with ongoing financial planning and proprietary research.

Wendy Sims is a PFS™ credentialed financial advisor with 27 years of industry experience. She is affiliated with Avantax Planning Partners, Inc. and has worked with Honkamp Krueger Financial Services since 1999. In addition to her advisory role, she is a shareholder and accountant at Schuring Uitermarkt Sims McCleish Ver Meer, PC, a regional CPA firm, and serves on the boards of the Leighton Investment Company and the Pella Regional Health Center Foundation. Avantax Planning Partners provides investment advice and planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses through referral arrangements with independent CPA firms and registered advisor representatives. The firm employs a model-based style allocation investment approach with discretionary portfolio management and offers tax-intelligent overlays and centralized trading through its designated custodians.

Michael Vermeer is a financial advisor with Avantax Planning Partners, Inc. who holds a Series 63 designation and has 26 years of industry experience. His career includes roles at Cetera Wealth Services, LLC, Avantax Investment Services, INC., and Proequities. Outside of advising, he is a shareholder in Schuring & Uitermarkt, P.C., an accounting practice, and serves as Vice President of Radjas, Inc., a drive-in theatre. Avantax Planning Partners provides investment advice and planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses, often through collaborative referral arrangements with independent CPA firms and registered advisor representatives. The firm’s investment process is overseen by an Investment Advisory Committee and emphasizes model-based style allocation strategies, discretionary portfolio management, and tax-intelligent overlays.