Kole Thomas Petersen

Tanner Utley is a financial advisor with VisionX Wealth Partners in Fort Dodge, IA, holding a Series 66 designation and 10 years of industry experience. His career includes roles at Nielsen Financial Management, Royal Alliance Associates, and Ameritas Investment Corp. He serves on the boards of the Fort Dodge Country Club and Unity Point Health - Trinity and is an assistant wrestling coach at Fort Dodge Senior High School. VisionX Wealth Partners is an independent registered investment adviser providing wealth management, financial planning, and retirement-plan advisory services to individuals and corporate clients. The firm employs a client-directed investment approach using modern portfolio theory and various analytical methods, managing over $64 million in discretionary assets through a sponsored wrap fee program.

Mark Chingren is a ChFC® credentialed advisor with 39 years of experience, currently affiliated with SPC. He has worked at Parkland Securities since 2014 and has longstanding roles with Transamerica Life Companies and Chingren Agency dating back to 1983. Outside of his advisory work, he is president and sole owner of Chingren Agency, Inc. and Chingren Financial Advisors, Inc., both insurance businesses, and manages his parents' farm on a limited basis. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, financial planning, and ERISA-related retirement services through a network of over 460 advisers managing approximately $5.66 billion in assets.

Cole Jaeschke is a financial advisor with LPL Financial in Fort Dodge, IA, holding a Series 66 designation and 10 years of industry experience. His career includes roles at Edward Jones, Royal Alliance Associates, and multiple financial services firms. Outside of advising, he is involved in several family and business ventures, including ownership of a family farm and an industrial mechanic services business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a broad network of representatives to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management solutions, utilizing both proprietary and third-party investment strategies.

Gabriel Pettit is a financial advisor at Edward Jones with eight years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2017, following a one-year role at Liguria Foods, Inc. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a large nationwide network of advisors and branch offices.

Michael Vought is a financial advisor at Ameriprise in Fort Dodge, IA, holding a Series 66 designation with three years of industry experience. Prior to joining Ameriprise, he worked for Heartland Sales & Fundraising for seven years. He serves on the board of R.I.V.E.R. Development, Inc. as Treasurer. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Douglas Marine is a financial advisor with Ameriprise in Fort Dodge, IA, holding Series 63 and Series 66 registrations and bringing 20 years of industry experience. He has been with Ameriprise and its affiliate firms since 2008. Outside of his advisory work, Marine serves as a council member on the Knierim City Council and is involved with the local nonprofit FISH2O. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides personalized retirement-income planning advice based on comprehensive investment research and third-party data.