Kyle Schwery

Brady Griffin is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and two years of industry experience. His prior work includes roles at PFS Investments Inc., Robinson Ruhnke, PC, and Rush CPA & Associates. He owns Griffin CPA LLC, a separate accounting business based in Audubon, Iowa. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual, corporate, and charitable clients. The firm utilizes model-delivery strategies managed by unaffiliated asset managers and supports accounts through Pershing custody and BNY Mellon Advisors as an overlay manager.

Thomas Gross is a financial advisor with Ameriprise who holds Series 66 and Series 63 licenses and has seven years of industry experience. Prior to joining Ameriprise in 2022, he worked at FBL Marketing Services and Farm Bureau. He serves as President on the Board of Directors for the Walnut Education Foundation. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, notable for its specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Thad Nelson is a financial advisor at Edward Jones with four years of industry experience. He holds the Series 66 designation and previously worked at Vox Media and Treynor Community School District. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs with both discretionary and non-discretionary strategies.

Kayla Jacobs is a financial advisor with Edward Jones in Harlan, Iowa, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. She has been with Edward Jones since 1999 and is simultaneously involved with Shelby County Health Foundation and local banks in Harlan. Jacobs is also a co-owner of an LLC, KKCJ, based in Gretna, Nebraska. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Brian Wedemeyer is a financial advisor with Ameriprise in Avoca, IA, holding a Series 66 designation and eight years of industry experience. He has worked at Ameriprise since 2017 and previously held roles at Mutual of Omaha and Clarinda CSD. Outside of his advisory role, he is involved with an LLC that operates the AMP practice. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to produce personalized recommendation reports. As a large institutional firm, Ameriprise offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Diane Stewart is a Series 66-licensed financial advisor with Thrivent Investment Management, based in Harlan, Iowa. She has 18 years of industry experience and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2007. Outside of her advisory role, she is involved in land management through ownership of a land rental position. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses without discretionary trading authority. The firm offers planning on a range of financial topics and allows clients to integrate planning with managed-account services under a consolidated billing option called “WealthPlan.”