Kyle G Wilson

Tammy Broderick is an Investment Adviser Representative at Principal Advised Services with 26 years of industry experience. She has been with Principal Financial Services and Principal Life Insurance Company since 2000. Outside of her advisory role, she is a co-owner of Buckaroo Deer Blinds LLC, a business focused on selling deer hunting blinds. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients. The firm offers both non-discretionary recommendations and a discretionary wrap-fee investment management program, leveraging proprietary models and third-party tools within the Principal Financial Group.

Samuel Zurcher is a financial advisor at Silver Oak Securities, Incorporated with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Silver Oak Securities since 2023. Prior to that, he was with Securities America Advisors and Mutual of Omaha, among others. Outside of his work at Silver Oak, he is involved with Cornerstone Financial Group, providing retirement and insurance planning services. Silver Oak Securities serves individuals, families, corporations, retirement plans, and charitable organizations, managing over $2 billion in discretionary assets. The firm offers personalized portfolio management, financial planning, and specialized managed account programs, delivering investment advice primarily on a discretionary basis.

Michael Moffitt is a financial advisor with Silver Oak Securities, Incorporated, holding Series 63 and Series 65 designations and bringing 41 years of industry experience. He has been with Silver Oak Securities since 2018 and previously worked at LPL Financial, Advantage Investment Management, and Cornerstone Financial Group, where he has maintained a long-term association. Outside of his advisory work, Moffitt is involved in business planning and coaching through CFG Legacy Planners LLC and Cornerstone Financial Group, and he serves as a trustee and has held leadership roles in local nonprofit economic development. Silver Oak Securities serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and other business entities through a network of financial professionals managing approximately $2.4 billion in discretionary assets. The firm offers a range of advisory programs with primarily discretionary investment management tailored to client objectives and risk tolerances, utilizing both individual securities and model-based portfolios.

Matthew Stange is a financial advisor at Silver Oak Securities, Incorporated with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Securities America Advisors and Mutual of Omaha Investor Services. Outside of his advisory role, he owns an insurance business and manages a real estate rental property. Silver Oak Securities provides advisory services to individuals, families, corporations, retirement plans, and charitable organizations, managing over $2 billion in discretionary assets. The firm offers personalized portfolio management, financial planning, and third-party manager referrals, delivering investment advice primarily on a discretionary basis through a network of more than 100 financial professionals.

Mason Brown is a financial advisor with LPL Financial in Lenox, IA, holding a Series 66 designation and one year of industry experience. Prior to his current role, he has been involved in business activities including roofing services with Roof Solutions and political involvement with the City of Bedford. He is also associated with several entities related to his business and investment activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers diverse advisory programs, retirement plan consulting, and brokerage services, employing both discretionary and non-discretionary management approaches supported by model portfolios and research.

Justin Cole is a financial advisor with Edward Jones in Creston, IA, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2017 and previously worked with Ringgold County Group Home Inc. and Children & Families of Iowa. Outside of his advisory role, he is involved in small business activities, including owning and operating a snow removal business with his two sons and serving as a board member for Ringgold Holdings. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm supports a large nationwide network of advisors and branch offices and offers services under a fiduciary standard.