Kyler Eric Richard Morgan

Erin Freund is a financial advisor with Great Valley Advisor Group, LLC, holding CFP® and Series 66 credentials and bringing 20 years of industry experience. She has worked at LPL Financial since 2024 and previously held roles with Principal Life Insurance Company and Principal Securities Inc. Erin also maintains involvement in non-variable insurance activities. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm provides discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, utilizing a combination of in-house strategies and third-party managers across various platforms.

Michael Allen is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 credentials and 46 years of industry experience. His prior roles include positions at LPL Financial, Cambridge Investment Research Advisors, and VOYA Financial Advisors. He is also involved in insurance sales focused on non-variable products. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, trusts, and other entities. The firm combines individualized portfolio construction with ongoing oversight, utilizing both in-house strategies and third-party managers across various platforms.

Mark Smith is a CFP® professional with 41 years of industry experience, currently affiliated with Principal Financial Services. His career includes long-term roles at Principal Life Insurance Co., Principal Securities Inc., and ownership of Daryl D. Smith Co., Inc. He serves on the Atlantic Airport Commission and is a director of the Atlantic High School Senior Alumni Scholarship Foundation. Additionally, he is co-owner of an entity that operates a private airplane. Principal Securities provides brokerage and advisory services to a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money manager asset allocation and separately managed account solutions.

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.

Daulton Maassen is a financial advisor with Ameriprise in Walnut, Iowa, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Securities America Advisors, Agriland FS, and Midstates Bank. Ameriprise offers a retirement-income planning service aimed at clients approaching or in retirement who meet specific eligibility criteria, combining research, modeling, and tax-efficiency analysis to provide written Recommendation Reports. The firm serves a broad client base through advisory, brokerage, and insurance solutions typical of a large institutional firm.

George Howard is a Series 63-licensed financial advisor with 32 years of industry experience, currently with LPL Financial since 2020. He has previously worked with Securities America Advisors and Securities America Inc for six years each and has been co-owner of Cherry Corner Agency, Inc., an insurance agency, since 1970. Outside of his advisory work, he owns a self-service laundromat in Atlantic, Iowa. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services through a large network of investment adviser representatives, employing strategies including model portfolios, third-party asset management, and both discretionary and non-discretionary account management.