Lee Lensch

Patrick Reid is a financial advisor at Plan2Thrive Financial with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at LPL Financial, Eagle Strategies, and New York Life. Outside of advising, he owns The Vault Coffee & Cafe, a local coffee shop and cafe. Plan2Thrive Financial is a small advisory firm serving individual and high-net-worth clients with portfolio management, financial planning, and pension consulting. The firm follows long-term, fundamentally driven strategies and may allocate assets to third-party managers while acting as a fiduciary on retirement accounts.

Amanda Kelley is a financial advisor at Plan2Thrive Financial with one year of industry experience. She holds a Series 65 designation and previously worked at the Department of Human Services for 12 years. Plan2Thrive Financial is a small advisory firm serving individual and high-net-worth clients, managing approximately $119 million for about 237 clients. The firm offers portfolio management, financial planning, pension and 401(k) consulting, and selection of third-party money managers, generally pursuing long-term, fundamentally driven strategies with fiduciary oversight on retirement accounts.

Jeff Newburn is a CFP® professional with 25 years of experience in the financial services industry. He is currently a financial advisor at Plan2Thrive Financial, where he has worked since 2021, and has been associated with related entities since 2010. Outside of his advisory role, he is involved in life coaching through Plan2Thrive Life Coaching. Plan2Thrive Financial is a three-advisor firm managing approximately $119 million for about 237 individual and high-net-worth clients. The firm offers portfolio management, financial planning, pension and 401(k) consulting, and access to third-party money managers, focusing on long-term, fundamentally driven strategies documented in written Investment Policy Statements.

Benjamin Froeschle is a financial advisor with Edward Jones in De Witt, IA, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 16 years of industry experience, including 15 years managing his own State Farm insurance agency prior to joining Edward Jones. Outside of advising, he manages a property he owns that houses an office rented to another agent. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment options with a nationwide network of over 23,000 advisors and $1.01 trillion in assets under management.

Gaylon Heetland is a financial advisor at Thrivent Investment Management with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Thrivent Financial for Lutherans since 2002. Outside of his advisory role, he is involved in a joint rental property venture with his wife. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic planning across various financial topics without discretionary trading authority, allowing clients to combine planning with managed-account services under a consolidated billing option.

Kerry Skinner is a financial advisor with LPL Financial, holding a Series 66 designation and 20 years of industry experience. He has previously worked at Parable Wealth Management, Lincoln Financial Securities, Bank of America, and Merrill. Outside of his advisory work, Skinner owns a business that manufactures and sells fishing baits and tackle and is also involved as a golf professional. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and accommodates both advisory and brokerage needs through its extensive network of investment adviser representatives.