Levi Nathan Morris

Alan Kutsch is a financial advisor with Avantax Planning Partners, Inc. He holds Series 63 and Series 65 licenses and has 12 years of industry experience. His prior work includes roles at HK Financial Services and various Avantax and Cetera entities. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services to individuals, pension plans, charitable organizations, and businesses. The firm operates primarily through a network of CPA firms and registered Advisor Representatives, managing approximately $7.57 billion in assets as of 2025.

James McNaughton is a CFP® professional with 21 years of industry experience, currently serving at Momentum Independent Network Inc. since 2009. He holds the Series 66 designation and operates out of Storm Lake, IA. Outside of his advisory role, McNaughton is involved in insurance and fixed annuity sales through separate business activities. Momentum Independent Network serves a diverse client base, including individual, high-net-worth, charitable, corporate, institutional, and banking/thrift clients. The firm provides investment advisory programs, managed accounts, financial planning, retirement plan consulting, and brokerage services, utilizing third-party managers and integrated platforms for investment management and account administration.

Aaron Mcnaughton is a financial advisor at Momentum Independent Network Inc. with one year of industry experience. He holds the Series 66 designation and previously worked for Prince Manufacturing for 28 years. Momentum Independent Network Inc. serves individual, corporate, and institutional clients with investment advisory, portfolio management, financial planning, and brokerage services. The firm offers a range of managed account programs and combines multiple investment approaches, including asset allocation, quantitative, fundamental, and technical analysis, while integrating broker-dealer operations with banking and municipal advisory capabilities.

Ted Ramaekers is a financial advisor with Principal Financial Services and holds Series 63 and Series 65 licenses. He has three years of industry experience, including roles at Principal Securities Inc and Principal Life Insurance Company since 2022, and prior experience at American Home Shield. Outside of his advisory work, he is a part-owner of KTM ROCKS LLC, a band-related LLC. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.

Steven Culp is a financial advisor with Principal Financial Services, holding CFP®, Series 63, and Series 65 designations and bringing 41 years of industry experience. He has worked at Principal Securities Inc. since 2016 and has been involved with Olsen-Culp, Inc. and Principal Life Insurance Company since 2014. Outside of his advisory work, he serves as a board member of Bethel Baptist Church. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel stationed abroad. The firm offers financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions, utilizing various adviser and promoter arrangements.

Cole Collison is a financial advisor with Principal Financial Services and holds a Series 66 designation. He has two years of industry experience, including previous roles at F&G and Principal Life Insurance Company. His background includes work with Iowa State University and Kuemper Catholic High School. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed accounts.