Levi Morris

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.

Steven Culp is a CFP® with over 41 years of industry experience, currently serving at Principal Financial Services since 2016. He also has ongoing roles with Olsen-Culp, Inc. and Principal Life Insurance Company beginning in 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 diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel overseas. The firm’s offerings include direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Alan Kutsch is a financial advisor at Cetera with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Avantax and HK Financial Services. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a network of independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and fiduciary solutions, combining retirement capabilities with institutional services across multiple program structures.

Chad Halder is a CFP® professional with 16 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2019. His prior experience includes roles at Cambridge Investment Research, Inc., Broker Dealer Financial Services Corp., and Citizens 1st National Bank, where he continues as a trust officer. He is also involved in community service as a board member of the Storm Lake Hy-Noon Kiwanis and the Iowa Trust Association. Cambridge Investment Research Advisors serves a wide range of clients including individual investors, retirement plans, and charitable organizations through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, employing both model-based and individualized investment approaches across multiple account platforms.

Linda Baier is a financial advisor with Stifel in Storm Lake, IA, holding a Series 66 designation and bringing 24 years of industry experience. She has worked at Stifel since 2009 and previously at UBS Financial Services and U.S. Bancorp Piper Jaffray Inc. Outside of her advisory role, Baier serves as Director of the Bell Choir at the United Methodist Church and is Treasurer of the Buena Vista County Community Foundation. She is also involved with a local antiques and miscellaneous sales business. Stifel serves a broad range of clients, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment strategy framework developed by its Investment Strategy Group.

Bradford Beukelman is a financial advisor at Stifel with 45 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Stifel since 2009, with prior experience at UBS Financial Services and Piper Jaffray Inc. He is also a notary. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, offering brokerage and advisory services. The firm’s investment guidance relies on proprietary analysis by its Investment Strategy Group and serves clients through episodic, fee-based financial planning without automatic implementation or monitoring.