Levi J Morrissey

Blake Smith is a CFP® with nine years of industry experience, currently serving as an advisor at Prosperity Capital Advisors. He is a 60% owner of Financial Partners, Inc., through which he manages his advisory and insurance business. Outside his financial work, Mr. Smith is a voting Board Member of the American Home Finding Association and co-chairs the Wapello County GOP. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management services to individual investors, corporate clients, charitable organizations, and retirement plan sponsors. The firm employs a model-driven, multi-sleeved investment approach that includes core risk-based portfolios, specialized strategies, and access to private and alternative solutions.

William Venables is a financial advisor with Berthel, Fisher & Company Financial Services, Inc. in Ottumwa, Iowa, holding Series 63 and Series 66 licenses and bringing 42 years of industry experience. He has been with Berthel, Fisher since 1985. Outside of his advisory role, Venables serves as treasurer for the Travelers Protective Association, a nonprofit service organization. Berthel, Fisher & Company Financial Services provides investment advisory and financial planning services to individuals, corporations, pension and profit-sharing plans, trusts, estates, and institutional clients. The firm offers a range of asset management platforms and investment strategies through approximately 100 independent adviser representatives.

Melody Lowe is a financial advisor with Prosperity Capital Advisors in Ottumwa, IA, holding a Series 66 license and 15 years of industry experience. She previously worked at SPC and Sigma Financial Corporation and is a 10% owner of Financial Partners, Inc. Outside of advising, Ms. Lowe owns a freelance personal book and screenwriting business, provides administrative services for Ottumwa Habitat for Humanity, operates Retro Remedies offering homeopathic services, and participates seasonally as Mrs. Claus in local tea parties. Prosperity Capital Advisors is an SEC-registered firm offering financial planning, consulting, and discretionary investment management to a diverse client base including individuals, high-net-worth investors, corporations, and retirement plans. The firm employs model-based, asset-allocation strategies and works with multiple providers while also serving as a Turnkey Asset Manager Program (TAMP) and sub-advisor to other RIAs.

Daniel Van Winkle is a financial advisor with Principal Financial Services, holding a Series 66 designation and bringing 21 years of industry experience. Prior to joining Principal in 2021, he worked for Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. from 2010 to 2021. He serves as an AML Officer for affiliated entities within the Principal Financial Group, assisting with anti-money laundering responsibilities. Principal Securities provides brokerage and registered investment advisory services to individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel overseas. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through various adviser and promoter arrangements.

Jason Knox is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has worked at Lincoln Investment since 2010 and previously operated Knox Financial Group for over two decades. His outside business activities include ownership of Knox Financial Services, LLC, and Insurance Management Group, Inc. Lincoln Investment Planning, LLC is an enterprise investment advisory and broker-dealer serving a broad client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning and portfolio management with both advisor-led and firm-managed model portfolios, supported by an in-house Investment Management & Research team and multiple third-party managers.

Katherine Walker is a Series 66 licensed financial advisor at Edward Jones in Ottumwa, IA, with two years of industry experience. She has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets with a large nationwide network of advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.