Madelyn Widmer

Kent Dallmeyer is a financial advisor with Mason & Associates, Inc. in Washington, IA, holding Series 63 and Series 65 credentials and bringing 47 years of industry experience. He has been with Mason & Associates and Mutual Securities, Inc. since 2015. Outside of advisory work, he serves as a director and foundation chair of the Rotary Club of Washington, IA, and is involved in several family farm enterprises. Mason & Associates serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and small businesses with personalized financial planning and investment management. The firm’s investment process is based on Modern Portfolio Theory and includes strategic asset allocation and global diversification, utilizing an open-architecture platform and engaging in private placements and illiquid investments.

Adhali Larios Hernandez is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at Equitable Advisors and Axa Advisors, and he has served in the U.S. Army Reserves since 2009. Hernandez is a board member of the Washington Public Library, participating in community outreach and engagement. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering managed portfolios and non-discretionary investment recommendations supported by Morningstar Investment Management’s proprietary software and model portfolios.

Daniel Voss is a financial advisor with Edward Jones in Washington, Iowa, holding Series 63 and Series 66 credentials and bringing 31 years of industry experience. He has been with Edward Jones since 1994. Outside of his advisory role, he owns and manages a commercial real estate business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment options supported by a large network of financial advisors and branch offices nationwide.

Scott Johnson is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 17 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2017 and previously spent time with D.H. Securities LLLP, D.H. Hill Advisors, and Brokers International Financial Services. Outside of his advisory work, Johnson serves on the Wayland Economic Development Committee and speaks on biblical topics to various congregations in the Iowa area. Cambridge Investment Research Advisors serves a diverse client base including individuals, 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 a variety of investment strategies and multiple account platforms.

Jeffrey Enfield is a financial advisor at Ameriprise with 38 years of industry experience. He holds a Series 63 designation and has worked with Ameriprise since 2020, following a 32-year tenure at American Express Financial Advisors Inc. Based in Washington, Iowa, he has extensive experience in financial advisory services. Ameriprise provides a retirement-income planning service focused on individuals nearing or in retirement who meet specific asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations, supported by a centralized consulting team and algorithmic tools.

Steven Boman is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and has worked previously in retail and early education sectors. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various household types, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets with a large nationwide network of financial advisors and branch offices, offering discretionary and non-discretionary investment strategies alongside affiliated mutual funds and other services.