Matthew Everette Goodwin

Julia Punj is a financial advisor at Ellevity Capital, LLC with nine years of industry experience. She holds a Series 65 designation and has been with Ellevity Capital since 2016. Outside of her advisory role, she owns and manages Veraison Wine Bar in Fairfield, Iowa. Ellevity Capital provides discretionary investment management primarily to individuals, including high-net-worth and qualified clients, and to pooled investment vehicles. The firm focuses on actively managed, income-oriented strategies that integrate preferred and high-yield equity securities with options trading, employing both fundamental and technical analysis in portfolio construction.

Avangeline Subsin is a financial advisor at Bridgeport Financial Solutions with nine years of industry experience. She holds the Series 66 designation and has worked at Cambridge Investment Research Advisors and Thimbleberry Financial. She serves as a board member of Whatsoever You Do, Inc., a nonprofit organization based in Ottumwa, Iowa. Bridgeport Financial Solutions serves individual clients, including high-net-worth households, and institutional clients such as retirement plans. The firm provides investment management, financial planning, retirement-plan advisory, and tax preparation services through its subsidiary, offering both discretionary management and access to third-party and affiliated strategists.

Luke Perry is a Series 66-licensed financial advisor with 15 years of industry experience. He is affiliated with Bridgeport Financial Solutions and has prior experience at Cambridge Investment Research Advisor, Inc., CRI Securities, LLC, and Securian Financial Services, Inc. Perry has also worked with nonprofit and church organizations earlier in his career. Bridgeport Financial Solutions serves individual and institutional clients, including high-net-worth households and retirement plans, offering investment management, financial planning, retirement-plan advisory, and related consulting. The firm utilizes model portfolios overseen by an Investment Committee and provides discretionary management through wrap programs and advisor-managed portfolios, with access to both affiliated and third-party strategies.

Justin Zeimet is a financial advisor at Bridgeport Financial Solutions with six years of industry experience. He holds a Series 66 designation and previously worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. Zeimet also provides tax services as a coach on a limited basis. Bridgeport Financial Solutions serves individual and institutional clients, including high-net-worth households and retirement plans, offering investment management, financial planning, retirement-plan advisory, and related consulting. The firm manages model portfolios through an Investment Committee and delivers discretionary management via wrap programs and advisor-managed portfolios, combining affiliated and third-party strategies.

Annalisa Clifford Gold is a Series 66-registered advisor at Vanderbilt Advisory Services with 5 years of industry experience. She has worked with Vanderbilt Securities, LLC since 2017 and with IPAM Inc dba Centered Wealth since 2016. Outside of her advisory role, she serves as a committee member of Iowa WINS and is an active member of Rotary Club International. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm utilizes strategic asset allocation and a combination of fundamental, technical, and charting analysis, offering a range of portfolio management and financial planning services supported by a unique integration with retirement-plan and benefits firms.

Theodore Hirsch is a Series 65-licensed financial advisor with six years of industry experience, currently with Vanderbilt Advisory Services since 2020. He has also operated Hirsch Associates Inc. since 2012. Outside of his primary roles, Hirsch serves as an investment researcher and consultant for several firms and holds a board position overseeing investment strategy for a charitable foundation. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm employs a strategic asset allocation approach using fundamental, technical, and charting analysis, offering discretionary and non-discretionary portfolio management alongside financial planning and consulting services.