Matthew Michael Owens

Jolene Bennett is a Series 66-licensed financial advisor with eight years of industry experience. She currently works at LPL Financial and previously spent seven years with Cambridge Investment Research. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset allocation approaches.

Autumn Pulis is a financial advisor at Edward Jones in Bloomfield, IA, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones in 2023, she worked at Davis County Dental and held various roles in education and insurance. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies, supported by a nationwide network of over 23,700 financial advisors.

John Stookesberry is a financial advisor at Edward Jones in Bloomfield, Iowa, with 11 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2014. Outside of his advisory role, he owns and operates a farming business in Milton, Iowa. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets with a large network of financial advisors and branch offices, offering a range of advisory programs that include discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Joshua Quimby is a financial advisor with LPL Financial, holding a Series 66 designation and 15 years of industry experience. His work history includes a decade at Cambridge Investment Research and shorter tenures at CUNA Brokerage Services and CUNA Mutual Group before joining LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and third-party asset management, supported by advanced operational tools and a broad affiliated financial services platform.

Bradford Martin is a Series 66-credentialed financial advisor with Ameriprise, where he has worked since 2005, accumulating 20 years of industry experience. He serves on the Board of Directors and is the Finance Committee Chairperson for Davis County Dollars for Scholars. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, delivering customized recommendation reports through a centralized consulting team that integrates research, modeling, and tax-efficiency analysis.

Travis Harris is a financial advisor with LPL Financial in Bloomfield, IA, holding Series 63 and Series 65 licenses and 27 years of industry experience. His prior roles include positions at Lincoln Financial Securities Corporation and VOYA Financial Advisors, Inc. In addition to his advisory work, he manages agricultural operations through TNT Harris, LLC, which focuses on cattle and crop production. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset managers, supported by technology tools for research and operational assistance.