Melissa Anne Derr

Eddie Hart is a financial advisor at IPI Wealth Management, Inc. with 42 years of industry experience. He has been with Investment Planners, Inc. since 2004. Outside of his advisory work, he intermittently plays guitar and sings as a personal hobby. IPI Wealth Management, Inc. provides investment management, financial planning, and access to third-party asset managers and TAMP programs for individuals, businesses, and retirement plans. The firm uses an open-architecture model with proprietary, risk-based portfolios and combines strategic asset allocation with active manager oversight.

Joseph Jolin Sr. is a financial advisor at Edward Jones in Burlington, Iowa, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Jolin Media, Two Rivers Financial Group, and Acuity Financial. He holds a golf membership with the Burlington Golf Course. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment strategies and operates under a fiduciary standard, supported by a large nationwide network of financial advisors and branch offices.

Courtney Gustafson is a financial advisor with Edward Jones in Burlington, IA, holding a Series 66 designation and seven years of industry experience. Prior to joining Edward Jones in 2019, she worked for six years at Case New Holland. She serves on the boards of the local YMCA and Kiwanis Club, participating in community funding and organizational decisions. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm manages over $1 trillion in assets through a nationwide network of more than 23,000 financial advisors and offers services including discretionary and non-discretionary strategies, separately managed accounts, and a fiduciary standard of care.

Joshua Denning is a financial advisor with Ameriprise Financial Services, holding a Series 63 designation and bringing 29 years of industry experience. He has been with Ameriprise since 2005 in various capacities. Outside of his advisory role, Denning is involved in several community organizations, including serving on the Board of Directors for the North Lee County Community Foundation and as President of the City of Fort Madison Airport Commission. Ameriprise Financial Services is a large advisory firm that serves both individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm emphasizes tax-aware withdrawal strategies and dependable income sources for clients approaching or in retirement.

Parker Denning is a financial advisor with Ameriprise in Fort Madison, IA, holding Series 63 and Series 65 licenses and two years of industry experience. Prior to Ameriprise, he worked at Scheels Sports and Southeastern Community College. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Steven Link is a financial advisor with Ameriprise in Fort Madison, Iowa, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Ameriprise and its affiliated entities since 2010. Outside of his advisory role, he serves on the Board of Directors for the Southeast Iowa Regional Riverboat Commission and is involved in local nonprofit organizations, including as president of Fort Madison SIRRC Corp. and chair of Southeast Iowa Aquatics/Fort Madison Marina. Ameriprise provides a retirement-income planning service targeted at individuals nearing or in retirement who meet certain asset criteria, delivering detailed Recommendation Reports that incorporate Social Security options, tax-smart withdrawal strategies, and asset management advice. The firm combines research and modeling with algorithmic tools to support its advisory process and offers a broad range of financial solutions through its institutional platform.