Natalie Pavey

Benjamin Steele is a CFP® professional with 18 years of industry experience. He is the principal advisor at Diamond Trail Capital Management, where he has worked since 2023. His prior experience includes roles at LSB Capital Management, Lincoln Savings Bank, and several other financial services firms. He is also involved in selling and servicing fixed insurance products such as term life, disability, long-term care, and critical illness insurance. Diamond Trail Capital Management provides discretionary asset management and financial planning services to individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm employs a long-term, buy-and-hold investment approach and offers a wrap-fee program, along with integration of third-party managers and tax-management tools.

Paige Carlson is a CFA® charterholder affiliated with Rossby Financial, LLC and has two years of industry experience. Her prior work includes roles at Prairie Oak Wealth, Cambridge Investment Research Advisors, Grinnell State Bank, and Grinnell College. She serves as a board member for Mayflower Homes and is treasurer for Beta of Iowa (Phi Beta Kappa). Rossby Financial is a Registered Investment Adviser that provides portfolio management, financial planning, and retirement consulting to individuals, trusts, charitable organizations, pension/profit-sharing plans, and corporate entities. The firm manages approximately $358.6 million across about 800 client relationships, employing a variety of investment analysis methods and tailoring strategies to clients’ risk tolerance and horizons.

Jessica Dillon is a financial advisor at Rossby Financial, LLC with eight years of industry experience. She holds a Series 65 designation and has worked at Cambridge Investment Research Advisors, Inc., Triangle Financial Services, Harbour Investments, Inc., and Grinnell College’s Office of Investments. Dillon serves as a board member and secretary for the Mayflower Homes Board of Trustees and is also a board member of the Grinnell Chamber of Commerce. Rossby Financial is a Registered Investment Adviser that provides portfolio management, financial planning, and retirement consulting to individuals, trusts, charitable organizations, pension plans, and corporate entities. The firm employs multiple analysis methods and customizes client portfolios using third-party managers, TAMP platforms, and direct-indexing solutions.

Kevin Smith is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked at Principal Securities Inc. since 2016 and previously spent nine years with Retirement Resource Group. Outside of finance, he is involved in car restoration, specifically collecting and restoring old Mustangs for auction sales. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Thomas Cirks is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and 39 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2010. Outside of his advisory role, Cirks serves as a charter representative for the Mid Iowa Council – Hawkeye District of the Boy Scouts of America and is a committee member of the John M Campbell Trust. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a network of independent financial professionals. The firm offers financial planning, portfolio management, retirement plan advisory, and access to third-party sub-advisers, employing a range of investment approaches including model portfolios and individualized allocations.

Kevin Fitzpatrick is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and four years of industry experience. He has been associated with Raymond James and Fitzpatrick Financial Services, Inc., where he is also an associate and financial advisor. Prior to his current roles, Fitzpatrick worked for Championship Productions for nine years. Raymond James Financial Services Advisors, Inc. serves a diverse client base, including individual investors, high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm provides financial planning and non-discretionary investment consulting through various advisory and managed account programs, emphasizing a collaborative approach tailored to clients' risk profiles and goals.