Nicholas F Klos

Clarke Vanmeter is a financial advisor with Van Meter Associates, LLC, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has been with Van Meter Associates since 2006 and has provided advisory services under his own name since 2004. Van Meter Associates offers portfolio management and financial planning to individuals and corporations, managing approximately $15.1 million in discretionary client assets. The firm uses a combination of fundamental analysis and technical filters, providing both discretionary and non-discretionary management with a focus on equity securities and exchange-traded funds.

Michael Van Meter is a financial advisor at Van Meter Associates, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Van Meter Associates since 2005, as well as VMF Capital since 2003. Van Meter Associates provides portfolio management and financial planning services to individuals and corporations, offering both discretionary and non-discretionary management with a focus on equity securities and exchange-traded funds. The firm employs fundamental analysis combined with technical filters to adjust portfolio risk and conducts regular account reviews and rebalancing.

Alan Keltner is a financial advisor with Cetera Planning Partners, holding a Series 63 designation and bringing 26 years of industry experience. He has previously worked at ProEquities, Inc. for 17 years and maintains ongoing roles at Honkamp Krueger Financial Services, Inc. and Gosling Financial Services. Outside of his advisory work, he owns and operates Keltner Enterprises, a business focused on buying and selling antiques. Cetera Planning Partners serves individual and high-net-worth clients, particularly pre-retirees and retirees, offering investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm’s investment process utilizes diversified allocations of mutual funds and ETFs tailored to client objectives and risk tolerance, supported by ancillary services including tax planning, bookkeeping, payroll support, and estate planning through a third-party provider.

Angela Rave is a Series 66-licensed financial advisor with Edward Jones in Manchester, Iowa, where she has worked for 17 years. She also works as a substitute teacher at St. Mary's School. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a large network of advisors and branch offices nationwide.

Leo Monaghan is a financial advisor with Osaic Wealth, Inc. based in Manchester, Iowa, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has been with Osaic since 1989. Outside of his advisory role, Monaghan is involved in organizing a scholarship fund through the Class of 1970 Endowment committee and also prepares tax returns through a family corporation. Osaic Wealth serves a diverse client base, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a variety of investment platforms and utilizes asset allocation tools, risk-tolerance assessments, and third-party managers to construct portfolios tailored to client needs.

Tammy Feldmann Kelchen is a financial advisor at Cambridge Investment Research Advisors with 12 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at VOYA Financial Advisors and EJ Brown & Associates. Kelchen is an owner of Milestones Group LLC and serves as a board member of the Delaware County 4H Foundation. She also volunteers as a money counter at St. Patrick Church in Ryan, Iowa. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, pension and profit-sharing plans, charitable organizations, trusts, and estates. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a range of portfolio management approaches and platform arrangements.