Paige Linna Carlson

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.

Jessica Dillon is a financial advisor at Rossby Financial, LLC with nine years of industry experience. She holds a Series 65 credential and previously worked at Cambridge Investment Research Advisors, Inc., Triangle Financial Services, Harbour Investments, Inc., and Grinnell College’s Office of Investments. Dillon serves on the boards of Mayflower Homes and the Grinnell Chamber of Commerce. Rossby Financial provides investment advisory and financial planning services to individuals, charitable organizations, pension and profit-sharing plans, corporations, and other business entities. The firm employs a variety of analytical methods to tailor diversified portfolios aligned with clients’ objectives and risk tolerances.

Kevin Smith is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 credentials and 22 years of industry experience. He has worked at Principal Securities Inc. since 2016 and previously at Retirement Resource Group from 2009 to 2018. Outside of his advisory work, he is involved in restoring and collecting old Mustangs for auction. Principal Securities provides brokerage and registered investment advisory services to a diverse client base that includes individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty military personnel. The firm offers direct advisory programs, financial planning, 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 in Grinnell, IA, holding a Series 63 designation and 40 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 for the John M Campbell Trust. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals, utilizing multiple portfolio management strategies and platform arrangements tailored to client objectives.

Natalie Pavey is a financial advisor at Cambridge Investment Research Advisors with 27 years of industry experience. She has worked with Cambridge since 2010 and also operates Cirks Financial Services. Outside of her advisory role, she sells cosmetics as a Mary Kay consultant. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services through a network of independent professionals. The firm employs multiple custody platforms and provides both proprietary and third-party investment strategies tailored to client objectives.

Kevin Fitzpatrick is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has four years of industry experience. Prior to joining Raymond James, he spent nine years at Championship Productions. Fitzpatrick is also associated with Fitzpatrick Financial Services, Inc., where he serves as an associate and financial advisor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools such as risk profiling and probability modeling to support client goals.