Ryan Halling

Timothy Gottschalk is a financial advisor with Strategic Asset Management, LLC, holding the PFS™ designation and Series 65 license, with 27 years of industry experience. He has served as president of Gottschalk & Company, CPA’s, LLC since 2002 and also leads management services at Gottschalk, Inc. and JJAA, Inc. outside of his advisory work. Strategic Asset Management, LLC provides investment supervisory services and financial planning to individuals, trusts, estates, pension and profit-sharing plans, and business entities. The firm manages approximately $32 million in discretionary assets, focusing on long-term, asset-allocation strategies using diversified, passively managed portfolios and maintains an affiliation with an accounting practice to offer integrated tax and trust-related advice.

Jackson Brimblecom is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity in 2022, he held various roles outside the financial sector, including positions at ABC Therapy and The Guidance Center. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across mutual funds, ETFs, and ETPs.

Mark Begley is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked with AXA Advisors, LLC for 21 years. Outside of his advisory role, he serves on the finance committee of St. Benedict Parish and has held the position of Grand Knight in the Knights of Columbus. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and various third-party asset managers. The firm operates a hybrid referral and implementation model and offers tailored services based on clients’ goals, risk tolerance, and time horizon.

Zoey Stec is a Series 66 licensed financial advisor with Edward Jones, based in Atchison, KS, with several years of experience at the firm in various roles since 2024. Prior to her current position, she worked at Stagg Hill Golf Course and Blish-Mize, among other employers. She also has experience in entrepreneurship through Rox's Images. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of discretionary and non-discretionary investment strategies supported by a large network of financial advisors and branch offices nationwide.

Alden Ensminger III is a financial advisor with Edward Jones in Atchison, KS, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving a broad range of individual and institutional clients. The firm manages over $1 trillion in assets and offers various advisory programs and affiliated investment products through a nationwide network of more than 23,700 financial advisors.

Benjamin Gilmore is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and three years of industry experience. Prior to joining LPL Financial, he worked at Berthel, Fisher & Company Financial Services, Grain Belt Insurance, and Bendena State Bank. Gilmore is an author of a book titled "Playing the Game: Life After Sports," which addresses religious and personal development, and serves as a church elder and board member at First Christian Church of Troy. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports its advisors with in-house research, model portfolios, and a broad range of investment and insurance products delivered through a large network of investment adviser representatives.