Samuel B Hash

Jerry Kirkpatrick is a financial advisor at Cetera Planning Partners with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Avantax Investment Services and ProEquities. Outside of advising, Kirkpatrick is a CPA and partner at TD&T CPAs and Advisors and serves on several nonprofit boards, including United Way and MercyOne Centerville. Cetera Planning Partners serves individual and high-net-worth clients, particularly pre-retirees and retirees, offering investment management, comprehensive financial planning, and retirement-related advice. The firm emphasizes diversified allocations using mutual funds and ETFs and provides ancillary services such as tax planning, bookkeeping, and estate planning through third-party providers.

Allen Lakner is a financial advisor at Integrity Alliance, LLC with 10 years of industry experience. He holds the ChFC® designation and Series 63 license. In addition to his advisory work, Lakner is an instructor for NEHI Firearms Training LLC, where he provides firearms training and certification. Integrity Alliance is a large advisory network with over 300 independent representatives managing approximately $5.4 billion in client assets. The firm serves a diverse client base, offering portfolio management, financial planning, and a range of investment programs through various platforms and approaches.

Christopher Hash is a financial advisor at Edward Jones with 19 years of industry experience. He has worked with Edward Jones since 2006 and holds the Series 63 and Series 66 designations. Outside of his advisory role, he is involved in managing farm and rental properties in Centerville, Iowa. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment options. The firm is known for its extensive network of advisors and branch offices, as well as its affiliated mutual funds, trust services, and securities-based lending.

Justin Bailey is a financial advisor with Ameriprise in Centerville, IA, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its related entities since 2005. Bailey serves on the Board of Directors and acts as Secretary for the First Baptist Church Trustee Board and is a member of the Appanoose Conservation Foundation. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver written recommendation reports. As a large institutional firm, it offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.