Sarah Jean Dory

Kathleen Dennis is a financial advisor with Valic Financial Advisors, holding Series 63, 65, and 66 licenses and bringing 34 years of industry experience. Her previous roles include positions at Agia, Investment Planners, Inc., Ipi Wealth Management, Inc., Sii Investments, and Financial Services/Simple Solutions. She serves as president of St Charles Development Corp, a nonprofit organization involved in organizing volunteers and leading meetings. Valic Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, wrap programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models and operating at scale with over $26 billion in discretionary assets.

Daniel Nielsen is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors, Broker Dealer Financial Services, and Edward Jones. Outside of his advisory work, he is involved with the Nielsen Family Farm in Winterset, IA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management services, combining large-scale operations with diverse financial products and technology tools.

Ross Rethmeier is a financial advisor at Edward Jones in Winterset, IA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at Farmers & Merchants State Bank and has had multiple self-employed roles, including billing for a mental health practice and overseeing hay production on a farm he owns. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, supported by a large network of financial advisors across the United States.

Peter Loiler is a financial advisor at Edward Jones in Winterset, IA, with 12 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC. Outside of his advisory role, he serves as Treasurer for the Madison County Foundation for Community Arts. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Karin Holder is a financial advisor at Ameriprise with 21 years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at Edward Jones for 18 years before joining Ameriprise in 2022. Outside of her advisory role, she is involved in real estate management through her own LLC, serves on several nonprofit boards, and is an author of two published books focusing on faith, family, and hunting. She also leads Karin Holder Ministries, providing leadership and faith-based personal development for women. Ameriprise offers a retirement-income planning service tailored for individuals nearing or in retirement, combining research, modeling, and tax-efficiency analysis to deliver non-discretionary recommendations. The firm serves a large client base with a range of advisory, brokerage, and insurance solutions, emphasizing managed accounts and algorithmic support in its retirement planning approach.

Whitney Messerschmitt is a CFP® and holds a Series 66 license with nine years of industry experience, all at Edward Jones. Based in Winterset, IA, Messerschmitt has been with Edward Jones since 2017 and previously worked at the same firm from 2003 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment options through a nationwide network of financial advisors and branch offices.