Scott Johnson

Kent Dallmeyer is a financial advisor with Mason & Associates, Inc. in Washington, IA, holding Series 63 and Series 65 credentials and bringing 47 years of industry experience. He has been with Mason & Associates and Mutual Securities, Inc. since 2015. Outside of advisory work, he serves as a director and foundation chair of the Rotary Club of Washington, IA, and is involved in several family farm enterprises. Mason & Associates serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and small businesses with personalized financial planning and investment management. The firm’s investment process is based on Modern Portfolio Theory and includes strategic asset allocation and global diversification, utilizing an open-architecture platform and engaging in private placements and illiquid investments.

Chad Mcmullin is a financial advisor with CreativeOne Wealth, LLC, holding the ChFC® designation and Series 63 license, and has 19 years of industry experience. His prior roles include positions at ChangePath, LLC, Brokers International Financial Services, LLC, FBL Marketing Services, and Farm Bureau. Outside of advising, he is involved in professional office building ownership and management. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individual, corporate, charitable, and RIA clients. The firm employs a combination of proprietary ETF-based models, third-party managers, boutique equity managers, and option strategies, supported by quantitative and fundamental analyses.

Adhali Larios Hernandez is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at Equitable Advisors and Axa Advisors, and he has served in the U.S. Army Reserves since 2009. Hernandez is a board member of the Washington Public Library, participating in community outreach and engagement. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering managed portfolios and non-discretionary investment recommendations supported by Morningstar Investment Management’s proprietary software and model portfolios.

Daniel Voss is a financial advisor with Edward Jones in Washington, Iowa, holding Series 63 and Series 66 credentials and bringing 31 years of industry experience. He has been with Edward Jones since 1994. Outside of his advisory role, he owns and manages a commercial real estate business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment options supported by a large network of financial advisors and branch offices nationwide.

Madelyn Widmer is a financial advisor at Thrivent Investment Management with nine years of industry experience. She holds a Series 66 designation and has been with Thrivent since 2016, including roles at Thrivent Financial. Prior to her advisory career, she worked at Central College. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based financial analyses and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Whitney Rogers is a CFP® designated financial advisor at Edward Jones with eight years of industry experience. Prior to joining Edward Jones in 2017, Rogers worked six years at The Walt Disney Company. Outside of financial advising, Rogers coaches the High School Color Guard team for the Mt Pleasant Community School District. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.