Sean Coen

John Sloan III is a Series 65-credentialed advisor at Bellingham Capital with two years of industry experience. His prior work includes roles at Grabow Therapy & Wellness Center and Farther. Bellingham Capital provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, trusts, foundations, charitable organizations, corporations, and retirement plans. The firm employs a long-term, strategic asset allocation approach supported by proprietary model portfolios and internal due diligence on mutual funds and ETFs, focusing on a fee-only model and customized client solutions.

Devin Reimer is a CFP® with 20 years of experience in the financial industry, currently serving at Intellicents Investment Solutions Inc. He has held roles at Mutual Securities, Inc. and Securities America Advisors. Outside of his advisory work, Reimer is secretary on the board of a nonprofit organization called Forward with Faith. Intellicents Investment Solutions serves retirement plan sponsors, TPAs, individual clients, charities, and institutional accounts, offering retirement plan consulting, wealth management, and participant education. The firm employs long-term, buy-and-hold investment strategies overseen by a chief investment officer and supported by research from providers such as Morningstar and Zephyr.

Connie Mc Cleary Geiger is a financial advisor at Intellicents Investment Solutions Inc with one year of industry experience. She holds a Series 65 designation and has previously worked at Pentegra, Economic Group Pension Service, and Bankers Trust. Intellicents Investment Solutions serves retirement plan sponsors, third-party administrators, individual clients, charities, and institutional accounts. The firm offers a range of retirement plan consulting services, individual wealth management, and participant education, employing long-term, buy-and-hold investment strategies supported by research from providers such as Morningstar and Zephyr.

Jacob Olson is a financial advisor with Intellicents Investment Solutions Inc., holding a Series 66 designation and two years of industry experience. He has been with Intellicents since 2026 and previously worked at LPL Financial LLC and Palmer Group. Outside of his advisory role, he is involved with Helical Research, conducting market research surveys. Intellicents Investment Solutions serves retirement plan sponsors, individual clients, and various institutions, offering consulting, sub-advisory, and wealth management services. The firm emphasizes long-term, buy-and-hold investment strategies overseen by a CFA Chief Investment Officer and manages approximately $9.92 billion in assets through a multi-office team of advisors.

Lindsay Stout is a CFP® with seven years of industry experience, currently serving as a financial consultant at Intellicents Investment Solutions Inc. She has worked at several firms, including Mutual Securities, Inc. and Securities America, Inc., and has a background that includes roles in mortgage lending and credit unions. Outside of her advisory work, she is a co-owner and sales associate at The Funky Zebras, a clothing boutique in Pella, IA. Intellicents Investment Solutions serves retirement plan sponsors, TPAs, individual clients, charities, and institutional accounts, offering a range of retirement plan consulting and wealth management services. The firm employs a long-term, buy-and-hold investment approach supported by written Investment Policy Statements and uses research from providers like Morningstar and Zephyr to guide manager and fund selection.

Megan Holland is a Series 65-licensed financial advisor with INTELLICENTS INVESTMENT SOLUTIONS INC and has three years of industry experience. She previously worked at Pigott for 11 years before joining INTELLICENTS in 2022. Megan is also a licensed insurance agent, providing life, health, and disability insurance to clients in Iowa. INTELLICENTS INVESTMENT SOLUTIONS serves retirement plan sponsors, third-party administrators, individual clients, charities, and institutional accounts with a range of services including retirement plan consulting, wealth management, and participant education. The firm employs long-term, buy-and-hold investment strategies overseen by a chief investment officer and uses research from providers like Morningstar to guide manager and fund selection.