Shawn Shindelar

Andrew Russell is a financial advisor at Russell Wealth Advisors in Boone, Iowa, holding Series 63 and Series 65 licenses with eight years of industry experience. He has been with Russell Wealth Advisors since 2017 and has prior experience at LPL Financial and Russell Wealth Management. Russell Wealth Advisors is a small firm with three advisors managing approximately $91 million for mainly individual and high-net-worth clients. The firm employs a combined fundamental and technical investment approach, offering discretionary asset management as well as financial planning and consultation services.

Gary Russell is a financial advisor at Russell Wealth Advisors with 43 years of industry experience. He holds a Series 63 designation and has worked with LPL Financial for over 30 years before joining Russell Wealth Advisors in 2017. Russell Wealth Advisors is a small firm with three advisors managing approximately $91 million for about 119 clients, primarily individual and high-net-worth households. The firm provides discretionary asset management and financial planning services, using a combination of fundamental and technical analysis alongside strategic and tactical asset allocation to tailor portfolios.

Adam Russell is a financial advisor at Russell Wealth Advisors in Boone, Iowa, with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at LPL Financial since 2007. Outside of advisory services, he is a business owner of Timberline Cabinet Supply Company LLC, a woodworking supply company. Russell Wealth Advisors serves primarily individual and high-net-worth households, managing approximately $91 million across three advisors. The firm combines fundamental and technical investment methods with strategic and tactical asset allocation to tailor portfolios, offering discretionary asset management as well as hourly and one-time financial planning services.

Troy Thompson is a CFP® professional with 37 years of industry experience, currently serving at First Heartland Consultants, Inc. in Boone, IA. He has been with First Heartland Capital Inc since 2002. Thompson is a volunteer member of the Boone County Hospital Board of Trustees. First Heartland Consultants provides advisory services to a diverse client base, including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm offers financial planning, model-based management for self-directed 401(k) accounts, asset management, and third-party asset management solutions through a network of independent investment adviser representatives.

Gabe Bowers is a financial advisor at J.W. Cole Advisors, Inc. with 23 years of industry experience. He holds the ChFC® designation and has worked at firms including OSAIC and Signator Investors, Inc. Outside of his advisory role, Bowers serves on several local boards, including the Boone Education Endowment Fund and Boone County Economic Growth, and is president of the Boone/Story I-Club. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent representatives. The firm offers portfolio management, fee-based financial planning, and access to various managed account solutions, with investment decisions implemented on discretionary or non-discretionary bases.

Kirk Tokheim is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at AE Financial Services, LLC, AE Wealth Management, LLC, and Waddell & Reed Inc. Outside of finance, he has operated a woodworking business since 2021. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary services, utilizing a range of investment strategies and maintaining firm-level affiliations that support its broad service offerings.