Todd Otto Green

Alexa Lenhart is a financial advisor with Eagle Strategies (NY Life) based in Sac City, IA, holding Series 63 and Series 65 licenses and having four years of industry experience. Her work history includes roles at Eagle Strategies, NYLIFE Securities LLC, and New York Life Insurance Company. Outside of her advisory work, she is involved as a distributor with Amare Global, a multi-level marketing company selling gut health products. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice and delivers solutions through various program types, with most assets managed on a non-discretionary basis.

Jeffrey Nelson is a financial advisor with Cetera who holds a Series 63 designation and has 35 years of industry experience. He has worked with Cetera Wealth Services, LLC since 2013 and United Bank of Iowa since 2002, where he provides financial services to bank clients. Nelson also sells fixed life and annuities as part of his other business activities. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and advisory services through a multi-manager platform with access to both affiliated and third-party money managers.

Natalie Mandernach is a financial advisor at Ameriprise with seven years of industry experience. She holds the Series 66 designation and has worked at Ameriprise since 2019. Outside of her advisory role, she serves on the board of the Sac City Museum. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning that incorporates detailed recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Colton Wicker is a financial advisor at Ameriprise with nine years of industry experience. He holds the Series 66 designation and has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2015. He serves on the Board of Directors for the Lake View Foundation. Ameriprise is a large institutional firm offering a range of advisory, brokerage, and insurance solutions. Its retirement-income planning service targets individuals nearing or in retirement who meet specific asset criteria, providing written recommendations that incorporate research, modeling, and tax-efficiency analysis.

Brianne Timmerman is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has worked with First Community Bank since 2020 and was previously with SWS Financial Services from 2011 to 2019. Outside of her advisory role, she serves as a softball umpire for junior high and younger girls. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing model portfolios, third-party research, and technology-driven approaches across discretionary and non-discretionary management strategies.