Tony R Christensen

Carlton De Wall is a financial advisor with Bradford Financial Center, holding a Series 66 designation and five years of industry experience. He has worked with firms including United Planners and Woodbury Financial Services, and also manages a property management business with his spouse. Bradford Financial Center serves individuals, trusts, estates, businesses, and retirement plans by providing comprehensive financial planning and portfolio management. The firm uses a computerized Watch and Manage program combined with multiple analytical approaches and offers discretionary management alongside model allocation options through SEI, supported by a multidisciplinary structure that integrates tax, insurance, and mortgage services.

Matthew Johnson is a financial advisor with Sound Income Strategies, LLC, holding a Series 65 designation and 13 years of industry experience. He has worked at Johnson Wealth & Income Management since 2016 and has been involved with Trustworthy Financial, LLC and Johnson Insurance Agency for over a decade. Outside of his advisory work, Johnson serves as an adult education instructor at multiple community colleges in Iowa and creates educational and inspirational materials through Capitalized Life LLC. Sound Income Strategies, LLC manages approximately $4.0 billion in assets and serves a broad client base including individuals, pension plans, trusts, and corporate entities. The firm emphasizes fixed-income analysis combined with equity fundamental and technical review, offering customized portfolio management along with co-advisory and insurance planning services.

Kevin Marso is a Series 65-licensed financial advisor with Cetera Planning Partners, bringing nine years of industry experience. He is also a partner and senior accountant at Erpelding, Voigt & Co., LLP, a regional CPA firm, where he provides tax, consulting, accounting, and valuation services. Additionally, Marso serves as treasurer of the Humboldt Rotary Club and manages a small farm operation. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees. The firm offers comprehensive financial planning and investment management, with ancillary services including tax planning, bookkeeping, payroll support, and estate planning through a third-party provider.

Jaxon Heinz is a financial advisor with Edward Jones in Humboldt, IA, holding a Series 66 credential and two years of industry experience. Prior to joining Edward Jones, he worked in various roles including teaching positions in community school districts and assistant basketball coaching. He currently serves as a varsity assistant boys basketball coach for the Humboldt Community School District. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

James Brandt is a financial advisor with Ameriprise in Duncombe, Iowa, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2010. Outside of his advisory role, Brandt is a registered team member at Summit Management Group, LLC, where he manages an advisory business. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet certain asset thresholds. The firm provides written, non-discretionary recommendation reports using a combination of research, modeling, and tax-efficiency analysis, with an emphasis on assets held in Ameriprise-managed accounts.

William Johnston is a financial advisor with Cetera who holds Series 63 and Series 66 designations and has 35 years of industry experience. He has worked with Cetera and its affiliated entities since 2013 and has also been involved with First State Bank since 1986, serving as a bank officer and manager of the bank IRA program. Johnston serves as a deacon at Saint Paul Lutheran Church and is a board member of the Financial Literacy Council of Greater Hamilton County. Cetera Investment Advisers LLC is an SEC-registered firm that supports over 10,000 advisors nationwide, offering a range of portfolio management, financial planning, and retirement services for individual and institutional clients. The firm operates a multi-manager platform with diverse program options, including model portfolios, third-party managers, and bespoke strategies.