Travis Havel

Malia Koontz is a Series 66-licensed financial advisor with Principal Financial Services, where she has worked since 2014. She has 13 years of industry experience, primarily serving clients through Principal Securities and Principal Life Insurance. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and business entities. The firm provides direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Sean Finucan is a CFP®-credentialed financial advisor with Edward Jones in Webster City, IA, where he has worked since 2019. He has six years of industry experience, including prior roles at Jones Lang LaSalle and the University of Iowa. Outside of advising, he is a part owner of Double F Farm LLC, a farming business. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, offering a range of advisory programs and affiliated investment products supported by a large network of advisors and branch offices.

Linda Lahr is a financial advisor with Ameriprise in Webster City, IA, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. She has been with Ameriprise and its affiliated entities since 2003. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm serves a broad client base through advisory, brokerage, and insurance solutions typical of a large institutional firm.

Colton Wood is a financial advisor with LPL Financial, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining LPL Financial, his experience includes roles in construction, retail, and education. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Caden Felts is a financial advisor at Ameriprise with a Series 66 designation and one year of industry experience. Prior to joining Ameriprise, he held roles at several firms including Torch Dental and Assurance IQ. Outside of his advisory work, he owns Felts Detailing, a business providing detailing services and products. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, combining research and modeling with tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Brody Eischeid is a financial advisor with LPL Financial holding a Series 66 designation and one year of industry experience. His prior work includes roles at Boone River Financial, OSAIC, Aerotek, AXA Advisors, and Cambridge Investment Research. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining a broad advisory platform with extensive non-advisory financial services.