Travis Harris

Jolene Bennett is a financial advisor with LPL Financial based in Eldon, Iowa. She holds the Series 66 designation and is part of a nationwide network of over 21,800 investment adviser representatives. LPL Financial provides advisory and brokerage services to individual investors, retirement plan sponsors, banks, credit unions, and other institutions. The firm offers a range of programs including managed portfolio solutions, financial planning, retirement plan consulting, and 529 account management, managing over $819 billion in advisory assets.

Autumn Pulis is a financial advisor at Edward Jones in Bloomfield, IA, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones in 2023, she worked at Davis County Dental and held various roles in education and insurance. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies, supported by a nationwide network of over 23,700 financial advisors.

John Stookesberry is a financial advisor at Edward Jones in Bloomfield, Iowa, with 11 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2014. Outside of his advisory role, he owns and operates a farming business in Milton, Iowa. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets with a large network of financial advisors and branch offices, offering a range of advisory programs that include discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Joshua Quimby is a financial advisor with LPL Financial based in Bloomfield, IA. He holds a Series 66 designation and has 14 years of industry experience. Prior to joining LPL Financial, he worked at Cambridge Investment Research for 10 years and had brief tenures at CUNA Brokerage Services and CUNA Mutual Group. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Bradford Martin is a Series 66-credentialed financial advisor with Ameriprise, where he has worked since 2005, accumulating 20 years of industry experience. He serves on the Board of Directors and is the Finance Committee Chairperson for Davis County Dollars for Scholars. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, delivering customized recommendation reports through a centralized consulting team that integrates research, modeling, and tax-efficiency analysis.

Matthew Owens is a financial advisor with OSAIC in Bloomfield, IA, holding Series 63 and Series 65 registrations and possessing 14 years of industry experience. His prior roles include positions at Woodbury Financial Services, Questar Asset Management, and Strategic Legacy Advisors, where he has also served as a tax preparer and insurance brokerage executive. Owens is a director of the Liz Shea-McCoy Foundation for the Arts and co-hosts a podcast focused on Nebraska Cornhuskers football. OSAIC is a large SEC-registered investment adviser and broker-dealer serving a diverse client base that includes individual investors, pension plans, corporations, and charitable organizations. The firm employs a technology-driven investment process and offers a broad range of advisory and brokerage services through an extensive network of financial advisers.