Willis Edward Wulf

Christopher Perez is a financial advisor at Edward Jones in Williamsburg, Iowa, holding a Series 66 designation with five years of industry experience. Prior to Edward Jones, he worked at U.S. Bank, University of Iowa Community Credit Union, and Farmers Trust and Savings Bank. Outside of his advisory role, he partners in a property management business where he assists with tenant issues and property management as needed. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Lisa Mcgrath is a CFP® professional with 18 years of industry experience. She is currently with Cambridge Investment Research Advisors, where she has been since 2020. Prior to that, she worked at VOYA Financial Advisors from 2014 to 2020. Mcgrath serves as a board member of the Amana Colonies Historical Sites Foundation and is involved in independent insurance and tax preparation services through Longview Financial Services, Inc. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers a range of financial planning and investment management services delivered through a network of independent professionals using multiple custody and platform options, with both discretionary and non-discretionary strategies.

Justin Gingerich is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and having three years of industry experience. Prior to his current role, he worked in various positions including freelance grant writing and roles with nonprofit organizations, and he is involved in community activities such as serving on the board of directors for United We March Forward, Inc., and as a grant committee member for the Iowa County Community Foundation. He is also active as a musician and assists periodically on his family farm. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial planning without portfolio management or discretionary trading authority, delivered through a large network of financial advisors.