Zachary Lee Bushbaum

Mark Ellis is a financial advisor with Principal Financial Services in Nora Springs, IA, holding a Series 66 designation and bringing 25 years of industry experience. He has worked at Principal Life Insurance Co. since 2001 and Principal Securities Inc. since 2016. Ellis also serves as a bank officer for Principal Bank and Principal Trust Company, supporting retirement plan account relationships across multiple service areas. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Stephen Swenson is a financial advisor at Edward Jones with 27 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Edward D. Jones & Co., L.P. since 1998. Outside of his advisory role, he manages rental properties and farmland rental in Osage, Iowa. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and manages approximately $1.01 trillion in assets under management through a large network of financial advisors and branch offices.

Christopher Beaty is a financial advisor with Edward Jones in Osage, Iowa, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2024, he worked at Arlington Place and has experience as a resident care specialist at Sunrise Hill Care Center, a nursing home in Traer, Iowa. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of advisory programs and affiliated investment products. The firm is notable for its extensive retail advisor and branch network and offers both discretionary and non-discretionary investment strategies under a fiduciary standard.

Tyler Friesen is a financial advisor with LPL Financial based in Osage, Iowa, holding Series 63 and Series 65 credentials and has one year of industry experience. He has professional experience with LPL Financial since 2024 and is also involved in farming through Friesen Farms. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives to individuals, retirement plans, banks, and institutions. The firm offers a range of financial planning and investment management solutions using model portfolios, third-party subadvisors, and customized strategies.

Timothy Agrimson is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and previously worked in roles at New Life Church and Cornerstone Church. He has also been involved with Christ Triumphant Church in Lee's Summit, Missouri, where he contributed to speaking engagements. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets under management and operates a large network of financial advisors and branch offices nationwide.