Patrick Reid is a financial advisor at Plan2Thrive Financial with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at LPL Financial, Eagle Strategies, and New York Life. Outside of advising, he owns The Vault Coffee & Cafe, a local coffee shop and cafe. Plan2Thrive Financial is a small advisory firm serving individual and high-net-worth clients with portfolio management, financial planning, and pension consulting. The firm follows long-term, fundamentally driven strategies and may allocate assets to third-party managers while acting as a fiduciary on retirement accounts.

Amanda Kelley is a financial advisor at Plan2Thrive Financial with one year of industry experience. She holds a Series 65 designation and previously worked at the Department of Human Services for 12 years. Plan2Thrive Financial is a small advisory firm serving individual and high-net-worth clients, managing approximately $119 million for about 237 clients. The firm offers portfolio management, financial planning, pension and 401(k) consulting, and selection of third-party money managers, generally pursuing long-term, fundamentally driven strategies with fiduciary oversight on retirement accounts.

Jeff Newburn is a CFP® professional with 25 years of industry experience, currently serving at Plan2Thrive Financial in Eldridge, Iowa. His prior experience includes roles at LPL Financial and Securian Financial Services. Outside of advisory work, he has been involved in life coaching through Plan2Thrive Life Coaching. Plan2Thrive Financial provides financial planning, portfolio management, and pension consulting services primarily to individual and high-net-worth clients. The firm emphasizes a long-term investment approach with tailored portfolios and written Investment Policy Statements, and offers access to subscription-based estate planning tools.