Erin Freund is a financial advisor at Great Valley Advisor Group, LLC with 20 years of industry experience. She holds the CFP® and Series 66 designations. Her prior roles include positions at LPL Financial, Principal Life Insurance Company, Principal Securities Inc., and Wells Fargo Advisors. Great Valley Advisor Group is an SEC-registered investment adviser managing approximately $9.7 billion in client assets. The firm serves individual and high-net-worth clients, retirement plans, and trusts, offering tailored portfolio management, financial planning, and access to third-party advisory programs.

Michael Allen is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. His prior roles include positions at LPL Financial, Cambridge Investment Research Advisors, and VOYA Financial Advisors. He is also involved in insurance sales as a licensed agent. Great Valley Advisor Group is an SEC-registered investment adviser managing approximately $9.7 billion in client assets, serving individual and high-net-worth clients, retirement plans, and trusts. The firm provides tailored portfolio management and comprehensive financial planning using both in-house strategies and third-party managers, with ongoing monitoring and access to multiple advisory platforms.

Mark Smith is a CFP® with 41 years of industry experience, currently with Principal Financial Services. His prior roles include long-term ownership of Daryl D. Smith Co., Inc. and positions at Principal Life Insurance Co. and Principal Securities Inc. He serves on the Atlantic Airport Commission board and is a director of the Atlantic High School Senior Alumni Scholarship Foundation. Principal Securities provides brokerage and advisory services to a diverse client base, including individual investors, retirement plans, trusts, and military personnel. The firm offers financial planning, retirement consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Mary Vandyke is a financial advisor at Principal Financial Services with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with Principal Securities Inc. and Principal Life Insurance since 2019, following prior roles at EMPPOWER, GWFS Equities, Inc., and Principal Life Insurance Co. from 2004 to 2018. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, offering financial planning, retirement plan consulting, and access to third-party money manager programs that primarily operate on a discretionary basis.

Thomas Gross is a financial advisor at Ameriprise with seven years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at FBL Marketing Services, LLC and Farm Bureau. Outside of his advisory role, he serves as President on the Board of Directors for the Walnut Education Foundation. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria. The firm offers a combination of advisory, brokerage, and insurance solutions, utilizing a centralized retirement-income consulting team that integrates research, modeling, and tax-efficiency analysis to generate tailored recommendations.

Daulton Maassen is a financial advisor with Ameriprise in Walnut, Iowa, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Securities America Advisors, Agriland FS, and Midstates Bank. Ameriprise offers a retirement-income planning service aimed at clients approaching or in retirement who meet specific eligibility criteria, 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.

George Howard is a financial advisor with LPL Financial, holding a Series 63 designation and over 32 years of industry experience. Prior to joining LPL Financial in 2020, he worked at Securities America Advisors and Securities America Inc from 2014 to 2020. He is co-owner of Cherry Corner Agency, Inc., an insurance agency, and owns a self-service laundromat in Atlantic, IA. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plans, institutions, 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.

Ruth Sears is a CFP®-certified financial advisor with Edward Jones, where she has worked for seven years. She has experience with the firm dating back to 2015. Outside of her advisory role, she is secretary of an LLC that owns her office building, which she co-owns with her husband. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Robert Bodine Jr. is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials. He has been with Wells Fargo Bank since 2019 and joined Wells Fargo Clearing in 2025. Prior to that, he held roles at Mutual of Omaha Bank and Iowa Central Community College. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment vehicles alongside traditional asset classes.

Kyler Morgan is a financial advisor at Edward Jones with 12 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2013. Outside of his advisory role, he coaches varsity baseball for Riverside Community Schools in Oakland, IA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Joel Becerra is a financial advisor with Ameriprise in Walnut, IA, holding a Series 66 designation. He has experience working at Ameriprise and Hamilton Financial Services in 2025, as well as Powertech from 2019 to 2025. Prior to his financial services career, he held positions at Menards, Iowa Western Community College, and AHSTW Highschool. Ameriprise provides retirement-income planning services targeting individuals approaching or in retirement who meet specific asset criteria. The firm offers a range of advisory, brokerage, and insurance solutions through affiliated entities, combining research, modeling, and tax-efficiency analysis to generate retirement income recommendations.

Ronald Hamilton is a financial advisor with Ameriprise, holding a Series 63 designation and over 34 years of industry experience. His prior roles include positions at Securities America Advisors, Signator Investors, and Transamerica Financial Advisors, along with operating his own firm, Hamilton Financial Services, for more than two decades. Outside of advising, he is involved in farming through Timberlane Farms and serves on the board of directors for Peace Haven. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining centralized consulting with algorithm-driven recommendations and a broad range of advisory, brokerage, and insurance solutions.

Judd Meneely is a financial advisor with Edward Jones in Atlantic, Iowa, holding Series 63 and Series 66 designations and 23 years of industry experience. He has been with Edward Jones since 2002. Meneely serves as a board member for Atlantic Municipal Utilities and is a 50% owner of Meneely Farm LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment strategies. The firm manages over $1 trillion in assets and operates through a large network of advisors and branch offices nationwide.