Daniel Gabrielson is the managing member and sole advisor at DrG Financial, LLC, holding a Series 65 designation with one year of experience in financial advising. He has a long-standing career as an OBGYN and owner of Gabrielson Clinic for Women since 2009. DrG Financial provides financial planning and consulting services to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm follows a value-oriented, long-term investment approach and typically recommends third-party money managers for discretionary asset management rather than directly managing client assets.

Elijah Wagner is a financial advisor at Greenstone Wealth Management in Forest City, IA, holding a Series 65 designation. He has no prior industry experience and previously worked in various roles outside finance, including at Olive Garden and All State AG Parts. Greenstone Wealth Management serves individual clients, including high-net-worth households, providing investment management, financial planning, and tax-preparation assistance. The firm combines low-cost, passive portfolio strategies with automated and AI-driven model solutions, and offers a subscription planning option without formal account minimums.

Julianna Burkholder is a financial advisor at Greenstone Wealth Management with a Series 65 credential. She has one year of industry experience and previously worked with the Forest City Chamber of Commerce and Bear Creek Golf Course. Greenstone Wealth Management serves individual clients, including high-net-worth households, offering investment management, financial planning, and tax-preparation services. The firm employs a primarily passive investment approach based on Modern Portfolio Theory, supplemented by automated and third-party portfolio solutions.

Taylor Wilson is a CFP® and holds a Series 66 license with eight years of experience in financial advising. He has worked at Greenstone Wealth Management since 2019 and previously held positions at Edward Jones and Wells Fargo. Greenstone Wealth Management serves individual clients, including high-net-worth households, offering investment management, financial planning, and tax-preparation services. The firm combines low-cost, passive portfolio strategies with automated and AI-driven models, providing discretionary and non-discretionary management along with access to third-party money managers.

Levi Rogeness is a financial advisor at Greenstone Wealth Management in Forest City, IA, holding a Series 65 designation with three years of industry experience. His work history includes multiple roles at Winnebago Industries and Kingland Systems. Greenstone Wealth Management serves individual and high-net-worth clients, offering investment management, financial planning, and tax-preparation services. The firm combines Modern Portfolio Theory–based passive allocations with AI-driven and third-party manager solutions to construct client portfolios.

Gregory Diamond is a financial advisor with Oasis Advisors, holding Series 63 and Series 65 licenses and 14 years of industry experience. His prior roles include positions at Terra Wealth Management, Pfs Investments Inc, and Primerica Financial Services. He also works as an independent insurance agent on a part-time basis. Oasis Advisors provides investment advisory services to individuals, high-net-worth clients, corporations, and pension/profit-sharing plans. The firm utilizes a combination of fundamental, quantitative, and modern portfolio theory to construct long-term model allocations, offering ongoing portfolio management and financial planning tailored to client needs.

Brian Blankenburg is a financial advisor at Wilon Wealth Management with nine years of industry experience. He holds the Series 65 and Series 66 designations. Prior to joining Wilon Wealth Management in 2022, he worked at Bank of the West and BancWest Investment Services from 2008 to 2017. Outside of advising, he is involved in personal real estate investing with family and friends. Wilon Wealth Management provides financial planning and asset management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm employs a planning-driven, goal-focused investment approach emphasizing diversified, low-cost, tax-efficient strategies tailored to client objectives.

William Zerillo is a financial advisor at OASIS Advisors, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Terra Wealth Management and Primerica Advisors. Outside of his advisory role, he co-owns Your Money Your Purpose LLC, which provides money mindset coaching and educational content. OASIS Advisors offers investment advisory services to individuals, high-net-worth clients, corporations, and pension plans. The firm employs a combination of fundamental, quantitative, and modern portfolio theory to create long-term model allocations, provides written Investment Policy Statements, and conducts regular portfolio monitoring.

Brandon Conway is a financial advisor at Principal Advised Services with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Principal Securities Inc. and Principal Life Insurance Company. His role includes providing one-on-one investment advice to retirement plan participants regarding distribution options. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients, combining third-party methodologies with proprietary models. The firm integrates closely with the Principal Financial Group family, providing access to affiliated products and services supported by governance and supervision frameworks.

Robert Talbot is a financial advisor at Gradient Advisors, LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Ocean Crest Investments, LLC and Park Avenue Securities. Talbot also serves as Executive Director of Josiah White's Quakerdale Foundation, a nonprofit that grants funds aligned with the founder’s mission. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm supports a network of 169 advisors across 154 offices and employs a combination of fundamental, technical, and cyclical analysis to tailor client strategies.

Michael Donnan is a Series 66-licensed advisor with Sound Income Strategies, LLC, based in Clear Lake, Iowa, and has two years of industry experience. His prior roles include positions at Johnson Wealth & Income Management and OSAIC. Donnan is also involved in fixed insurance sales through Trustworthy Financial, LLC. Sound Income Strategies, LLC manages approximately $4.0 billion in client assets, serving individuals, pension plans, trusts, estates, corporations, and other advisers. The firm offers customized portfolio management with a focus on fixed-income analysis and equity review, utilizing a scalable advisor network and a range of advisory and insurance services.

Joanne Brown is a financial advisor with Brookwood Investment Group, holding Series 63 and Series 65 licenses and having 12 years of industry experience. Her prior roles include positions at Redwood Private Wealth LLC, the U.S. Department of Defense, and Horter Investment Management. She is also president and insurance agent at Brown Financial Resources, where she conducts insurance and annuity sales. Brookwood Investment Group is a multi-advisor registered investment adviser managing approximately $1.06 billion for over 3,100 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services, utilizing a range of investment strategies and providing negotiable advisor-level fee arrangements.

Seth Weiland is a financial advisor with Bison Wealth, LLC and holds a Series 65 designation. He has been with Bison Wealth since 2025 and also works as a CPA at DK Arndt, where he prepares tax returns and financial statements. His industry experience as a financial advisor is less than one year. Bison Wealth serves a diverse clientele including individuals, family offices, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to multi-manager investment solutions, using a tactical and strategic allocation approach across liquid and private market strategies.

Luke Ter Hark is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds Series 63 and Series 65 licenses and has five years of industry experience. Prior to joining Mutual of Omaha, he worked at Northwestern Mutual and Pharmacist Mutual Insurance Company. Outside of advisory services, he is involved in insurance sales focused on life, health, and annuity products and is a partner in a real estate development venture. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to a diverse client base including individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, third-party money manager programs, and retirement plan consulting, primarily through its network of Investment Advisor Representatives who utilize approved model portfolios and discretionary management strategies.

Scott Etzel is a financial advisor with Independent Wealth Network, Inc. in Clear Lake, Iowa, holding a Series 66 designation and 17 years of industry experience. Prior to joining Independent Wealth Network in 2020, he worked at BFC Planning, Inc. and Securities Management & Research, Inc., as well as a broker-dealer firm. He serves as a board member and secretary for the Iowa Firm Foundation, a nonprofit that funds educational programs. Independent Wealth Network provides advisory services to individuals, trusts, pension and profit-sharing plans, estates, charitable organizations, and corporations. The firm offers discretionary portfolio management, financial planning, access to third-party managers, and support for held-away accounts, tailoring strategies to client goals through fundamental and technical analysis, trading, and the use of overlay managers.

Amanda Johnston is a financial advisor at Sound Income Strategies, LLC with six years of industry experience. She holds a Series 65 designation and has previously worked at Johnson Wealth and Income Management, City Savings Bank, and Idaho Central Credit Union. Outside of her advisory role, she is involved in the sale of fixed insurance and annuities through Trustworthy Financial LLC, which comprises the majority of her business activities. Sound Income Strategies, LLC manages approximately $4.0 billion in client assets and serves a diverse client base including individuals, pension plans, trusts, and corporations. The firm focuses on customized managed portfolios with an emphasis on fixed-income analysis and equity review, offering a range of asset management and financial planning services.

Melissa Schuchard is a financial advisor with Principal Financial Services, holding a Series 66 designation and 24 years of industry experience. She has worked with Principal Securities Inc. since 2016 and has been associated with Principal Life Insurance Company since 1988. She also serves as a Bank/Trust Officer for Principal Bank and Principal Trust Company, supporting retirement plan account relationships across insurance, broker-dealer, and bank/trust services. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Natalie Swartout is a ChFC®-designated financial advisor at Edward Jones with 11 years of industry experience, all with the firm since 2015. She holds the Series 66 license and is based in Garner, IA. Outside of her advisory role, she serves as Vice President of JMS Plumbing LLC, assisting with bookkeeping and billing. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad spectrum, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, SMA access, and affiliated mutual funds, operating under a fiduciary standard.

Tony Conroy is a financial advisor at Ameriprise with seven years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones, First Citizens Bank, and Wells Fargo Bank. Conroy is also employed by Integrity Point LLC as a financial advisor. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets. The firm provides a range of advisory, brokerage, and insurance solutions and uses a centralized team to deliver non-discretionary, research-based retirement-income recommendations in collaboration with its financial advisors.

Dustin Abels is a financial advisor at LPL Financial with 11 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Securities America Advisors and SII Investments, Inc. Abels operates a DBA for his LPL business under Abels Financial Services, Ltd. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers various delivery options such as financial planning, model-portfolio advisory programs, and third-party asset management, supported by an in-house research team that develops diversified and alternative investment strategies.

Kristian Lamont is a CFP® professional with 17 years of experience in the financial services industry. He is currently with LPL Financial and previously worked at Securities America Advisors and Securities America Inc. based in Clear Lake, IA. LPL Financial provides advisory and brokerage services to a broad client base including individual investors, retirement plan sponsors, banks, institutions, charities, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and combines large-scale advisory operations with non-advisory product offerings.

Nicole Schmelzer is a financial advisor at Ameriprise with eight years of industry experience. She holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2013. Schmelzer is also employed by Integrity Point LLC as a financial advisor on the Sales & Advice team. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and delivers these services through a centralized consulting team in partnership with client advisors.

Christopher Wessels is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and over 30 years of industry experience. His prior roles include positions at Summit Brokerage Services, Inc. and VSR Financial Services, Inc. Wessels is based in Clear Lake, IA. Cambridge Investment Research Advisors serves a diverse client base that includes individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans. The firm offers financial planning, portfolio management, and retirement plan advisory services through a network of independent financial professionals and multiple account platforms.

Michael Hoffman is a CFP® with 25 years of experience in the financial services industry. He has worked at Edward Jones since 2021 and previously held positions at Brokers International Financial Services and Transamerica Investors Securities. Edward Jones is a full-service wealth management firm that serves millions of individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Tracy Farland is a financial advisor at Edward Jones in Clear Lake, IA, holding a Series 66 designation with 10 years of industry experience. She has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and investment options supported by a nationwide network of approximately 23,701 financial advisors.

Matthew Jennings is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked at LPL Financial since 2021 and previously spent nine years at Securities America, Inc., as well as over three decades with MBT Investment Center. Jennings is also an agent for non-variable insurance products, including life, long-term care, disability insurance, and fixed annuities. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and combines large-scale advisory operations with insurance and annuity product offerings through affiliated agencies.

Amy Dixon is a financial advisor with LPL Financial, holding a Series 66 designation and eight years of industry experience. Her prior roles include positions at Principal Life Insurance Company and Princor Financial Services Corporation. She serves on the boards of two nonprofit organizations in Mason City, Iowa. LPL Financial provides advisory and brokerage services to a diverse client base, including individuals, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team, delivering services through a large network of investment adviser representatives.

Spenser Rahm is a financial advisor with LPL Financial in Clear Lake, Iowa, holding a Series 66 designation and 15 years of industry experience. He previously worked at Edward Jones for 11 years before joining LPL Financial in 2021. Outside of his advisory work, Rahm is also active as a musician. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers various investment delivery options supported by an in-house Research team and a large network of investment adviser representatives.

Karla Wellik is a financial advisor at Ameriprise with seven years of industry experience. She has worked at Ameriprise since 2016 and previously spent twelve years with Edward Jones. Outside of her advisory role, she is employed by Integrity Point LLC, where she manages an advisory business. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary retirement recommendations in coordination with clients’ financial advisors.

Amy Ryan is a financial advisor at Edward Jones with Series 66 credentials and four years of industry experience. Prior to joining Edward Jones in 2021, she worked at 801 Chophouse and served in the United States Senate. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions supported by a nationwide network of over 23,700 advisors.

Troy Hall is a financial advisor with LPL Financial based in Forest City, IA, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has worked at LPL Financial since 2021 and previously spent nine years with Securities America Advisors and Securities America, Inc. Hall also operates MBT Investments, which he has managed since 1998. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of delivery options supported by an in-house research team and combines advisory services with insurance and annuity product offerings through an affiliated agency.

Erica Tweeten is a financial advisor with Edward Jones in Clear Lake, Iowa, holding a Series 66 designation and over 25 years of professional experience. Prior to joining Edward Jones in 2026, she worked at Hormel Foods Corporation for 24 years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Kassidy Gillen is a financial advisor with Thrivent Investment Management in Garner, Iowa, holding a Series 66 designation and five years of industry experience. Prior to her current role, she worked at Thrivent Financial and has experience connected to Pine Lake State Park, Bunger Family Farm, and 502 Bar and Grill. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering both one-time and ongoing planning engagements. The firm emphasizes holistic, goal-based analyses and allows clients to combine planning with managed-account programs under consolidated billing while keeping the two services separate.