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.

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.

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.

Kelly Larson is a financial advisor with Principal Financial Services holding a Series 66 designation and 24 years of industry experience. He has been with Principal Securities Inc. since 2016 and has a longer tenure with Principal Life Insurance Company, dating back to 1996. Outside of his advisory role, Larson is involved in local agriculture-related businesses and serves as an elected official on the County Agricultural Extension Council. He is also a board member of the North Iowa Area Community College Foundation. 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 consulting, and access to third-party money manager solutions through both adviser and promoter arrangements.

Peter Zwart is a financial advisor with LPL Enterprise holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Thrivent Financial, The Prudential Insurance Company of America, and Pruco Securities, LLC. He is also involved with Prudential Sponsored Non-Variable Insurance. LPL Enterprise provides advisory services through a large network of investment adviser representatives to a diverse client base including individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to model wealth portfolios, and third-party asset management programs, combining advisory and brokerage services with insurance offerings.

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.

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 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.