Mark Ellis is a financial advisor at Principal Financial Services with 24 years of industry experience. He holds a Series 66 designation and has been with Principal Securities Inc. since 2016. Ellis also serves as a bank/trust officer, supporting Principal retirement plan account relationships across insurance, broker-dealer, and bank/trust offerings. Principal Securities provides brokerage and registered investment advisory services to a diverse range of clients, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs, often implementing investments on a discretionary basis.

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.

Zachary Bushbaum is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has experience working with Cambridge Investment Research, Inc., Financial Integrators, and SEI Investments Company. Outside of his advisory role, he is involved as a W2 employee with Financial Integrators. Cambridge Investment Research Advisors, Inc. serves individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing multiple account platforms and third-party strategists.

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, holding Series 63 and Series 65 licenses. He joined LPL Financial in 2024 and has prior experience working at Friesen Farms and Iowa State University. Outside of his advisory role, he is involved in farming activities in Osage, Iowa. 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 a large network of investment adviser representatives.

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.