James McNaughton is a CFP® professional with 21 years of industry experience, currently serving at Momentum Independent Network Inc. since 2009. He holds the Series 66 designation and operates out of Storm Lake, IA. Outside of his advisory role, McNaughton is involved in insurance and fixed annuity sales through separate business activities. Momentum Independent Network serves a diverse client base, including individual, high-net-worth, charitable, corporate, institutional, and banking/thrift clients. The firm provides investment advisory programs, managed accounts, financial planning, retirement plan consulting, and brokerage services, utilizing third-party managers and integrated platforms for investment management and account administration.

Steven Culp is a CFP® with over 41 years of industry experience, currently serving at Principal Financial Services since 2016. He also has ongoing roles with Olsen-Culp, Inc. and Principal Life Insurance Company beginning in 2014. Outside of his advisory work, he serves as a board member of Bethel Baptist Church. 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 overseas. The firm’s offerings include direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Alan Kutsch is a financial advisor at Cetera with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Avantax and HK Financial Services. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a network of independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and fiduciary solutions, combining retirement capabilities with institutional services across multiple program structures.

Chad Halder is a CFP® professional with 16 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2019. His prior experience includes roles at Cambridge Investment Research, Inc., Broker Dealer Financial Services Corp., and Citizens 1st National Bank, where he continues as a trust officer. He is also involved in community service as a board member of the Storm Lake Hy-Noon Kiwanis and the Iowa Trust Association. Cambridge Investment Research Advisors serves a wide range of clients including individual investors, retirement plans, and charitable organizations through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, employing both model-based and individualized investment approaches across multiple account platforms.

Linda Baier is a financial advisor with Stifel in Storm Lake, IA, holding a Series 66 designation and bringing 24 years of industry experience. She has worked at Stifel since 2009 and previously at UBS Financial Services and U.S. Bancorp Piper Jaffray Inc. Outside of her advisory role, Baier serves as Director of the Bell Choir at the United Methodist Church and is Treasurer of the Buena Vista County Community Foundation. She is also involved with a local antiques and miscellaneous sales business. Stifel serves a broad range of clients, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment strategy framework developed by its Investment Strategy Group.

Bradford Beukelman is a financial advisor at Stifel with 45 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Stifel since 2009, with prior experience at UBS Financial Services and Piper Jaffray Inc. He is also a notary. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, offering brokerage and advisory services. The firm’s investment guidance relies on proprietary analysis by its Investment Strategy Group and serves clients through episodic, fee-based financial planning without automatic implementation or monitoring.

Joshua Newhouse is a Series 66-licensed financial advisor with Thrivent Investment Management, based in Storm Lake, Iowa. He has 20 years of industry experience and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2005. Outside of his advisory role, Newhouse serves as a board director for the Buena Vista Regional Healthcare Foundation and acts as fundraising chair for the Star Spangled Spectacular event in Storm Lake. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning. The firm offers planning separately from managed-account programs and emphasizes comprehensive written recommendations without discretionary trading authority.

Jared Eggers is a financial advisor at Stifel with two years of industry experience. Prior to joining Stifel, he worked at Security Trust & Savings Bank and Farm Credit Services of America. Jared also has a background in the hospitality industry, including a role at Zimmy's Bar & Grill. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

Travis Anderson is a Series 66-licensed financial advisor at Edward Jones with eight years of industry experience. Prior to his financial services career, he worked for six years at the Buena Vista County Sheriff's Office. He is based in Storm Lake, 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 nationwide network of financial advisors and branch offices.

Matthew Phillips is a financial advisor at Stifel with 17 years of industry experience. He holds the Series 66 designation and has worked at Stifel since 2009 and UBS Financial Services since 2008. Outside of his advisory role, Phillips serves as president of the Storm Lake High School Foundation and the Storm Lake Rotary Club, and owns a small business constructing and selling cornhole sets. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, providing brokerage and investment advisory services. The firm’s investment guidance is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling.

Alexander Girres is a financial advisor at Edward Jones with 15 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations and has been with Edward Jones since 2010. Outside of his advisory role, he is an investor in a restaurant business based in Nashville, TN. 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 solutions, operating under a fiduciary standard with a large nationwide network of financial advisors and branch offices.

Levi Morris is a Certified Financial Planner (CFP®) with 12 years of industry experience. He is currently with LPL Financial, where he has worked since 2020, and previously held roles at Securities America Advisors and Community State Bank. Outside of his advisory work, Morris serves as a high school football referee and is the treasurer of Hope Reformed Church in Spencer, Iowa. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, and institutions. The firm provides a range of investment solutions supported by an in-house research team, allowing advisors to tailor strategies using model portfolios, third-party managers, or customized arrangements.