Nicole Clark is a financial advisor at Transamerica Financial Advisors with 15 years of industry experience. She holds a Series 66 designation and has previously worked at U.S. Bank and Truist Investment Services. In addition to her advisory role, she may perform home office functions for other business units within Transamerica Financial Advisors. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm delivers services through a large advisor network and multiple program platforms, utilizing model portfolios and third-party managers to implement its advisory model.

Anthony Elbert is a financial advisor with Edward Jones in Emmetsburg, IA, holding Series 63 and Series 66 credentials and having 24 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, he owns and operates a farming business and an applicator service in Emmetsburg. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

Tyler Jones is a financial advisor with Ameriprise in Manson, Iowa, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise, he worked in grounds maintenance at the Manson Golf and Country Club. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research and modeling techniques to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Steven Jones is a financial advisor at Ameriprise with 17 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2018, following prior roles at First Community Agency Services, LLC and Broker Dealer Financial Services Corp. Outside of his advisory work, he owns and operates Jones Tax Services, LLC, a tax preparation business, and serves on the Board of Directors for Twin Lakes Sanitary Sewer District. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to support its clients, with a notable emphasis on assets held in Ameriprise Managed Accounts.