Carlton De Wall is a financial advisor at Bradford Financial Center with four years of industry experience. He holds a Series 66 designation and has worked at firms including Woodbury Financial Services and United Planners. Outside of advising, he is involved in property management through Carlton & Danielle DeWall Property Management. Bradford Financial Center provides investment advisory and comprehensive financial planning to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm manages approximately $232.3 million in discretionary assets and offers services such as written financial plans, portfolio management through its Watch and Manage program, and coordination with outside professionals.

Kevin Marso is a financial advisor with Avantax Planning Partners, Inc., holding a Series 65 license and eight years of industry experience. He is also a partner and senior accountant at Erpelding, Voigt & Co., LLP, a regional CPA firm in Iowa, where he has worked since 2013. Outside of his advisory and accounting roles, Marso serves as the treasurer of the Humboldt Rotary Club, a nonprofit organization supporting local community projects and scholarships, and he manages a small farming operation. Avantax Planning Partners provides investment advice and planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses through collaborative referral arrangements with independent CPA firms and registered advisor representatives. The firm employs a model-based style allocation strategy overseen by an Investment Advisory Committee and offers discretionary portfolio management, retirement plan management, and tax-intelligent overlays.

Matthew Johnson is a financial advisor with Sound Income Strategies, LLC, holding a Series 65 designation and 13 years of industry experience. He has worked at Johnson Wealth & Income Management since 2016 and has been involved with Trustworthy Financial, LLC and Johnson Insurance Agency for over a decade. Outside of his advisory work, Johnson serves as an adult education instructor at multiple community colleges in Iowa and creates educational and inspirational materials through Capitalized Life LLC. Sound Income Strategies, LLC manages approximately $4.0 billion in assets and serves a broad client base including individuals, pension plans, trusts, and corporate entities. The firm emphasizes fixed-income analysis combined with equity fundamental and technical review, offering customized portfolio management along with co-advisory and insurance planning services.

Tony Christensen is a financial advisor with Edward Jones in Humboldt, Iowa, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has been with Edward Jones since 1991. Christensen serves on the board of the Lutheran Services in Iowa Charitable Foundation, where he helps allocate investments, and is also a board member of Rotary in Humboldt, assisting with college loan allocations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and provides a range of discretionary and non-discretionary investment strategies, complemented by affiliated mutual funds, a trust company, and securities-based lending options.

Jaxon Heinz is a financial advisor with Edward Jones in Humboldt, IA, holding a Series 66 credential and one year of industry experience. Prior to joining Edward Jones, he worked in various educational roles, including positions at Carroll Community School District and Belmond-Klemme Community School District. He also serves as an assistant varsity boys basketball coach for Humboldt Community School District. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a broad range of advisory programs and investment options. The firm is noted for its large network of financial advisors and branch offices, offering both discretionary and non-discretionary strategies under a fiduciary standard.

James Brandt is a financial advisor with Ameriprise in Duncombe, Iowa, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2010. Outside of his advisory role, Brandt is a registered team member at Summit Management Group, LLC, where he manages an advisory business. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet certain asset thresholds. The firm provides written, non-discretionary recommendation reports using a combination of research, modeling, and tax-efficiency analysis, with an emphasis on assets held in Ameriprise-managed accounts.

William Johnston is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. He has worked at Cetera and Cetera Wealth Services since 2013 and has been with First State Bank since 1986. Outside of his advisory role, he serves as a deacon at Saint Paul Lutheran Church and is a board member of the Financial Literacy Council of Greater Hamilton County. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, combining advisor-managed accounts, model portfolios, and third-party solutions with notable retirement and fiduciary capabilities.

Shawn Behrendsen is a financial advisor with OSAIC in Webster City, IA, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. Prior to joining OSAIC in 2018, he worked at Signator Investors, Transamerica Financial Advisors, and Hopkins Insurance. Outside of his advisory role, he serves as a board member for the County Conservation Board and manages bookkeeping and financial tasks for several family-related agricultural businesses. OSAIC Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base that includes individual investors, pension plans, corporations, and charitable organizations. The firm utilizes a combination of risk-tolerance assessments, asset allocation software, and portfolio optimization tools to deliver advisory and brokerage services through a large network of financial advisors.

Clifton Kalafatich is a financial advisor at Edward Jones with 17 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations and has been with Edward Jones since 2009. Outside of his advisory role, he is involved in property management and farming-related activities as president and partner of several local real estate and land companies. Edward Jones is a full-service wealth management firm serving a broad client base that includes individuals, institutions, pension plans, and charitable organizations. The firm manages over $1 trillion in assets and provides a range of advisory programs and investment solutions through a nationwide network of more than 23,000 advisors.

Aiden Christensen is a financial advisor at Edward Jones with a Series 66 designation and one year of experience. His prior roles include positions at Powder 7 and Wealth Strategies, as well as studies at the University of Colorado - Boulder. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. It manages approximately $1.01 trillion in assets with a nationwide network of over 23,000 advisors, offering a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Dawn Parle is a financial advisor with Edward Jones in Humboldt, Iowa, holding a Series 66 license and 26 years of experience with the firm. She serves as Secretary on the Zion Lutheran Church Endowment Committee, which oversees the investment of the church’s Endowment Fund. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

Jared Klingenberg is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 10 years of industry experience. He has worked with Cambridge Investment Research Advisors since 2018 and also has experience at Citizens State Bank and Broker Dealer Financial Services Corp. Outside of his advisory work, he owns a supplement sales business, State Line Supplements, based in Jackson, MN. Cambridge Investment Research Advisors serves a diverse client base 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, utilizing multiple account platforms and a combination of model-based and customized investment strategies.

Claire Naeve is a financial advisor at Edward Jones with one year of industry experience. She holds the Series 66 credential and assists with bookkeeping in her family’s business, MAV Group LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment advisory programs and affiliated financial services.