Zachary Knutson is a CFP® and holds a Series 66 license with 13 years of industry experience. He has been with Innovative Wealth Management, LLC since 2017 and previously worked at SII Investments. Outside of his advisory role, he serves on the Board of Directors for Heartland Technology and is involved in tax planning and preparation through his ownership of Innovative Tax Services, LLC. Innovative Wealth Management, LLC provides investment advisory and financial planning services primarily to individuals, charitable organizations, and small businesses. The firm offers discretionary portfolio management and standalone financial planning, using third-party money managers and model portfolios to implement tailored investment strategies.

Kimberly Hoffmann is a financial advisor at Innovative Wealth Management, LLC with six years of industry experience. She holds a Series 65 designation and has previously worked at Monat Wealth Management. Hoffmann is also the owner of Innovative Tax Services LLC and Innovative Consultants, LLC, which provide tax preparation and marketing guidance services. Innovative Wealth Management, LLC offers investment advisory and financial planning services to individuals, charitable organizations, and small businesses. The firm provides discretionary portfolio management and access to third-party money managers, focusing on ETFs, mutual funds, and individual equities.

Heather Cox is a financial advisor at Nations Financial Group, Inc. with two years of industry experience. She holds a Series 66 designation and has previously worked at BankIowa, Thrivent Financial, Ohnward Bank and Trust, and other financial institutions. Outside of her advisory work, she assists with an e-commerce electronic retail business and works as a cashier at a vendor during college sporting events. Nations Financial Group, Inc. provides investment advisory services to a diverse client base, including individuals, high-net-worth investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm’s investment approach combines proprietary model portfolios with the option to select outside managers, allowing advisors to tailor strategies based on client objectives, risk tolerance, and liquidity needs.

Joseph Trewin is a financial advisor with United Planners Financial Services of America, holding Series 63 and Series 66 credentials and five years of industry experience. His prior work includes roles at Iowa State Bank and First State Bank of Lynnville, Iowa. Outside of advising, he owns Trewin Tax Service LLC, providing tax preparation, accounting, and bookkeeping services. United Planners Financial Services serves a wide range of clients, including individuals, corporations, charitable organizations, and institutional clients. The firm operates an open-architecture platform using multiple custodians and third-party money managers, offering both fee-based and commission-based financial solutions.

Deon Cleveland is a Series 66 licensed financial advisor with six years of industry experience. He is currently affiliated with United Planners' Financial Services of America as a Limited Partner and has held roles including Vice President of Portfolio Management & Trading at the Insurance Center and Investment Center since 2019. Prior to joining the financial industry, he worked at Field Brothers Moving Company and spent several years as a student. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, and institutional clients. The firm offers financial planning, portfolio management, retirement plan services, and brokerage solutions through an open-architecture platform with multiple custodians and third-party money managers.

Mikel Markey is a CFP® with 14 years of industry experience, currently serving as an advisor at United Planners' Financial Services of America, where he has worked since 2013. He holds executive roles in related businesses, including CEO and President positions at Investment Center and Insurance Center, and is a vice president at JAM LLC. Markey is also involved in his community as a board member of Independence Area Dollars for Scholars. United Planners Financial Services serves a diverse client base including individuals, corporations, and institutional clients, offering financial planning, portfolio management, retirement plan services, and brokerage solutions through an open-architecture platform that supports both fee-based and commission-based options.

Marissa Quandahl is a financial advisor with United Planners' Financial Services of America, holding a Series 66 designation and six years of industry experience. She also serves as Vice President of Administrative Operations at both Insurance Center and Investment Center, and is a notary public in the State of Iowa. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, and institutional clients. The firm operates as both a registered investment adviser and broker-dealer, offering financial planning, portfolio management, retirement plan services, and brokerage solutions through an open-architecture platform with multiple custodians and third-party money managers.

Harley Nelson is a financial advisor with UNITED PLANNERS' FINANCIAL SERVICES of AMERICA and holds a Series 66 designation. He has one year of industry experience and has worked with firms including Integrated Accounting Solutions and Cetera Financial Group. Nelson is also an insurance agent specializing in non-variable insurance. United Planners Financial Services serves a diverse client base including individuals, corporations, retirement plans, and institutional clients. The firm offers financial planning, portfolio management, and brokerage solutions through an open-architecture platform with multiple custodians and supports both fee-based and commission-based arrangements.

Mark Mc Garvey is a CFP® professional with Series 63 and Series 66 licenses and has 23 years of industry experience. He has been with Edward Jones since 2002. 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 offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Patricia Monat is a Certified Financial Planner (CFP®) with 38 years of industry experience, currently serving at OSAIC since 2024. Her prior roles include positions at Woodbury Financial Services, SII Investments, and ownership of MONAT Financial Services. She is a board member of the Community Foundation of North East Iowa, where she participates in investment committee activities. OSAIC is a large-scale institution supporting over 6,200 advisors and serving a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm employs a technology-driven investment process and offers access to multiple custodial platforms, discretionary and non-discretionary management, and various investment products.

Adam Steenblock is a CFP® professional with 18 years of industry experience, currently affiliated with OSAIC since 2024. He previously worked at Woodbury Financial Services and SII Investments, and has been involved with MONAT Financial Services since 2007. Outside of advisory roles, he has been associated with North Iowa Golf for over 30 years. OSAIC 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 employs a technology-driven investment process and offers a wide range of advisory programs and custodial platforms, supporting over 6,200 advisors and managing approximately $200 billion in assets.

Austin Myers is a Series 66 licensed financial advisor with two years of industry experience. He currently works at Osaic and previously was with Securities America, Inc. Outside of his advisory role, Myers occasionally assists with cattle operations at Myers Red Angus, a family business raising red angus beef cattle. Osaic Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base that includes individual investors, retirement plans, corporations, and charitable organizations. The firm employs a comprehensive investment process combining risk-tolerance assessments with portfolio optimization tools and offers access to a wide range of investment products and custodial platforms.

Mikal Ludolph II is a financial advisor at OSAIC with four years of industry experience. He holds a Series 66 designation and has worked at firms including Woodbury Financial Services and Monat Wealth Management. Ludolph also serves as Vice President of Milestones Planning, Inc., where he advises clients and performs administrative duties. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base, including individual investors, pension plans, corporations, and charitable organizations. The firm offers various advisory programs and uses a comprehensive investment process incorporating risk tolerance assessments, portfolio optimization, and access to multiple custodial platforms.

Nicholas Dennie is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 16 years of industry experience. He previously worked at Edward Jones for 14 years before joining LPL Financial in 2023. Outside of his advisory role, Dennie is involved in several local businesses, including co-owning Fat Chef's Catering and Nick's Family Grocery, as well as owning Dennie Farms. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm provides a wide range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Lincoln White is a financial advisor with Edward Jones in Independence, IA, holding a Series 66 designation and seven years of industry experience. Prior to joining Edward Jones in 2018, he worked in various roles including positions at Tom Brown Construction, Designer Show Warehouse, The Buckle, Brigham Young University, and the City of Peoria. Outside of finance, he runs a small wedding business and works as a graphic designer creating images for promotional purposes. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.