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.

Paul Fokken is a financial advisor with Royal Fund Management, LLC, holding a Series 65 license and seven years of industry experience. He is also the sole proprietor of Fokken Financial Services, where he sells life, long-term care, and disability insurance as well as annuities. His previous roles include positions at Keller Insurance and Financial Services, Inc. and South Dakota State University. Royal Fund Management, LLC serves individuals, corporations, pension plans, and charitable organizations, providing portfolio management, financial planning, and pension consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to implement investment strategies tailored to clients’ risk tolerances, and offers unique services such as access to select non-traded REITs and an options-writing overlay.

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.

Jacob Rochleau is a CFP® professional with 14 years of industry experience, currently serving at Edward Jones since 2011. He holds the Series 66 designation and is based in Cherokee, Iowa. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

Brandon Slaughter is a financial advisor with LPL Financial, holding a Series 66 designation and 24 years of industry experience. He has worked at LPL Financial since 2018, following 13 years at Broker Dealer Financial Services Corp. Outside of his advisory role, he serves as a high school referee and assistant girls softball coach in Cherokee, Iowa. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, banks, institutions, charities, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Elwyn Kempfert is a Series 66-licensed financial advisor with 18 years of industry experience, currently with Thrivent Investment Management. He has been with Thrivent Financial For Lutherans and its investment management division since 2007. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based analyses addressing a broad range of planning topics and allows clients to combine these planning services with managed accounts under a consolidated billing option.

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.