Keith Bohle is a financial advisor with Packerland Brokerage Services, Inc. in Kingsley, Iowa. He holds a Series 66 designation and has 20 years of industry experience. In addition to his advisory role since 2011, he is co-owner of Bohle Farms and the Dynamix School of Dance, operating two dance studios. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors through financial planning, portfolio management, and advisory programs. The firm offers both brokerage and advisory services with a range of portfolio management options and manages over $900 million in client assets.

William Garvey Jr. is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 13 years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC. He serves as a board member of the South Sioux City Athletic Booster Club. LPL Enterprise provides advisory services through a large network of investment adviser representatives to individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to model wealth portfolios, and third-party asset management programs, with clients typically receiving advice based on model portfolios developed by LPL’s Research Department and affiliated strategists.

Chad Robinson is a financial advisor at Thrivent Investment Management with 13 years of industry experience. He holds a Series 66 designation and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2013. 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 planning focused on a broad range of financial topics and allows clients to combine planning with managed accounts under a consolidated billing option called “WealthPlan.”

Dana Baldridge is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at OSAIC since 2024. Prior to joining OSAIC, Dana worked for Securities America Advisors and SECURITIES AMERICA, inc. from 2018 to 2024. Outside of OSAIC, Dana is involved with EFS Group in Sioux City, IA, providing financial planning, investment advice, and insurance product sales. OSAIC Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm combines risk-tolerance assessments with advanced asset-allocation and portfolio optimization tools, offering a wide range of investment products and access to multiple custodial platforms.

Andrew Horsley is a financial advisor with Osaic Wealth, Inc. based in Sioux City, IA. He holds a Series 66 designation and has three years of industry experience. Prior to joining Osaic in 2024, he worked at Securities America Advisors and EFS Group Wealth Management. Osaic Wealth, Inc. serves a broad client base including individual investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs a comprehensive investment process featuring risk-tolerance assessments, asset allocation software, and portfolio optimization, offering access to a wide range of investment products and custodial platforms.

Lance Heimsoth is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has worked at Cetera and its affiliated entities since 2005 and has also been associated with Security National Bank since 1994. He offers fixed insurance products through Western Southern and has the ability to refer business to the trust and wealth management area of Security National Bank. 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 provides a range of portfolio management, financial planning, and fiduciary services, utilizing a mix of advisor-managed accounts, model portfolios, and third-party solutions.

Mathew Chilton is a financial advisor with Ameriprise in Sioux City, IA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, Chilton serves on the board of Mid-Step Services, acts as treasurer for the Sioux City Cosmopolitan Club, and is president of Ballard & Chilton, Inc. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Kaitlyn Ricke is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Her prior work includes roles at Carahsoft Technology Inc. and The Lawton Exchange. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of financial advisors.

Alyssa Henneman is a financial advisor at Thrivent Investment Management with eight years of industry experience. She holds a Series 66 designation and has been with Thrivent and its related entities since 2017. Prior to entering the financial sector, she worked at Westendorf Manufacturing for two years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based, holistic planning that can be combined with managed-account programs, focusing on a broad range of financial topics without discretionary trading authority.

Kevin Schaeuble is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 licenses and two years of industry experience. He previously worked for Plendl Feed Service, Inc. for 24 years before joining Thrivent Financial and Thrivent Investment Management. 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 planning covering various financial topics and allows clients to combine planning with managed-account programs while keeping these services separate.

Adam Dean is a financial advisor with Ameriprise in Sioux City, IA, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. His prior roles include positions at Savvy, Robert W. Baird & Co., Morgan Stanley, and J.P. Morgan Securities. Outside of his advisory work, he co-owns Siouxland Pro Sports LLC, a semi-professional soccer club, and serves on the boards of the North West Iowa North East Nebraska Red Cross and the Sioux City Housing Trust Fund. He is also involved in event operations at the Hard Rock Casino and Hotel in Sioux City. Ameriprise provides retirement-income planning services primarily for clients with at least $1 million in investable assets, offering detailed recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm employs algorithmic tools alongside personalized advice and emphasizes the use of Ameriprise-managed accounts in its planning process.

Elizabeth Wieseler is a financial advisor at OSAIC with 11 years of industry experience. She holds a Series 66 designation and previously worked at Ameriprise Financial Services, Inc. for ten years before joining OSAIC and its affiliated entities in 2024. Outside of advising, she is also a notary public. OSAIC is a large SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, pension plans, corporations, and charitable organizations. The firm employs a comprehensive investment process combining risk-tolerance assessments, asset-allocation software, and portfolio optimization tools, offering a wide range of investment options and advisory programs.

Sarah Spartz is a financial advisor with Ameriprise in Sioux City, IA, holding a Series 66 designation and 14 years of industry experience. She has been with Ameriprise and its affiliated entities since 2004. Ameriprise offers a retirement-income planning service for individuals approaching or in retirement with substantial investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis delivered by a centralized consulting team, emphasizing assets held in Ameriprise managed accounts and utilizing algorithmic tools alongside human oversight.

Jake Heitritter is a financial advisor at Ameriprise with three years of industry experience and holds a Series 66 designation. Prior to joining Ameriprise in 2021, he was involved with The Inn Hotel, LLC from 2019 to 2022. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research-based modeling and algorithmic tools to generate tailored recommendations, primarily for clients with assets held in Ameriprise-managed accounts.

Nate Colbert is a financial advisor with Ameriprise in Sioux City, IA, holding a Series 66 designation and 19 years of industry experience. He has been with Ameriprise and its affiliated entities since 2007. Outside of advising, he manages day-to-day operations and expenses for RiverTop LLC, supporting his team practice. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with substantial investable assets, providing detailed Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic automation to deliver non-discretionary, customized retirement recommendations.

Mary Mcdonald is a financial advisor with LPL Enterprise holding a Series 66 designation and three years of industry experience. Her prior work includes positions at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of advisory work, she is involved in Medicare supplement and drug card sales through a non-variable insurance business. LPL Enterprise provides advisory services to a diverse client base including individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to model portfolios, and third-party asset management programs, combining securities and insurance products through its broker-dealer and insurance agency affiliations.

Aaron Spartz is a financial advisor with Ameriprise in Sioux City, IA, holding a Series 66 designation and eight years of industry experience. Prior to joining Ameriprise, he worked at Allergan Pharmaceuticals for four years. He is a member of the Siouxland Estate Planning Council, a multidisciplinary organization that supports collaborative estate planning among professionals. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Simeon Moes is a CFP® and ChFC® with eight years of industry experience. He is currently with OSAIC and previously worked at Ameriprise and Strategic Marketing Services. Moes is also active as a wealth advisor and insurance producer with WealthPlan Partners/EFS Group Wealth Management. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base including individual investors, retirement plans, corporations, and charitable organizations. The firm offers a range of advisory services and investment programs, utilizing technology-driven portfolio management tools and providing access to third-party managers and alternative investment platforms.

Christen Countryman is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and having 22 years of industry experience. She previously worked at Voya Financial Advisors before joining Cetera and Cetera Wealth Services. Outside of advisory work, she serves as a board member for the Moville Community Development Association and as a director of the Woodbury County Rural Electric Cooperative, and she is involved in business consulting focused on exit planning for privately held companies. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, combining advisor-managed accounts, firm-sponsored model portfolios, and third-party solutions along with retirement and fiduciary capabilities integrated into its broader institutional platform.

Eric Ricke is a financial advisor with Edward Jones in Sioux City, IA, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with Edward Jones since 1998. Outside of his advisory role, he owns and manages a livestock farm in Lawton, IA. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and supports a large network of financial advisors and branch offices nationwide.

Donald Heilbuth is a financial advisor with Osaic Wealth, Inc. based in Sioux City, IA, holding Series 63 and Series 65 credentials and 39 years of industry experience. He previously worked at Securities America Advisor, Inc. for 18 years and has been involved with EFS Group LLC since 1986, where he also serves as a wealth manager advising on financial planning, retirement strategies, and portfolio analysis. Heilbuth dedicates time to educational seminars through EFS Group and acts as a general agent for fixed annuities. Osaic Wealth, Inc. is a large SEC-registered investment adviser and broker-dealer serving a diverse client base that includes individual investors, pension plans, corporations, and charitable organizations. The firm utilizes a comprehensive investment process combining risk tolerance assessments with advanced portfolio optimization tools and offers a wide range of investment programs and custodial platforms.

Jessica Acker is a financial advisor with Ameriprise in Sioux City, IA, holding CFP®, ChFC®, and Series 66 designations and has 19 years of industry experience. She has been with Ameriprise and its affiliate since 2006. Ameriprise offers a retirement-income planning service targeted at individuals near or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide written Recommendation Reports. The firm serves clients through a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Kyle Hanson is a financial advisor with OSAIC based in Sioux City, IA. He holds the Series 66 designation and has experience at several firms including EFS Group Wealth Management and Central Bank. Prior to his advisory roles, he worked in various positions outside finance, including at Rocket Auto Wash and Dunham's Sports. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base ranging from individual investors to pension plans and charitable organizations. The firm offers a range of advisory services and investment programs, utilizing advanced portfolio management tools and multiple custodial platforms, and supports a large network of over 6,200 advisors.

Marc Geels is a CFP® professional with over 34 years of industry experience. He is currently with OSAIC and previously worked for Securities America Advisors, Inc. He owns and operates several financial and insurance-related businesses, including EFS Wealth Management and EFS Group LLC. OSAIC is a large 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 offers a range of advisory and brokerage services through an extensive network of financial advisers, utilizing advanced portfolio management tools and a variety of investment products.

Donna Leekley Garvey is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. Prior to joining LPL Enterprise in 2024, she worked at Prudential Insurance Company of America and Pruco Securities, LLC for over four decades. LPL Enterprise provides advisory services through a large network of investment adviser representatives to a diverse client base including individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to model wealth portfolios, and third-party asset management programs, with advisory solutions often built around model portfolios created by LPL’s Research Department and external portfolio strategists.