Daniel Pecaut is a financial advisor at Pecaut Wealth Management in Sioux City, IA, with 27 years of industry experience. He holds a Series 63 designation and has been with Pecaut & Co. since 1979, continuing through its transition to Pecaut Wealth Management. Pecaut Wealth Management serves individuals, trusts, charitable organizations, corporations, and retirement plans by providing financial planning, discretionary portfolio management, and investment consulting. The firm employs a long-term, value-oriented investment approach combined with a proprietary system of economic indicators to tailor and adjust client portfolios.

Michael Gallagher is a CFA® charterholder with 19 years of industry experience. He is currently with Pecaut Wealth Management, where he has worked since 2021. His prior experience includes roles at TPG Financial Advisors, The Partners Group, and Geneos Wealth Management. Pecaut Wealth Management serves individuals, trusts, charitable organizations, corporations, and retirement plans with customized financial planning, discretionary portfolio management, and investment consulting. The firm employs a long-term, value-oriented investment approach combined with a proprietary system of economic indicators to guide portfolio adjustments.

John Pecaut is a Series 65-licensed financial advisor with nine years of industry experience. He has worked at Pecaut & Co. since 2016 and currently serves at Pecaut Wealth Management in Sioux City, IA, a team-based firm with four advisors. Pecaut Wealth Management serves individuals, trusts, charitable organizations, corporations, and retirement plans by providing financial planning, discretionary portfolio management, investment consulting, and one-time financial plans. The firm employs a long-term, value-oriented investment approach combined with a proprietary system of economic indicators and delivers regular market commentary through client communications.

Jason Cohrs is a financial advisor at Blue Line Capital with a Series 65 designation and one year of industry experience. He has been a self-employed commodity trader since 2010, currently operating under Blue Line Futures in Dakota Dunes, SD. Blue Line Capital is a registered investment adviser serving individuals, including high-net-worth clients, as well as institutional and tax-exempt entities. The firm combines fundamental and technical analysis with value and growth strategies, incorporating strategic and tactical asset allocation along with selective use of options and futures.

Gregory Giles is a financial advisor with RDA Financial Network in Akron, IA, holding a Series 66 designation and 10 years of industry experience. His prior work includes a position at Robert W. Baird and ongoing roles with United Planners Financial Services and Legacy Financial, LLC. Outside of advisory services, he has ownership interests in several real estate entities and property management ventures. RDA Financial Network serves individual and high-net-worth clients by providing discretionary portfolio management, financial planning, and employer-sponsored retirement plan fiduciary services. The firm utilizes a combination of proprietary model strategies and third-party sub-advisors, overseen by a wealth management committee, with a focus on long-term investment approaches and tactical flexibility.

Vernon Henjes is a Series 65-licensed financial advisor with Steele Capital Management, Inc., where he has worked since 2013. He has 13 years of industry experience. Outside of his advisory role, Henjes serves as President and Director of Midwest Better Trucking Bureau Inc. and is a Director on the board of Siouxland Ethanol. Steele Capital Management provides fee-only investment advisory services to individuals, including high-net-worth clients, and company-sponsored retirement plans. The firm employs a long-term, buy-and-hold investment approach emphasizing low-fee, tax-advantaged, and passive investments, supplemented by selective active management.

Steven Powell is a financial advisor at Momentum Independent Network Inc. with 48 years of industry experience. He holds Series 63 and Series 65 designations and has been with SWS Financial Services since 2009. Momentum Independent Network serves a diverse client base including individual, high-net-worth, charitable, corporate, institutional, and banking/thrift clients. The firm offers advisory and brokerage services through a platform model that utilizes third-party managers and Envestnet for investment management, trading, and rebalancing, with notable integration of Hilltop affiliates in its municipal bond strategies and cash management programs.

Michael Nash is a financial advisor at CreativeOne Securities, LLC with 41 years of industry experience. He holds the ChFC® and Series 63 designations and has worked at Client One Securities, LLC and Brokers International Financial Services LLC. Nash is also president of M G Nash Financial Solutions Inc, where he focuses on retirement income planning, marketing annuities, and fixed insurance. CreativeOne Securities, LLC provides financial planning, consulting, and investment management services to a diverse client base, including individuals, corporate clients, and retirement plans. The firm uses fundamental and cyclical analysis, model rebalancing, and periodic reviews to manage portfolios and offers both discretionary and non-discretionary management options.

Jason Anderson is a financial advisor with Momentum Independent Network Inc. in Sioux City, IA, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. He has been with Momentum Independent Network since 2010. Outside of his advisory role, Anderson serves as the assistant softball coach for Dakota Valley School District and is president of the Dakota Valley Softball Association, a nonprofit youth softball organization. Momentum Independent Network serves individual, high-net-worth, charitable, corporate, institutional, and banking clients through advisory and brokerage relationships. The firm offers a range of investment advisory programs and financial services, utilizing third-party managers and integrated solutions through Hilltop affiliates.

Leon Rozeboom is a Series 65-credentialed financial advisor with over 18 years of experience in the industry. He has worked at Advisory Services Network since 2026 and previously spent 17 years at Liberty National Bank. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and employer-sponsored retirement plans through a large network of independent investment adviser representatives. The firm offers a range of portfolio management and consulting services using a variety of securities and flexible engagement types.

Tyler Stoltze is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to his current role, he worked in education for nearly a decade, including positions at Buena Vista University and Sergeant Bluff Schools. Outside of advisory work, he is also an insurance agent specializing in life, health, and annuities. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to a diverse client base, including individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, third-party money manager programs, and managed accounts, operating primarily through a network of Investment Advisor Representatives who recommend approved products and strategies.

Jordan Rozeboom is a financial advisor with Advisory Services Network based in Dakota Dunes, SD. He holds a Series 65 designation. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and employer-sponsored retirement plans through a network of independent adviser representatives. The firm offers services including portfolio management, financial planning, and retirement plan consulting, utilizing a variety of securities and flexible engagement models.

Sean Westergaard is a financial advisor at Momentum Independent Network Inc. with one year of industry experience. He holds Series 63 and Series 65 licenses and has a background that includes service in the Iowa Air National Guard. Outside of his advisory role, he maintains an active position in the Iowa Air National Guard, focusing on maintenance and upkeep of generators and barriers. Momentum Independent Network serves a diverse client base including individuals, high-net-worth clients, charitable organizations, corporations, institutions, and banking/thrift clients. The firm offers a range of advisory and brokerage services, utilizing third-party managers and integrated platforms for investment management, financial planning, and retirement consulting.

Patrick Berger is a financial advisor with Principal Financial Services in N Sioux City, SD, holding Series 63 and Series 65 licenses and having 17 years of industry experience. He has worked at Principal Securities Inc. since 2016 and with Principal Life Insurance Company since 2008. Outside of his advisory role, Berger serves as a board member for the Holy Spirit Retirement Home and is involved with Heelan Youth Athletics as a board member and girls basketball chair. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money managers through various advisory and promoter arrangements.

Austin Janssen is a financial advisor with Eagle Strategies (New York Life) and holds Series 63 and Series 65 licenses. He has 17 years of industry experience and has been affiliated with Eagle Strategies since 2018. Janssen also owns Janssen Financial Group, through which he brokers non-registered insurance products. He serves as a board member of the Siouxland Business Network, a local networking group. Eagle Strategies provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions using third-party managers and model portfolios and manages over $25 billion in regulatory assets.

Tyler Kruse is a financial advisor with Eagle Strategies (New York Life) holding a Series 66 designation and 11 years of industry experience. He has been associated with Eagle Strategies since 2015 and also operates under the Kruse Financial Group. Outside of his advisory role, Kruse serves as president of the board of directors for the North Sioux City Fire Department and acts as treasurer for the St. Florian Fire & Burn Foundation. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions and the use of third-party managers and model portfolios, operating as an indirect subsidiary of New York Life.

Alisha Mc Carty is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 65 credentials and seven years of industry experience. She has worked with Bankers Life Securities since 2018 and has been associated with Bankers Life since 2005. Outside of her advisory role, she is a licensed insurance agent and also works as a skincare consultant. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals, focusing on customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis. The firm emphasizes individual client service and integrates closely with affiliated broker-dealer and insurance entities.

Joseph Kruse Jr. is a financial advisor with Eagle Strategies (NY Life) and holds a Series 63 designation. He has 35 years of industry experience, including roles at Eagle Strategies since 2000 and New York Life Insurance Company since 1988. Outside of advising, he serves as a board member investor for NYLARC Holding Company Inc., a reinsurance company affiliated with New York Life, and is involved with an LLC that owns an airplane. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients. The firm utilizes a client-directed approach with third-party managers and model portfolios, managing approximately $25.4 billion in regulatory assets as of December 2024.

Jared Mc Coy is a financial advisor with Kestra Advisory, holding a Series 66 credential and five years of industry experience. Prior to joining Kestra in 2025, he worked at Edward Jones for five years and Bankers Life and Casualty for three years. Jared is involved in multiple advisory roles including client consultations, relationship management, and financial planning through affiliated groups. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients. The firm offers services such as fiduciary consulting, plan design, employee education, and manages approximately $79.8 billion in assets, serving large institutional investors including sovereign wealth funds.

Trever Dodd is a financial advisor with Eagle Strategies (NY Life) holding a Series 66 designation and three years of industry experience. He has worked at Eagle Strategies and NYlife Securities LLC since 2022 and also operates under the DBA Kruse Financial Group to service insurance and financial product clients. Prior to his advisory roles, he has experience in education and construction. Eagle Strategies LLC serves individuals, retirement plans, trusts, charitable organizations, and corporate clients by providing financial planning, investment advisory, and retirement plan consulting services. The firm emphasizes client-directed solutions through third-party managers and model portfolios and operates as an indirect subsidiary of New York Life.