Randy Immeker is a financial advisor with Compass Lighthouse Capital, LLC and holds the CFP® and ChFC® designations, along with Series 63 and Series 65 licenses. He has 27 years of industry experience and has worked at Compass Lighthouse Capital since 2019 and Northwest Wealth Management since 2010. In addition to his advisory role, he is also licensed as a health insurance agent. Compass Lighthouse Capital provides investment advisory and financial planning services to individual and high-net-worth clients, specializing in discretionary portfolio management and access to model portfolios managed by third-party sub-advisers. The firm’s investment approach includes rigorous selection and ongoing monitoring of sub-advisers based on quantitative and qualitative criteria, with clients selecting risk categories aligned to model portfolios.

Jeremy Van Beek is a financial advisor at SPC with a Series 66 designation and four years of industry experience. His prior roles include positions at Parkland Securities LLC and Cornerstone Financial Advisors, INC, as well as teaching and other work at Dordt University. He serves as a church elder at Living Water Community Church in Orange City, IA, and is a commissioned notary public in the state. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets through a network of over 460 advisers. The firm offers portfolio management, financial planning, and ERISA-related retirement services, providing both discretionary and nondiscretionary investment strategies.

Benjamin Hulstein is a financial advisor with Eagle Strategies (NY Life) based in Orange City, Iowa. He holds Series 63 and Series 65 licenses and has 24 years of industry experience, having worked with New York Life Insurance Company since 2001. Hulstein serves as a board member and president of the Stewarts Landing Condo Association. 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 through third-party managers and model portfolios, operating as an indirect subsidiary of New York Life.

Christopher Saras is a financial advisor with Eagle Strategies (NY Life) in Orange City, IA, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has been associated with Eagle Strategies since 2014 and New York Life since 2007, and he owns The Pathway Financial Group, which offers New York Life products and brokers non-registered insurance products. Saras serves on the board of the Fellowship of Christian Athletes in Northwest Iowa and is also involved with local athletic and educational nonprofit boards. 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 operates through a network of over 2,000 investment adviser representatives and emphasizes client-directed solutions with third-party managers and model portfolios, managing approximately $25.4 billion in regulatory assets as of year-end 2024.

Adam Buss is a financial advisor with Eagle Strategies (New York Life) based in Sioux Falls, SD, holding Series 63 and Series 65 licenses and six years of industry experience. His prior work includes roles at NYLIFE Securities LLC and New York Life Insurance Company since 2019, and CNA Surety from 2013 to 2019. Outside of his advisory work, he owns a woodworking hobby business focused on creating South Dakota state signs and serves as a board member of the Brandon Community Foundation, which supports local nonprofit funding. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions and utilizes third-party managers and model portfolios, operating as an indirect subsidiary of New York Life.

Anthony Vande Brake is a financial advisor with Money Concepts Capital Corp in Orange City, IA, holding a Series 66 designation and eight years of industry experience. He has worked with Money Concepts Capital Corp since 2017 and was previously with Van Rooyen Financial Group from 2013 to 2017. In addition to his advisory role, he has been involved with the City of Orange City since 2016. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm employs a variety of managed programs and investment strategies, utilizing model portfolios, advisor-designed portfolios, and third-party sub-advisers.

Derrick Dehaan is a financial advisor with SPC, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked at Parkland Securities since 2014 and Van Rooyen Financial Group Inc. since 2005. Outside of his advisory roles, he is the owner and officer of Cornerstone Financial Advisors, Inc., a financial services business, and serves as a notary public in Iowa. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement services through a broad network of advisers, providing both discretionary and nondiscretionary management options.

Sheila Peelen is a CFP® and Series 66-registered financial advisor at Edward Jones with 11 years of industry experience. She has been with Edward Jones since 2013. Outside of her advisory role, she owns and manages agricultural-related businesses, including 5th Gen Ag LLC and 5th Gen Farms LLC, and is involved in corn and soybean farming. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Daniel Drescher is a financial advisor at Edward Jones with eight years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2018. Prior to his current role, he worked briefly at Tulip Town Bulb Company and Medtec DBA Civco Radiotherapy. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Beverly Walhof is a financial advisor with Cetera, holding a Series 66 designation and seven years of industry experience. She has worked at Cetera and affiliated firms since 2014, including Iowa State Bank Wealth Management and Zeutenhorst Financial. Outside of her advisory role, she serves as a facilitator for Love INC, Sioux County, a nonprofit focused on assisting churches in addressing material, emotional, and relational poverty through community programs. Cetera Investment Advisers serves a diverse client base, including individuals, high-net-worth clients, institutions, and retirement plans. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and utilizes a combination of advisor-managed accounts, model portfolios, and third-party solutions.

Ethan Van Holland is a financial advisor with Cetera who holds a Series 66 designation and has seven years of industry experience. His work history includes roles at Avantax Advisory Services and multiple accounting and insurance businesses, including ownership of Van Holland Accounting LLC. He is also involved in health, dental, and vision insurance sales through PIPAC Health & Life Insurance Brokerage and provides tax and accounting support through his accounting firms. Cetera Investment Advisers serves individual, high-net-worth, institutional, and retirement-plan clients through a network of independent advisors, offering portfolio management, financial planning, and fiduciary services. The firm combines retirement and fiduciary capabilities with a broad advisory platform and employs a range of advisor-managed accounts, model portfolios, and third-party managed solutions.

Ryan Doughan is a financial advisor with Cetera, holding a Series 66 designation and seven years of industry experience. He has been with Cetera and its affiliated entities since 2018 and previously worked at Legacy Building Company from 2009 to 2018. Doughan is also a board member of the Orange City Public Library, where he contributes to budget approval and policy oversight. 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, financial planning, and fiduciary services, combining advisor-managed accounts with firm-sponsored model portfolios and third-party solutions.

Trevor Gottula is a CFP® and ChFC® credentialed financial advisor at Edward Jones with eight years of industry experience. He has worked at Edward Jones since 2017 and previously spent two years at Wells Enterprises, Inc. Outside of his advisory role, he owns a rental property in Sheldon, Iowa. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment advisory programs and maintaining a large national network of advisors and branch offices.

Jay Theis is a financial advisor with Ameriprise, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves as a Compensation Board Representative for O’Brien County, Iowa. Ameriprise is a large institutional firm that offers retirement-income planning services targeted at individuals nearing or in retirement with substantial investable assets. The firm provides a range of advisory, brokerage, and insurance solutions through affiliated companies and uses a centralized consulting team to deliver tailored, research-driven retirement income recommendations.

Brandon Braaksma is a financial advisor with Cetera, holding a Series 66 designation and bringing 10 years of industry experience. He has worked with Cetera and its affiliated entities since 2015 and is also associated with Iowa State Bank. Outside of his advisory role, Braaksma is involved in farming through the Braaksma Family Farm and serves as a board member for the Children's World Foundation and the Community Foundation of Sheldon, Iowa. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, utilizing a combination of advisor-managed accounts, model portfolios, and third-party solutions.