Mark Stevens is a CFP® and CFA® with 13 years of experience in the financial industry. He is currently the sole advisor at Vestera Wealth LLC, where he has worked since 2025. His prior experience includes roles at HTLF (Heartland Financial USA), ATCapital Management, and American Trust. Vestera Wealth LLC provides investment advisory and wealth management services to individuals, trusts, businesses, and charitable organizations, with a focus on high-net-worth clients. The firm manages assets primarily on a discretionary basis, combining multiple analytical approaches and oversight of independent managers, and also acts as a sub-advisor to other registered investment advisors and trust departments.

Michael Otting is a financial advisor with Empower Advisory Group in Cascade, IA, holding Series 63 and Series 65 licenses and over 23 years of industry experience. His work history includes roles at GWFS Equities, Inc., Prudential Customer Solutions LLC, Global Portfolio Strategies, Inc., and Prudential Investment Management Services. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage account holders, using an integrated model connected to Empower’s administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing in its point-in-time financial plans and offers optional managed account solutions.

Josh Vondran is a financial advisor with Empower Advisory Group, holding Series 63 and Series 65 credentials and 11 years of industry experience. His prior roles include positions at Advised Assets Group, GWFS Equities, American Trust, LPL Financial, and Cetera Investment Advisors. Outside of his advisory work, he is active in the community as a judge for the United Powerlifting Association and a youth baseball coach for the Western Dubuque Youth Baseball Club. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and select retail brokerage clients. The firm utilizes an integrated model aligned with Empower’s recordkeeping and administrative platforms, offering long-term focused financial plans and optional managed account solutions.

Ricky Winslow is a financial advisor with Ameriprise, holding a Series 63 designation and over 31 years of industry experience. He has worked with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Winslow is involved in consulting on operations and management through his ownership of RLW, LLC, and co-owns Balanced Growth Partners LLC, which focuses on succession management and operational needs for financial advisors. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Marc Kerscher is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. He has been with Thrivent since 2008. Outside of his advisory role, he serves as an assistant high school football coach and is a member of the board of directors for a senior living complex. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers comprehensive, goal-based planning without discretionary trading authority, combining planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Aiden Dunne is a financial advisor with Ameriprise in Dubuque, IA, holding a Series 66 designation and currently in his first year in the industry. Prior to joining Ameriprise, he worked at GreatAmerica Financial Services and has held various roles including positions at Iowa State University and local service organizations. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets, providing detailed Recommendation Reports that address income, Social Security, and tax-smart withdrawal strategies. The firm utilizes a centralized consulting team and combines research, modeling, and tax-efficiency analysis to deliver tailored, algorithm-supported retirement recommendations.

Brian Gogel is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 24 years of industry experience. He has worked with Cambridge Investment Research Advisors since 2018 and has been affiliated with Citizens State Bank since 2001. Outside of his advisory role, he is involved in agricultural business as a partner in Gogel Brothers Farms and serves as treasurer for both the Monticello School Foundation and the Monticello Youth Baseball Softball Association. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing various account platforms and third-party strategists to deliver customized investment solutions.

Gary Rowan is a financial advisor with Ameriprise in Bellevue, IA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Ameriprise and its affiliates since 1998. Outside of his advisory role, he manages GLCR, LLC, where he serves as lead consultant and trustee. Ameriprise offers a retirement-income planning service designed for clients approaching or in retirement, focusing on those with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, written recommendations, integrating a range of advisory, brokerage, and insurance solutions.

Joseph Leibfried is a financial advisor with Ameriprise in Peosta, Iowa, holding CFP® and Series 66 credentials and bringing 13 years of industry experience. He has been with Ameriprise and its affiliated entities since 2012. Outside of his advisory work, he is involved with the nonprofit organization 100 Men Who Care: Tri-State Area, which supports local charities through member donations. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, delivering personalized, non-discretionary recommendations that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and automated tools overseen by a dedicated team to support its advisory approach.

Hannah Fangmann is a financial advisor at Ameriprise in Peosta, IA, holding a Series 66 designation. She has been with Ameriprise since 2023 and has prior experience in education, including roles at Wartburg College and local schools. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to generate tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Brandon Hedley is a financial advisor with OSAIC, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. His prior experience includes roles at Securities America Advisors, Securities America, and Securities Service Network. Outside of his advisory work, he owns FuryHedley Wealth, a corporation focused on life and disability insurance marketing. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a broad client base, including individual investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs and employs an investment process that incorporates risk-tolerance assessments, asset-allocation software, and portfolio optimization tools.

Logan Ben is a financial advisor with Ameriprise in Durango, Iowa, holding a Series 66 designation and six years of industry experience. His prior work includes roles at Bodine Electric, Minnesota Furniture, and Loras College, where he has been involved for ten years. Outside of advising, he supports practice operations at Balanced Growth Partners, LLC. Ameriprise is a large institutional firm offering a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered through a centralized consulting team.

Matthew Ungs is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2018. Prior to his advisory role, he worked for the City of Dyersville from 2014 to 2018. 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 and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Ryan Keating is a CFP® with three years of industry experience, currently serving as a financial advisor at Ameriprise in Dubuque, IA. He has previously worked at Honkamp Krueger and has roles outside of advising, including employment with The Meadows Golf Club and teaching positions at Loras College and Xavier High School. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, offering personalized, non-discretionary recommendations through a centralized consulting team. The firm combines research, modeling, and tax-efficiency analysis to support clients approaching or in retirement.

Mark Frederick is a financial advisor with Ameriprise in Cuba City, WI, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Frederick is also involved with Balanced Growth Partners, LLC in Dubuque, IA, where he works as a financial advisor in their financial planning department. Ameriprise is a large institutional firm that offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendation reports, emphasizing assets held in Ameriprise Managed Accounts.

Nolan Vosler Jr. is a financial advisor with LPL Financial, holding a Series 63 designation and over 37 years of industry experience. He has been affiliated with LPL Financial since 1992 and manages the investment program for First Central State Bank. Vosler is also involved with the DeWitt Noon Lions and serves as a major donor to DeWitt Community Hospital. LPL Financial provides advisory and brokerage services to a diverse client base including individuals, retirement plan sponsors, banks, institutions, and charities. The firm supports its advisors with in-house research and a variety of investment models and strategies, offering flexible solutions that range from financial planning to third-party asset management.

Brittany Glendenning is a financial advisor at Ameriprise with seven years of industry experience. She holds a Series 66 designation and has worked at Ameriprise since 2018, following prior roles at American Trust & Savings Bank. In addition to her advisory role, she provides client support as a paraplanner and client service specialist at Balanced Growth Partners, LLC. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver written recommendation reports. The firm provides a wide range of advisory, brokerage, and insurance solutions through affiliated companies.

Stacey Willenbring is a financial advisor at Ameriprise with nine years of industry experience and holds the Series 66 designation. She has worked at Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she manages practice operations as a Client Service Manager for Balanced Growth Partners, LLC. 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 through a centralized consulting team.

Allison Kettmann is a financial advisor at Edward Jones in Cascade, IA, holding a Series 66 designation. She joined Edward Jones in 2025 and has prior experience at Bridgewater Advisors and various roles in education and hospitality. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Brock Hillers is a financial advisor with Edward Jones, holding a Series 66 designation and one year of industry experience. His prior experience includes two years at Cottingham and Butler and three years associated with University of Iowa Football. 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 investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Brad Ludwig is a financial advisor with Edward Jones in Cascade, Iowa, holding Series 63 and Series 66 licenses and with 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 solutions, separately managed accounts, and affiliated mutual funds.

Christian Brokaw is a financial advisor at Edward Jones in Monticello, IA, holding a Series 66 designation with 16 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,000 advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Kent Streicher is a financial advisor with Edward Jones in Anamosa, Iowa, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, he owns Streicher Enterprises, an LLC involved in commercial property development including plans for a new Edward Jones office building. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets through a large network of financial advisors and offers a range of investment strategies and affiliated financial products under a fiduciary standard.

Steven Mc Donough is a financial advisor with Ameriprise in Dubuque, IA, holding Series 63 and Series 65 credentials and eight years of industry experience. His prior roles include positions at Wealth Enhancement Group, Avantax Investment Services, and Honkamp Krueger Financial Services. He also manages an advisory business, Balanced Growth Partners, in addition to his work at Ameriprise. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Jacob Westhoff is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and previously worked at Fidelity Bank & Trust and several other firms. Outside of his advisory work, he has an interest in farming related to feeder cattle through family involvement. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment solutions supported by a large network of advisors and branch offices nationwide.

Nick Splinter is a financial advisor with Ameriprise in Dubuque, IA, holding a Series 66 designation. He has been with Ameriprise since 2024 and has prior experience in educational roles at the University of Northern Iowa, Wahlert Catholic High School, and Mazzuchelli Catholic Middle School. Ameriprise provides retirement-income planning services targeting individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, written Recommendation Reports and offers a broad range of advisory, brokerage, and insurance solutions.

April Blasen is a financial advisor with Ameriprise in Peosta, IA, holding Series 65 and Series 66 licenses and bringing 20 years of industry experience. She has been with Ameriprise and its affiliated entities since 2004. Outside of her advisory role, she is involved with Balanced Growth Partners, LLC, supporting practice operations. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Anthony Fury is a CFP® professional with 13 years of industry experience, currently affiliated with Osaic Wealth, Inc. He previously worked at Securities America Advisors, Inc. and Securities Service Network. Outside of his advisory role, he is the owner of Fury Financial Services and a silent investor in local businesses, including a subscription-based gift box company. Osaic Wealth, Inc. 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 employs a technology-driven investment process and offers a wide range of advisory and brokerage services through a network of over 6,000 financial advisers.

Conner Krantz is a financial advisor with Ameriprise in Dubuque, IA, holding Series 63 and Series 66 licenses and two years of industry experience. His prior roles include positions at Hubbard Financial Group and Northwestern Mutual. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored, non-discretionary advice through a centralized consulting team.

Craig Thompson is a financial advisor with Edward Jones in Monticello, IA, holding Series 63 and Series 66 licenses and with 25 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, he owns a small office rental business in Monticello. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets with a large nationwide network of advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Amy Cooper is a CFP® professional with 30 years of experience in the financial services industry. She has been with LPL Financial since 2001. Prior to joining LPL, she owned and operated Cooper Financial Services, Inc., a non-variable insurance agency. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a broad range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Cole Schmelzer is a financial advisor with LPL Financial based in Peosta, Iowa, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has worked at Dupaco Community Credit Union and LPL Financial since 2014. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Kris Gobeli is a Certified Financial Planner® with six years of industry experience, currently serving with Thrivent Investment Management. His prior work includes roles at Edward Jones, Fidelity Bank & Trust, and Facet. Outside of finance, he co-owns a small herd of miniature cattle and serves on the board of the Wyoming Fair Association, supporting local agricultural events. 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 without portfolio management for institutional clients and allows clients to combine planning with managed-account services under a consolidated billing option.