Alan Keltner is a financial advisor with Avantax Planning Partners, Inc. and holds a Series 63 designation. He has 26 years of industry experience and has worked at ProEquities, Inc. for 17 years. In addition to his advisory role, he is a CPA and treasurer at Gosling & Company, P.C., where he has provided public accounting services since 1986. He also owns Keltner Enterprises, a business buying and selling antiques. Avantax Planning Partners provides investment advice and planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm uses model-based style allocation strategies and discretionary portfolio management, supported by an Investment Advisory Committee and tax-intelligent overlays.

Andrew Reimer is a financial advisor with Eagle Strategies (New York Life) in Guttenberg, Iowa, holding Series 63 and Series 65 licenses and having 24 years of industry experience. He has been affiliated with Eagle Strategies since 2011 and operates under the Reimer Financial Group, LLC and Your Vision Financial Group for selling New York Life products and brokering non-registered insurance products. Outside of his advisory role, he serves on several local boards including Clayton Ridge Dollars for Scholars and the Foundation of Cornerstone Communities, and consults on farm management and property valuation for eminent domain cases. Eagle Strategies LLC is an SEC-registered investment adviser and a subsidiary of New York Life that serves individual investors, high-net-worth households, and employer-sponsored retirement plans through a network of over 2,400 investment adviser representatives. The firm offers financial planning, retirement plan consulting, and other advisory services, primarily implementing client strategies on a largely non-discretionary basis.

Elizabeth Rude is a financial advisor with Principal Financial Services in Dyersville, IA, holding a Series 66 designation and one year of industry experience. She previously worked for Community Savings Bank for 20 years before joining Principal Securities and Principal Life Insurance Company. Her activities include the sales and service of fixed insurance products such as life, annuities, disability, long-term care, health, and group insurance. Principal Securities provides brokerage and registered investment advisory services to a diverse client base including individual investors, retirement plans, trusts, estates, and charitable organizations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs with an emphasis on discretionary investment management and ongoing client reviews.

Brent Hinerichsen is a financial advisor with Principal Financial Services in Dyersville, IA, holding the ChFC® designation and Series 63 license. He has 31 years of industry experience, including roles at Principal Securities Inc and Principal Life Insurance Company since 2017, as well as prior experience at Fortified Wealth Advisors and Financial Strategies. Outside of his advisory work, he is the owner of Hinerichsen, Inc, an S-corporation used for tax filing purposes. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and business entities. The firm offers financial planning and retirement plan consulting, with access to third-party money manager asset allocation and separately managed account solutions.

Jackson Gehling is a financial advisor with Principal Financial Services in Dyersville, Iowa. He holds a Series 66 designation and has one year of industry experience. Prior to joining Principal, Gehling held roles at Collins Aerospace, CRST, Jimmy Johns, and Behnke Enterprises, among others. Principal Securities provides brokerage and registered investment advisory services to a diverse client base including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Elliot Salter is a CFP® professional with 10 years of industry experience, currently affiliated with Edward Jones since 2015. He holds the Series 66 designation and is based in Dyersville, IA. Outside of his advisory role, he has been involved as an owner and co-owner of LLCs related to property ownership for the building housing his Edward Jones office. 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 services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Angela Rave is a Series 66-licensed financial advisor with Edward Jones in Manchester, Iowa, where she has worked for 17 years. She also works as a substitute teacher at St. Mary's School. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a large network of advisors and branch offices nationwide.

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.

Leo Monaghan is a financial advisor with Osaic, holding Series 63 and Series 65 credentials and 39 years of industry experience. He has been with Osaic since 1989. Outside of his advisory role, he is involved in organizing a scholarship fund for his high school class and assists his elderly brother by managing financial matters under a power of attorney. 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 utilizes a comprehensive investment process that incorporates risk tolerance assessments, asset allocation software, and portfolio optimization tools, offering a wide range of investment options and programs through a large network of advisors.

Tammy Feldmann Kelchen is a financial advisor at Cambridge Investment Research Advisors with 12 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at VOYA Financial Advisors and EJ Brown & Associates. Outside of her advisory role, she serves as a board member of the Delaware County 4H Foundation and is involved in local community volunteer work. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations, offering financial planning, portfolio management, and retirement plan advisory through a large network of independent Financial Professionals. The firm employs a range of investment approaches including model portfolios and third-party strategists, with services delivered on both discretionary and non-discretionary bases.

Jennifer Kritz is a financial advisor at Osaic with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Securities America Advisors and Voya Financial Advisors. In addition to her advisory work, she serves as a representative payee for a Social Security Disability beneficiary, a role she took on at the request of a close friend. Osaic Wealth, Inc. is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm employs a technology-driven investment process and offers a wide range of advisory programs and third-party manager access, supporting thousands of advisors and managing approximately $200 billion in assets.

Donna Kuhlman is a financial advisor with Cetera, holding Series 65 and Series 66 credentials and 18 years of industry experience. She has worked at firms including VOYA Financial Advisors, AssuredPartners Great Plains, and The Friedman Group. Kuhlman volunteers with the Make-A-Wish Foundation, assisting with family interviews and wish grants. 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 offers a range of portfolio management, financial planning, and fiduciary services, combining advisor-managed accounts with firm-sponsored model portfolios and third-party solutions.

Nicholas Klos is a financial advisor at Robert W. Baird & Co. with eight years of industry experience. He holds the Series 66 designation and has worked at Robert W. Baird since 2017, following two years at Wells Fargo. He is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that advises individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides consulting and portfolio services tailored to client goals, utilizing a mix of in-house and third-party managers across a range of investment strategies.

Gretchen Walter is a financial advisor at Edward Jones with a Series 66 designation and over two years of industry experience. Her career includes prior roles at gpac, LLC and Bunkee Air, as well as earlier experience with Edward Jones. She has also been involved with Walter Aviation Inc. Edward Jones is a full-service wealth management firm serving a broad client base that includes individual and institutional investors. The firm offers a variety of advisory and investment strategies, supported by a large network of advisors and branch offices nationwide.

Chance Maiers is a financial advisor with Edward Jones in Dyersville, IA. He holds a Series 66 designation and has professional experience that includes roles at Fidelity Bank & Trust and Concordia University, St. Paul. Maiers joined Edward Jones in 2025. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Anthony Monaghan is a financial advisor with OSAIC based in Manchester, Iowa. He holds a Series 66 designation and has 10 years of industry experience. Prior to joining OSAIC, he has been associated with Royal Alliance Associates since 2005. Monaghan serves on the boards of Community Childcare of Manchester and The Catholic Foundation in the Archdiocese of Dubuque. OSAIC Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer that supports a large network of financial advisers serving a diverse client base, including individual investors, pension plans, corporations, and charitable organizations. The firm employs a range of investment strategies and offers access to multiple custodial platforms, emphasizing scale and consolidation in the advisory industry.