Jerry Kirkpatrick is a financial advisor with Avantax Planning Partners, Inc. He holds Series 63 and Series 65 designations and has 29 years of industry experience. His prior roles include positions at Cetera Wealth Services, Avantax Investment Services, and ProEquities. Outside of advising, Kirkpatrick serves on multiple nonprofit boards, including as treasurer for United Way and as a director for the Morgan Cline Foundation, and he is involved in farm management and accounting as a CPA partner. Avantax Planning Partners provides investment advice and planning services primarily to individuals, pension plans, charitable organizations, and businesses, utilizing model-based style allocation strategies and discretionary portfolio management. The firm operates within a larger corporate group and offers tax-intelligent overlays and centralized trading through designated custodians.

Allen Lakner is a financial advisor with Integrity Alliance, LLC, holding the ChFC® designation and Series 63 license, with nine years of industry experience. He has worked at Brokers International Financial Services, LLC since 2016 and operates NEHI Firearms Training LLC, where he provides firearms training and certification. Lakner is also self-employed through Lamb Financial Services, where he has been involved in advisory, insurance, and securities product sales since 2001. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm provides asset management, financial planning, and retirement plan consulting using various portfolio management approaches and access to multiple custodial platforms and third-party programs.

Christopher Hash is a financial advisor at Edward Jones with 19 years of industry experience. He has worked with Edward Jones since 2006 and holds the Series 63 and Series 66 designations. Outside of his advisory role, he is involved in managing farm and rental properties in Centerville, Iowa. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment options. The firm is known for its extensive network of advisors and branch offices, as well as its affiliated mutual funds, trust services, and securities-based lending.

Justin Bailey is a financial advisor with Ameriprise in Centerville, IA, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its related entities since 2005. Bailey serves on the Board of Directors and acts as Secretary for the First Baptist Church Trustee Board and is a member of the Appanoose Conservation Foundation. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver written recommendation reports. As a large institutional firm, it offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.