Patrick Reid is a financial advisor at Plan2Thrive Financial with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at LPL Financial, Eagle Strategies, and New York Life. Outside of advising, he owns The Vault Coffee & Cafe, a local coffee shop and cafe. Plan2Thrive Financial is a small advisory firm serving individual and high-net-worth clients with portfolio management, financial planning, and pension consulting. The firm follows long-term, fundamentally driven strategies and may allocate assets to third-party managers while acting as a fiduciary on retirement accounts.

Amanda Kelley is a financial advisor at Plan2Thrive Financial with one year of industry experience. She holds a Series 65 designation and previously worked at the Department of Human Services for 12 years. Plan2Thrive Financial is a small advisory firm serving individual and high-net-worth clients, managing approximately $119 million for about 237 clients. The firm offers portfolio management, financial planning, pension and 401(k) consulting, and selection of third-party money managers, generally pursuing long-term, fundamentally driven strategies with fiduciary oversight on retirement accounts.

Jeff Newburn is a CFP® professional with 25 years of experience in the financial services industry. He is currently a financial advisor at Plan2Thrive Financial, where he has worked since 2021, and has been associated with related entities since 2010. Outside of his advisory role, he is involved in life coaching through Plan2Thrive Life Coaching. Plan2Thrive Financial is a three-advisor firm managing approximately $119 million for about 237 individual and high-net-worth clients. The firm offers portfolio management, financial planning, pension and 401(k) consulting, and access to third-party money managers, focusing on long-term, fundamentally driven strategies documented in written Investment Policy Statements.

Benjamin Froeschle is a financial advisor with Edward Jones in De Witt, IA, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 16 years of industry experience, including 15 years managing his own State Farm insurance agency prior to joining Edward Jones. Outside of advising, he manages a property he owns that houses an office rented to another agent. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment options with a nationwide network of over 23,000 advisors and $1.01 trillion in assets under management.

Gaylon Heetland is a financial advisor at Thrivent Investment Management with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Thrivent Financial for Lutherans since 2002. Outside of his advisory role, he is involved in a joint rental property venture with his wife. 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 across various financial topics without discretionary trading authority, allowing clients to combine planning with managed-account services under a consolidated billing option.

Lee Lensch is a financial advisor with Ameriprise in De Witt, Iowa, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Outside of his advisory role, Lensch owns and manages a business management company, Giving Strength, LLC. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports through a centralized consulting team.

Kerry Skinner is a financial advisor with LPL Financial, holding a Series 66 designation and 20 years of industry experience. He has previously worked at Parable Wealth Management, Lincoln Financial Securities, Bank of America, and Merrill. Outside of his advisory work, Skinner owns a business that manufactures and sells fishing baits and tackle and is also involved as a golf professional. 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 accommodates both advisory and brokerage needs through its extensive network of investment adviser representatives.

David Schnorrenberg is a financial advisor at Edward Jones in Eldridge, IA, holding the CFP® designation with 22 years of industry experience. He has been with Edward Jones since 2003. Outside of his advisory role, he is involved in managing rental property businesses, serving as president of Dream Properties and co-president of KC4L LLC. 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 advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, affiliated mutual funds, and tax-efficient services, supported by a large network of financial advisors and branch offices.

Brian Steward is a financial advisor at Thrivent Investment Management with 12 years of industry experience. He has been with Thrivent Financial for Lutherans since 2014 and Thrivent Investment Management since 2013. He holds Series 63 and Series 65 designations and is based in De Witt, Iowa. 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 focused on a broad range of financial topics, delivering written recommendations without portfolio management or institutional advisory services.

David King is a financial advisor with Thrivent Investment Management in De Witt, Iowa. He holds a Series 66 designation and has three years of industry experience. Prior to joining Thrivent, he had roles at Gaylon Heetland and the University of Iowa. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses across a broad range of financial topics. The firm combines planning with managed-account programs under a consolidated billing structure while maintaining separate service components.

Casey Walker is a financial advisor at Thrivent Investment Management with 19 years of industry experience. He holds the Series 66 designation and has been with Thrivent since 2007. Outside of his advisory role, Walker serves as a board member of the DeWitt Police Foundation, a nonprofit focused on crime prevention and public safety initiatives in the DeWitt area. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors. The firm offers holistic, goal-based financial planning without discretionary trading authority and supports clients through ongoing reviews and a combination of planning and managed-account options.

Thomas Harkins is a financial advisor at Thrivent Investment Management with Series 66 credentials and one year of industry experience. He has previously worked at Thrivent Financial and Premier Retirement Plan Advisors, and has experience outside finance including running a business called Mr. Squeegee. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on topics such as retirement, estate, and tax planning without implementation. The firm uses goal-based analyses and allows clients to combine planning with managed-account services under a consolidated billing arrangement called WealthPlan.

Will Froeschle is a financial advisor with Edward Jones, holding the ChFC® designation and a Series 66 license, with 13 years of industry experience. He has worked at Edward Jones since 2016 and previously was with VOYA Financial Advisors and operated The Froeschle Agency. Outside of his advisory role, he serves as treasurer and a member of the board of trustees at the First Congregational United Church of Christ in De Witt, IA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households and organizations. The firm manages over $1 trillion in assets and offers a variety of advisory programs with a nationwide network of more than 23,700 financial advisors.

James O. Melia is a financial advisor at Edward Jones with nine years of industry experience. He holds the CFP® and Series 66 designations and has been with Edward Jones since 2016. The firm serves more than four million individual and institutional clients and manages approximately $1.01 trillion in assets. Edward Jones provides a range of wealth management services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.