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Aaron K

CFP®

Calabasas, CA

Greenup Wealth

Aaron Kirsch is a CERTIFIED FINANCIAL PLANNER™ professional and founding partner of GreenUp Wealth Management. He works primarily with individuals and couples who are approaching or living in retirement, helping them design financial plans that support both long-term security and a fulfilling retirement lifestyle. Aaron began his career in financial services in 2001 at a major Wall Street firm and has since worked with clients across a wide range of life stages, both at large institutions and through his own independent wealth management firm. This experience informs his comprehensive approach to financial planning, which integrates retirement income planning, investment management, tax-aware strategies, risk management, and estate planning considerations. He is the co-author of The Rewarding Retirement Workbook, a resource designed to help people think beyond the mechanics of retirement and focus on how they want to live during this stage of life. Aaron’s work emphasizes aligning financial decisions with personal values, priorities, and legacy goals. Aaron holds himself to fiduciary standards and takes a client-centered approach to planning, helping individuals and families navigate financial decisions with clarity and confidence as they transition into and through retirement.

General retirement planning Retirement income strategy General tax planning Wealth management General estate planning guidance Retired Executive Founder/Business Owner Consultant Self-Employed Approaching retirement Retired Baby Boomers (Born 1946-1964) Gen X (Born 1965-1980) Life coaching / goal alignment

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Denise C

Series 66

Maquoketa, IA

Empower Advisory Group

Denise Clark is a financial advisor with Empower Advisory Group, holding a Series 66 designation and nine years of industry experience. Her career includes roles at Thrivent Financial, Thrivent Investment Management Inc, Data Dimensions, and H & R Block. 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 certain retail brokerage account holders through integrated services connected to Empower’s recordkeeping and administrative platforms.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Jeremy V

Series 66

Maquoketa, IA

Edward Jones

Jeremy Venenga is a financial advisor with Edward Jones in Maquoketa, IA, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, he serves as an assistant high school volleyball coach at Anamosa Community School. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm manages over $1 trillion in assets and operates a large nationwide network of advisors and branch offices.

Retirement income strategy General retirement planning Wealth management Business ownership considerations General estate planning guidance Retired Founder/Business Owner Executive
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Brian A

Series 66

Maquoketa, IA

Ameriprise

Brian Aunan is a financial advisor with Ameriprise, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its predecessor entities since 2005. Aunan serves on the Board of Directors for the Hospice of Jackson County and operates a tax preparation business under his CPA credentials. Ameriprise provides retirement-income planning services primarily for clients with substantial investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Terri R

Series 66

Maquoketa, IA

Edward Jones

Terri Raymond is a financial advisor at Edward Jones in Maquoketa, IA, holding a Series 66 designation with 13 years of industry experience, all with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary portfolio strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management through a large nationwide network of financial advisors and branch offices.

Retirement income strategy Wealth management Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner
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Steven K

Series 63, Series 65

Maquoketa, IA

OSAIC

Steven Kinrade is a financial advisor at OSAIC with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at OSAIC since 2018, following prior roles at Sii and Ameritas Investment Corp. Outside of his advisory work, Kinrade owns and manages Kinrade Family Angus, a family farm involved in crop production and Angus cattle breeding. OSAIC Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base that includes individual investors, retirement plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services, employing portfolio optimization tools and providing access to multiple custodial platforms and alternative investment options.

Annuities Founder/Business Owner Executive Retired
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Amber K

Series 66

Maquoketa, IA

Cambridge Investment Research Advisors

Amber Knickrehm is a Series 66 licensed financial advisor with six years of industry experience, currently with Cambridge Investment Research Advisors. She has worked with Cambridge Investment Research Advisors since 2018 and is also associated with Ohnward Wealth & Retirement-Maquoketa State Bank as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans. The firm offers financial planning, portfolio management, and retirement plan advisory services through a large network of independent financial professionals using multiple account platforms and a range of investment strategies.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities Retired Founder/Business Owner Executive
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Paul M

ChFC®, Series 63

Maquoketa, IA

LPL Financial

Paul Miller is a financial advisor at LPL Financial with 42 years of industry experience. He holds the ChFC® and Series 63 designations and has worked at firms including Royal Alliance Associates, Signator Investors, Powell Financial Group, and Transamerica Financial Advisors. Outside of advisory work, he serves as a notary and is involved with non-variable insurance planning through Insurance Planning Services Corporation. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, charities, and high-net-worth households. The firm offers a range of financial planning and asset management solutions supported by an in-house research team and a broad platform that combines advisory and brokerage services.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Kerry S

ChFC®, Series 63

Maquoketa, IA

Cambridge Investment Research Advisors

Kerry Schepers is a financial advisor at Cambridge Investment Research Advisors with the designations ChFC® and Series 63, and 25 years of industry experience. Prior to joining Cambridge in 2018, Schepers worked at Broker Dealer Financial Services Corp from 2015 to 2018. Outside of advisory work, Schepers is involved in several community organizations, including serving as a committee member of the Maquoketa High School Alumni Association and volunteering as a grant writer for Friends of Maquoketa Caves State Park. 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 multiple account platforms and a range of investment strategies implemented through various custodians.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities Retired Founder/Business Owner Executive
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Alyssa B

Series 66

Maquoketa, IA

Edward Jones

Alyssa Burks is a financial advisor with Edward Jones in Maquoketa, IA, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she completed academic and related positions at several universities including The University of Iowa and Texas Woman's University. Outside of her advisory role, she works as a wedding officiant. 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, including discretionary and non-discretionary strategies, and provides additional services such as tax-efficient management and securities-based lending.

College savings (529s, UTMA, etc.) Business ownership considerations General estate planning guidance General retirement planning Founder/Business Owner Newlywed/Engaged
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