Malia Koontz is a Series 66-licensed financial advisor with Principal Financial Services, where she has worked since 2014. She has 13 years of industry experience, primarily serving clients through Principal Securities and Principal Life Insurance. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and business entities. The firm provides direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Travis Havel is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and previously worked at Henkel Construction Company and Iowa State University. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a range of advisory programs and investment solutions, supported by a large national network of financial advisors and branch offices.

Amanda Kelly is a CFA® charterholder with 11 years of industry experience. She is currently with Edward Jones in Webster City, IA. 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 approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Sean Finucan is a CFP®-credentialed financial advisor with Edward Jones in Webster City, IA, where he has worked since 2019. He has six years of industry experience, including prior roles at Jones Lang LaSalle and the University of Iowa. Outside of advising, he is a part owner of Double F Farm LLC, a farming business. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, offering a range of advisory programs and affiliated investment products supported by a large network of advisors and branch offices.

Linda Lahr is a financial advisor with Ameriprise in Webster City, IA, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. She has been with Ameriprise and its affiliated entities since 2003. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm serves a broad client base through advisory, brokerage, and insurance solutions typical of a large institutional firm.

Caden Felts is a financial advisor at Ameriprise with a Series 66 designation and one year of industry experience. Prior to joining Ameriprise, he held roles at several firms including Torch Dental and Assurance IQ. Outside of his advisory work, he owns Felts Detailing, a business providing detailing services and products. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, combining research and modeling with tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Brody Eischeid is a financial advisor with Osaic Wealth, Inc., holding a Series 66 designation. He is based in Webster City, IA. Osaic Wealth, Inc. is a large SEC-registered investment adviser and broker-dealer that serves a diverse range of clients, including individual and high-net-worth investors, retirement plan participants, pension and corporate clients, and institutional accounts. The firm provides investment management, financial planning, unified managed account and wrap-fee programs, access to third-party money managers, and retirement plan consulting services through its Vision2020 Wealth Management Platform.

Nicholas Hammitt is a financial advisor with Ameriprise in Webster City, IA, holding a Series 66 designation and 17 years of industry experience. He has been with Ameriprise and its affiliated entities since 2008. Outside of his advisory role, he is involved with FISH2o, where he advises and obtains new clients. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. As a large institutional firm, Ameriprise offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Jeffrey Brandt is a financial advisor with Ameriprise in Webster City, IA, holding a Series 63 designation and totaling 38 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Outside of his advisory role, he is a co-owner of a tax preparation firm and involved in managing several small business and real estate ventures. Ameriprise offers retirement-income planning services focused on clients approaching or in retirement, utilizing research, modeling, and tax-efficiency analysis to provide tailored recommendation reports. The firm serves high-net-worth individuals and combines advisory, brokerage, and insurance solutions through its affiliated companies.

Timothy Finucan is a financial advisor with Edward Jones in Webster City, IA, holding Series 63 and Series 66 credentials and 39 years of industry experience. He has been with Edward Jones since 1986. Outside of his advisory work, he is involved in farming and ranching ventures, including ownership and partnership roles in several agricultural and recreational properties. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a nationwide network of more than 23,000 advisors. The firm offers a range of managed investment solutions, separately managed accounts, and proprietary funds, operating under a fiduciary standard and providing integrated advisory and affiliated capabilities.

Addison Folcher is a financial advisor with Edward Jones in Webster City, IA, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, Folcher worked at Aon and Risk Placement Services. He is a shareholder in a family-owned real estate management company in North Carolina, participating in voting decisions. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its extensive national network of advisors and affiliated financial services.

Shawn Behrendsen is a financial advisor with OSAIC in Webster City, IA, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. Prior to joining OSAIC in 2018, he worked at Signator Investors, Transamerica Financial Advisors, and Hopkins Insurance. Outside of his advisory role, he serves as a board member for the County Conservation Board and manages bookkeeping and financial tasks for several family-related agricultural businesses. OSAIC Wealth, Inc. is an 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 utilizes a combination of risk-tolerance assessments, asset allocation software, and portfolio optimization tools to deliver advisory and brokerage services through a large network of financial advisors.

Andrew Hejlik is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His prior roles include positions at Royal Alliance Associates, Signator Investors, and Transamerica Financial Advisors. He serves as president of The DUB Sports Park Inc., a nonprofit organization involved in community activities. OSAIC is a large SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base, including individuals, pension plans, corporations, and charities. The firm offers a range of advisory and brokerage services, utilizing technology-driven investment processes and providing access to multiple custodial platforms and third-party managers.

Michael Stensland is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 licenses and possessing 29 years of industry experience. He has worked at Thrivent Investment Management and Thrivent Financial for Lutherans since 2002. Outside of his advisory role, he serves as a director and member of the executive committee for Wings of Refuge, a nonprofit focused on restoring women from sex trafficking. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based analyses and allows clients to combine planning with managed-account programs under a consolidated billing option, while maintaining separate planning and portfolio management services.

Meredith Bargfrede is a financial advisor at Osaic with three years of industry experience. She holds a Series 66 designation and previously worked at Royal Alliance Associates and Wolfe Eye Clinic. Outside of her advisory role, she serves as Vice President and Secretary of The Dub Sports Park, Inc., a nonprofit organization involved in strategic planning and fundraising. Osaic Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer that offers advisory and brokerage services to a diverse client base, including individual investors, retirement plans, corporations, and charitable organizations. The firm employs a range of investment strategies supported by advanced planning tools and provides access to multiple custodial platforms and third-party managers.