Shannon Stoeffler is a financial advisor at Ameriprise with 25 years of industry experience. She holds Series 63 and Series 66 designations and previously worked for Parkland Securities for 10 years before joining Ameriprise. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement who meet certain asset thresholds, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice through a centralized consulting team.

Alan Pottebaum is a financial advisor with Eagle Strategies (New York Life) and holds Series 63 and Series 65 licenses. He has 31 years of industry experience, including roles at Eagle Strategies since 2008 and New York Life Insurance Company since 1992. Outside of his advisory work, he serves as an officer for JR Golf of Northwest Iowa, an organization promoting junior golf in the region. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions through third-party managers and model portfolios and operates as an indirect subsidiary of New York Life.

Mark Nemmers is a financial advisor with Cetera based in Le Mars, IA, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at Cetera since 2017 and concurrently at American Bank, NA since 2000. Outside of advising, he serves as secretary and treasurer of Erdmann Enterprise Inc., a real estate management business in which he holds a minority ownership stake. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a network of over 6,800 independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, fiduciary solutions, and access to multiple program structures, combining retirement and fiduciary capabilities with a broad institutional platform.

Mark Schmidt is a financial advisor with Raymond James Financial Services Advisors, Inc. based in Le Mars, Iowa. He holds Series 63 and Series 66 licenses and has 28 years of industry experience. Schmidt has worked with Raymond James since 1999 and also serves as a health insurance agent for Wellmark Blue Cross/Blue Shield and as a property and casualty insurance agent with Primebank and IBIS/Chubb. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, charitable organizations, corporations, and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, offering tailored recommendations supported by extensive research and a broad affiliate network.

Joseph Susemihl is a Series 66-licensed financial advisor at Edward Jones in Le Mars, Iowa, with 15 years of industry experience, all of which has been with Edward Jones since 2011. Outside of his advisory role, he is a corporate pilot and has involvement with Wells' Dairy Inc. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Michael Ruhland is a financial advisor with Ameriprise who holds Series 63 and Series 65 licenses and has 45 years of industry experience. He has been with Ameriprise since 2005, including its affiliated entities, and currently serves clients from Le Mars, Iowa. Outside of his advisory role, Ruhland is a trustee on the Gehlen Catholic Endowment Board. Ameriprise provides retirement-income planning services designed for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendations through a centralized consulting team, focusing on clients who maintain a substantial portion of assets in Ameriprise-managed accounts.

Samuel Van Wettering is a financial advisor with Ameriprise in Le Mars, Iowa, holding a Series 66 designation and four years of industry experience. His prior roles include positions at American Bank, Northwestern Mutual, Kingsley State Bank, and Wells Fargo. Ameriprise provides a retirement-income planning service targeting individuals approaching or in retirement with substantial investable assets, offering detailed written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in a centralized service delivered in partnership with its financial advisors.

Brandon Schaecher is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and bringing 10 years of industry experience. He has worked at Thrivent since 2020 and was previously self-employed from 2017 to 2020. Outside of his advisory role, Schaecher is a crop farmer and serves as the head girls basketball coach at Gehlen Catholic High School. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors, focusing on goal-based planning across various financial topics. The firm offers a combination of planning and managed-account services under a consolidated billing option while maintaining planning and portfolio management as separate services.

Richard Kneip is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He previously worked at Stifel and U.S. Bancorp Piper Jaffray Inc. Outside of his advisory role, Kneip is involved in agricultural enterprises, including ownership and partnership roles in swine and cattle operations, and serves as chairman of finance and capital campaign co-chair at Gehlen Catholic School in Le Mars, IA. RBC Wealth Management serves a diverse client base ranging from individual investors to institutional clients, offering tailored investment strategies through multiple advisory programs. The firm integrates a combination of in-house and third-party investment managers, providing discretionary and non-discretionary portfolio management alongside financial planning and brokerage services.

Mitchel Christoffel is a financial advisor at Cetera with a Series 66 credential and one year of industry experience. Prior to his current role, he was involved with Total Motors LLC for nine years. He serves as president of Engage LeMars Inc., a nonprofit organization that plans free community events and concerts. Cetera Investment Advisers serves a diverse client base, including individual, high-net-worth, institutional, and retirement-plan clients, through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary solutions, utilizing a combination of advisor-managed accounts, model portfolios, and third-party managed strategies.

Ross Ruhland is a financial advisor with Ameriprise in Le Mars, Iowa, holding a Series 66 designation and nine years of industry experience. He has been with Ameriprise and its affiliated entities since 2016. Outside of his advisory role, Ruhland serves as President on the Board of Directors for West View Town Homes. Ameriprise provides a retirement-income planning service tailored to individuals with substantial investable assets, combining research-driven modeling and tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.