James Franzen is a financial advisor at Prospera Financial Services, Inc. with 36 years of industry experience. He holds a Series 63 designation and has prior experience at Cutter & Company Brokerage, Inc. and ICS. In addition to his advisory work, Franzen is involved in farming, operating James N. Franzen Farm since 1978 and producing grain products. Prospera Financial Services, Inc. is an enterprise-scale adviser and dually registered broker-dealer serving individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through 207 advisors and offers a range of investment advisory and financial planning services across multiple platforms.

Janet Wulf is a financial advisor with Ally Invest Advisors, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. Her prior roles include positions at TIAA, RDA Financial Network, and Cambridge Investment Research. She also assists with compliance oversight for some Ally Invest Advisors processes. Ally Invest Advisors serves a large retail client base, including individual and high-net-worth clients, offering discretionary portfolio management through automated services and advisor-led advice. The firm’s investment approach is based on Modern Portfolio Theory, using ETF-based model portfolios across multiple risk tiers and employs automated algorithms alongside supervised monitoring.

Hillary Meister is a financial advisor at United Planners' Financial Services of America with a Series 66 designation and one year of industry experience. Prior to her current role, she worked at Honkamp & Co. and held positions in education at the University of Dubuque and Sumner-Fredericksburg High School. She is also the bookkeeper and tax preparer for Plain & Simple, LLC, a non-investment related business. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, and institutional clients. The firm operates an open-architecture platform with multiple custodians and third-party money managers, offering a range of advisory models and both fee-based and commission-based options.

Christopher Holthaus is a financial advisor with Principal Financial Services based in Denver, Iowa, holding Series 63 and Series 66 credentials and 28 years of industry experience. He has worked at Principal Life Insurance Co since 1998 and Princor Financial Services Corporation since 1997, and previously operated Holthaus Financial Services from 1997 to 2020. Outside of advising, he is involved in fixed insurance sales related to life, fixed annuities, and long-term care insurance. Principal Securities offers brokerage and registered investment advisory services to individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. The firm provides financial planning, retirement plan consulting, and access to third-party money manager solutions through both advisory and promoter arrangements.

Nicholas Wittenburg is a financial advisor at Principal Financial Services with 12 years of industry experience. He holds Series 63 and Series 65 designations and has worked with Principal Securities Inc. since 2016 and Principal Life Insurance Company since 2012. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Ann Vanengelenburg is a financial advisor with United Planners' Financial Services of America, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has been with United Planners since 2013 and also serves as Chief Operating Officer at related entities, including Investment Center and Insurance Center. Vanengelenburg was involved with the Sumner Rotary Organization for four years. United Planners Financial Services serves a diverse client base, including individuals, corporations, charitable organizations, and institutional clients, offering financial planning, portfolio management, retirement plan services, and brokerage solutions through a network of 477 independent advisors. The firm operates an open-architecture platform with multiple custodians and third-party money managers, primarily managing non-discretionary assets.

Angie Fritz is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 credentials and over 24 years of industry experience. She has been with Principal Securities Inc. since 2016 and has been associated with Principal Life Insurance Company since 1995. Outside of her advisory role, she and her husband operate Bold North, LLC, a business focused on purchasing, renovating, and remodeling residential properties. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

Gerald Buhr is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with Cetera since 2014 and has worked with Cetera Investment Services LLC since 2002. Outside of his advisory role, he serves as a board member of the Mercy Hospital Foundation, where he reviews finances and acts on small budget requests. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, combining advisor-managed accounts, model portfolios, and third-party solutions with specialized retirement and trust capabilities.

Katherine Solsma Bell is a financial advisor at Edward Jones with over eight years of industry experience. She holds the ChFC® designation and Series 66 license. Prior to her current role, she worked at Cornerstone Realtors for three years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices.

Neil Wilkinson is a financial advisor at OSAIC with 26 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior roles include positions at Royal Alliance Associates, Inc. and Signator Investors, Inc. Wilkinson serves on the Board of Trustees at Upper Iowa University and is involved in various agricultural and community organizations, including operating a grain farming business and holding leadership roles in local nonprofits and boards. OSAIC is a large investment advisory and broker-dealer firm serving a diverse client base, including individual investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs and investment solutions supported by technology-driven portfolio management and access to multiple custodial platforms.

Christian Solsma is a financial advisor at Edward Jones in Oelwein, IA, holding a Series 66 designation with two years of industry experience. He is the owner of Soul Stringers LLC, where he 3D prints and sells tennis shoe charms on Etsy. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Morgan Steege is a financial advisor at Edward Jones with one year of industry experience. Before joining Edward Jones in 2024, he worked in education for several years at Sumner-Fredericksburg and Clayton Ridge Community School Districts. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 financial advisors.

Kole Johnson is a financial advisor with OSAIC in Oelwein, IA, holding a Series 66 designation. He has recently begun his advisory career, joining OSAIC in 2025 after working at Financial Decisions Group. Outside of advisory work, he is preparing to sell life insurance and fixed insurance products through Financial Decisions Group. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a wide range of clients, including individual investors, pension plans, corporations, and charitable organizations. The firm offers comprehensive wealth management services and employs a technology-driven investment process combining risk assessment and portfolio optimization.

Laure Meyer is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. Her background includes roles at CUNA Brokerage Services and TruStage, as well as ownership of Meyer Construction. Outside of finance, she is involved in a Mary Kay business. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Justin Shaffer is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and bringing 17 years of industry experience. His prior work includes roles at Signator Investors, Inc. and Transamerica Financial Advisors, Inc. Outside of his advisory work, he serves as an assistant football coach at East Buchanan Schools, where he coordinates offensive plays and manages practice programs. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm employs a comprehensive investment process that integrates risk tolerance assessments with advanced portfolio optimization tools and offers access to a wide range of investment products and custodial platforms.

Curt Solsma is a financial advisor at Edward Jones with 41 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1984. Outside of his advisory role, he serves as vice president and board member of the Oelwein Event Center and is an owner of farm properties and commercial real estate in Iowa. 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 and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

David Hassman is a financial advisor with Edward Jones in Sumner, Iowa, holding Series 63 and Series 66 registrations and 22 years of industry experience. He has been with Edward Jones since 2003. Outside of his advisory work, Hassman manages a small agricultural operation, including ownership of 20 head of feed cattle. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.