Daniel Gabrielson is the managing member and sole advisor at DrG Financial, LLC, holding a Series 65 designation with one year of experience in financial advising. He has a long-standing career as an OBGYN and owner of Gabrielson Clinic for Women since 2009. DrG Financial provides financial planning and consulting services to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm follows a value-oriented, long-term investment approach and typically recommends third-party money managers for discretionary asset management rather than directly managing client assets.

Brian Blankenburg is a financial advisor at Wilon Wealth Management with nine years of industry experience. He holds the Series 65 and Series 66 designations. Prior to joining Wilon Wealth Management in 2022, he worked at Bank of the West and BancWest Investment Services from 2008 to 2017. Outside of advising, he is involved in personal real estate investing with family and friends. Wilon Wealth Management provides financial planning and asset management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm employs a planning-driven, goal-focused investment approach emphasizing diversified, low-cost, tax-efficient strategies tailored to client objectives.

Richard Ryan is a financial advisor with RDA Financial Network in Cedar Falls, IA, holding a Series 66 credential and 15 years of industry experience. His prior work includes roles at United Planners Financial Services and Cambridge Investment Research. He serves as treasurer on the board of a nonprofit club baseball organization. RDA Financial Network provides advisory services to individual and high-net-worth clients, including discretionary portfolio management, financial planning, and retirement plan fiduciary services. The firm employs a network of independent advisers using proprietary models and third-party sub-advisors, combining quantitative and fundamental analysis with a primarily long-term investment orientation.

Brandon Conway is a financial advisor at Principal Advised Services with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Principal Securities Inc. and Principal Life Insurance Company. His role includes providing one-on-one investment advice to retirement plan participants regarding distribution options. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients, combining third-party methodologies with proprietary models. The firm integrates closely with the Principal Financial Group family, providing access to affiliated products and services supported by governance and supervision frameworks.

Robert Talbot is a financial advisor at Gradient Advisors, LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Ocean Crest Investments, LLC and Park Avenue Securities. Talbot also serves as Executive Director of Josiah White's Quakerdale Foundation, a nonprofit that grants funds aligned with the founder’s mission. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm supports a network of 169 advisors across 154 offices and employs a combination of fundamental, technical, and cyclical analysis to tailor client strategies.

Todd Leet is a financial advisor at Concorde Asset Management, LLC with eight years of industry experience. He holds a Series 66 designation and has worked at Thrivent Financial and its affiliated entities since 2017. Outside of his advisory role, he serves on the Board of Directors for the Mason City Chamber of Commerce and is a foundation board member for One Vision in Clear Lake, IA. Concorde Asset Management provides discretionary and non-discretionary investment management, financial planning, and access to third-party asset management programs for a diverse client base, including individuals, corporate and charitable clients, and retirement plans. The firm emphasizes individualized asset allocation and model-based portfolio construction, utilizing both in-house and third-party strategies, and offers a range of investment products and ERISA plan services.

Michael Donnan is a Series 66-licensed advisor with Sound Income Strategies, LLC, based in Clear Lake, Iowa, and has two years of industry experience. His prior roles include positions at Johnson Wealth & Income Management and OSAIC. Donnan is also involved in fixed insurance sales through Trustworthy Financial, LLC. Sound Income Strategies, LLC manages approximately $4.0 billion in client assets, serving individuals, pension plans, trusts, estates, corporations, and other advisers. The firm offers customized portfolio management with a focus on fixed-income analysis and equity review, utilizing a scalable advisor network and a range of advisory and insurance services.

Luke Ter Hark is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds Series 63 and Series 65 licenses and has five years of industry experience. Prior to joining Mutual of Omaha, he worked at Northwestern Mutual and Pharmacist Mutual Insurance Company. Outside of advisory services, he is involved in insurance sales focused on life, health, and annuity products and is a partner in a real estate development venture. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to a diverse client base including individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, third-party money manager programs, and retirement plan consulting, primarily through its network of Investment Advisor Representatives who utilize approved model portfolios and discretionary management strategies.

Scott Etzel is a financial advisor with Independent Wealth Network, Inc. in Clear Lake, Iowa, holding a Series 66 designation and 17 years of industry experience. Prior to joining Independent Wealth Network in 2020, he worked at BFC Planning, Inc. and Securities Management & Research, Inc., as well as a broker-dealer firm. He serves as a board member and secretary for the Iowa Firm Foundation, a nonprofit that funds educational programs. Independent Wealth Network provides advisory services to individuals, trusts, pension and profit-sharing plans, estates, charitable organizations, and corporations. The firm offers discretionary portfolio management, financial planning, access to third-party managers, and support for held-away accounts, tailoring strategies to client goals through fundamental and technical analysis, trading, and the use of overlay managers.

Amanda Johnston is a financial advisor at Sound Income Strategies, LLC with six years of industry experience. She holds a Series 65 designation and has previously worked at Johnson Wealth and Income Management, City Savings Bank, and Idaho Central Credit Union. Outside of her advisory role, she is involved in the sale of fixed insurance and annuities through Trustworthy Financial LLC, which comprises the majority of her business activities. Sound Income Strategies, LLC manages approximately $4.0 billion in client assets and serves a diverse client base including individuals, pension plans, trusts, and corporations. The firm focuses on customized managed portfolios with an emphasis on fixed-income analysis and equity review, offering a range of asset management and financial planning services.

Rachael Swanson is a financial advisor with Commonwealth Financial Network in Mason City, IA. She holds a Series 66 designation and has three years of industry experience. Her prior work includes roles at JP Wealth Advisors, NSB Bank, and First Citizens Bank. Outside of advising, she is also licensed as a residential real estate sales agent with Kelly Real Estate of North Iowa, LLC. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs, including discretionary model portfolios and customized investment solutions, while providing operational, compliance, and practice-management support to affiliated advisors.

Brent Willis is a financial advisor with Principal Financial Services in Mason City, IA, holding Series 63 and Series 65 licenses and 12 years of industry experience. He has worked with Principal Securities since 2016 and previously spent time at Feller & Associates. Outside of advising, he is involved in managing a family LLC that invests in commercial real estate. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charities, corporations, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money managers through various advisory and promoter arrangements.

Melissa Schuchard is a financial advisor with Principal Financial Services, holding a Series 66 designation and 24 years of industry experience. She has worked with Principal Securities Inc. since 2016 and has been associated with Principal Life Insurance Company since 1988. She also serves as a Bank/Trust Officer for Principal Bank and Principal Trust Company, supporting retirement plan account relationships across insurance, broker-dealer, and bank/trust services. 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 financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Charles Frein is a Series 66-licensed financial advisor with Principal Financial Services in Mason City, IA, with 15 years of industry experience. He has worked at Principal Securities Inc. since 2016 and at Principal Life Insurance Co. since 2005. Principal Securities provides brokerage and registered investment advisory services to a diverse clientele, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm offers financial planning, retirement plan consulting, direct advisory programs, and access to third-party money manager asset allocation and separately managed account solutions.

Mark Lehmann is a financial advisor with Principal Financial Services in Mason City, IA, holding a Series 66 designation and 24 years of industry experience. He has worked with Principal Securities Inc. since 2016 and Principal Life Insurance Co. since 1993. Outside of his advisory role, Lehmann serves as Treasurer on the Church Council at Trinity Lutheran Church in Mason City, overseeing budget preparation and financial reporting. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. 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.

Staci Gaiser is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 24 years of industry experience. She has worked with firms including Ameriprise and Ke Wealth Advisors. Outside of finance, she is the owner of Winding Rivers Publishing, LLC and the author of several books, including *Heart in Pieces*, *Heart on Fire*, and *Heart of Steel*. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and services along with operational, trading, technology, and compliance support. The firm offers discretionary model portfolios and multiple program structures, including personalized indexing and strategist solutions.

Kristin Andrews is a financial advisor with Principal Financial Services and holds a Series 66 designation. She has 27 years of industry experience, including roles at Principal Securities Inc. since 2016 and Principal Life Insurance Company since 1993. She also serves as a bank officer to support and manage retirement account relationships across Principal’s insurance, broker-dealer, and bank/trust offerings. Principal Securities provides brokerage and advisory services to a diverse client base, including individuals, retirement plans, trusts, and businesses, with a focus on direct advisory programs, financial planning, and access to third-party money manager solutions.

Jeremy Peters is a financial advisor with Commonwealth Financial Network in Mason City, IA, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has worked at JP Wealth Advisors since 2018, where he is also the owner, and previously held roles at Cetera and First Citizens National Bank. Outside of his advisory work, Peters is a pilot with North Iowa Air Service. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs, operational support, and investment management services, including discretionary model portfolios and personalized indexing options.

Laura Norcross is a financial advisor with Principal Financial Services in Mason City, IA, holding a Series 66 designation and 24 years of industry experience. She has been with Principal Life Insurance Company and Principal Securities Inc. since 2016. Outside of her advisory role, she is a co-owner and partner in two LLCs involved with farmland management and rental property oversight. 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 U.S. 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.

Mark Ellis is a financial advisor at Principal Financial Services with 24 years of industry experience. He holds a Series 66 designation and has been with Principal Securities Inc. since 2016. Ellis also serves as a bank/trust officer, supporting Principal retirement plan account relationships across insurance, broker-dealer, and bank/trust offerings. Principal Securities provides brokerage and registered investment advisory services to a diverse range of clients, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs, often implementing investments on a discretionary basis.

Shannon Kropp is a CFP® professional with 18 years of industry experience, currently advising at Wells Fargo Clearing since 2024. Prior to this, Kropp held roles at LPL Financial, Cambridge Investment Research Advisors, North Iowa Advisors, and VSR Financial Services. Outside of advisory work, Kropp owns and manages commercial rental properties in Mason City, IA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s IPS-driven approach incorporates modern portfolio theory and includes unique investment options such as insurance-related vehicles and bank deposit sweep programs.

William Cooney is a financial advisor with Raymond James & Associates in Mason City, IA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Raymond James since 2006 and has served on the investment committee of the NIACC Foundation Board since 2008. Additionally, he has been involved with the Summer Youth Employment Training Program since 1981. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations using firm research and planning tools and supports both discretionary and non-discretionary advisory relationships.

Jake Brown is a Series 66 credentialed financial advisor with 12 years of industry experience. He has been with Raymond James & Associates since 2013. Raymond James & Associates provides financial planning and investment consulting to a broad client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses through its Wealth Advisory Services Program and delivers institutional consulting via its Institutional Fiduciary Solutions division.

Tony Conroy is a financial advisor at Ameriprise with seven years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones, First Citizens Bank, and Wells Fargo Bank. Conroy is also employed by Integrity Point LLC as a financial advisor. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets. The firm provides a range of advisory, brokerage, and insurance solutions and uses a centralized team to deliver non-discretionary, research-based retirement-income recommendations in collaboration with its financial advisors.

William Martin is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Raymond James & Associates since 2007. Outside of his advisory role, he owns a rental property that he purchased for family use. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, retirement plans, and institutional clients. The firm offers tailored financial plans and investment recommendations, with a focus on public finance and municipal work alongside its retail advisory services.

Kristian Lamont is a CFP® professional with 17 years of experience in the financial services industry. He is currently with LPL Financial and previously worked at Securities America Advisors and Securities America Inc. based in Clear Lake, IA. LPL Financial provides advisory and brokerage services to a broad client base including individual investors, retirement plan sponsors, banks, institutions, charities, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and combines large-scale advisory operations with non-advisory product offerings.

Nicole Schmelzer is a financial advisor at Ameriprise with eight years of industry experience. She holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2013. Schmelzer is also employed by Integrity Point LLC as a financial advisor on the Sales & Advice team. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, 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 in its approach and delivers these services through a centralized consulting team in partnership with client advisors.

Alyse Hesley is a Series 66-credentialed financial advisor with Thrivent Investment Management, where she has worked since 2016. She has nine years of industry experience and serves in several community roles, including board representative for the Mason City Family YMCA, member of Women United, and council liaison for the Generosity committee at Trinity Lutheran Church. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on comprehensive goal-based planning across various financial topics, with implementation handled separately from the planning process.

Christopher Wessels is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and over 30 years of industry experience. His prior roles include positions at Summit Brokerage Services, Inc. and VSR Financial Services, Inc. Wessels is based in Clear Lake, IA. Cambridge Investment Research Advisors serves a diverse client base that includes 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 network of independent financial professionals and multiple account platforms.

Matthew Sonquist is a CFP® and Series 66 designee with six years of experience at Edward Jones, where he has worked since 2020. Prior to joining Edward Jones, he held positions at Oshkosh Corporation and Plas-Tech Tooling. He is a board member of Plas-Tech Tooling, a family manufacturing business in the process of transferring ownership to him and his siblings, although he does not participate in day-to-day operations or financial decisions. Edward Jones is a full-service wealth management firm serving more than four million 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 maintains one of the largest retail advisor networks in the industry.

Michael Hoffman is a CFP® with 25 years of experience in the financial services industry. He has worked at Edward Jones since 2021 and previously held positions at Brokers International Financial Services and Transamerica Investors Securities. Edward Jones is a full-service wealth management firm that serves millions of individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Holly Johnson is a Series 66-licensed financial advisor with Edward Jones in Mason City, IA. She has three years of industry experience and previously worked at Hawkeye Community College and HOJO Snopeople. Outside of her financial career, she operates a craft business painting, assembling, and shipping holiday ornaments. 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 manages over $1 trillion in assets and maintains a large network of financial advisors and branch offices nationwide.

Tracy Farland is a financial advisor at Edward Jones in Clear Lake, IA, holding a Series 66 designation with 10 years of industry experience. She has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and investment options supported by a nationwide network of approximately 23,701 financial advisors.

Amy Dixon is a financial advisor with LPL Financial, holding a Series 66 designation and eight years of industry experience. Her prior roles include positions at Principal Life Insurance Company and Princor Financial Services Corporation. She serves on the boards of two nonprofit organizations in Mason City, Iowa. LPL Financial provides advisory and brokerage services to a diverse client base, including individuals, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team, delivering services through a large network of investment adviser representatives.

Gregory Braun is a financial advisor at Stifel with four years of industry experience. Prior to joining Stifel in 2021, he worked at One Vision for 18 years. He holds the Series 66 designation and serves on the Board of Directors for Good Shepherd Geriatric Center Inc., which provides care and housing services for the 55+ population in North Iowa. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment strategy methodology developed by its Investment Strategy Group.

Ann Harty is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 15 years of industry experience. She has been with Wells Fargo Clearing since 2016, including a prior role at Wells Fargo Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and incorporates a range of financial products, including insurance-related vehicles and bank deposit sweep options.

Spenser Rahm is a financial advisor with LPL Financial in Clear Lake, Iowa, holding a Series 66 designation and 15 years of industry experience. He previously worked at Edward Jones for 11 years before joining LPL Financial in 2021. Outside of his advisory work, Rahm is also active as a musician. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers various investment delivery options supported by an in-house Research team and a large network of investment adviser representatives.

Karla Wellik is a financial advisor at Ameriprise with seven years of industry experience. She has worked at Ameriprise since 2016 and previously spent twelve years with Edward Jones. Outside of her advisory role, she is employed by Integrity Point LLC, where she manages an advisory business. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary retirement recommendations in coordination with clients’ financial advisors.

Stephanie Lyles is a financial advisor at Stifel with five years of industry experience. She holds a Series 66 designation and has worked at Stifel since 2018, following positions at Principal Financial Group, Mason City Clinic, and Hy-Vee. Outside of her advisory role, she serves as a board member of the Mason City Soccer Club, assisting with registration and voting activities. Stifel serves a broad range of clients—including individuals, institutional investors, charitable organizations, and municipal entities—offering brokerage and investment advisory services with a proprietary investment methodology developed by its Investment Strategy Group.

Jennifer Verstegen is a financial advisor at Edward Jones with three years of industry experience. She holds a Series 66 designation and previously worked at Hy-Vee DrugStore from 2009 to 2016. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of investment strategies and affiliated services supported by a large nationwide network of financial advisors and branch offices.

Sara Carlsson is a CFP® certificant with 20 years of experience in the financial services industry, all of which has been with Edward Jones since 2006. She holds Series 63 and Series 66 licenses. Outside of her advisory role, she serves as president of two local business entities focused on property ownership and administrative decisions. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Bryan Lathrop is a financial advisor at Raymond James Financial with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Raymond James Financial Services Advisors, Inc. since 2024. His prior experience includes roles at GWFS Equities, Inc., First Citizens Bank, and Godfather's Pizza. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset-allocation analysis and firm research to develop tailored recommendations while clients retain final decision authority.

Melissa Freund Behrendsen is a financial advisor with Edward Jones in Mason City, IA, holding Series 63 and Series 66 licenses and seven years of industry experience. She has worked at Edward Jones since 2016 and was previously with Shankland Insurance from 2013 to 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 advisors and offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds.

Jason Geving is a financial advisor with Edward Jones in Mason City, IA, holding the Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2007. Outside of his advisory role, he serves as a board member for Main Street Mason City and the Newman Catholic Schools foundation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a broad network of advisors and branch offices. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Mekenna Weiss is a financial advisor at Edward Jones with three years of industry experience. She holds a Series 66 designation and joined Edward Jones in 2021. Prior to her current role, Weiss worked in various positions including real estate and financial services. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Erica Tweeten is a financial advisor with Edward Jones in Clear Lake, Iowa, holding a Series 66 designation and over 25 years of professional experience. Prior to joining Edward Jones in 2026, she worked at Hormel Foods Corporation for 24 years. 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 strategies, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Phillip Johnson is a financial advisor at Ameriprise with 46 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Woodbury Financial Services and ran Johnson Financial Services for nearly three decades. Outside of his advisory work, Johnson is actively involved in local athletic fundraising and community initiatives, serving in volunteer leadership roles for Mason City High School and North Iowa Area Community College campaigns. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research-driven, tax-efficient strategies and personalized recommendations delivered through a centralized consulting team.

Shane Cooney is a financial advisor with Raymond James & Associates in Mason City, IA, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked at Raymond James & Associates and with the City of Clear Lake, Iowa, since 2006. Outside of his advisory role, Cooney is a partner in East Main Classics, LLC, a business focused on refurbishing wood boats, and serves as president of Surfside Hospitality, a fundraising suborganization of the North Iowa Cultural Center and Museum. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and municipal clients. The firm offers both non-discretionary advisory services and institutional consulting, with capabilities in public finance and municipal work.