John Sloan III is a financial advisor at Bellingham Capital with two years of industry experience. He holds a Series 65 designation and has prior work experience in wellness and therapy centers. Bellingham Capital offers discretionary portfolio management and financial planning to a range of clients including individuals, high-net-worth clients, trusts, foundations, charities, corporations, and retirement plans. The firm uses a long-term, strategic asset allocation approach with proprietary model portfolios and emphasizes fundamental analysis supplemented by technical indicators for trade timing.

Devin Reimer is a CFP®-designated financial advisor with over 21 years of industry experience. He is currently affiliated with Intellicents Investment Solutions Inc., where he has worked since 2018. His prior experience includes roles at Mutual Securities, Inc. and Securities America Advisors. Reimer serves as secretary on the board of directors for Forward with Faith, a nonprofit organization. Intellicents Investment Solutions Inc. provides retirement plan consulting, wealth management, and related services to a range of clients including retirement plan sponsors, charitable institutions, and municipalities. The firm emphasizes long-term, buy-and-hold investment strategies and integrates advisory and benefits services across multiple offices and affiliated companies.

Paige Carlson is a CFA® charterholder with three years of industry experience. She is currently with Rossby Financial, LLC and Prairie Oak Wealth, LLP, having previously worked at Cambridge Investment Research Advisors, Inc., Grinnell State Bank, and Grinnell College. Outside of her advisory roles, she serves as a board member for Mayflower Homes and as treasurer for Beta of Iowa (Phi Beta Kappa), and she has experience as a bookkeeper for a local waterproofing company. Rossby Financial provides investment advisory and financial planning services to individuals, charitable organizations, pension and profit-sharing plans, corporations, and other business entities. The firm uses a variety of analytical approaches to tailor portfolios to client objectives and risk tolerances and manages approximately $565 million in discretionary assets.

Connie Mc Cleary Geiger is a Series 65-licensed financial advisor at Intellicents Investment Solutions Inc. with one year of industry experience. Her prior roles include positions at Pentegra, Economic Group Pension Service, and Bankers Trust. Intellicents Investment Solutions Inc. serves retirement plan sponsors, third-party administrators, HSA/VEBA account sponsors, individual clients, charitable institutions, foundations, and municipalities. The firm offers retirement plan consulting, individual wealth management, and a wrap fee program, with an investment approach focused on long-term, buy-and-hold strategies supervised by a CFA Chief Investment Officer.

Jessica Dillon is a financial advisor at Rossby Financial, LLC with nine years of industry experience. She holds a Series 65 credential and previously worked at Cambridge Investment Research Advisors, Inc., Triangle Financial Services, Harbour Investments, Inc., and Grinnell College’s Office of Investments. Dillon serves on the boards of Mayflower Homes and the Grinnell Chamber of Commerce. Rossby Financial provides investment advisory and financial planning services to individuals, charitable organizations, pension and profit-sharing plans, corporations, and other business entities. The firm employs a variety of analytical methods to tailor diversified portfolios aligned with clients’ objectives and risk tolerances.

Jacob Olson is a financial advisor at Intellicents Investment Solutions Inc. with two years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial LLC and Palmer Group. Outside of his advisory role, Olson conducts market research surveys through Helical Research on a limited basis. Intellicents Investment Solutions Inc. serves retirement plan sponsors, individual clients, and various institutions, offering services such as ERISA plan consulting, wealth management, and a wrap fee program. Investment oversight is managed by a CFA Chief Investment Officer who employs long-term, buy-and-hold strategies with periodic rebalancing and diversified use of mutual funds, ETFs, and collective investment trusts.

Lindsay Stout is a CFP® with eight years of industry experience, currently serving as a financial consultant at Intellicents Investment Solutions Inc. She has worked at multiple firms including Securities America, Inc., Movement Mortgage, and Community 1st Credit Union. Outside of her advisory role, she co-owns and operates a clothing boutique called The Funky Zebras in Pella, IA. Intellicents Investment Solutions Inc. serves retirement plan sponsors, individual clients, and various institutions with services such as ERISA retirement plan consulting and individual wealth management. The firm employs a long-term, buy-and-hold investment approach overseen by a CFA-designated Chief Investment Officer and manages approximately $9.92 billion in assets across a multi-office platform.

Megan Holland is a financial advisor at Intellicents Investment Solutions Inc. with four years of industry experience. She holds a Series 65 designation and previously worked at Pigott for eleven years. Outside of her advisory role, she is the owner of B&M Holland, LLC, an unused business venture, and is a licensed insurance agent offering life, health, and disability insurance in Iowa. Intellicents Investment Solutions Inc. serves retirement plan sponsors, third-party administrators, and individual clients, offering services such as retirement plan consulting, HSA consulting, wealth management, and a wrap fee program. The firm’s investment approach emphasizes long-term, buy-and-hold strategies with quarterly monitoring led by a CFA Chief Investment Officer.

Wendy Sims is a PFS™-designated advisor at Cetera Planning Partners with 27 years of industry experience. Prior to joining Cetera in 2026, she worked at Honkamp Krueger Financial Services for 21 years and has been a shareholder and accountant at Schuring & Uitermarkt, a regional CPA firm, since 1982. She serves on the board of directors for both Leighton Investment Company, a bank holding company, and the Pella Regional Health Center Foundation. Cetera Planning Partners serves individual and high-net-worth clients, especially pre-retirees and retirees, offering investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm employs a diversified, mutual fund- and ETF-based investment approach tailored to clients’ objectives and risk tolerance, supported by affiliated broker-dealer and custodial resources within the larger Cetera network.

Zachary Vande Weerd is a financial advisor at CWM, LLC with two years of industry experience. He holds a Series 65 designation and has worked previously at Carson Wealth, KPMG, Marion County Bank, and in academic roles at the University of Missouri and University of Northern Iowa. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a large network of partner offices and advisors. The firm manages discretionary accounts using model portfolios and employs a combination of fundamental and technical analysis, third-party sub-advisors, and customized tools, with an emphasis on retirement plan services and fiduciary processes.

Chad Klyn is a PFS™ credentialed financial advisor at Cetera Planning Partners with two years of industry experience. He previously worked at Avantax Planning Partners and has longstanding ties to Schuring & Uitermarkt Financial Services and Schuring & Uitermarkt, PC, a CPA firm where he is a shareholder. Klyn serves as treasurer for multiple nonprofit organizations, including the Kiwanis Club of Pella and Spark of Life Ministries, and is a director of Wonder Spelen, a nonprofit focused on building an inclusive playground for children. Cetera Planning Partners serves individual and high-net-worth clients, particularly pre-retirees and retirees, offering investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm integrates tax planning, bookkeeping, payroll support, and estate-planning services within a multi-team environment supported by a larger Cetera network.

Tricia De Haan is a financial advisor at CWM, LLC with six years of industry experience. She holds a Series 66 credential and has worked at firms including Carson Wealth, Cetera Wealth Services, and Raymond James Financial. Outside of her advisory role, she serves as secretary for New Life Prison Church, a religious organization in Pella, Iowa. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutions through a network of over 600 advisors. The firm offers portfolio management, financial planning, sub-advisory services, and retirement-plan solutions, employing a discretionary, model portfolio approach supported by an in-house Investment Committee and various customization tools.

Mark Wiskus is a financial advisor with Eagle Strategies (NY Life) in Pella, Iowa, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been associated with Eagle Strategies since 2007 and New York Life Insurance Company since 1999. Outside of his advisory role, Wiskus serves on several nonprofit boards, including the Pella Opera House, Kiwanis Club, Unity Point Health Des Moines Foundation, and Keep Iowa Beautiful, reflecting involvement in community and cultural organizations. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm works with individual investors, institutional clients, and plan sponsors, emphasizing tailored advice across multiple program types and managing a significant portion of assets on a non-discretionary basis.

Aron Scott is a financial advisor with Eagle Strategies (NY Life) in Pella, Iowa, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has worked with firms including NYLIFE Securities LLC and Raymond James Financial Services. Outside of his advisory role, Aron serves as an elder and youth group leader at Grace Evangelical Lutheran Church and is vice president of the Oskaloosa Activities Booster Club. Eagle Strategies serves a diverse range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services, with an emphasis on tailored recommendations primarily managed on a non-discretionary basis.

Amy De Haai is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and 18 years of industry experience. Her prior experience includes roles at U.S. Bancorp Investments, Inc. and LPL Financial. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting using a combination of passive and active investment strategies guided by an internal Investment Committee.

Samuel Vandeweerd is a financial advisor with CWM, LLC, holding Series 63 and Series 65 credentials and 22 years of industry experience. His prior work includes roles at Cetera Wealth Services, Carson Wealth, Main Street Advisory Group, Raymond James Financial Services, and Marion County Bank. Outside of advisory work, he owns a business that sells supplements online. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm manages accounts primarily on a discretionary basis using model portfolios and combines fundamental and technical analysis with third-party sub-advisors and customization tools.

Matthew Vanmaanen is a CFP® and ChFC® with 19 years of experience in the financial services industry. He is affiliated with Primerica Advisors and has worked with Park Avenue Securities and Guardian Life Insurance Company of America since 2007. Outside of his advisory role, he is involved in selling health insurance through Group Benefits Limited and Penn Mutual. Park Avenue Securities LLC serves a broad retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, employing a mix of proprietary and third-party investment strategies across various account types.

Michael Vermeer is a financial advisor with Cetera Planning Partners in Pella, IA, holding a Series 63 designation and 26 years of industry experience. His prior roles include positions at ProEquities and Avantax Investment Services, with concurrent involvement in accounting through Schuring & Uitermarkt, P.C., where he serves as a shareholder. He also holds a vice president role at Radjas, Inc., a drive-in theatre, and participates in production management for Biotech Management, LLC. Cetera Planning Partners serves individual and high-net-worth clients, emphasizing pre-retirees and retirees by providing investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm’s investment approach focuses on diversified allocations of mutual funds and ETFs aligned with client objectives, complemented by ancillary services such as tax planning and estate strategies through third-party providers.

Wendy Albers is a financial advisor at Cetera Planning Partners with the PFS™ designation and three years of industry experience. Prior to her current role, she worked at Avantax Planning Partners, Inc. She is also a shareholder in a public accounting firm offering tax and advisory services and serves as treasurer of a nonprofit organization facilitating spiritual retreats for high school students. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm’s approach emphasizes diversified allocations aligned with client objectives and risk tolerance, supported by ancillary services such as tax planning, bookkeeping, payroll support, and estate planning through a third-party provider.

Thomas Cirks is a financial advisor with Cambridge Investment Research Advisors in Grinnell, IA, holding a Series 63 designation and 40 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2010. Outside of his advisory role, Cirks serves as a charter representative for the Mid Iowa Council - Hawkeye District of the Boy Scouts of America and is a committee member for the John M Campbell Trust. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals, utilizing multiple portfolio management strategies and platform arrangements tailored to client objectives.