Julia Punj is a financial advisor at Ellevity Capital, LLC with nine years of industry experience. She holds a Series 65 designation and has been with Ellevity Capital since 2016. Outside of her advisory role, she owns and manages Veraison Wine Bar in Fairfield, Iowa. Ellevity Capital provides discretionary investment management primarily to individuals, including high-net-worth and qualified clients, and to pooled investment vehicles. The firm focuses on actively managed, income-oriented strategies that integrate preferred and high-yield equity securities with options trading, employing both fundamental and technical analysis in portfolio construction.

Benjamin Heckart is a financial advisor with RIA Advisory Group, LLC, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has worked at Iea Wealth Management LLC since 2010 and previously was with Cambridge Investment Research Advisors and LPL Financial. Outside of advising, he operates a small farming business and holds a 20% ownership in BrokerStreet Insurance Services. RIA Advisory Group is a multi-advisor registered investment adviser serving individuals, high-net-worth clients, corporations, trusts, and other entities. The firm provides discretionary portfolio management across a broad range of investment types and incorporates financial planning services within advisory contracts.

Paul Katsion is a financial advisor at RIA Advisory Group, LLC with nine years of industry experience. He holds the Series 63 and Series 65 designations and has worked previously with NYLife Securities LLC and New York Life. Katsion serves as a board member of the Henry County Optimist Club, supporting local youth through fundraising and volunteer activities. RIA Advisory Group is a multi-advisor registered investment adviser serving individuals, high-net-worth clients, corporations, trusts, and other entities. The firm provides discretionary portfolio management across a broad range of investments and integrates limited financial planning services into advisory contracts, using an investment process that combines charting, fundamental, and technical analysis with both long- and short-term trading strategies.

Erin Roberts is a financial advisor with RIA Advisory Group, LLC, holding a Series 65 designation and currently in the first year of her advisory career. Prior to joining RIA Advisory Group in 2025, she worked for RCM Capital from 2023 to 2025 and spent 17 years at Southeastern Community College. RIA Advisory Group is a multi-advisor registered investment adviser serving individuals, high-net-worth clients, corporations, trusts, and other entities. The firm provides discretionary portfolio management across a broad range of investments and integrates limited financial planning services into advisory contracts, utilizing a combination of charting, fundamental, and technical analysis with both long- and short-term trading strategies.

Annalisa Clifford Gold is a Series 66-registered advisor at Vanderbilt Advisory Services with 5 years of industry experience. She has worked with Vanderbilt Securities, LLC since 2017 and with IPAM Inc dba Centered Wealth since 2016. Outside of her advisory role, she serves as a committee member of Iowa WINS and is an active member of Rotary Club International. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm utilizes strategic asset allocation and a combination of fundamental, technical, and charting analysis, offering a range of portfolio management and financial planning services supported by a unique integration with retirement-plan and benefits firms.

Theodore Hirsch is a Series 65-licensed financial advisor with six years of industry experience, currently with Vanderbilt Advisory Services since 2020. He has also operated Hirsch Associates Inc. since 2012. Outside of his primary roles, Hirsch serves as an investment researcher and consultant for several firms and holds a board position overseeing investment strategy for a charitable foundation. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm employs a strategic asset allocation approach using fundamental, technical, and charting analysis, offering discretionary and non-discretionary portfolio management alongside financial planning and consulting services.

Stuart Valentine is a financial advisor with Vanderbilt Advisory Services in Fairfield, Iowa, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. Prior to joining Vanderbilt Advisory Services in 2017, he worked at Financial West Group for 17 years. Outside of his advisory role, he serves as co-director of the Sustainable Living Coalition, is an advisory board member for the Sustainable Iowa Land Trust, and chairs the Fairfield Resilient Action Network. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, businesses, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, proprietary model portfolios, and financial planning services, with an investment approach that combines strategic asset allocation and multiple analytical methods.

William Carlisle is a Series 66-licensed financial advisor with 11 years of industry experience. He is currently with Vanderbilt Advisory Services and previously worked at Morgan Stanley, E*TRADE, TD Ameritrade, Cambridge Investment Research, and Merrill. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm’s investment approach combines strategic asset allocation with fundamental, technical, and charting analysis, offering both discretionary and non-discretionary portfolio management alongside financial planning and consulting services.

Chad Mcmullin is a financial advisor with CreativeOne Wealth, LLC, holding the ChFC® designation and Series 63 license, and has 19 years of industry experience. His prior roles include positions at ChangePath, LLC, Brokers International Financial Services, LLC, FBL Marketing Services, and Farm Bureau. Outside of advising, he is involved in professional office building ownership and management. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individual, corporate, charitable, and RIA clients. The firm employs a combination of proprietary ETF-based models, third-party managers, boutique equity managers, and option strategies, supported by quantitative and fundamental analyses.

Lane Johnson is a financial advisor with Principal Financial Services in Keosauqua, IA. He holds a Series 66 designation and has 12 years of industry experience, including roles at Principal Financial Services and Principal Life Insurance Company since 2016, and Cambridge Investment Research Advisors in 2015-2016. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and corporations. The firm’s advisory services include direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Pamela Corrick is a financial advisor with Valic Financial Advisors in Fairfield, Iowa, holding Series 63 and Series 66 licenses and 14 years of industry experience. She has previously worked at Cambridge Investment Research and currently owns Pam Corrick Antiques, a business specializing in vintage jewelry, textiles, and collectibles. Additionally, she is involved in social media marketing for her husband's Taco John's restaurants and plans to co-own a School of Rock franchise in Madison, Wisconsin. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering wrap programs, portfolio management, and financial planning services through a large network of advisors. The firm manages approximately $29.2 billion and is notable for its use of discretionary unified managed accounts and centralized technology solutions.

Luke Hillis is a financial advisor with Eagle Strategies (NY Life) based in Fairfield, Iowa. He holds a Series 66 designation and has one year of industry experience. His prior roles include positions at Cambridge Investment Research and several companies related to window products and construction. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes tailored recommendations and manages a majority of its assets on a non-discretionary basis, working with a wide range of institutional sponsors.

Jennith Hassenfritz is a Series 66-licensed financial advisor with 14 years of industry experience. She is currently with Transamerica Retirement Advisors, LLC and has prior experience at LPL Financial LLC and Cambridge Investment Research, Inc. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through various managed advice programs, offering asset allocation and retirement guidance that incorporates proprietary software and model portfolios developed with Morningstar Investment Management.

Chad Huff is a financial advisor with Eagle Strategies (New York Life) based in Fairfield, Iowa, holding Series 63 and Series 65 licenses and having 29 years of industry experience. He has worked with Eagle Strategies since 2005 and operates Huff Financial Group, which sells New York Life products and brokers non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans, offering financial planning, investment management, and advisory services with a focus on tailored solutions and predominantly non-discretionary asset management.

Selina Simpson is a Series 66-licensed financial advisor with 20 years of industry experience, currently working at LPL Financial since 2022. She previously spent 16 years at Cambridge Investment Research, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies.

Keagan Drish is a financial advisor at Edward Jones in Fairfield, IA, holding a Series 66 designation with two years of industry experience. His prior roles include positions at Libertyville Savings Bank and Cambridge Investment Research. Outside of advising, he manages real estate investments through ownership and bookkeeping responsibilities with family-owned entities. 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 23,000 financial advisors.

Matthew Mullenneaux is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 22 years of industry experience. He has worked at LPL Financial since 2014 and previously at Cambridge Investment Research Advisors from 2008 to 2014. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a range of investment strategies and operational tools.

John Stever is a financial advisor at Edward Jones with 36 years of industry experience. He has been with Edward Jones since 1990 and holds Series 63 and Series 66 designations. Outside of advising, he is involved in local community activities including serving as president of the Evergreen Cemetery Board in Fairfield, Iowa, and operates a small-scale cattle farming business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and affiliated services, including discretionary and non-discretionary strategies, separate managed accounts, and tax-efficient solutions, supported by a large network of financial advisors and branch offices nationwide.

Josh Cocherell is a financial advisor with LPL Financial, holding a Series 66 designation and 13 years of industry experience. Before joining LPL Financial in 2022, he worked with Cambridge Investment Research and First Iowa State Bank. He is also an elected city councilman in Keosauqua, Iowa. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides advisory and brokerage services through a large network of investment adviser representatives, offering various financial planning and portfolio management programs supported by proprietary research and technology.

Philip Lee is a financial advisor with Raymond James & Associates holding Series 63 and Series 66 credentials and 20 years of industry experience. His prior experience includes 15 years at Scottrade, Inc. and roles at Charles Schwab entities before joining Raymond James in 2023. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, charitable organizations, and government entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.