John Sloan III is a Series 65-credentialed advisor at Bellingham Capital with two years of industry experience. His prior work includes roles at Grabow Therapy & Wellness Center and Farther. Bellingham Capital provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, trusts, foundations, charitable organizations, corporations, and retirement plans. The firm employs a long-term, strategic asset allocation approach supported by proprietary model portfolios and internal due diligence on mutual funds and ETFs, focusing on a fee-only model and customized client solutions.

Devin Reimer is a CFP® with 20 years of experience in the financial industry, currently serving at Intellicents Investment Solutions Inc. He has held roles at Mutual Securities, Inc. and Securities America Advisors. Outside of his advisory work, Reimer is secretary on the board of a nonprofit organization called Forward with Faith. Intellicents Investment Solutions serves retirement plan sponsors, TPAs, individual clients, charities, and institutional accounts, offering retirement plan consulting, wealth management, and participant education. The firm employs long-term, buy-and-hold investment strategies overseen by a chief investment officer and supported by research from providers such as Morningstar and Zephyr.

Wendy Sims is a financial advisor with Avantax Planning Partners, Inc. and holds the PFS™ designation. She has 27 years of industry experience, including 21 years at Honkamp Krueger Financial Services and a concurrent role since 1982 as a shareholder and accountant at Schuring Uitermarkt Sims McCleish Ver Meer, PC, a regional CPA firm. Sims also serves on the boards of the Leighton Investment Company and the Pella Regional Health Center Foundation. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services primarily through a network of CPA firms and advisor representatives. The firm serves individuals, pension and profit-sharing plans, charitable organizations, and businesses, managing approximately $7.57 billion in assets across 164 advisors and 7,500 clients.

Chad Klyn is a financial advisor with Avantax Planning Partners, Inc. in Dubuque, IA, holding the PFS™ designation and having two years of industry experience. He has been associated with Avantax Planning Partners since 2023 and has a longer tenure with Schuring & Uitermarkt Financial Services, Ltd. dba Welgaard Financial Services and Schuring & Uitermarkt, PC dba Welgaard CPAs and Advisors. Klyn serves as a director for a nonprofit organization focused on creating an all-inclusive playground for children and holds treasurer roles with both a religious nonprofit and the Kiwanis Club of Pella, Iowa. Avantax Planning Partners provides investment advice and related planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses through collaborative referral arrangements with independent CPA firms and registered advisor representatives. The firm employs model-based style allocation strategies with discretionary portfolio management, retirement plan management, and tax-intelligent overlays, operating within a larger corporate group that offers access to a broad range of affiliated broker-dealer, investment adviser, insurance, and pension consulting services.

Connie Mc Cleary Geiger is a financial advisor at Intellicents Investment Solutions Inc with one year of industry experience. She holds a Series 65 designation and has previously worked at Pentegra, Economic Group Pension Service, and Bankers Trust. Intellicents Investment Solutions serves retirement plan sponsors, third-party administrators, individual clients, charities, and institutional accounts. The firm offers a range of retirement plan consulting services, individual wealth management, and participant education, employing long-term, buy-and-hold investment strategies supported by research from providers such as Morningstar and Zephyr.

Jacob Olson is a financial advisor with Intellicents Investment Solutions Inc., holding a Series 66 designation and two years of industry experience. He has been with Intellicents since 2026 and previously worked at LPL Financial LLC and Palmer Group. Outside of his advisory role, he is involved with Helical Research, conducting market research surveys. Intellicents Investment Solutions serves retirement plan sponsors, individual clients, and various institutions, offering consulting, sub-advisory, and wealth management services. The firm emphasizes long-term, buy-and-hold investment strategies overseen by a CFA Chief Investment Officer and manages approximately $9.92 billion in assets through a multi-office team of advisors.

Michael Vermeer is a financial advisor with Avantax Planning Partners, Inc. who holds a Series 63 designation and has 26 years of industry experience. His career includes roles at Cetera Wealth Services, LLC, Avantax Investment Services, INC., and Proequities. Outside of advising, he is a shareholder in Schuring & Uitermarkt, P.C., an accounting practice, and serves as Vice President of Radjas, Inc., a drive-in theatre. Avantax Planning Partners provides investment advice and planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses, often through collaborative referral arrangements with independent CPA firms and registered advisor representatives. The firm’s investment process is overseen by an Investment Advisory Committee and emphasizes model-based style allocation strategies, discretionary portfolio management, and tax-intelligent overlays.

Wendy Albers is a financial advisor at Avantax Planning Partners, Inc. with three years of industry experience and holds the PFS™ designation. She has a background in public accounting and financial services through her long-term involvement with Schuring & Uitermarkt PC dba Welgaard CPAs and Advisors. Outside of her advisory role, she serves as treasurer for Spark of Life Ministries, a nonprofit organizing spiritual retreats for high school students. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services primarily through a network of CPA firms and registered advisors. The firm manages approximately $7.57 billion in assets using firm-designed style allocation models with a focus on tax-intelligent strategies and offers access to a range of affiliated financial services.

Lindsay Stout is a CFP® with seven years of industry experience, currently serving as a financial consultant at Intellicents Investment Solutions Inc. She has worked at several firms, including Mutual Securities, Inc. and Securities America, Inc., and has a background that includes roles in mortgage lending and credit unions. Outside of her advisory work, she is a co-owner and sales associate at The Funky Zebras, a clothing boutique in Pella, IA. Intellicents Investment Solutions serves retirement plan sponsors, TPAs, individual clients, charities, and institutional accounts, offering a range of retirement plan consulting and wealth management services. The firm employs a long-term, buy-and-hold investment approach supported by written Investment Policy Statements and uses research from providers like Morningstar and Zephyr to guide manager and fund selection.

Megan Holland is a Series 65-licensed financial advisor with INTELLICENTS INVESTMENT SOLUTIONS INC and has three years of industry experience. She previously worked at Pigott for 11 years before joining INTELLICENTS in 2022. Megan is also a licensed insurance agent, providing life, health, and disability insurance to clients in Iowa. INTELLICENTS INVESTMENT SOLUTIONS serves retirement plan sponsors, third-party administrators, individual clients, charities, and institutional accounts with a range of services including retirement plan consulting, wealth management, and participant education. The firm employs long-term, buy-and-hold investment strategies overseen by a chief investment officer and uses research from providers like Morningstar to guide manager and fund selection.

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.

Tricia De Haan is a financial advisor at CWM, LLC with five years of industry experience. She holds a Series 66 designation and has worked at several firms including Carson Wealth, Raymond James Financial, and Marion County Bank. Outside of her advisory role, she serves as secretary for a local religious organization, New Life Prison Church. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm typically manages accounts on a discretionary basis using model portfolios governed by an in-house Investment Committee and offers a range of portfolio management, financial planning, and retirement-plan services.

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) based in Pella, Iowa. He holds Series 65 and Series 63 licenses and has 13 years of industry experience. He has worked with Eagle Strategies since 2023 and has been associated with NYLIFE Securities LLC and the Wiskus Group for over a decade. Outside of his advisory role, Aron serves as a youth group leader and elder at Grace Evangelical Lutheran Church and is vice president of the Oskaloosa Activities Booster Club. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm features a variety of advisory programs and operates mainly on a non-discretionary basis, serving a diverse client base through an integrated New York Life affiliate structure.

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.

Austin Norris is a financial advisor with Edward Jones in Oskaloosa, IA, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with Edward Jones since 2005. Outside of his advisory role, Norris has ownership interests in real estate and construction businesses, including a real-estate office building, farmland, and involvement in a construction project. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide. The firm manages over $1 trillion in assets through a large network of advisors and offers a range of advisory programs, including discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Michael Busch is a Series 66 credentialed financial advisor with Edward Jones in Oskaloosa, Iowa, where he has worked since 2011. He has 14 years of industry experience. 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 investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Reid Evans is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Ameriprise since 2021. His prior roles include positions at Raymond James Financial Services and Iowa Bankers Insurance and Services, as well as managing his own consulting firm, RCE Consulting LLC. Outside of his advisory work, Evans serves on the Board of Directors for 725 Ministries and is a member of the Pella UMC Unity Council. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored planning through a centralized consulting team.

Nathan Van Donselaar is a CFP® professional with 16 years of experience, currently affiliated with Raymond James Financial. His prior experience includes roles at New York Life and Eagle Strategies, and he has also worked in education with Pella Community Schools. Alongside his advisory role, he is involved with Main Street Advisory Group in a financial advisor capacity. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored planning using risk profiling and analytical tools and supports client implementation through various advisory programs, with unique capabilities in municipal advisory and SIMPLE IRA employer consulting.