Daniel Pecaut is a financial advisor at Pecaut Wealth Management in Sioux City, IA, with 27 years of industry experience. He holds a Series 63 designation and has been with Pecaut & Co. since 1979, continuing through its transition to Pecaut Wealth Management. Pecaut Wealth Management serves individuals, trusts, charitable organizations, corporations, and retirement plans by providing financial planning, discretionary portfolio management, and investment consulting. The firm employs a long-term, value-oriented investment approach combined with a proprietary system of economic indicators to tailor and adjust client portfolios.

Michael Gallagher is a CFA® charterholder with 19 years of industry experience. He is currently with Pecaut Wealth Management, where he has worked since 2021. His prior experience includes roles at TPG Financial Advisors, The Partners Group, and Geneos Wealth Management. Pecaut Wealth Management serves individuals, trusts, charitable organizations, corporations, and retirement plans with customized financial planning, discretionary portfolio management, and investment consulting. The firm employs a long-term, value-oriented investment approach combined with a proprietary system of economic indicators to guide portfolio adjustments.

John Pecaut is a financial advisor at Pecaut Wealth Management in Sioux City, IA, holding a Series 65 license with nine years of industry experience. He has worked at Pecaut & Co. since 2016. Pecaut Wealth Management serves individuals, trusts, charitable organizations, corporations, and retirement plans by providing financial planning, discretionary portfolio management, and investment consulting. The firm employs a long-term, value-oriented investment approach combined with a proprietary economic indicator system to tailor and adjust client portfolios based on goals, risk tolerance, and tax considerations.

Jason Cohrs is a financial advisor at Blue Line Capital with a Series 65 designation and one year of industry experience. He has been a self-employed commodity trader since 2010, currently operating under Blue Line Futures in Dakota Dunes, SD. Blue Line Capital is a registered investment adviser serving individuals, including high-net-worth clients, as well as institutional and tax-exempt entities. The firm combines fundamental and technical analysis with value and growth strategies, incorporating strategic and tactical asset allocation along with selective use of options and futures.

Gregory Giles is a financial advisor with RDA Financial Network based in Sioux City, IA, holding a Series 66 designation and bringing 11 years of industry experience. His work history includes roles at United Planners Financial Services and Legacy Financial, LLC. Outside of advising, he is involved in real estate, holding ownership interests in several real estate entities and rental properties. RDA Financial Network serves individual and institutional clients, offering a range of investment management, financial planning, and retirement-plan advisory services. The firm employs a combination of discretionary management, third-party sub-advisors, and proprietary strategies under the oversight of a Wealth Management Committee.

Dana Baldridge is a CFP® professional with eight years of experience in financial planning and wealth management. He is currently a wealth manager at WealthPlan Partners in Sioux City, IA, and has previously worked with EFS Group and Securities America Advisors. WealthPlan Partners provides financial planning, investment management, and retirement plan consulting to individuals, high-net-worth clients, and institutional clients. The firm employs a Strategy Diversification approach, utilizing mutual funds, ETFs, individual securities, and alternative strategies, managing most client accounts on a discretionary basis with ongoing monitoring and periodic rebalancing.

Andrew Horsley is a Series 66 licensed financial advisor with WealthPlan Partners, based in Sioux City, IA, and has four years of industry experience. His prior work includes roles at Securities America Advisors and MidAmerican Energy Company. WealthPlan Partners offers financial planning, investment management, and retirement plan consulting to individuals, high-net-worth clients, and institutional clients. The firm employs a “Strategy Diversification” investment approach, combining mutual funds, ETFs, individual securities, and alternative strategies, and generally manages client accounts on a discretionary basis with ongoing monitoring and rebalancing.

Elizabeth Wieseler is a financial advisor at WealthPlan Partners with 11 years of industry experience. She holds the Series 66 designation and previously worked at Ameriprise Financial Services, Inc. for 10 years. In addition to advising, she serves as a notary public. WealthPlan Partners provides financial planning, investment management, and retirement plan consulting to individuals, high-net-worth clients, and institutional clients. The firm employs a strategy they call “Strategy Diversification,” using a mix of mutual funds, ETFs, individual securities, and alternative strategies, generally managing client accounts on a discretionary basis with ongoing monitoring and rebalancing.

Simeon Moes is a CFP® and ChFC® with eight years of industry experience, currently serving as a wealth advisor at WealthPlan Partners in Sioux City, IA. He previously worked at Ameriprise Financial Services and held roles in strategic marketing and at the University of Northern Iowa. WealthPLAN Partners provides financial planning, investment management, and retirement plan consulting to individuals, high-net-worth clients, and institutional clients, employing a diversified investment approach with discretionary management and the use of various tools including automated rebalancing and tax-loss harvesting.

Donald Heilbuth is a financial advisor with WealthPlan Partners, holding Series 63 and Series 65 designations and bringing 40 years of industry experience. He has a long career history including nearly four decades with EFS Group LLC and 18 years with Securities America Advisor, Inc. Heilbuth is involved in educational seminars through EFS Group and also holds a role as a fixed annuity general agent. WealthPLAN Partners provides financial planning, investment management, and consulting services to individuals, high-net-worth clients, and institutional clients such as foundations and pension plans. The firm employs a “Strategy Diversification” investment approach, managing accounts on a discretionary basis with ongoing monitoring and rebalancing, and offers a range of portfolio management options including third-party sub-advisers and automated ETF-based strategies.

Kyle Hanson is a financial advisor at WealthPlan Partners with one year of industry experience. He holds the Series 66 designation and has worked at firms including Osaic Wealth, Inc. and Central Bank. WealthPlan Partners serves individuals, high-net-worth clients, and institutions by providing financial planning, investment management, and retirement plan consulting. The firm employs a diversified investment strategy across various asset types and manages most client accounts on a discretionary basis with ongoing monitoring and rebalancing.

Marc Geels is a CFP® professional with 34 years of experience in financial advising. He is currently with WealthPlan Partners and has a background that includes long-term roles at Securities America Advisors and managing his own insurance and financial services entities. Geels is involved in operating EFS Wealth Management and EFS Group, which focus on insurance related to retirement and financial planning. WealthPlan Partners serves individuals, high-net-worth clients, and institutional clients by providing financial planning, investment management, and retirement plan consulting. The firm employs a “Strategy Diversification” approach across various asset classes and offers managed discretionary accounts with ongoing monitoring and rebalancing.

Vernon Henjes is a Series 65-licensed financial advisor with Steele Capital Management, Inc., where he has worked since 2013. He has 13 years of industry experience. Outside of his advisory role, Henjes serves as President and Director of Midwest Better Trucking Bureau Inc. and is a Director on the board of Siouxland Ethanol. Steele Capital Management provides fee-only investment advisory services to individuals, including high-net-worth clients, and company-sponsored retirement plans. The firm employs a long-term, buy-and-hold investment approach emphasizing low-fee, tax-advantaged, and passive investments, supplemented by selective active management.

Steven Powell is a financial advisor at Momentum Independent Network Inc. with 48 years of industry experience. He holds Series 63 and Series 65 designations and has been with SWS Financial Services since 2009. Momentum Independent Network serves a diverse client base including individual, high-net-worth, charitable, corporate, institutional, and banking/thrift clients. The firm offers advisory and brokerage services through a platform model that utilizes third-party managers and Envestnet for investment management, trading, and rebalancing, with notable integration of Hilltop affiliates in its municipal bond strategies and cash management programs.

Michael Nash is a financial advisor with CreativeOne Securities, LLC, holding the ChFC® designation and a Series 63 license, with 42 years of industry experience. He has worked at Client One Securities, LLC since 2018 and Brokers International Financial Services LLC from 2010 to 2017, while maintaining his own firm, M G Nash Financial Solutions Inc., since 2000 where he serves as president. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities through a network of 127 advisors. The firm provides financial planning, consulting, portfolio management, and retirement-plan fiduciary services, utilizing both fundamental and cyclical security analysis alongside model asset allocations within its CreativeOne Wealth platform.

Jason Anderson is a financial advisor with Momentum Independent Network Inc. in Sioux City, IA, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. He has been with Momentum Independent Network since 2010. Outside of his advisory role, Anderson serves as the assistant softball coach for Dakota Valley School District and is president of the Dakota Valley Softball Association, a nonprofit youth softball organization. Momentum Independent Network serves individual, high-net-worth, charitable, corporate, institutional, and banking clients through advisory and brokerage relationships. The firm offers a range of investment advisory programs and financial services, utilizing third-party managers and integrated solutions through Hilltop affiliates.

Leon Rozeboom is a financial advisor with Advisory Services Network holding a Series 65 designation. He has one year of industry experience, having worked at Advisory Services Network since 2026 and previously at Liberty National Bank for 17 years. Advisory Services Network offers investment advisory and planning services to individuals, families, corporations, and retirement plans through a large platform of independent advisors. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting with a flexible engagement approach.

Tyler Stoltze is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to his current role, he worked in education for nearly a decade, including positions at Buena Vista University and Sergeant Bluff Schools. Outside of advisory work, he is also an insurance agent specializing in life, health, and annuities. 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 managed accounts, operating primarily through a network of Investment Advisor Representatives who recommend approved products and strategies.

Jordan Rozeboom is a financial advisor with Advisory Services Network and holds a Series 65 designation. He has prior experience at Liberty National Bank, Lieber Construction Incorporated, and PwC, totaling several years in various roles before beginning his advisory career in 2026. Advisory Services Network serves individuals, families, corporations, and employer-sponsored retirement plans through a network of independent representatives. The firm offers a range of investment advisory and planning services, employing various securities and third-party managers based on clients’ objectives and risk tolerances.

Sean Westergaard is a financial advisor with Momentum Independent Network Inc. He holds Series 65 and Series 63 licenses and has one year of industry experience. Prior to joining Momentum Independent Network in 2021, he attended Iowa State University and serves in the Iowa Air National Guard, where he is involved in maintenance and upkeep activities. Momentum Independent Network Inc. serves individual, corporate, and institutional clients, as well as retirement plans, offering investment advisory, portfolio management, financial planning, and brokerage services. The firm utilizes both discretionary and non-discretionary investment approaches and integrates broker-dealer operations with banking and municipal advisory capabilities.