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 20 years of experience in the financial services industry. He is currently with Pecaut Wealth Management, where he has worked since 2021. His previous experience includes roles at Morgan Stanley and several wealth management firms. Pecaut Wealth Management serves individuals, trusts, charitable organizations, corporations, and retirement plans by providing tailored financial planning, discretionary portfolio management, and investment consulting. The firm follows a long-term, value-oriented investment approach, utilizing fundamental analysis and proprietary economic indicators to manage portfolio risk and asset allocation.

John Pecaut is a financial advisor at Pecaut Wealth Management in Sioux City, IA, holding a Series 65 designation with 10 years of industry experience. He has been with Pecaut & Co. since 2016. Pecaut Wealth Management serves individuals, trusts, charitable organizations, corporations, and retirement plans by providing tailored 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 manage asset allocation and portfolio risk.

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 at RDA Financial Network with 11 years of industry experience and holds a Series 66 designation. He has been associated with RDA Financial Network since 2017 and previously worked with United Planners Financial Services. Outside of his advisory role, Giles is involved in property management and real estate through ownership interests in multiple entities. RDA Financial Network serves both individual and institutional clients, offering investment management, financial planning, and retirement-plan advisory services. The firm utilizes a combination of discretionary portfolio management, third-party sub-advisors, and proprietary strategies overseen by a Wealth Management Committee.

Dana Baldridge is a Certified Financial Planner® with eight years of industry experience. He currently serves as a wealth manager at WealthPLAN Partners and has worked previously with Securities America Advisors and Edward Jones. His background includes roles in financial planning, investment advice, and insurance product sales related to financial planning. WealthPLAN Partners provides investment management, financial planning, and retirement-plan consulting to both individual and institutional clients. The firm employs a strategy diversification approach, combining mutual funds, ETFs, individual securities, and alternative strategies to tailor portfolios according to client objectives and risk tolerance.

Andrew Horsley is a financial advisor at WealthPLAN Partners with four years of industry experience. He holds a Series 66 designation and has worked at several firms, including Securities America Advisors and MidAmerican Energy Company. WealthPLAN Partners offers investment management, financial planning, and retirement-plan consulting to individual and institutional clients. The firm emphasizes strategy diversification and employs a decentralized model to tailor portfolios to client objectives, utilizing mutual funds, ETFs, individual securities, and alternative strategies.

Elizabeth Wieseler is a financial advisor at WealthPLAN Partners with 11 years of industry experience. She holds a Series 66 credential and has previously worked at Ameriprise Financial Services, Inc. for 10 years. Outside of advising, she is a notary public and serves as an operations specialist supporting client account services. WealthPLAN Partners provides investment management, financial planning, and retirement-plan consulting to both individual and institutional clients, including high-net-worth individuals and plan sponsors. The firm employs a strategy diversification investment approach and offers tailored portfolios through a decentralized model, utilizing a range of investment vehicles and technologies.

Simeon Moes is a CFP® and ChFC® professional with nine years of industry experience, currently serving at WealthPLAN Partners in Sioux City, IA. He previously worked at Ameriprise Financial Services and Strategic Marketing Services. WealthPLAN Partners provides investment management, financial planning, and retirement-plan consulting to individual and institutional clients, focusing on strategy diversification by combining various asset types to meet client objectives. The firm employs a decentralized approach, tailoring portfolios and utilizing third-party sub-advisers and automated models.

Donald Heilbuth is a financial advisor at WealthPLAN Partners with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Securities America Advisor, Inc. and EFS Group LLC. He is involved in educational seminars through EFS Group and serves as a fixed annuity general agent. WealthPLAN Partners provides investment management, financial planning, and retirement-plan consulting to individual and institutional clients, focusing on strategy diversification through a combination of mutual funds, ETFs, individual securities, and alternative strategies. The firm uses a decentralized model tailored to client objectives and employs various technologies and affiliations to support its services.

Kyle Hanson is a financial advisor at WealthPLAN Partners in Sioux City, IA, holding a Series 66 credential with one year of industry experience. His prior roles include positions at Osaic Wealth, Inc., Central Bank, and various other companies across different sectors. WealthPLAN Partners serves both individual and institutional clients, including high-net-worth individuals and plan sponsors, offering investment management, financial planning, and retirement-plan consulting. The firm emphasizes a strategy diversification approach, combining mutual funds, ETFs, individual securities, and alternative strategies to tailor portfolios according to client objectives and risk tolerance.

Marc Geels is a financial advisor with WealthPLAN Partners in Sioux City, IA, holding the CFP® designation as well as Series 63 and 65 licenses. He has 34 years of industry experience, including 18 years with Securities America Advisors, Inc. and long-term ownership roles in EFS Group LLC and EFS Wealth Management, entities involved in insurance and financial services related to retirement planning. WealthPLAN Partners provides investment management, financial planning, and retirement-plan consulting to individual and institutional clients, including high-net-worth individuals and plan sponsors. The firm employs a diversified investment approach, using a mix of mutual funds, ETFs, individual securities, and alternative strategies tailored to client objectives and risk tolerance.

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., holding Series 63 and Series 65 licenses and three years of industry experience. Before joining Mutual of Omaha Investor Services in 2022, he worked at Mutual of Omaha Insurance Company starting in 2021. Outside of advisory services, Tyler is also an insurance agent specializing in life, health, and annuities. Mutual of Omaha Investor Services provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, third-party money manager relationships, and managed account programs primarily through partnerships with Envestnet and Pershing.

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 at Momentum Independent Network Inc. with one year of industry experience. He holds Series 63 and Series 65 licenses and serves clients from Sioux City, IA. Outside of the financial sector, he is a member of the Iowa Air National Guard, involved in maintenance and upkeep of generators and barriers. Momentum Independent Network Inc. provides investment advisory, portfolio management, financial planning, and brokerage services to individuals, corporate and institutional clients, and retirement plans. The firm employs a combination of discretionary and non-discretionary strategies across various platforms and integrates broker-dealer operations with banking and municipal advisory capabilities.