Wick Cunningham is a financial advisor at Osaic Wealth, Inc. with the Series 66 designation and one year of industry experience. His prior roles include positions at Cunningham Financial Services and various roles at Northwest Missouri State University. Osaic Wealth, Inc. serves a diverse range of clients including individuals, high-net-worth investors, corporations, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services utilizing asset-allocation tools, risk-tolerance assessments, and access to third-party money managers across a variety of investment options.

Jeremy Green is a financial advisor at Edward Jones with a ChFC® designation and Series 66 license, bringing three years of industry experience. Prior to joining Edward Jones, he worked at Pella Corporation, TDT CPAs and Advisors, P.C., and State Farm Mutual Automobile Insurance Co. He serves as Treasurer for the Pella Knights of Columbus, overseeing financial reporting and budgeting. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of managed and advisory investment strategies supported by a nationwide network of more than 23,700 advisors and manages approximately $1.01 trillion in assets.

Dawn Kleis is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and bringing 20 years of industry experience. She has been affiliated with Raymond James and related entities since 2015. Outside of her advisory role, Kleis serves as a director and board member for Kleis Consulting Group and provides bookkeeping support for a family-owned business. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse clientele, including individuals, high-net-worth clients, corporations, and institutional investors. The firm provides tailored, non-discretionary planning and investment consulting using advanced modeling tools and supports municipal and public finance work through its unique affiliation with a municipal advisor.

Steven Vermeer is a financial advisor with Primerica Advisors in Pella, Iowa, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Primerica Advisors since 1995 and Primerica Financial Services since 1994. Outside of his advisory role, he owns Steve Ver Meer Enterprises, Inc., which operates for Primerica business purposes, and is involved in crop farming through Steve Vermeer Farms. Primerica Advisors provides discretionary asset management to individual and high-net-worth clients through its Lifetime Investment Program, which offers model-delivery strategies and selective separately managed account options under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, focusing on percentage-based tiered fees and ongoing oversight of its investment models.

Joseph Cunningham is a financial advisor with Osaic Wealth, Inc. based in Knoxville, Iowa. He holds Series 63 and Series 65 designations and has 31 years of industry experience with prior roles at USAdvisors Wealth Management, Securities America, Iowa State Savings Bank, and Fintegra. Outside of his advisory work, he coaches middle school girls track and field, provides respite care for disabled children, and serves on the Marion County Planning and Zoning Commission. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services including financial planning, retirement consulting, and managed account solutions. The firm employs a variety of asset-allocation tools and third-party platforms to construct portfolios across multiple asset classes, serving both discretionary and non-discretionary investment needs.

Janis Aldridge Harris is a financial advisor at Edward Jones in Knoxville, IA, holding a Series 66 designation with one year of industry experience. She has previously worked at Edward Jones, Peoples Savings Bank, US Bank Corp, and Community 1st Credit Union. Outside of her advisory role, she serves as Vice President of the Knoxville Community Choir, where she participates in board decision-making and concert planning. Edward Jones is a full-service wealth management firm serving both individual and institutional clients. The firm manages over $1 trillion in assets through a nationwide network of more than 23,000 advisors and offers a range of investment strategies and affiliated services under a fiduciary standard.

Nicole Boulais is a financial advisor with Ameriprise, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. Her prior roles include positions at Raymond James Financial Services, Main Street Advisory Group, Marion County Bank, and Thrivent Financial. She is also involved in independent insurance brokering focused on long-term care. Ameriprise provides retirement-income planning services primarily for clients with substantial investable assets, using a centralized consulting team to deliver tailored, research-driven recommendations that incorporate tax-efficient strategies and income planning.

Ryan Ver Meer is a financial advisor with Cambridge Investment Research Advisors. He holds a Series 66 designation and has been with Cambridge since 2026. Prior to his advisory role, he served for 12 years with the Tulsa Police Department. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations, offering services such as financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals.

Jason Rozenboom is a CFP® professional with 16 years of experience in the financial services industry. He has worked with Edward Jones since 2018 and previously held roles at Raymond James Financial Services Advisors Inc. and Marion County Bank. Based in Pella, IA, he currently serves clients through Edward Jones. Edward Jones is a full-service wealth management firm supporting over four million individual and institutional clients with a range of advisory programs, discretionary and non-discretionary investment strategies, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Stephanie Vickroy is a Series 66-registered financial advisor with Edward Jones, based in Knoxville, Iowa. She has two years of industry experience and has been with Edward Jones since 2025. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a large nationwide network of financial advisors and branch offices.

Dakota Hills is a financial advisor at Edward Jones with Series 66 credentials and six years of industry experience. Prior to joining Edward Jones in 2020, Dakota worked at Jones Lang LaSalle and held positions at American Fence Company and Centurion Management. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Matthew Kissinger is a financial advisor with Edward Jones in Knoxville, IA, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, he owns a vacation cabin in Eldora, IA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and affiliated services, supported by a nationwide network of more than 23,700 advisors.

Leroy Franck III is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and bringing 33 years of industry experience. His prior work includes nearly a decade at Ameriprise Financial Services and over 20 years operating LL Franck & Co dba H&R Block, where he provides income tax preparation and accounting services. He also serves as a notary public. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a nationwide network of over 10,000 independent advisors, serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services through multiple program structures and a multi-manager platform.

Craig Wassenaar is a CFP® professional with 31 years of industry experience, currently affiliated with Cambridge Investment Research Advisors since 2017. He previously worked at Investment Centers of America from 2014 to 2017. Outside of his advisory role, he serves as a board member for Fields For Our Future and is involved with Trinity Reformed Church in Pella, IA. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals and provides both proprietary and third-party investment strategies tailored to client objectives.

Isaiah Rozenboom is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and has previous experience at AGRI General Insurance, Aegon Asset Management, and other roles in diverse sectors. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of over 23,700 financial advisors.

Austin Ver Meer is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and one year of industry experience. His background includes roles at Elite Holdings LLC, Ver Meer Farms, Vermeer Corporation, and Primerica Financial Services. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-delivery investment strategies managed by third-party asset managers and supports these with custodial and trade execution services through Pershing.

Adam Norris is a financial advisor with Edward Jones in Knoxville, IA, holding Series 63 and Series 66 credentials and 22 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, Norris is involved in farming operations in Mahaska County as a partner and owns a farm in Knoxville. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Kevin Wadle is a financial advisor at OSAIC with 25 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at OSAIC since 2018, following positions at Signator Investors, Inc. and his own financial services and CPA firms. Outside of his advisory work, he serves as head coach of the boys’ high school tennis team in Knoxville, Iowa, and is vice president of the Knoxville Panther Scholarship Foundation. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services, financial planning, retirement plan consulting, and access to third‑party money managers. The firm utilizes asset‑allocation tools, risk‑tolerance assessments, and automated rebalancing in constructing diverse portfolios that may include stocks, bonds, mutual funds, ETFs, and alternative investments.

Matthew Mc Culla is a financial advisor at Ameriprise with 23 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves as treasurer on the board of the Pella Preservation Trust and guides pheasant hunting and lodge rentals as a consultant for South Dakota Pheasant Ventures LLC. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides retirement planning advice focused on income sources and tax-aware withdrawal strategies. The firm’s approach includes a centralized service team producing written Recommendation Reports using proprietary research and third-party data.

Micky Snieder is a financial advisor at Cambridge Investment Research Advisors with 19 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Cambridge and Cetera firms, as well as Northwestern Bank. Outside of his advisory role, Snieder serves as a board member of a local religious organization. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals using a variety of portfolio management strategies and platform arrangements.