Deborah Jackson is a financial advisor with OSAIC, holding Series 63 and Series 65 designations and bringing 40 years of industry experience. She has been associated with Royal Alliance Associates since 2016. Outside of her advisory role, she is involved with the Lutheran Women Mission League, serving in leadership roles to coordinate fundraising and community support activities. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with an emphasis on diversified portfolio construction using a range of investment vehicles and supports both discretionary and non-discretionary account management.

Todd Chambers is a financial advisor with OSAIC holding a Series 66 designation and 19 years of industry experience. He has previously worked at SagePoint Financial and Woodbury Financial, Inc., and is the owner of an insurance agency. Chambers serves as a volunteer board member for Knoxville Hospital and Clinics and is a board member of Pine Knolls Golf Club. OSAIC Wealth, Inc. serves a diverse range of clients, including individual and high-net-worth investors, pension plans, and charitable organizations. The firm provides integrated brokerage and advisory services through multiple platforms, utilizing asset-allocation tools and third-party managed accounts to construct portfolios that may include various asset classes.

Tyler Junker is a financial advisor with Primerica Advisors in Pella, Iowa, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has been associated with Primerica Financial Services and PFS Investments Inc. since 2006. In addition to his advisory role, Junker has been involved with the Cedar Valley Soccer Club since 2019. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm delivers advisory services through a large network of advisors using model-driven strategies managed by third-party asset managers.

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.

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.

Mitch Seiberling is a financial advisor at Edward Jones with six years of industry experience, including seven years at Edward Jones and nine years at Estes Express Lines. He holds a Series 66 designation. Outside of his advisory role, he is involved in managing and auditing the books for Seiberling Real Estate Group LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with a focus on providing a range of advisory services through a large network of financial advisors and branch offices nationwide.

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.

George Wells is a financial advisor with Charles Schwab who holds Series 63 and Series 65 licenses and has nine years of industry experience. He previously worked at USAA Financial Planning Services, USAA Financial Advisors Inc, and USAA Investment Management Company before joining Charles Schwab in 2020. Outside of his advisory role, he creates and posts videos on TikTok focusing on religious and political topics, unrelated to finance or investments. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment options, using multi-asset model portfolios and due diligence on alternative investments, supported by a large-scale, integrated operational structure.

Jesse Mason is a financial advisor at Edward Jones with two years of industry experience. He previously worked for S. Josephs & Sons for 15 years. Outside of his advisory role, Jesse is a part owner of an in-home daycare business operated by his wife. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.

Kaden Miedema is a financial advisor with Edward Jones in Newton, IA, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, he worked at McKay Group and Woodbury Financial Services INC. He has a background that includes work at the City of Pella and experience as a full-time student. 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 advisory programs and investment strategies supported by a nationwide network of financial advisors and branch offices.

Zachary Daly is a financial advisor with Thrivent Investment Management based in Newton, IA. He holds the Series 66 designation and has recently entered the industry with experience beginning in 2024. Prior to his current role, he worked in insurance services and held various positions outside of finance. Daly is also the owner of a DJ and event entertainment business called CatSmile Entertainment and serves as a Notary Public. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without discretionary portfolio management. The firm emphasizes holistic planning across a range of topics and offers clients the option to combine planning with managed-account programs under a consolidated billing structure.

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.

James Wilterdink is a financial advisor with LPL Financial and holds Series 63 and Series 65 licenses. He has 21 years of industry experience, including roles at LPL Financial since 2015 and previously at Vision Point Advisory Group. Outside of his advisory work, he is an owner of X Factor Labs LLC, a vitamin and supplement business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs with discretionary and non-discretionary management, supported by in-house and third-party research and technology.

Mark Allen is a financial advisor with Edward Jones in Newton, Iowa, holding Series 63 and Series 66 credentials and totaling 21 years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory role, he serves as an 8th grade football coach for the Newton Community School District and is an inventor with a recently patented product related to The Moose Fireplace/Grill. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.