Carson Siemons is a financial advisor with Thrivent Investment Management, holding a Series 66 designation. He has one year of industry experience and previously worked in retail and grocery sectors including Menards and Hy-Vee. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based analyses and written recommendations across a broad range of financial planning topics. The firm offers planning as a standalone service or combined with managed accounts under a consolidated billing option called WealthPlan.

Shannon Kropp is a CFP® professional currently with Wells Fargo Clearing, bringing 19 years of industry experience. Prior to joining Wells Fargo in 2024, Shannon worked at LPL Financial and Cambridge Investment Research Advisors among other firms. Wells Fargo Advisors is a national firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

William Cooney is a financial advisor with Raymond James & Associates in Mason City, IA, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has been with Raymond James & Associates since 2006 and has participated in the Summer Youth Employment Training Program since 1981. Cooney also serves on the investment committee of the NIACC Foundation Board in Mason City. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a broad client base, including individuals, institutions, and municipal entities, providing financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Jake Brown is a Series 66 registered financial advisor with Raymond James & Associates in Mason City, IA. He has 12 years of industry experience, all of which have been with Raymond James & Associates since 2013. Raymond James & Associates is a large, dually registered broker‑dealer and SEC‑registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, pension plans, and charitable organizations, offering financial planning and investment consulting with a range of portfolio management styles and affiliated research.

Tony Conroy is a financial advisor at Ameriprise with eight years of industry experience. He holds the Series 66 designation and has previously worked at Edward Jones and First Citizens Bank. Ameriprise Financial Services is a large firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through a written Recommendation Report and ongoing advice. The firm’s approach includes asset allocation strategies and Social Security options, with a model that incorporates Ameriprise-managed assets and affiliated investment products.

William Martin is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been with Raymond James & Associates since 2007. Outside of his advisory role, he owns a rental property used to support family housing needs. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and investment consulting with a range of portfolio management styles and affiliated research.

Kristian Lamont is a CFP® with 17 years of experience in the financial services industry. He is currently with LPL Financial and previously worked at Securities America Advisors and Edward Jones. Lamont is involved with the Financial Partners Insurance Agency on a limited basis. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing a range of investment strategies supported by research and technology tools.

Nicole Schmelzer is a financial advisor at Ameriprise with eight years of industry experience. She holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2013. Schmelzer is also employed by Integrity Point LLC as a financial advisor on the Sales & Advice team. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and delivers these services through a centralized consulting team in partnership with client advisors.

Alyse Hesley is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and bringing 10 years of industry experience. She has been with Thrivent Financial and Thrivent Investment Management Inc. since 2016. Outside of her advisory role, Hesley serves on the board of the Mason City Family YMCA, participates in Women United to support community fundraising efforts, and acts as a council liaison for the Generosity committee at Trinity Lutheran Church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering comprehensive, goal-based planning without discretionary trading authority or portfolio management for institutional clients.

Christopher Wessels is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2018 and has also worked with Summit Brokerage Services, Inc. since 2016. Cambridge Investment Research Advisors serves a diverse range of clients, including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services. The firm provides tailored investment strategies through a network of independent Financial Professionals and utilizes multiple custody platforms and proprietary as well as third-party model strategies.

Matthew Sonquist is a CFP® and Series 66 designee with six years of experience at Edward Jones, where he has worked since 2020. Prior to joining Edward Jones, he held positions at Oshkosh Corporation and Plas-Tech Tooling. He is a board member of Plas-Tech Tooling, a family manufacturing business in the process of transferring ownership to him and his siblings, although he does not participate in day-to-day operations or financial decisions. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and maintains one of the largest retail advisor networks in the industry.

Michael Hoffman is a CFP® professional with 26 years of industry experience, currently serving as a financial advisor at Edward Jones since 2021. His prior experience includes nearly two decades at Transamerica Investors Securities and a year at Brokers International Financial Services. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Holly Johnson is a Series 66-licensed financial advisor with Edward Jones in Mason City, IA. She has three years of industry experience and previously worked at Hawkeye Community College and HOJO Snopeople. Outside of her financial career, she operates a craft business painting, assembling, and shipping holiday ornaments. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and maintains a large network of financial advisors and branch offices nationwide.

Tracy Farland is a financial advisor at Edward Jones in Clear Lake, IA, holding a Series 66 designation with 10 years of industry experience. She has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and investment options supported by a nationwide network of approximately 23,701 financial advisors.

Amy Dixon is a financial advisor with LPL Financial, holding a Series 66 designation and nine years of industry experience. She has held roles at Principal Life Insurance Company, Princor Financial Services Corporation, Thrivent Financial, and Securities America prior to joining LPL Financial. Dixon serves on the boards of Wright on the Park and Good Shepherd Health Center, both nonprofit organizations in Mason City, IA. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management options, including model portfolios, third-party asset management, and institutional platforms, supported by advanced advisor-facing tools.

Nathan Bothwell is a financial advisor at Edward Jones in Mason City, IA, holding a Series 66 designation. He has 14 years of industry experience, including 13 years at Farmers State Bank prior to joining Edward Jones in 2026. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with more than $1 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Gregory Braun is a financial advisor at Stifel with four years of industry experience. Prior to joining Stifel in 2021, he worked at One Vision for 18 years. He holds the Series 66 designation and serves on the Board of Directors for Good Shepherd Geriatric Center Inc., which provides care and housing services for the 55+ population in North Iowa. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment strategy methodology developed by its Investment Strategy Group.

Ann Harty is a financial advisor at Wells Fargo Advisors with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Wells Fargo Clearing and its affiliated entities since 2016. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning options and integrates advisory services with other financial products and referral channels.

Spenser Rahm is a Series 66-licensed financial advisor with 15 years of industry experience. He has worked at LPL Financial since 2019 and previously spent 11 years at Edward Jones. Outside of finance, Rahm is a musician based in Clear Lake, Iowa. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm offers a range of solutions including financial planning, model portfolios, third-party asset management, and institutional platforms.

Karla Wellik is a financial advisor at Ameriprise with seven years of industry experience. She holds a Series 66 designation and has worked at Ameriprise Financial Services since 2016. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes written recommendation reports and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.