Donald Breuker is a financial advisor with Royal Fund Management, LLC, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has been with Royal Fund Management since 2015 and has operated as a licensed independent insurance agent under Breuker Financial Strategies since 2005. Additionally, he has longstanding involvement in property management through Breuker Management Services, Inc. Royal Fund Management serves individuals, corporations, pension and profit-sharing plans, and charitable organizations by providing portfolio management, financial planning, pension consulting, and participant account management. The firm employs a range of investment strategies based on fundamental, technical, and cyclical analysis, and offers specialized services such as access to select non-traded REITs and an options-writing overlay.

Kirt Carstens is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with CreativeOne Securities, formerly Client One Securities, since 2011. Outside of his advisory role, Carstens is chairman of the CFG Charity ProAm, a golf charity organization, and volunteers as a 7th and 8th-grade basketball coach for Okoboji Community Schools. CreativeOne Securities 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, portfolio management, and retirement-plan fiduciary services, utilizing fundamental and cyclical security analysis, model asset allocations, and access to third-party managers.

Timothy Nobles Jr. is a financial advisor at IPI Wealth Management, Inc. with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with IPI Wealth Management and its affiliated firm Investment Planners, Inc. since 1999. Outside of his advisory role, he is involved in the sale of fixed insurance products through a separate brokerage activity. IPI Wealth Management serves a diverse client base including individual investors, charitable and corporate clients, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party manager programs, utilizing a proprietary, risk-based investment platform and an outsourced-agent operational model.

Walter Wittrock Jr. is a financial advisor at Advisor Share Wealth Management, LLC with 14 years of industry experience. He holds Series 63 and Series 65 credentials and has prior experience at Trek Financial and his own firm, WITTROCK FINANCIAL, Inc., where he serves as president. Outside of advisory work, he is vice president of Great Lakes Fish Growers and works part-time as a solicitor for Legacy Lock, LLC, providing subscription-based estate planning software. Advisor Share Wealth Management, LLC offers investment advisory and financial planning services to individuals, high-net-worth clients, professional advisers, and retirement plans. The firm utilizes third-party sub-advisers and model portfolios and provides web-based asset management and practice platforms to independent advisers.

Brian Sohn is a Certified Financial Planner (CFP®) with 19 years of industry experience, currently affiliated with Cetera Planning Partners. His prior experience includes roles at Avantax Investment Services, ProEquities, and Avantax Planning Partners. Outside of financial advising, he is a partner at Erpelding, Voigt & Co., a CPA firm, and owns an e-commerce business, NetZone, LLC. He also volunteers as a bookkeeper for the Indian Athletic Booster Club, Inc. and provides occasional speaking engagements on financial planning topics. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees with services that include investment management, comprehensive financial planning, Social Security optimization, and retirement advice. The firm integrates tax planning, bookkeeping, payroll support, and estate-planning services, and employs a diversified investment approach using mutual funds and ETFs tailored to client objectives and risk tolerance.

Ebony Rahe is a Series 65-credentialed financial advisor at Cetera Planning Partners with six years of industry experience. She also works as an accountant at Williams & Company, P.C., a regional CPA firm where she has been employed since 2002. Rahe serves as the president of the Harris-Lake Park Community School District school board. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm offers additional services such as tax planning, bookkeeping, payroll support, and estate-planning through a third-party provider, and emphasizes a diversified investment approach tailored to clients’ objectives and risk tolerance.

Michael Schlitter is a financial advisor at Cetera Planning Partners with four years of industry experience. He holds a Series 65 credential and has a background as a senior accountant at Erpelding Voigt & Co., LLP, where he manages staff accountants and provides tax advice. He is also the treasurer of the Iowa Great Lakes Rotary Club, where he handles financial record keeping and tax filings for the nonprofit organization. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees, and provides investment management, comprehensive financial planning, Social Security optimization, and retirement advice. The firm’s investment approach uses diversified mutual funds and ETFs tailored to clients’ objectives and risk tolerance, supported by additional services such as tax planning, bookkeeping, payroll support, and estate planning through a third-party provider.

Joey Van Otterloo is a financial advisor with Eagle Strategies (NY Life) in Spencer, Iowa, holding Series 63 and Series 65 licenses with 10 years of industry experience. He has worked with New York Life and its affiliated entities since 2015 and operates Bluewater Financial Group, LLC, which sells New York Life products and brokers non-registered insurance products. Van Otterloo also serves as president of a local condo association. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored recommendations and offers multiple program types, with most assets managed on a non-discretionary basis.

James De Kruif is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 credentials and 27 years of industry experience. His prior roles include positions at Franklin Templeton Distributors and LPL Financial. Outside of advising, he is involved as a chapter leader for a senior advocacy group and serves as an ambassador for a tax relief education organization. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers a range of services such as fiduciary consulting, plan design, and employee education, supporting investments with thorough due diligence and servicing large-scale clients including sovereign wealth funds.

Christopher Fuhrman is a financial advisor at Edward Jones with seven years of industry experience. Prior to joining Edward Jones in 2019, he worked for ten years at Pelzer Law Firm. He owns and oversees operations of a family-owned ambulance service and a non-profit ambulance service in Iowa. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs with discretionary and non-discretionary strategies, supported by a large nationwide network of financial advisors and branch offices.

James Horst Jr. is a CFP® professional with 28 years of experience in the financial industry. He currently works at OSAIC and was previously with FSC Securities Corporation for 20 years. He is also the owner of Stonebridge Financial Advisors, a sole proprietorship engaged in securities and corporate advisory services. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services through multiple platforms, utilizing various asset-allocation tools and third-party managed-account solutions.

Tyler Adams is a financial advisor with LPL Financial, holding a Series 66 license and two years of industry experience. He previously studied at Iowa State University and has worked at Prairie Plans Asset Management. Outside of his advisory role, Tyler serves as an assistant basketball coach at Okoboji High School. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides access to a variety of investment strategies, including model portfolios and third-party asset management, supported by extensive operational and research tools.

Cadence Klein is a financial advisor at Edward Jones in Spirit Lake, IA, holding a Series 66 designation. Klein has been with Edward Jones since 2025. Prior to joining the firm, Klein worked in various roles including positions at several local businesses and community organizations. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of advisors and branch offices nationwide.

Brandon Madison is a financial advisor with Edward Jones in Milford, Iowa, holding the ChFC® designation and Series 66 license. He has seven years of industry experience, including four years at Billings and Company, Inc. prior to joining Edward Jones in 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Cole Milbrath is a CFP® professional with nine years of experience in the financial industry. He has been with LPL Financial since 2017 and previously worked at Investment Centers of America, Inc. and Northwestern Mutual. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Alex Spielman is a financial advisor with Ameriprise in Spencer, Iowa, holding Series 63 and Series 66 licenses. He has been with Ameriprise since 2025 and previously worked in education with Okoboji Community Schools. Spielman is the founder and president of Eagles United, a 501(c)(3) nonprofit focused on youth basketball skills and camps. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining research and modeling to offer tax-efficient withdrawal strategies and personalized recommendation reports.

Leonard Langner is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 38 years of industry experience. He previously worked at Investment Centers of America, Inc. for 24 years before joining LPL Financial in 2017. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, supported by both proprietary and third-party investment strategies.

Lauren Duffy is a financial advisor at LPL Financial with a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, she worked at Henkels Financial and has held various positions outside the financial industry, including roles at Iowa State Dining Halls and Pizza Ranch. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory services, including financial planning, model portfolios, and institutional platforms, supported by research tools and a broad spectrum of investment strategies.

Jason Jacobs is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and three years of industry experience. He has worked with Thrivent and its affiliates since 2022. Outside of his advisory role, he serves as a part-time play-by-play announcer for high school football games and is a general board member of the Spencer Youth Baseball and Softball Association. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm emphasizes comprehensive written recommendations across multiple financial topics and offers clients the option to combine planning with managed-account services under a consolidated billing arrangement.

Bradley Schmitz is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 66 designations and has 19 years of industry experience. Prior to joining Raymond James, he worked at LPL Financial and SII Investments, Inc. Schmitz is also an insurance agent for Bank Midwest Insurance, where he handles life insurance and annuity sales. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning using risk profiling and analytical tools, supports institutional consulting, and maintains specialized programs such as municipal advisory and SIMPLE IRA Employer Advisory services.