Ryan Risetter is a financial advisor with FSB Premier Wealth Management, Inc. in Waterloo, Iowa, holding a Series 66 designation and with 12 years of industry experience. He has worked at FSB Premier since 2013 and concurrently serves as an Executive Vice President, Business Development Officer, and Private Banker at Farmers State Bank since 2004. Risetter is a member of an investment club where he leads monthly meetings and executes trades, and he serves on the board of the Hawkeye Community College Foundation. FSB Premier Wealth Management provides portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, small businesses, trusts, estates, qualified plans, and institutions. The firm manages approximately $346.7 million on a discretionary basis through a team of about 11 advisors and employs a tailored investment approach that includes asset allocation, fundamental and technical analysis, and independent manager recommendations.

Kevin Eslick is a financial advisor with M Holdings Securities, Inc. based in Waterloo, Iowa. He holds the ChFC® designation along with Series 63 and Series 65 licenses and has 13 years of industry experience. Eslick is also the president of Eslick Financial Group, Inc., which provides wealth management and financial planning services. He serves on the Planned Giving Advisory Council at Wartburg College. M Holdings Securities, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving individual, corporate, and retirement plan clients nationwide through a network of Investment Advisor Representatives and independently operated Member Firms. The firm offers a range of advisory services including investment management, retirement plan consulting, financial planning, and insurance-contract advisory services.

Logan Bauhs is a financial advisor with Principal Advised Services in Waterloo, IA, holding Series 63 and Series 66 licenses and nine years of industry experience. He has been affiliated with Principal Financial Services and Principal Life Insurance Company since 2016. Bauhs provides one-on-one investment advice to retirement plan participants, assisting with distribution options at benefit events. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients, combining third-party methodologies with proprietary models to deliver both non-discretionary recommendations and discretionary investment management through its SimpleInvest program. The firm operates as part of the Principal Financial Group family, providing access to proprietary products and integrated service platforms.

Dennis Eslick is a financial advisor with M Holdings Securities, Inc. and holds a Series 63 designation. He has 42 years of industry experience and has been president of Eslick Financial Group, Inc. since 2006. Outside of his advisory work, Eslick serves on the UNI Panther Scholarship Club Board, which raises funds for scholarships and the UNI Athletic Club. M Holdings Securities, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving individual, corporate, and retirement plan clients through a nationwide network of independent advisors. The firm offers a range of advisory services including discretionary and non-discretionary investment management, financial planning, and sub-advisory services, utilizing multiple sponsored platforms and custodial providers.

Abby Brekke is a financial advisor with Principal Financial Services in Hudson, IA, holding a Series 66 designation and bringing nine years of industry experience. She has worked at Principal Securities Inc and Principal Life Insurance since 2020 and previously was with Ameriprise Financial Services from 2018 to 2020. From 2014 to 2018, she operated a daycare business named Daycare by Abby. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and business entities. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

Lucas Johansen is a financial advisor at Bankers Life Advisory Services, Inc. with 8 years of industry experience. He holds a Series 66 designation and has worked with firms including Western Marketing and Bankers Life Securities Inc. Johansen is also an insurance agent for Bankers Life and Casualty Company, focusing on Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. provides discretionary portfolio management, investment consulting, and retirement plan consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, periodic rebalancing, tax efficiency, and multiple analytical approaches to inform portfolio management.

Austin Swantz is a financial advisor with Principal Financial Services in Waterloo, IA, holding a Series 65 designation and nine years of industry experience. He has been with Principal Securities Inc. and Principal Life Insurance Company since 2017. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty military personnel abroad. The firm offers direct advisory programs, financial planning, retirement consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Scott Wandschneider is a financial advisor with Principal Financial Services, holding a Series 66 designation and 25 years of industry experience. He has worked with Principal Securities Inc. since 2016 and has been associated with Principal Life Insurance Company since 1996. Outside of his advisory role, he is a part owner of farmland, which is not active during trading hours. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

David Wynstra is a financial advisor with Principal Financial Services in Waterloo, IA, holding Series 65 and Series 63 licenses and nine years of industry experience. He has worked with Principal Life Insurance Company and Principal Securities Inc. since 2017, and with Principal Advised Services since 2024. Wynstra's background includes roles at Iowa State University and Kwik Trip Inc. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Crysta Berry is a financial advisor with Principal Financial Services in Waterloo, IA, holding Series 63 and Series 66 licenses and having five years of industry experience. She has worked at Principal Financial Services since 2021 and also serves as a Retirement Consultant at Principal Advised Services, providing one-on-one investment advice to retirement plan participants. Prior to joining Principal, she worked at Lincoln Savings Bank and spent two years in full-time education. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and corporations. The firm’s advisory services include direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.

Thomas Jaeger is a CFP® with 26 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. He is based in Dubuque, Iowa, and holds Series 63 and Series 66 licenses. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment menu.

Clark Lichty is a financial advisor at Edward Jones in Waterloo, IA, holding the CFP® designation along with Series 65 and Series 66 licenses. He has 10 years of industry experience, including 9 years with Edward Jones and 10 years of prior self-employment. Outside of his advisory role, he serves as Vice President of the board for his condominium association, where he manages reserve assets. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management.

Brady O'connor is a financial advisor at Osaic Wealth Inc. with a Series 66 designation. He has been with Osaic and related firms since 2024 and has prior experience working in educational settings and community sports organizations. Osaic Wealth Inc. serves a diverse range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, through a large network of affiliated advisers. The firm offers comprehensive advisory and brokerage services, employing advanced portfolio construction tools and supporting multiple investment platforms.

Mark Mc Garvey is a CFP® professional with Series 63 and Series 66 licenses and has 23 years of industry experience. He has been with Edward Jones since 2002. 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 and 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.

Steven Rosauer is a CFP® professional with 37 years of industry experience, currently affiliated with Cetera. He has worked at Cetera since 2021 and previously spent seven years with VOYA Financial Advisors. Rosauer also owns Rosauer Financial, a financial services business, and serves as club chaplain for the Moose Lodge 328 in Waterloo, Iowa. Cetera Investment Advisers LLC is a multi-manager platform serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a nationwide network of over 10,000 advisors.

Matthew Untiedt is a financial advisor with Edward Jones in Waterloo, IA, holding the CFP® designation and Series 66 license. He has 10 years of experience, all with Edward Jones since 2016. 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, operating under a fiduciary standard.

Kelly Goreham is an investment advisor representative at LPL Financial with 28 years of industry experience. She holds the Series 63 and Series 65 designations and has worked previously at Cetera and Scheid's. Goreham is also involved with Financial Resource Advisors, a business focused on securities, advisory, and insurance services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of advisors. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Kari Schaffer is a financial advisor with Osaic Wealth, Inc. in Waterloo, Iowa, holding Series 63 and Series 65 credentials with 26 years of industry experience. She previously worked for L.M. Kohn & Company for 24 years and leads a third-party administration firm, Paradigm Benefits, LLC, since 1998. She also serves as trustee for a revocable trust for her parents. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, employs a variety of asset-allocation tools, and provides access to third-party money managers and wrap programs.

Patricia Monat is a CFP® professional with 38 years of industry experience, currently serving at OSAIC since 2024. She has held various roles throughout her career, including leadership positions at Woodbury Financial Services and ownership of Monat Financial Services. Monat is a board member of the Community Foundation of Northeast Iowa, where she participates on the investment committee. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage, advisory services, and access to third-party money managers. The firm employs a range of portfolio construction tools and supports multiple advisory platforms and managed-account solutions.

Ronald Kiewiet is a financial advisor with Cetera who has 56 years of industry experience and holds a Series 63 designation. His work history includes roles at Cetera Wealth Services, LLC and VOYA Financial Advisors. He serves as a board member for Friends of Faith Retirement Homes, Inc. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser offering a multi-manager platform that supports individuals, retirement plans, corporate and charitable clients, and institutional accounts with a range of portfolio management and financial planning services.