Luke Merfeld is a financial advisor at Dynamic Financial Group in Cedar Falls, IA, holding a Series 65 designation with three years of industry experience. Prior to joining Dynamic Financial Group, he worked at Lincoln Savings Bank and Scheels, and spent nine years in education. Dynamic Financial Group serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities with comprehensive portfolio management and financial planning. The firm employs a variety of investment strategies, including fundamental, technical, and cyclical analysis, and manages accounts on a discretionary basis with continuous monitoring and rebalancing.

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.

Dawn Pilipchuk Kruth is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. She has been with Benjamin F. Edwards since 2013 and is also a 40% owner of Pilipchuk Persson Private Wealth, LLC, where she provides investment advice. Additionally, she owns Lush Passport, a travel agency based in Waterloo, IA. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and charitable organizations, offering a range of advisory programs and investment strategies that include both firm-developed and third-party models, with ongoing strategic oversight and client customization.

Nickolas Pilipchuk is a financial advisor with Benjamin F. Edwards Wealth Management, LLC, holding a Series 66 designation and 14 years of industry experience. He has been with Benjamin F. Edwards Wealth Management since 2020 and has worked with Benjamin F. Edwards & Co. since 2013. Outside of his advisory role, he is a 30% owner of Pilipchuk Persson Private Wealth, LLC, where he provides investment advice. Benjamin F. Edwards Wealth Management serves a diverse client base, including individuals, retirement plans, trusts, charitable organizations, and corporations. The firm offers discretionary investment management, financial planning, and consulting services, utilizing a multi-custodian platform and a mix of proprietary and third-party investment solutions.

Brian Persson is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Benjamin F. Edwards since 2014 and is also a part-owner of Pilipchuk Persson Private Wealth, LLC, where he provides investment advice. Additionally, Persson serves as a voluntary member of the City of Elk Run Heights Planning and Zoning Committee. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and charitable organizations through a range of advisory programs and investment strategies, combining firm-developed and third-party models with ongoing oversight and client-specific customization.

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.

Blake Hamer is a CFP® professional at Stifel with eight years of industry experience. He has been with Stifel since 2017 and worked previously at Ocwen Loan Servicing from 2013 to 2017. He serves as Treasurer and a member of the Board of Directors for the Family YMCA of Black Hawk County. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services that incorporate proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

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.

Angela Thoren is a financial advisor with Ameriprise in Grundy Center, IA, holding Series 63 and Series 65 licenses and 22 years of industry experience. She has been with Ameriprise since 2007. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, providing written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis through a centralized consulting team and utilizes algorithmic automation overseen by a Retirement Income Oversight Committee.

Kristina Price is a financial advisor at Stifel with 27 years of industry experience. She has been with Stifel since 2009 and holds Series 63, Series 65, and Series 66 licenses. Outside of her advisory role, she serves as a director of the Spangler Cemetery Association. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

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.

Jacob Murray is a financial advisor at Stifel with one year of industry experience. He holds the Series 66 designation and has worked previously at John Deere and Hudson High School. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm uses a proprietary methodology for investment analysis and asset allocation developed by its Investment Strategy Group.

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.