Stephanie Holding is a financial advisor with FSB Premier Wealth Management, Inc. in Waterloo, IA, holding a Series 66 designation and 10 years of industry experience. She previously worked at Ameriprise Financial Services, Inc. for seven years and currently serves as a private banker at Farmers State Bank. FSB Premier Wealth Management provides advisory services to individuals, high-net-worth clients, small businesses, trusts, estates, qualified retirement plans, and charitable organizations. The firm offers discretionary portfolio management, financial planning, and consulting, with portfolios tailored through advisor-led planning and ongoing reviews.

Darren Yoder is a financial advisor with Dynamic Financial Group in Cedar Falls, Iowa, holding a Series 66 designation and 22 years of industry experience. He has worked at Dynamic Financial Group since 2017, following a prior role at Cetera Advisors LLC from 2013 to 2017. In addition to his advisory work, he operates as an independent insurance agent. Dynamic Financial Group serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities, providing comprehensive portfolio management and financial planning through a team of four advisors managing over $474 million in discretionary assets. The firm employs a combination of fundamental, technical, and cyclical analysis across a wide range of investment strategies with continuous monitoring and rebalancing.

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 at FSB Premier Wealth Management, Inc. with 13 years of industry experience. He has been with FSB Premier Wealth Management since 2013 and also holds a role at Farmers State Bank, where he has worked since 2004. Risetter serves on the Hawkeye Community College Foundation Board and leads a for-profit investment club, Make Money Holdings, LLC. FSB Premier Wealth Management, Inc. provides advisory services to individuals, high-net-worth clients, small businesses, trusts, estates, qualified retirement plans, and charitable organizations. The firm offers discretionary portfolio management, financial planning, and consulting, with investment strategies tailored through advisor-led planning and ongoing reviews.

James Franzen is a financial advisor with Prospera Financial Services, Inc. in Denver, Iowa, holding a Series 63 designation and bringing 37 years of industry experience. Prior to joining Prospera in 2025, he spent 20 years at Cutter & Company Brokerage, Inc. He also has longstanding involvement in farming, operating the James N. Franzen Farm since 1978 and producing grain products. Franzen is an associated person with Investors Commodity Services, Inc., an introducing commodity futures broker. Prospera Financial Services, Inc. is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.

Kevin Eslick is a financial advisor with M HOLDINGS SECURITIES, Inc. in Waterloo, IA, holding a ChFC® designation and Series 63 and 65 licenses, with 14 years of industry experience. He is president of Eslick Financial Group, Inc., a wealth management and financial planning firm, and serves on the Planned Giving Advisory Council at Wartburg College. M HOLDINGS SECURITIES, Inc. serves individuals, retirement plans, charities, and businesses nationwide through independent member firms and financial professionals, offering a range of advisory and brokerage services including discretionary investment management, retirement plan consulting, and insurance advisory.

Heather Cox is a financial advisor at Nations Financial Group, Inc. with two years of industry experience. She holds a Series 66 designation and has previously worked at BankIowa, Thrivent Financial, Ohnward Bank and Trust, and other financial institutions. Outside of her advisory work, she assists with an e-commerce electronic retail business and works as a cashier at a vendor during college sporting events. Nations Financial Group, Inc. provides investment advisory services to a diverse client base, including individuals, high-net-worth investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm’s investment approach combines proprietary model portfolios with the option to select outside managers, allowing advisors to tailor strategies based on client objectives, risk tolerance, and liquidity needs.

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., holding a Series 63 credential and 43 years of industry experience. He has been president of Eslick Financial Group, Inc. since 2006 and has worked with M. Holdings Securities, Inc. since 2001. Outside of his advisory work, he serves on the UNI Panther Scholarship Club Board, which raises funds for scholarships through UNI Athletic Club activities. M HOLDINGS SECURITIES, Inc. serves a wide range of clients including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent Member Firms and Financial Professionals. The firm offers advisory and brokerage services, including discretionary investment management, retirement plan consulting, and insurance advisory, and utilizes both in-house portfolio managers and third-party sub-advisors to support its investment offerings.

James Girres is a ChFC® with 43 years of industry experience, currently serving at Hornor, Townsend & Kent, LLC. He has been with the firm since 1976. Outside of his advisory role, he is a proprietor of a multi-line insurance brokerage and is a member of a musical singing group. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, providing custody, execution, and brokerage capabilities alongside investment advice.

Joseph Trewin is a CFP® professional with five years of industry experience, currently affiliated with United Planners Financial Services of America as a Limited Partner. His work history includes roles at United Planners Financial Services, Insurance Center, Investment Center Inc, and Iowa State Bank. Outside of his advisory work, he owns Trewin Tax Service LLC, which provides tax preparation, accounting, and bookkeeping services. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base including individual investors, retirement plans, corporations, trusts, and estates. The firm employs independent Investment Adviser Representatives who utilize a combination of custodians, third-party money managers, and platform programs to deliver advisory and brokerage services.

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.

Deon Cleveland is a financial advisor with United Planners' Financial Services of America and holds a Series 66 designation. He has seven years of industry experience, including roles at Northwestern Mutual and involvement in portfolio management and trading functions. Prior to his financial services career, he worked at Field Brothers Moving Company for two years. United Planners Financial Services is a national wealth-management enterprise serving individual and institutional clients with a combination of advisory and brokerage services, primarily delivered through independent Investment Adviser Representatives. The firm is notable for its limited-partnership structure and a focus on non-discretionary account management.

Mikel Markey is a CFP® with 14 years of industry experience, currently serving as an advisor at United Planners' Financial Services of America, where he has worked since 2013. He holds executive roles in related businesses, including CEO and President positions at Investment Center and Insurance Center, and is a vice president at JAM LLC. Markey is also involved in his community as a board member of Independence Area Dollars for Scholars. United Planners Financial Services serves a diverse client base including individuals, corporations, and institutional clients, offering financial planning, portfolio management, retirement plan services, and brokerage solutions through an open-architecture platform that supports both fee-based and commission-based options.

Marissa Quandahl is a financial advisor with United Planners' Financial Services of America, holding a Series 66 designation and six years of industry experience. She also serves as Vice President of Administrative Operations at both Insurance Center and Investment Center, and is a notary public in the State of Iowa. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, and institutional clients. The firm operates as both a registered investment adviser and broker-dealer, offering financial planning, portfolio management, retirement plan services, and brokerage solutions through an open-architecture platform with multiple custodians and third-party money managers.

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. She holds Series 63 and Series 66 licenses and has 24 years of industry experience. She has worked with Benjamin F. Edwards since 2013 and also owns a travel agency business, Lush Passport, in Waterloo, IA. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, pension plans, charitable organizations, and corporations. The firm offers a wide range of fee-based wrap programs, financial planning, and investment management services supported by several hundred advisors and tens of billions in assets under management.

Harley Nelson is a financial advisor with UNITED PLANNERS' FINANCIAL SERVICES of AMERICA and holds a Series 66 designation. He has one year of industry experience and has worked with firms including Integrated Accounting Solutions and Cetera Financial Group. Nelson is also an insurance agent specializing in non-variable insurance. United Planners Financial Services serves a diverse client base including individuals, corporations, retirement plans, and institutional clients. The firm offers financial planning, portfolio management, and brokerage solutions through an open-architecture platform with multiple custodians and supports both fee-based and commission-based arrangements.

Nickolas Pilipchuk is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds a Series 66 designation and has 15 years of industry experience. Pilipchuk has been with Benjamin F. Edwards & Company since 2013 and also advises clients through Pilipchuk Persson Private Wealth, LLC, where he is a 30% owner. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, pension plans, charitable organizations, and corporations. The firm offers fee-based wrap programs, financial planning, and investment management consulting, utilizing a combination of discretionary and non-discretionary strategies managed internally and through third-party managers.

Christopher Holthaus is a financial advisor with Principal Financial Services based in Denver, IA, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has worked with Principal Life Insurance Co and Princor Financial Services Corporation since the late 1990s and previously operated Holthaus Financial Services for over two decades. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel overseas. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money managers through various advisory and promoter arrangements.