Stacie Brass is a financial advisor at Accel Wealth Management with 33 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Accel Wealth Management since 2016. Brass is a member of the Community Foundation of Northeast Iowa’s Distribution Committee and serves on its board. Accel Wealth Management is a team-based registered investment adviser managing approximately $1.15 billion across about 1,290 client relationships. The firm employs a “total portfolio” investment approach that emphasizes active, diversified allocations and long-term holdings, tailoring strategies to individual client needs with the use of written investment policy statements.

Anthony Gaiffe is a CFP® professional with 26 years of industry experience. He has been with Accel Wealth Management since 2019 and previously worked at firms including Premier Advisors, Ameritas Investment Corp, and Charles Schwab. Gaiffe serves as a board member for the Prairie School Foundation, an educational nonprofit. Accel Wealth Management is a team-based registered investment adviser managing approximately $1.15 billion for about 1,290 client relationships. The firm employs a total portfolio approach focused on active, diversified allocations and long-term investments, providing discretionary portfolio management, financial planning, pension consulting, and employee financial education.

Adam Block is a financial advisor at Principal Advised Services in Cedar Falls, IA, with nine years of industry experience. He holds Series 63 and Series 66 licenses and has held various roles within the Principal Financial Group family since 2016, including positions at Principal Life Insurance Company, Principal Financial Services, and Principal Bank. His work includes providing retirement plan participants with one-on-one investment advice regarding distribution options. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients, delivering both non-discretionary recommendations and a discretionary, wrap-fee investment management program called SimpleInvest. The firm integrates proprietary models with third-party methodologies and operates closely with affiliated Principal entities, enabling access to proprietary products and coordinated services.

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.

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.

Janet Wulf is a financial advisor at Ally Invest Advisors with 22 years of industry experience. She holds the Series 63 and Series 66 licenses and has previously worked at TIAA-CREF from 2016 to 2020. Ally Invest Advisors provides discretionary portfolio management primarily to individual and high-net-worth clients through web-based and virtual solutions, including ETF-based Robo Portfolios and Financial Advisor-delivered Personal Advice services. The firm uses model portfolios based on Modern Portfolio Theory with multiple risk tiers and cash allocation strategies.

Dane Johnston is a financial advisor with First Heartland Consultants, Inc. in Waverly, Iowa, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with First Heartland Capital Inc since 2004. Outside of his advisory role, Johnston owns Frontier Innovations LLC, a product development company specializing in bass fishing jigs. First Heartland Consultants serves a diverse client base, including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm provides financial planning, model-based management for self-directed 401(k) accounts, non-wrap and wrap asset management, and third-party asset management solutions through a network of independent investment adviser representatives.

Ryan Kriener is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 65 and Series 66 licenses with 19 years of industry experience. He previously worked at Thrivent Investment Management and has served as a board member of the College Hill Partnership in Cedar Falls, IA. Park Avenue Wealth Management, a subsidiary of Guardian Life, offers brokerage services, financial planning, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients. The firm employs a mix of proprietary and third-party models and provides tailored services including discretionary and non-discretionary advisory options.

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.

Chandra Ritter is a financial advisor with Primerica Advisors and holds a Series 66 designation. She has three years of industry experience, including roles at Edward Jones from 2014 to 2025 and currently at Park Avenue Securities and Guardian Life Insurance Company since 2025. Ritter is also involved with the Cedar Falls Business and Professional Women organization. Park Avenue Securities serves a broad retail client base with a range of brokerage and advisory services, including financial planning and retirement consulting. The firm utilizes proprietary and third-party investment strategies and supports various account-level services such as lending solutions and donor-advised funds.

Paige Miller is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and 12 years of industry experience. She previously worked at Financial Designs Wealth Advisors, LLC and has been involved with several affiliated firms throughout her career. Miller is also a partner at Financial Designs, LLC, where she services previously sold insurance products. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, utilizing a strategic investment approach that combines passive and active management guided by an internal Investment Committee.

Hillary Meister is a financial advisor at United Planners' Financial Services of America with a Series 66 designation and one year of industry experience. Prior to her current role, she worked at Honkamp & Co. and held positions in education at the University of Dubuque and Sumner-Fredericksburg High School. She is also the bookkeeper and tax preparer for Plain & Simple, LLC, a non-investment related business. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, and institutional clients. The firm operates an open-architecture platform with multiple custodians and third-party money managers, offering a range of advisory models and both fee-based and commission-based options.

Adrian Turner is a financial advisor with Principal Financial Services in Cedar Falls, IA, holding Series 63 and Series 65 licenses and two years of industry experience. He has previously worked with Northwestern Mutual Wealth Management Company and McElree Construction. Outside of his advisory role, he assists with carpentry work on a part-time basis. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and corporations. The firm’s advisory approach features direct advisory programs, financial planning, and access to third-party money manager asset allocation and separately managed account solutions.

Candice Fettkether is a financial advisor with Principal Financial Services, holding a Series 65 designation and 15 years of industry experience. She has worked with Principal Securities Inc. and Principal Life Insurance Company since 2012. Outside of her advisory role, she is a partner in BALOS LLC, a venture involved in purchasing and renovating a historic commercial building in Cedar Falls, Iowa, for mixed commercial and residential use. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, offering direct advisory programs, financial planning, and access to third-party money manager asset allocation and separately managed account solutions.

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.

Cynthia Wilson is a financial advisor at Principal Financial Services with 25 years of industry experience. She holds the Series 63 and Series 66 licenses and has been with Principal Securities Inc. since 2016 and Principal Life Insurance Co. since 1997. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and business entities. 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.

Ryan Hannam is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and 12 years of industry experience. He previously worked at Financial Designs Wealth Advisors, LLC and L.M. Kohn & Company. Outside of his advisory role, Hannam serves as an assistant basketball coach for the Cedar Falls Community School District. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving individuals, trusts, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm offers financial planning, asset management, and retirement plan consulting, utilizing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

Scott Wirtz is a Certified Financial Planner (CFP®) with 23 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and has previous experience at L.M. Kohn & Company, Financial Designs Wealth Advisors, Lincoln Savings Bank, and LPL Financial. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized consulting, employing a strategic investment process that combines passive and active management supported by quantitative and fundamental research.

Mathew Driscoll is a CFP® with 25 years of industry experience, currently associated with Principal Financial Services. He has worked at Principal Securities INC and Principal Life Insurance Co since 2009 and previously at LPL Financial from 2003 to 2009. Driscoll serves on the board of Homeland Energy Solutions and is involved in various health insurance businesses. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors and retirement plans, with a focus on direct advisory programs, financial planning, and access to third‑party money manager asset allocation and separately managed accounts.

Dawn Pilipchuk Kruth is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has worked at several firms, including Wells Fargo Clearing and A. G. Edwards & Sons, Inc., before joining Benjamin F. Edwards in 2013. Outside of her advisory role, she owns and operates a travel agency, Lush Passport, providing travel arrangements. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension plans, charitable organizations, and corporations through over 500 advisors. The firm offers a range of services including advisory programs, financial planning, investment management, brokerage, insurance products, and M&A advisory, utilizing both proprietary strategies and third-party models.