Ryan Anderson is a financial advisor with Primerica Advisors in Pella, Iowa, holding Series 63 and Series 65 licenses and having 17 years of industry experience. He has worked with Van Bruggen & Vande Vegte since 2014 and has been associated with Primerica Financial Services and PFS Investments Inc. since 2008 and 2007, respectively. Outside of advising, he is involved in sales of loan products and home-related services through affiliated companies of PFS Investments Inc. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm emphasizes a tiered wrap-fee structure and curates third-party asset managers while delegating trading responsibilities to BNY Mellon Advisors.

Joshua Weishaar is a financial advisor with Edward Jones in Pella, Iowa. He holds a Series 66 designation and has been with Edward Jones since 2025. Prior to his advisory role, he worked at Pella Corporation and Crow Shooting Supply. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm provides a range of advisory services including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kasin Beckwith is a financial advisor with Primerica Advisors based in Pella, Iowa. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. Beckwith has worked with PFS Investments Inc. and Primerica Financial Services since 2011. Outside of advisory services, he is involved in the sale of loan products and home security and automation referrals through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-driven strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its investment solutions.

Levi Ver Meer is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and four years of industry experience. His prior work includes positions at Steve Ver Meer Enterprises, Dordt University, and Pella Christian High. In addition to his advisory role, he is involved in the sales of loan products, home security, automation, and other home-related services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm delivers advisory services through a large network of advisors utilizing model-based investment strategies supported by third-party asset managers and custodians.

Kerry Garcia is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Edward Jones since 2003. Based in Knoxville, IA, she holds Series 63 and Series 66 licenses. Outside of her advisory role, Kerry teaches yoga twice weekly at PowerLife, a studio in Des Moines, IA, and serves as secretary and investment committee member of the Knoxville Heritage Community Foundation. 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, offering a range of advisory strategies, affiliated mutual funds, and tax-efficient services through a nationwide network of more than 23,700 financial advisors.

Kelly Shives is a Series 66-licensed financial advisor with Edward Jones, based in Knoxville, Iowa. She has been with Edward Jones since 2004 and has over 10 years of industry experience. Outside of her advisory role, she is associated with community entities including Pleasant Ridge Cemetery in Knoxville. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and affiliated investment options, supported by a nationwide network of over 23,700 advisors.

Justin Madsen is a financial advisor with Edward Jones in Pella, Iowa, holding CFP® and Series 66 credentials with 16 years of industry experience, all at Edward Jones. Outside of his advisory role, he has authored a financial book titled *The Retirement Countdown* and is involved as a minority owner in a local clothing company and equipment rental ventures. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a nationwide network of advisors and branch offices. The firm offers a broad range of advisory programs and affiliated investment products, operating under a fiduciary standard and providing various portfolio management and tax-efficient services.

Kevin Black is a financial advisor with Ameriprise in Pella, Iowa, holding Series 63 and Series 66 licenses and 18 years of industry experience. He has been with Ameriprise and its affiliated entities since 2013. Outside of Ameriprise, he is involved with Heick, Hester, Smith & Associates LLC, where he provides advisory services and manages client relationships. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement, typically with at least $1 million in net investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored recommendations, supported by a centralized consulting team and algorithmic tools.

Ethan Quayle is a financial advisor at Raymond James Financial with a Series 66 credential and less than one year of industry experience. His prior roles include positions at Marion County Bank and Transamerica, alongside experience in educational settings such as Pella High School and Cedarville University. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm uses analytical tools and risk profiling to tailor non-discretionary advice aligned with client goals and offers specialized programs in municipal advisory and SIMPLE IRA employer consulting.

Larry Curry Jr. is a financial advisor at Edward Jones with 25 years of industry experience and holds a Series 63 designation. He has worked at Edward Jones since 2017 and previously held roles at LPL Financial, U.S. Bancorp Investments, and Ameriprise. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Michael Roozeboom is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and having 31 years of industry experience. He has worked at LPL Financial since 2008, following prior roles at Midwest One Investment Services Inc. and Piper Sandler & Co. Roozeboom is also involved in non-variable insurance activities through an independent marketing organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of advisors and advanced operational tools.

John Krogstad is a CFP®-designated financial advisor with Edward Jones, based in Pella, IA. He has 18 years of industry experience, all of which has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets through a large nationwide network of financial advisors and branch offices.

Kaurie Marinkovich is a financial advisor at Edward Jones with two years of industry experience. She holds a Series 66 designation and previously worked in education at Pella Community Schools and Montezuma Schools. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a network of more than 23,700 advisors nationwide.

Jeffrey Fiscella is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2010. Outside of his advisory role, he has worked at Des Moines Area Community College and Team Restoration Ministries. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure rather than fixed fees.

Caleb Van Arendonk is a financial advisor with Raymond James Financial and holds a Series 66 designation. He has one year of industry experience and has worked concurrently at Raymond James Financial Services Advisors, Inc., Marion County Bank, and Grand Canyon University since 2025. Outside of his advisory role, he is involved with Main Street Advisory Group, a non-investment-related support company in Pella, Iowa. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting services using risk profiling and analytical modeling, and it supports municipal and public finance work alongside innovative advisory programs.