Austin Ver Meer is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and one year of industry experience. His background includes roles at Elite Holdings LLC, Ver Meer Farms, Vermeer Corporation, and Primerica Financial Services. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-delivery investment strategies managed by third-party asset managers and supports these with custodial and trade execution services through Pershing.

Todd Honold is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2018 and has worked in the financial services industry since 2008. Outside of his advisory role, Honold serves as treasurer of the Grinnell Rotary Club and is a board member of St. Francis Manor, a healthcare organization. Cambridge Investment Research Advisors is a large SEC-registered firm serving a wide range of clients, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing multiple portfolio management platforms and proprietary as well as third-party strategies.

Mark Allen is a financial advisor with Edward Jones in Newton, Iowa, holding Series 63 and Series 66 credentials and totaling 21 years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory role, he serves as an 8th grade football coach for the Newton Community School District and is an inventor with a recently patented product related to The Moose Fireplace/Grill. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Travis Padget is a financial advisor at Edward Jones in Newton, Iowa, with 12 years of industry experience. He holds the Series 66 designation and has been with Edward Jones for his entire professional career. Outside of his advisory role, he serves as a director on the Newton Community School District board, overseeing finances and district development. Edward Jones is a full-service wealth management firm serving a broad range of clients through a large network of advisors and branch offices, offering various advisory programs and affiliated investment products.

Nathan Milone is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Edward Jones since 2015. He holds the Series 66 designation and is based in Newton, IA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of investment strategies and affiliated services through a nationwide network of approximately 23,701 financial advisors.

Matthew Mc Culla is a financial advisor at Ameriprise with 23 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves as treasurer on the board of the Pella Preservation Trust and guides pheasant hunting and lodge rentals as a consultant for South Dakota Pheasant Ventures LLC. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides retirement planning advice focused on income sources and tax-aware withdrawal strategies. The firm’s approach includes a centralized service team producing written Recommendation Reports using proprietary research and third-party data.

Donald Smith is a Series 66-licensed financial advisor with Edward Jones in Grinnell, IA, where he has worked since 2012. He has 13 years of industry experience. Outside of his advisory role, he serves as a City Council Member for Grinnell and is a board member of the Tiger Youth Football Club. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporations, and charitable organizations. The firm offers a range of investment advisory programs and maintains a large national network of advisors and branch offices.

Micky Snieder is a financial advisor at Cambridge Investment Research Advisors with 19 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Cambridge and Cetera firms, as well as Northwestern Bank. Outside of his advisory role, Snieder serves as a board member of a local religious organization. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals using a variety of portfolio management strategies and platform arrangements.

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.

Paul Kolpin is a financial advisor with Edward Jones in Grinnell, IA, holding Series 63 and Series 66 designations and 29 years of industry experience. He has been with Edward Jones since 1999. Outside of his advisory role, Kolpin serves on several local boards including the Grinnell Area Housing, Greater Poweshiek Community Foundation, Lions International, and the Grinnell Tigers Football Club, and he previously served as president of the Lions International chapter. Edward Jones is a full-service wealth management firm serving a broad client base of individual and institutional investors. The firm offers a range of investment advisory programs and affiliated products, operating under a fiduciary standard with a large nationwide network of financial advisors and branch offices.

Levi Ver Meer is a financial advisor at Primerica Advisors with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Primerica Financial Services since 2020. Outside of advisory work, he is involved in sales of home security and automation products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices, offering model-driven investment strategies managed by third-party asset managers.

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.

Brendan Lamont is a CFP® with 19 years of industry experience, all spent at Edward Jones since 2007. He is based in Newton, Iowa and holds the Series 66 license. Edward Jones is a full-service wealth management firm serving more than four million clients, including individuals, institutions, and charitable organizations. 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.

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.

Douglas Allen is a CFP® professional with 40 years of experience in financial advising. He is currently with Cambridge Investment Research Advisors and has held prior roles at Cetera Advisor Networks, Investment Centers of America, and has operated Allen Financial since 2002. Outside of his advisory work, he owns a sports and fitness business called Stretch Zone CR LLC. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, offering comprehensive financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals. The firm provides a range of investment implementation options, including proprietary and third-party model strategies, tailored to client objectives across multiple custodian platforms.