Travis Padget is a financial advisor at Edward Jones with 11 years of industry experience and holds a Series 66 designation. He has worked with Edward Jones since 2014. Outside of his advisory role, he serves as a director on the Newton Community School District board, where he assists with financial oversight and district development. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment and advisory services. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices across the United States.

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.

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.

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.

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.

Brendan Lamont is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at Edward Jones since 2007. He holds the Series 66 designation and is based in Newton, Iowa. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a large network of financial advisors and branch offices. The firm offers a range of advisory programs and investment options, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Larry Curry Jr. is a financial advisor at Edward Jones with 24 years of industry experience. He holds a Series 63 designation and has worked at Edward Jones since 2017. Prior to that, he was associated with Midwest One Bank and LPL Financial from 2008 to 2016. 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 supported by a large network of financial advisors and branch offices across the United States.

Michael Roozeboom is a financial advisor at LPL Financial with 31 years of industry experience. He has been with LPL Financial since 2008 and previously worked at Midwest One Investment Services Inc for over two decades. His credentials include Series 63 and Series 65 licenses. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory services, including model portfolios and retirement plan consulting, supported by research from both in-house and third-party sources.

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.

Robert Mccarey is a Series 66 licensed financial advisor with 18 years of industry experience. He is currently affiliated with LPL Enterprise LLC and has previously worked with Birch Corp LLC, Birchcorp Financial, Principal Securities, and Principal Life Insurance Co. Outside of his advisory roles, he serves as a notary public. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers a range of services such as financial planning, access to model wealth portfolios, third-party asset management, and brokerage and insurance products through an integrated platform.

Scott Van Tasell is a CFP® with over 40 years of experience in financial advising, currently with Edward Jones since 1985. He is based in Pella, IA. Outside of his advisory role, he owns a residential rental property rented to a family member. 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 range of investment strategies and affiliated financial services through a large national network of advisors and branches.

Darin Graber is a financial advisor with Primerica Advisors in Monroe, IA, holding Series 63 and Series 65 licenses and with 19 years of industry experience. His work history includes ten years with Steve Ver Meer and over 20 years with PFS Investments Inc. and Primerica Financial Services. Outside of advising, he is involved in the sale of loan products and referrals for home security and automation services through affiliated companies. Primerica Advisors serves primarily individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that relies on model-driven strategies managed by third-party asset managers and provides advisory services through a large network of advisors.