Isaiah Rozenboom is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and has previous experience at AGRI General Insurance, Aegon Asset Management, and other roles in diverse sectors. 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 investment strategies supported by a nationwide network of over 23,700 financial advisors.

Isaac Allmaras is a CFP®-designated financial advisor with Edward Jones, based in Oskaloosa, IA, and has seven years of industry experience. He has worked at Edward Jones since 2018 and previously managed Allmaras Landscaping for seven years. He also held municipal roles with the cities of Oskaloosa and Grand Forks. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions with approximately $1.01 trillion in assets under management. The firm is notable for its extensive retail advisor and branch network and its affiliated capabilities beyond traditional advisory services.

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.

Adam Norris is a financial advisor with Edward Jones in Knoxville, IA, holding Series 63 and Series 66 credentials and 22 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, Norris is involved in farming operations in Mahaska County as a partner and owns a farm in Knoxville. 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 under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Brian Fitzpatrick is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. He has operated Fitzpatrick Financial Services, Inc. since 2012 and serves as its president. Outside of advisory work, he is involved in managing a property in Oskaloosa, IA, which he and his wife developed as an office building for his practice. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, and institutions. The firm offers tailored, non-discretionary planning using analytical tools and supports advisory programs through a large network of affiliated firms.

Amber Coffey is a financial advisor at Edward Jones in Oskaloosa, IA, with 11 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2015. Outside of her advisory role, she assists in planning employee and hospital events for Mahaska Health. 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 investment solutions, managing approximately $1.01 trillion in assets through a nationwide network of over 23,000 financial advisors.

Kevin Wadle is a financial advisor at OSAIC with 25 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at OSAIC since 2018, following positions at Signator Investors, Inc. and his own financial services and CPA firms. Outside of his advisory work, he serves as head coach of the boys’ high school tennis team in Knoxville, Iowa, and is vice president of the Knoxville Panther Scholarship Foundation. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services, financial planning, retirement plan consulting, and access to third‑party money managers. The firm utilizes asset‑allocation tools, risk‑tolerance assessments, and automated rebalancing in constructing diverse portfolios that may include stocks, bonds, mutual funds, ETFs, and alternative investments.

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 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.

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.