Stephanie Lyles is a financial advisor with Stifel in Mason City, IA, holding a Series 66 designation and six years of industry experience. She previously worked at Principal Financial Group and Mason City Clinic before joining Stifel, where she has been since 2018. Outside of her advisory role, she serves as a board member for the Mason City Soccer Club, assisting with registration and voting. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is supported by proprietary analysis from its Investment Strategy Group, providing asset allocation and financial planning guidance based on forward-looking capital market assumptions.

Jennifer Verstegen is a Series 66 licensed financial advisor with Edward Jones, based in Mason City, Iowa. She has four years of industry experience, all with Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management and operates a nationwide network of financial advisors and branch offices.

Sara Carlsson is a CFP® certificant with 20 years of experience in the financial services industry, all of which has been with Edward Jones since 2006. She holds Series 63 and Series 66 licenses. Outside of her advisory role, she serves as president of two local business entities focused on property ownership and administrative decisions. 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 supported by a large network of financial advisors and branch offices nationwide.

Bryan Lathrop is a financial advisor with Raymond James Financial and holds Series 63 and Series 66 licenses. He has four years of industry experience, including prior roles at First Citizens Bank and GWFS Equities, Inc. Before entering finance, he spent over a decade working at Godfather's Pizza. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary advice using analytical tools and supports municipal and public finance through a unique affiliation with a municipal advisor.

Melissa Freund Behrendsen is a financial advisor at Edward Jones with eight years of industry experience. She holds Series 63 and Series 66 designations and has been with Edward Jones since 2016. Based in Mason City, IA, her career has been solely with Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services and operates under a fiduciary standard with approximately $1.01 trillion in assets under management.

Jason Geving is a financial advisor with Edward Jones in Mason City, IA, holding the Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2007. Outside of his advisory role, he serves as a board member for Main Street Mason City and the Newman Catholic Schools foundation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a broad network of advisors and branch offices. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Mekenna Weiss is a financial advisor at Edward Jones in Mason City, IA, with three years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2021. Prior to joining Edward Jones, she held roles in various industries including realty, theater management, and financial services. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of investment strategies and affiliated capabilities, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices.

Erica Tweeten is a financial advisor at Edward Jones in Clear Lake, IA, holding a Series 66 designation. She has one year of experience in financial advising and spent 24 years at Hormel Foods Corporation prior to joining Edward Jones. 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 strategies, supported by a large network of financial advisors and branch offices nationwide.

Phillip Johnson is a financial advisor at Ameriprise with 46 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Woodbury Financial Services and ran Johnson Financial Services for nearly three decades. Outside of his advisory work, Johnson is actively involved in local athletic fundraising and community initiatives, serving in volunteer leadership roles for Mason City High School and North Iowa Area Community College campaigns. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research-driven, tax-efficient strategies and personalized recommendations delivered through a centralized consulting team.

Adam Palen is a financial advisor at Ameriprise with 22 years of industry experience. He has been with Ameriprise and its affiliated entities since 2003. Outside of his advisory role, he is involved in managing a mixed-use commercial and residential property through an LLC he owns and serves as a youth boys basketball coach at Lourdes High School. Ameriprise provides a retirement-income planning service tailored to individuals approaching or in retirement with substantial investable assets, delivering written, non-discretionary recommendations that incorporate research, modeling, and tax-efficiency analysis. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Shane Cooney is a financial advisor with Raymond James & Associates in Mason City, IA, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with Raymond James & Associates and also involved with the City of Clear Lake, Iowa since 2006. Outside of advisory work, Cooney co-owns East Main Classics, LLC, which focuses on refurbishing wood boats, and serves as president of Surfside Hospitality, a fundraising entity connected to the North Iowa Cultural Center and Museum. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm provides financial planning, consulting, and institutional advisory services with a range of portfolio management styles and notable municipal advisory capabilities.