Anne Straus is a CFP® with 31 years of industry experience and has been with LPL Financial since 2002. She holds Series 63 and Series 65 licenses and is based in Spirit Lake, Iowa. Straus is also licensed to sell non-variable insurance products including life, health, disability, LTC, and fixed annuities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios, third-party asset management, and institutional platforms.

Drew Horst is a Series 66 licensed financial advisor with three years of industry experience, currently with OSAIC. His prior roles include positions at Wildflour, FSC Securities, and engagement with Spencer Community Schools. Outside of advisory work, he serves as an insurance agent through Stonebridge Financial Advisors and volunteers by taking tickets for local public school events. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides a wide range of brokerage and advisory services, utilizing firm-developed asset-allocation tools and third-party platforms to manage portfolios with various investment vehicles on both discretionary and non-discretionary bases.

Isaac Heard is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial in 2025, he worked at Cetera and American State Bank. He also has a background in education and retail, including several years at Sioux Center Public Schools and Vander Stoep Furniture. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of financial planning and investment management solutions, utilizing in-house research, third-party subadvisors, and technology tools to support advisors.

Natalie Wilkinson is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Her prior roles include working at Mentors and Tutors LLC and the Sam Noble Museum of Natural History. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory and investment strategies through a large national network of financial advisors and branch offices.

Austin Gilmore is a financial advisor at LPL Financial with one year of industry experience. He holds the Series 66 designation and has previously been involved with Prairie Plans Asset Management and the Family YMCA of Black Hawk County. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Kaitlyn Heywood is a financial advisor with Edward Jones in Spirit Lake, IA, holding a Series 66 designation and 12 years of industry experience. She has been with Edward Jones since 2012. Outside of her advisory role, she owns a home-based bakery called Simply Sweet by Katie Jay. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies and advisory services. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Amy Hotovec is a financial advisor at Edward Jones in Milford, IA, holding a Series 66 designation with six years of industry experience. She previously worked at Nautical Okoboji LLC from 2017 to 2020 and has been with Edward Jones since 2008. 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.

Mark Wilkinson is a Series 66-registered financial advisor at Edward Jones with 12 years of industry experience. He has been with Edward Jones since 2013. 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 and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Andrew Spielman is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services Inc. from 2007 to 2020. Spielman serves on the board of directors for Sacred Heart School/Parish and is involved with the Spencer Youth Baseball Softball Association. Ameriprise offers retirement-income planning services primarily for clients with substantial investable assets, combining research, modeling, and tax-efficient strategies to provide tailored, non-discretionary recommendations. The firm delivers these services through a centralized consulting team and supports a broad range of advisory, brokerage, and insurance solutions.

Blake Rosendahl is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and three years of industry experience. His background includes roles at Thrivent Financial, Hallett Construction, Simonsen Iron Works, the Spencer Parks Department, and Buena Vista University. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on topics such as retirement, tax, estate, and special needs planning. The firm combines goal-based analyses with managed-account options under a consolidated billing system called “WealthPlan,” while keeping planning and portfolio management services distinct.

Sara Fisher is a financial advisor at Ameriprise with a Series 66 designation and four years of industry experience. She previously worked at Edward Jones for 11 years before joining Ameriprise. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies, supported by a centralized team and proprietary analysis tools.

Hernani Antonio Nabuco Leva Ferreira Frei is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 credential and has a diverse background including roles in business consulting and management positions in dance-related small businesses owned by his spouse. He is a part-time business consultant providing strategic guidance to small and medium businesses through his own firm, Nabuco Consulting LLC. 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, including discretionary and non-discretionary strategies, and maintains a large nationwide network of financial advisors and branch offices.

Jennifer Irvine is a financial advisor at Edward Jones with Series 65 and Series 66 licenses and four years of industry experience. She previously worked at Farmers Trust & Savings Bank and Northwest Bank. Jennifer serves as president of the Spencer Ambassadors and is a board member of Spencer Tailtwisters, a local school athletic department. 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.

Jan Spielman is a financial advisor with Ameriprise in Arnolds Park, IA, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 33 years of industry experience, including over 20 years with Ameriprise and its affiliates. Spielman serves as secretary on the board of Eagles United and owns several non-investment-related businesses, including Jmspielman, Inc. and Spielman LLC. Ameriprise offers retirement-income planning services focused on individuals with substantial investable assets, combining research and modeling with personalized advice to help manage income sources and tax strategies. The firm provides a wide range of advisory, brokerage, and insurance solutions through its affiliated companies.

Timothy Rodemeyer is a Series 66-credentialed advisor with Thrivent Investment Management, based in Spencer, Iowa. He joined Thrivent in 2025 following a 17-year tenure at Emmetsburg Community Schools. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing goal-based analyses and written recommendations on a range of financial planning topics. The firm combines planning with managed-account programs under a consolidated billing option while keeping these services distinct.

Matthew Higgins is a financial advisor with Ameriprise in Spirit Lake, IA, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has worked at Ameriprise and its affiliate since 2009. Outside of his advisory role, Higgins serves as president of the Lakes Professional Building Homeowners Association. Ameriprise provides a retirement-income planning service targeting individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficient strategies to generate tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Erika Wachholz is a financial advisor with Ameriprise, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She has been with Ameriprise Financial Service, LLC since 2006 and previously worked at Ameriprise Financial Services, Inc. from 2010 to 2020. Wachholz is also an Associate Financial Advisor with Spielman LLC, an outside business related to her Ameriprise practice. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement who meet specific asset thresholds, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and delivers recommendations through a centralized consulting team.