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.

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.

Brandon Kain is a financial advisor with Edward Jones in Oskaloosa, IA, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment solutions, supported by a nationwide network of more than 23,700 financial advisors. The firm offers discretionary and non-discretionary strategies, access to separately managed accounts, affiliated mutual funds, tax-efficient services, and operates under a fiduciary standard.