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.

Brennan Swartout is a financial advisor with Edward Jones in Garner, IA, holding a Series 66 designation. He has been with Edward Jones since 2023, with previous work experience in various industries including retail and manufacturing. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a nationwide network of advisors and branch offices.

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.

Kassidy Gillen is a financial advisor with Thrivent Investment Management in Garner, Iowa, holding a Series 66 designation and five years of industry experience. Prior to her current role, she worked at Thrivent Financial and has experience connected to Pine Lake State Park, Bunger Family Farm, and 502 Bar and Grill. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering both one-time and ongoing planning engagements. The firm emphasizes holistic, goal-based analyses and allows clients to combine planning with managed-account programs under consolidated billing while keeping the two services separate.