Benjamin Steele is a CFP® professional with 18 years of industry experience. He is the principal advisor at Diamond Trail Capital Management, where he has worked since 2023. His prior experience includes roles at LSB Capital Management, Lincoln Savings Bank, and several other financial services firms. He is also involved in selling and servicing fixed insurance products such as term life, disability, long-term care, and critical illness insurance. Diamond Trail Capital Management provides discretionary asset management and financial planning services to individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm employs a long-term, buy-and-hold investment approach and offers a wrap-fee program, along with integration of third-party managers and tax-management tools.

Paige Carlson is a CFA® charterholder affiliated with Rossby Financial, LLC and has two years of industry experience. Her prior work includes roles at Prairie Oak Wealth, Cambridge Investment Research Advisors, Grinnell State Bank, and Grinnell College. She serves as a board member for Mayflower Homes and is treasurer for Beta of Iowa (Phi Beta Kappa). Rossby Financial is a Registered Investment Adviser that provides portfolio management, financial planning, and retirement consulting to individuals, trusts, charitable organizations, pension/profit-sharing plans, and corporate entities. The firm manages approximately $358.6 million across about 800 client relationships, employing a variety of investment analysis methods and tailoring strategies to clients’ risk tolerance and horizons.

Jessica Dillon is a financial advisor at Rossby Financial, LLC with nine years of industry experience. She holds a Series 65 designation and previously worked at Cambridge Investment Research Advisors and Triangle Financial Services. Dillon serves on the boards of Mayflower Homes and the Grinnell Chamber of Commerce. Rossby Financial provides investment advisory and financial planning services to individuals, charitable organizations, pension plans, corporations, and other entities. The firm employs diverse analytical approaches to tailor portfolios across various asset classes and offers comprehensive wealth and retirement planning services.

Kevin Smith is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 credentials and 22 years of industry experience. He has worked at Principal Securities Inc. since 2016 and previously at Retirement Resource Group from 2009 to 2018. Outside of his advisory work, he is involved in restoring and collecting old Mustangs for auction. Principal Securities provides brokerage and registered investment advisory services to a diverse client base that includes individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty military personnel. The firm offers direct advisory programs, financial planning, and access to third-party money manager asset allocation and separately managed account solutions.

Thomas Cirks is a financial advisor with Cambridge Investment Research Advisors in Grinnell, IA, holding a Series 63 designation and 40 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2010. Outside of his advisory role, Cirks serves as a charter representative for the Mid Iowa Council - Hawkeye District of the Boy Scouts of America and is a committee member for the John M Campbell Trust. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals, utilizing multiple portfolio management strategies and platform arrangements tailored to client objectives.

Natalie Pavey is a financial advisor at Cambridge Investment Research Advisors with 27 years of industry experience. She has worked with Cambridge since 2010 and also operates Cirks Financial Services. Outside of her advisory role, she sells cosmetics as a Mary Kay consultant. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services through a network of independent professionals. The firm employs multiple custody platforms and provides both proprietary and third-party investment strategies tailored to client objectives.

Kevin Fitzpatrick is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has four years of industry experience. Prior to joining Raymond James, he spent nine years at Championship Productions. Fitzpatrick is also associated with Fitzpatrick Financial Services, Inc., where he serves as an associate and financial advisor. 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, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools such as risk profiling and probability modeling to support client goals.

Mark Kolpin is a financial advisor at Edward Jones with 21 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Edward Jones since 2004. Outside of his advisory work, Kolpin serves as president of the Tiger Football Club and is involved with various local organizations, including serving on the board of the Mayflower Foundation and the Vote Yes Grinnell initiative. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Todd Honold is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2018 and has worked in the financial services industry since 2008. Outside of his advisory role, Honold serves as treasurer of the Grinnell Rotary Club and is a board member of St. Francis Manor, a healthcare organization. Cambridge Investment Research Advisors is a large SEC-registered firm serving a wide range of clients, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing multiple portfolio management platforms and proprietary as well as third-party strategies.

Donald Smith is a Series 66-licensed financial advisor with Edward Jones in Grinnell, IA, where he has worked since 2012. He has 13 years of industry experience. Outside of his advisory role, he serves as a City Council Member for Grinnell and is a board member of the Tiger Youth Football Club. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporations, and charitable organizations. The firm offers a range of investment advisory programs and maintains a large national network of advisors and branch offices.

Paul Kolpin is a financial advisor with Edward Jones in Grinnell, IA, holding Series 63 and Series 66 designations and 29 years of industry experience. He has been with Edward Jones since 1999. Outside of his advisory role, Kolpin serves on several local boards including the Grinnell Area Housing, Greater Poweshiek Community Foundation, Lions International, and the Grinnell Tigers Football Club, and he previously served as president of the Lions International chapter. Edward Jones is a full-service wealth management firm serving a broad client base of individual and institutional investors. The firm offers a range of investment advisory programs and affiliated products, operating under a fiduciary standard with a large nationwide network of financial advisors and branch offices.

Douglas Allen is a CFP® professional with 40 years of experience in financial advising. He is currently with Cambridge Investment Research Advisors and has held prior roles at Cetera Advisor Networks, Investment Centers of America, and has operated Allen Financial since 2002. Outside of his advisory work, he owns a sports and fitness business called Stretch Zone CR LLC. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, offering comprehensive financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals. The firm provides a range of investment implementation options, including proprietary and third-party model strategies, tailored to client objectives across multiple custodian platforms.

Dustin Smith is a financial advisor at Cambridge Investment Research Advisors with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Cambridge since 2020. Prior to that, he worked for Securities America from 2008 to 2020. Smith serves on the Hotel Motel Tax Committee for the City of Grinnell and is active in the Grinnell Kiwanis Club. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through an extensive network of independent Financial Professionals, utilizing multiple custody platforms and both discretionary and non-discretionary investment approaches.

Philip Arendt is a Series 66 licensed financial advisor with Edward Jones in Grinnell, IA, having been with the firm for two years. Before joining Edward Jones, he worked in exterior cleaning and education roles, including positions at Vortex Exterior Cleaning and Regina Catholic Education Center. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of discretionary and non-discretionary investment strategies and operates under a fiduciary standard, supported by a large network of advisors and branch offices nationwide.

Hannah Wilson is a financial advisor with Edward Jones in Montezuma, IA, holding a Series 66 designation and seven years of industry experience. Prior to joining Edward Jones in 2019, she worked in various roles including at Deloitte, Pottery Barn, Buckle, The Waldinger Corporation, and the Ankeny School District. Outside of finance, she serves as a golf coach for the Montezuma Community School District and has experience as a high school cheerleading coach. 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 large nationwide network of financial advisors and branch offices.