Mark Gremler is a financial advisor with Integrity Alliance, LLC, holding a Series 63 designation and over 30 years of industry experience. He has worked at firms including VOYA Financial Advisors and Btl Network, and has operated Gremler Financial Group since 2004. Outside of advising, he is involved in farming and produce sales through Gremler Farms. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm provides continuous asset management, financial planning, retirement plan consulting, and access to third-party manager programs using a variety of portfolio management approaches.

Chris Weston is a CFP® certificant with 28 years of experience in the financial services industry. He is currently with RIA Advisory Group, LLC and has previously worked at firms including Waddell & Reed, Securities America Advisors, and Cetera Investment Services. Weston is a part owner of Community Educators LLC, a continuing education company providing credits and ethics courses for licensed insurance agents and CFP professionals. He also serves as the current president of the Society of Financial Services Professionals. RIA Advisory Group offers discretionary portfolio management and investment supervisory services to individuals, high-net-worth clients, trusts, estates, corporations, and charitable organizations. The firm manages client accounts on a discretionary basis using a combination of charting, fundamental, and technical analysis, overseeing all assets in-house without delegating to third-party managers.

Keri Blake is a financial advisor at Wealthcare Capital Partners, LLC with 15 years of industry experience. She holds a Series 66 designation and has previously worked at Edward Jones, LPL Financial, and Arkadios Capital. Blake is also involved in financial planning through Fellows & Blake Financial and participates in annuity sales and life insurance services related to estate planning. Wealthcare Capital Partners LLC provides investment management, comprehensive financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm employs a goals-based investment process utilizing a patented web-based planning platform combined with evidence-based manager selection and behavioral-economics tools.

Chase Geiger is a financial advisor at Wealthcare Capital Partners, LLC with a Series 65 designation and two years of industry experience. His prior work includes roles at Arkadios Capital, Amazon, the University of Northern Iowa, and TruBank. Wealthcare Capital Partners provides investment management, comprehensive financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm employs a goals-based investment process supported by a patented web-based planning platform and uses evidence-based manager selection alongside behavioral-economics tools to align strategies with client preferences.

Dylan Tejral is a Series 66-licensed financial advisor with Principal Advised Services, bringing two years of industry experience. Prior to joining Principal, he held roles at Wesco, Northwestern Mutual, and Wells Fargo. His activities include providing one-on-one investment advice to retirement plan participants as a Retirement Consultant. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients, combining proprietary models with third-party methodologies. The firm is part of the Principal Financial Group family, which provides integrated access to affiliated products and services.

Bradley Pull is a financial advisor with Principal Advised Services, holding the ChFC® designation and Series 63 license, and has 27 years of industry experience. He has worked extensively with Principal Life Insurance Co since 1998 and has been with Principal Advised Services since 2023. Outside of his advisory role, he is involved in a private family real estate arrangement, selling a home to his nephew under contract. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary wrap-fee investment management program called SimpleInvest. The firm combines third-party methodology with proprietary models and operates as part of the Principal Financial Group family, enabling access to affiliated products and integrated operational support.

Jesse Froning is a financial advisor with Principal Advised Services, holding Series 63 and Series 65 credentials and 19 years of industry experience. His career includes roles at various Principal entities, such as Principal Life Insurance Company and Principal Funds Distributor. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary wrap-fee investment management program called SimpleInvest. The firm integrates third-party tools and proprietary models and leverages its affiliation with the broader Principal Financial Group to offer access to proprietary products and coordinated services.

Matthew Doherty is a financial advisor at Principal Advised Services with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Principal Financial Services and Principal Life Insurance Company since 2014. Doherty is based in Norwalk, Iowa. Principal Advised Services primarily serves retirement plan participants and retail IRA clients, providing both non-discretionary recommendations and a discretionary, wrap-fee investment management program called SimpleInvest. The firm combines third-party tools and proprietary models, leveraging its affiliation with Principal Financial Group and related entities to offer integrated investment and financial services.

James Berg is a financial advisor at Principal Advised Services with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has held roles at Principal Securities Inc. and Principal Life Insurance Company since 1998. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients. The firm offers both non-discretionary recommendations and a discretionary wrap-fee investment management program called SimpleInvest, utilizing a combination of third-party methodologies and proprietary models.

Gabriel Capps is a financial advisor with Principal Advised Services and Principal Financial Services, holding a Series 66 credential and offering 20 years of industry experience. He has worked at multiple Principal entities since 2006 and serves as an Investment Adviser Representative. Outside of his advisory roles, he officiates high school and Division III college football and wrestling games. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary, wrap-fee investment management program called SimpleInvest. The firm integrates third-party methodologies and proprietary models while leveraging its affiliation with Principal Financial Group entities to deliver a range of investment and banking products.

Jannifer Shull is a financial advisor with Compound Planning, Inc. and holds a Series 66 designation. She has 15 years of industry experience, including five years with Ameriprise and ongoing ownership of a non-investment-related business in Indianola, IA. Compound Planning, Inc. serves individuals, high-net-worth families, businesses, retirement plans, and financial intermediaries through discretionary portfolio management, financial planning, and institutional advisory services. The firm combines long-term buy-and-hold strategies with tactical tools and offers direct investment management alongside a Turnkey Asset Management Program that includes alternatives such as private REITs and private credit.

Kathleen Dennis is a financial advisor with Valic Financial Advisors, holding Series 63, 65, and 66 licenses and bringing 34 years of industry experience. Her previous roles include positions at Agia, Investment Planners, Inc., Ipi Wealth Management, Inc., Sii Investments, and Financial Services/Simple Solutions. She serves as president of St Charles Development Corp, a nonprofit organization involved in organizing volunteers and leading meetings. Valic Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, wrap programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models and operating at scale with over $26 billion in discretionary assets.

Fredrick Studer is a financial advisor with Ameritas Advisory Services, LLC in Norwalk, IA, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He has worked at several firms including Northwestern Mutual and Garff Automotive Group. In addition to his advisory role, he is licensed as an independent insurance agent to sell fixed insurance products through Midwest Financial Solutions, LLC/Central Financial Group. Ameritas Advisory Services, LLC provides investment advisory and planning services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers various asset management and consulting services, employing multiple program platforms and model portfolios to tailor investment solutions.

Benjamin Pearson is a financial advisor at Edward Jones with 13 years of industry experience. He holds the Series 66 designation and 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 through a nationwide network of more than 23,700 advisors and offers a range of discretionary and non-discretionary investment strategies, including tax-efficient services and affiliated mutual funds.

Andrew Leech is a financial advisor with Edward Jones in Indianola, IA, holding Series 63 and Series 66 credentials and possessing 31 years of industry experience. He has been with Edward Jones since 2014. 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 discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated investment products through a nationwide network of over 23,700 advisors.

Grant Mc Graw is a financial advisor at Edward Jones in Indianola, IA, holding Series 63 and Series 66 designations with 24 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory role, he owns a few farms and the building where his office is located. 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 advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Kristen De Joseph is a CFP® certificant with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2016. She is based in Norwalk, IA. Outside of her advisory role, she is a member of NKCC Holdings LLC, a business focused on real estate management. 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 affiliated services, supported by a large nationwide network of advisors and branches.

Jeffrey W Inslow is a Series 66-licensed financial advisor with Edward Jones, based in Norwalk, IA. He has one year of industry experience and previously worked for City State Bank, EBank, and Farm Credit Services of America. 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 solutions, including discretionary and non-discretionary managed strategies, separate accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices across the country.

Alan Bentley is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and previously worked at Ixonia Bank and JB Hunt Transport. Outside of advising, he is the owner and president of InvestRite Group, LLC, a real estate business based in West Des Moines. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a wide range of advisory services and investment options through a nationwide network of over 23,000 financial advisors.

Stephani Garrison is a financial advisor with Cetera, holding Series 63 and Series 65 designations and six years of industry experience. Her work history includes roles at Cetera-affiliated firms since 2023, as well as previous positions at BFC Planning, Inc. and Berthel Fisher & Company Financial Services, Inc. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a diverse client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, overseeing more than $256 billion in assets through a nationwide network of over 10,000 advisors.

Christopher Larson is a financial advisor with Edward Jones in Norwalk, Iowa, holding a Series 66 designation and four years of industry experience. Before joining Edward Jones in 2022, he worked at Flyby LLC, where he owned a small aerial photography business, as well as roles at Sun Country Airlines, Abbott Laboratories, and Medtronic. His aerial photography business is operated on a limited, hobby basis outside of his advisory work. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm provides a wide range of investment advisory programs and managed solutions through a large network of financial advisors and branch offices across the United States.

Emily Stover is a Series 66-licensed financial advisor with Edward Jones in Norwalk, Iowa. She has 10 years of experience with the firm, having joined in 2016. 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, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large national network of financial advisors and branch offices.

Todd Lappe is a financial advisor with Edward Jones in Indianola, IA, holding Series 63 and Series 66 designations and 22 years of industry experience. He has been with Edward Jones since 2004. 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 under management and offers a range of advisory programs and investment strategies, operating under a fiduciary standard.

Griffin Hatten is a Series 66-credentialed financial advisor with 13 years of industry experience, currently serving at Ameriprise in Norwalk, Iowa. He has been with Ameriprise since 2013, including its prior affiliated entity Ameriprise Financial Services, Inc. Outside of his advisory role, Hatten umpires college baseball games for NCAA and NAIA and is involved in high school baseball as both an umpire and assistant coach. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service, which provides tailored retirement income planning advice based on proprietary investment research and algorithmic tools.

Kolby Moore is a Series 66-licensed financial advisor with Edward Jones in Indianola, IA, with eight years of industry experience. He has been with Edward Jones since 2017 and previously worked with Primerica, Triplett Lawn Care LLC, Lake Erie Crushers, and Home Improvers Inc. 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.

Joseph Schettler is a financial advisor with Edward Jones in Carlisle, IA, holding Series 63 and Series 66 registrations and 26 years of industry experience. He has been with Edward Jones since 1999. Outside of advising, Schettler owns and operates a farm in Carlisle. 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. The firm manages approximately $1.01 trillion in assets and has a nationwide network of more than 23,700 financial advisors.

Andrew Dietz is a financial advisor with Edward Jones in Carlisle, IA, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2015. 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 under management and offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, operating under a fiduciary standard.

Emily Bates is a financial advisor at Edward Jones with four years of industry experience. She holds the Series 66 designation and previously worked six years at Indianola Preschool. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a variety of advisory programs and investment solutions supported by a nationwide network of advisors and branch offices.

Lance Eddie is a CFP® professional with 17 years of experience in the financial services industry. He has been with Edward Jones since 2009. 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.

Kimberly Guilford is a financial advisor at Edward Jones with 11 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs and related services, operating under a fiduciary standard and supported by a network of over 23,000 financial advisors nationwide.

Eric Johnson is a financial advisor at Raymond James & Associates with 14 years of industry experience. He holds the Series 63 and Series 66 credentials and has worked at several firms, including Cetera Financial Specialists, Principal Securities, and Voya. Johnson is based in Norwalk, Iowa. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional and pension plans, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary solutions.

Kent Powgnas is a CFP® professional with 38 years of industry experience, currently serving as a financial advisor at LPL Financial since 2008. His prior roles include positions at Principal Financial Services and SII Investments, Inc. outside of his advisory work, he is involved with Legacy Asset Management, Inc. LPL Financial is a national broker-dealer and registered investment adviser providing advisory and brokerage services through a large network of representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions with a range of financial planning and investment management solutions.

Jason Siemens is a Certified Financial Planner™ (CFP®) with eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at the Indianola Police Department from 2006 to 2017. 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 advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Jaila Skinner is a Series 66-licensed advisor at Edward Jones with 23 years of experience at the firm, located in Carlisle, IA. She has worked exclusively with Edward Jones since 2003. 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 across the country.

Kevin Mullins is a financial advisor at Edward Jones in Norwalk, IA, holding a Series 66 designation. He has been with Edward Jones since 2023 and has prior experience at Daugherty Business Solutions, BJC HealthCare, and Cardinal Health. 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, including discretionary and non-discretionary strategies, and maintains a large national network of advisors and branch offices.

Cooper Schettler is a Series 66-credentialed financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he worked in various roles including positions at Renewal By Andersen and Carlisle High School. 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 options supported by a large network of financial advisors and branch offices across the United States.

David Suzzan is a financial advisor at Mass Mutual Investors Services with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at notable firms including Northwestern Mutual and Lenox Advisors. In addition to his advisory role, he serves as an insurance agent for individual and group life and health insurance through Lenox Advisors. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual planning relationships and offers a range of investment and planning programs, including specialized services such as divorce and estate-settlement planning.