Amy De Haai is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and 18 years of industry experience. Her prior experience includes roles at U.S. Bancorp Investments, Inc. and LPL Financial. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting using a combination of passive and active investment strategies guided by an internal Investment Committee.

Deborah Jackson is a financial advisor at OSAIC with 40 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Royal Alliance Associates since 2016 and previously at Investment Advisors Corp from 1999 to 2016. She is also involved in volunteer leadership as President of the Lutheran Women Mission League, where she helps organize fundraisers and coordinate funeral services for church members. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, utilizing firm-provided tools and third-party solutions to construct and manage portfolios tailored to client needs.

Mitch Seiberling is a financial advisor at Edward Jones with six years of industry experience, including seven years at Edward Jones and nine years at Estes Express Lines. He holds a Series 66 designation. Outside of his advisory role, he is involved in managing and auditing the books for Seiberling Real Estate Group LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with a focus on providing a range of advisory services through a large network of financial advisors and branch offices nationwide.

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.

George Wells is a financial advisor with Charles Schwab in Newton, Iowa, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He previously worked at USAA Financial Planning Services and its related entities from 2013 to 2020 before joining Charles Schwab in 2020. Outside of his advisory role, he creates and posts non-financial content on TikTok focusing on religious and political topics. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary advisory services and access to discretionary separately managed accounts. The firm is notable for its scale and integrated structure, serving a large client base with centralized custody and brokerage services.

Jesse Mason is a financial advisor at Edward Jones with two years of industry experience. He previously worked for S. Josephs & Sons for 15 years. Outside of his advisory role, Jesse is a part owner of an in-home daycare business operated by his wife. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.

Kaden Miedema is a financial advisor with Edward Jones in Newton, IA, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, he worked at McKay Group and Woodbury Financial Services INC. He has a background that includes work at the City of Pella and experience as a full-time student. 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 advisory programs and investment strategies supported by a nationwide network of financial advisors and branch offices.

Zachary Daly is a financial advisor with Thrivent Investment Management based in Newton, IA. He holds the Series 66 designation and has recently entered the industry with experience beginning in 2024. Prior to his current role, he worked in insurance services and held various positions outside of finance. Daly is also the owner of a DJ and event entertainment business called CatSmile Entertainment and serves as a Notary Public. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without discretionary portfolio management. The firm emphasizes holistic planning across a range of topics and offers clients the option to combine planning with managed-account programs under a consolidated billing structure.

Mark Allen is a financial advisor with Edward Jones in Newton, Iowa, holding Series 63 and Series 66 credentials and totaling 21 years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory role, he serves as an 8th grade football coach for the Newton Community School District and is an inventor with a recently patented product related to The Moose Fireplace/Grill. 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.

Travis Padget is a financial advisor at Edward Jones in Newton, Iowa, with 12 years of industry experience. He holds the Series 66 designation and has been with Edward Jones for his entire professional career. Outside of his advisory role, he serves as a director on the Newton Community School District board, overseeing finances and district development. Edward Jones is a full-service wealth management firm serving a broad range of clients through a large network of advisors and branch offices, offering various advisory programs and affiliated investment products.

Nathan Milone is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Edward Jones since 2015. He holds the Series 66 designation and is based in Newton, IA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of investment strategies and affiliated services through a nationwide network of approximately 23,701 financial advisors.

Brendan Lamont is a CFP® with 19 years of industry experience, all spent at Edward Jones since 2007. He is based in Newton, Iowa and holds the Series 66 license. Edward Jones is a full-service wealth management firm serving more than four million clients, including individuals, institutions, and charitable organizations. 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, operating under a fiduciary standard.

Noah Allen is a Series 66-licensed financial advisor with Edward Jones in Newton, IA. He joined Edward Jones in 2024 and has prior experience in education, including roles at Central College and Mount Marty University. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Robert Mccarey is a financial advisor with LPL Enterprise, holding a Series 66 designation and 18 years of industry experience. His prior work includes roles at Principal Securities, Principal Life Insurance Co, and Birchcorp Financial. He is also a notary public with Birch Corp LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm uses model-driven investment implementation and offers access to third-party asset managers alongside financial planning and consulting services.