Andrew Russell is a financial advisor at Russell Wealth Advisors with 8 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Russell Wealth Advisors since 2017, as well as with LPL Financial and Russell Wealth Management. Russell Wealth Advisors serves individual and high-net-worth clients, trusts, estates, and business entities by providing discretionary asset management, standalone financial planning, and consulting engagements. The firm uses a combination of fundamental, technical, and cyclical analysis for portfolio management and offers tailored solutions that consider special tax and stock-related situations.

Gary Russell is a financial advisor at Russell Wealth Advisors with 43 years of industry experience. He holds a Series 63 designation and has worked with LPL Financial for over 30 years before joining Russell Wealth Advisors in 2017. Russell Wealth Advisors is a small firm with three advisors managing approximately $91 million for about 119 clients, primarily individual and high-net-worth households. The firm provides discretionary asset management and financial planning services, using a combination of fundamental and technical analysis alongside strategic and tactical asset allocation to tailor portfolios.

Adam Russell is a financial advisor at Russell Wealth Advisors in Boone, Iowa, with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at LPL Financial since 2007. Outside of advisory services, he is a business owner of Timberline Cabinet Supply Company LLC, a woodworking supply company. Russell Wealth Advisors serves primarily individual and high-net-worth households, managing approximately $91 million across three advisors. The firm combines fundamental and technical investment methods with strategic and tactical asset allocation to tailor portfolios, offering discretionary asset management as well as hourly and one-time financial planning services.

Pierce Kienitz is a financial advisor at First Heartland Consultants, Inc. with a Series 66 designation. He has been with the firm since 2026 and has experience working at the University of Iowa and in education roles at various schools from 2015 to 2023. First Heartland Consultants provides investment advisory and financial planning services to individuals, businesses, and retirement plan participants. The firm offers personalized asset management, third-party asset management services, and a model-based self-directed brokerage account program, utilizing a blend of fundamental, technical, and cyclical analysis along with both strategic and tactical asset allocation.

Troy Thompson is a CFP® professional with 37 years of industry experience, currently serving at First Heartland Consultants, Inc. in Boone, IA. He has been with First Heartland Capital Inc since 2002. Thompson is a volunteer member of the Boone County Hospital Board of Trustees. First Heartland Consultants provides advisory services to a diverse client base, including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm offers financial planning, model-based management for self-directed 401(k) accounts, asset management, and third-party asset management solutions through a network of independent investment adviser representatives.

Gabe Bowers is a financial advisor with J.W. Cole Advisors, Inc. He holds the ChFC® designation and has 24 years of industry experience. Bowers has worked at J.W. Cole Advisors since 2022 and previously at Osaic Wealth, Inc. and Signator Investors, Inc. He serves as a board member and secretary of the Boone Education Endowment Fund and is involved in local community organizations including Boone County Economic Growth and Boone/Story I-Club. J.W. Cole Advisors operates a large network of independent advisers and offers fee-based portfolio management, financial planning, retirement plan services, and access to multiple investment platforms and third-party managers for individual, high-net-worth, and institutional clients. The firm employs a combination of fundamental and technical analysis and provides both discretionary and non-discretionary account management options.

Kirk Tokheim is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and 26 years of industry experience. His prior roles include positions at AE Financial Services, LLC, AE Wealth Management, LLC, and Waddell & Reed Inc. Outside of finance, he has engaged in woodworking through his business, Station 4 Woodworks. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base including individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers managed account programs, ongoing consulting, and fee-based management of variable annuity and variable universal life subaccounts, supported by a structured Investment Committee and multiple custodial platforms.

Samuel Byriel is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2020. Prior to his current role, he was involved in service business ownership and operated Byriel Window Washing. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households and corporate entities. The firm offers a variety of advisory programs and investment strategies supported by a large nationwide network of advisors and branches.

Roseann Johnson is a financial advisor with Cambridge Investment Research Advisors holding a Series 66 designation and three years of industry experience. She previously worked at Peraton for over three decades before joining Cambridge. Johnson volunteers in customer experience roles outside of her advisory work. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, and charitable organizations, offering financial planning and investment management through a network of independent professionals. The firm provides multiple investment platforms and a variety of discretionary and non-discretionary strategies tailored to client objectives.

Adam Good is a financial advisor with LPL Financial in Ogden, Iowa, holding a Series 66 designation and 18 years of industry experience. Prior to joining LPL Financial in 2017, he spent 11 years with Investment Centers of America. He is also co-owner of GOOD ONE, LLC, a local office building in Ogden. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Shawn Shindelar is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial, he worked at Goodwealth Financial Partners and RE/MAX Real Estate Center. He also holds a notary commission in Ames, Iowa. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing various portfolio strategies and supporting tools.

Keith Berg is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He worked at Investment Centers of America, Inc. for 28 years before joining LPL Financial in 2017. Outside of his advisory role, he is a co-owner of an office building in Ogden, Iowa. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, with advice and account management provided by a large network of investment adviser representatives.

Colette Gunhus is a financial advisor with Ameriprise in Boone, IA, holding Series 63 and Series 65 licenses and 27 years of industry experience. She previously worked at TIAA and TIAA-CREF from 2009 to 2017 before joining Ameriprise Financial Services Inc and later Ameriprise. Outside of her advisory role, she is an owner of Cyrish Properties LLC, a real estate business. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary retirement recommendations through a centralized consulting team.

Perry Overton is a CFP® with 13 years of experience in the financial industry. He has been with Edward Jones since 2013. Outside of advising, he is involved in managing an LLC focused on the general maintenance and oversight of real estate properties. 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, including discretionary and non-discretionary investment strategies, and operates under a fiduciary standard.

Shellie Grabau is a CFP® professional with 12 years of industry experience. She has been with Edward Jones since 2013. 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 and operates under a fiduciary standard.

Samantha Stephens is a financial advisor with LPL Financial in Ogden, Iowa, holding a Series 66 designation and four years of industry experience. Prior to joining LPL Financial in 2017, she worked at Investment Centers of America from 2013 to 2017. In addition to her advisory role, she has been involved in managing the Functional Chiropractic Clinic since 2011. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with a broad range of strategic and tactical investment options.

Beth Williams is a financial advisor with Wells Fargo Clearing, holding Series 63, 65, and 66 licenses and 27 years of industry experience. She has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors LLC from 2011 to 2016. Outside of her advisory role, she serves as a finance council member at St. Rose of Lime/Sacred Heart Church in Denison, Iowa. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Alyson Price is a financial advisor with Edward Jones in Boone, IA, holding a Series 66 designation. She has been with Edward Jones since 2021 and has a background that includes five years of experience in the salon industry and a brief role in child care. Edward Jones is a full-service wealth management firm serving both individual and institutional clients. The firm manages over $1 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.

Kevin Hanson is a financial advisor with Edward Jones in Boone, IA, holding CFP® and Series 66 credentials and seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at State Farm Insurance from 2014 to 2018. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs with discretionary and non-discretionary strategies, supported by a large nationwide network of financial advisors and branch offices.