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.

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.

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.

Todd Chambers is a financial advisor with OSAIC holding a Series 66 designation and 19 years of industry experience. He has previously worked at SagePoint Financial and Woodbury Financial, Inc., and is the owner of an insurance agency. Chambers serves as a volunteer board member for Knoxville Hospital and Clinics and is a board member of Pine Knolls Golf Club. OSAIC Wealth, Inc. serves a diverse range of clients, including individual and high-net-worth investors, pension plans, and charitable organizations. The firm provides integrated brokerage and advisory services through multiple platforms, utilizing asset-allocation tools and third-party managed accounts to construct portfolios that may include various asset classes.

Wick Cunningham is a financial advisor at Osaic Wealth, Inc. with the Series 66 designation and one year of industry experience. His prior roles include positions at Cunningham Financial Services and various roles at Northwest Missouri State University. Osaic Wealth, Inc. serves a diverse range of clients including individuals, high-net-worth investors, corporations, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services utilizing asset-allocation tools, risk-tolerance assessments, and access to third-party money managers across a variety of investment options.

Joseph Cunningham is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. His prior roles include positions at USAdvisors Wealth Management, Securities America, Inc., and Iowa State Savings Bank. Outside of his advisory work, he coaches middle school girls track and field and serves on the Marion County Planning and Zoning Commission. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a broad network of affiliated advisors. The firm offers integrated brokerage and advisory services, using asset-allocation tools and third-party platforms to construct portfolios across multiple asset classes with discretionary or non-discretionary management options.

Janis Aldridge Harris is a financial advisor at Edward Jones in Knoxville, IA, holding a Series 66 designation with one year of industry experience. She has previously worked at Edward Jones, Peoples Savings Bank, US Bank Corp, and Community 1st Credit Union. Outside of her advisory role, she serves as Vice President of the Knoxville Community Choir, where she participates in board decision-making and concert planning. Edward Jones is a full-service wealth management firm serving both individual and institutional clients. The firm manages over $1 trillion in assets through a nationwide network of more than 23,000 advisors and offers a range of investment strategies and affiliated services under a fiduciary standard.

Stephanie Vickroy is a Series 66-registered financial advisor with Edward Jones, based in Knoxville, Iowa. She has two years of industry experience and has been with Edward Jones since 2025. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a large nationwide network of financial advisors and branch offices.

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.

Matthew Kissinger is a financial advisor with Edward Jones in Knoxville, IA, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, he owns a vacation cabin in Eldora, IA. 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 nationwide network of more than 23,700 advisors.

Leroy Franck III is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and bringing 33 years of industry experience. His prior work includes nearly a decade at Ameriprise Financial Services and over 20 years operating LL Franck & Co dba H&R Block, where he provides income tax preparation and accounting services. He also serves as a notary public. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a nationwide network of over 10,000 independent advisors, serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services through multiple program structures and a multi-manager platform.

James Wilterdink is a financial advisor with LPL Financial and holds Series 63 and Series 65 licenses. He has 21 years of industry experience, including roles at LPL Financial since 2015 and previously at Vision Point Advisory Group. Outside of his advisory work, he is an owner of X Factor Labs LLC, a vitamin and supplement business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs with discretionary and non-discretionary management, supported by in-house and third-party research and technology.

Adam Norris is a financial advisor with Edward Jones in Knoxville, IA, holding Series 63 and Series 66 credentials and 22 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, Norris is involved in farming operations in Mahaska County as a partner and owns a farm in Knoxville. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Kevin Wadle is a financial advisor at OSAIC with 25 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at OSAIC since 2018, following positions at Signator Investors, Inc. and his own financial services and CPA firms. Outside of his advisory work, he serves as head coach of the boys’ high school tennis team in Knoxville, Iowa, and is vice president of the Knoxville Panther Scholarship Foundation. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services, financial planning, retirement plan consulting, and access to third‑party money managers. The firm utilizes asset‑allocation tools, risk‑tolerance assessments, and automated rebalancing in constructing diverse portfolios that may include stocks, bonds, mutual funds, ETFs, and alternative investments.

Matthew Mc Culla is a financial advisor at Ameriprise with 23 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves as treasurer on the board of the Pella Preservation Trust and guides pheasant hunting and lodge rentals as a consultant for South Dakota Pheasant Ventures LLC. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides retirement planning advice focused on income sources and tax-aware withdrawal strategies. The firm’s approach includes a centralized service team producing written Recommendation Reports using proprietary research and third-party data.

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.

Kerry Garcia is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Edward Jones since 2003. Based in Knoxville, IA, she holds Series 63 and Series 66 licenses. Outside of her advisory role, Kerry teaches yoga twice weekly at PowerLife, a studio in Des Moines, IA, and serves as secretary and investment committee member of the Knoxville Heritage Community Foundation. 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, offering a range of advisory strategies, affiliated mutual funds, and tax-efficient services through a nationwide network of more than 23,700 financial advisors.

Kelly Shives is a Series 66-licensed financial advisor with Edward Jones, based in Knoxville, Iowa. She has been with Edward Jones since 2004 and has over 10 years of industry experience. Outside of her advisory role, she is associated with community entities including Pleasant Ridge Cemetery in Knoxville. 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 affiliated investment options, supported by a nationwide network of over 23,700 advisors.

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.

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.

Darin Graber is a financial advisor with Primerica Advisors in Monroe, IA, holding Series 63 and Series 65 licenses and with 19 years of industry experience. His work history includes ten years with Steve Ver Meer and over 20 years with PFS Investments Inc. and Primerica Financial Services. Outside of advising, he is involved in the sale of loan products and referrals for home security and automation services through affiliated companies. Primerica Advisors serves primarily individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that relies on model-driven strategies managed by third-party asset managers and provides advisory services through a large network of advisors.