Daniel Gabrielson is the managing member and sole advisor at DrG Financial, LLC, holding a Series 65 designation with one year of experience in financial advising. He has a long-standing career as an OBGYN and owner of Gabrielson Clinic for Women since 2009. DrG Financial provides financial planning and consulting services to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm follows a value-oriented, long-term investment approach and typically recommends third-party money managers for discretionary asset management rather than directly managing client assets.

Brian Blankenburg is a financial advisor at Wilon Wealth Management with 10 years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Bank of the West and BancWest Investment Services. Outside of his advisory role, he is involved in personal real estate investing with family and friends. Wilon Wealth Management is a team-based registered investment adviser serving individual and high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm provides comprehensive wealth management services focused on diversified asset allocation portfolios tailored to clients’ goals, time horizons, and risk tolerances.

Richard Ryan is a Series 66-credentialed financial advisor with 16 years of industry experience. He is affiliated with RDA Financial Network and has held roles at United Planners Financial Services, RJR & Associates LLC, and Yantis and Associates Financial Advisors. Outside of his advisory work, he serves as treasurer on the board of directors for a nonprofit club baseball organization. RDA Financial Network serves both individual and institutional clients, offering investment management, financial planning, and retirement-plan advisory services. The firm utilizes a combination of discretionary portfolio management, third-party sub-advisors, and proprietary strategies overseen by a Wealth Management Committee.

Brandon Conway is a financial advisor with Principal Advised Services holding Series 63 and Series 66 licenses and 19 years of industry experience. He has worked with Principal Financial Services, Principal Life Insurance Company, and Principal Bank, currently serving as an AVP in Advice, Education & Sales and as a Retirement Consultant. His role includes providing one-on-one investment advice to retirement plan participants regarding distribution options. Principal Advised Services delivers 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, leveraging a combination of third-party methodologies and proprietary models supported by its affiliation with Principal Financial Group entities.

Robert Talbot is a financial advisor with Gradient Advisors, LLC, holding Series 63 and Series 65 licenses and seven years of industry experience. He has worked at Gradient Advisors since 2021 and has prior experience with Ocean Crest Investments and Park Avenue Securities. Talbot is also the Executive Director of Josiah White's Quakerdale Foundation, a nonprofit that grants funds aligned with the founder’s mission. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through third-party money managers and Investment Advisor Representatives, using a largely non-discretionary model that incorporates tools such as the Color of Money Risk Analysis and a blend of fundamental, technical, and cyclical portfolio analysis.

Todd Leet is a financial advisor at Concorde Asset Management, LLC with nine years of industry experience. He previously worked at Thrivent Financial for six years and has served on the board of the Mason City Chamber of Commerce, where he holds the role of DVP of Membership and Community. Additionally, he is a foundation board member at One Vision, contributing to strategic leadership and community outreach. Concorde Asset Management provides portfolio management and financial planning services to individuals, high-net-worth households, corporations, and retirement-plan clients. The firm employs model-based strategies across proprietary and third-party platforms, offering discretionary and non-discretionary management along with ERISA retirement-plan advisory services.

Shadi Mubaidin is a financial advisor at Sound Income Strategies, LLC with eight years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Edward Jones and Wells Fargo Bank, N.A. Sound Income Strategies is a fee-based investment adviser serving individuals, corporate and pension clients, other registered advisors, and retirement plans. The firm focuses on fixed-income and income-oriented strategies, integrating fundamental and technical analysis, and offers specialized services including family-office and special-needs planning.

Scott Etzel is a financial advisor with Independent Wealth Network, Inc. in Clear Lake, Iowa, holding a Series 66 designation and 17 years of industry experience. Prior to joining Independent Wealth Network in 2020, he worked at BFC Planning, Inc. and Securities Management & Research, Inc., as well as a broker-dealer firm. He serves as a board member and secretary for the Iowa Firm Foundation, a nonprofit that funds educational programs. Independent Wealth Network provides advisory services to individuals, trusts, pension and profit-sharing plans, estates, charitable organizations, and corporations. The firm offers discretionary portfolio management, financial planning, access to third-party managers, and support for held-away accounts, tailoring strategies to client goals through fundamental and technical analysis, trading, and the use of overlay managers.

Amanda Johnston is a Series 65-licensed financial advisor at Sound Income Strategies, LLC with seven years of industry experience. She has worked previously at Trustworthy Financial LLC, Johnson Wealth and Income Management, and City Savings Bank. Her activities include the sale of fixed insurance and annuities through Trustworthy Financial LLC, where she dedicates the majority of her business hours. Sound Income Strategies is a fee-based investment adviser serving a diverse client base including individuals, corporate and pension clients, and retirement plans. The firm focuses on fixed-income and income-oriented strategies, combining fundamental and technical analysis with active portfolio management and offers specialized services such as family-office and special-needs planning.

Lacey Gibson is a financial advisor with Sound Income Strategies, LLC, holding Series 63, 65, and 66 credentials and five years of industry experience. Gibson’s work history includes roles at Northwestern Mutual and Principal Securities, Inc. among others. Sound Income Strategies is a fee-based investment adviser serving individuals, corporate and pension clients, other registered advisors, and retirement plans. The firm focuses on income-oriented strategies with active management of fixed-income portfolios and offers services including asset management, financial planning, insurance planning, and ETF sub-advisory.

Rachael Swanson is a financial advisor with Commonwealth Financial Network in Mason City, IA. She holds a Series 66 designation and has three years of industry experience. Her prior work includes roles at JP Wealth Advisors, NSB Bank, and First Citizens Bank. Outside of advising, she is also licensed as a residential real estate sales agent with Kelly Real Estate of North Iowa, LLC. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs, including discretionary model portfolios and customized investment solutions, while providing operational, compliance, and practice-management support to affiliated advisors.

Brent Willis is a financial advisor with Principal Financial Services in Mason City, IA, holding Series 63 and Series 65 credentials and having 12 years of industry experience. He has worked with Principal Securities Inc. since 2016 and previously spent a year at Feller & Associates. Outside of his advisory role, Willis co-manages an LLC with his spouse that invests in and manages commercial real estate properties. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charities, corporations, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.

Melissa Schuchard is a financial advisor with Principal Financial Services, holding a Series 66 designation and 25 years of industry experience. She has worked at Principal Securities Inc. since 2016 and at Principal Life Insurance Company since 1988. She also serves as a Bank/Trust Officer with Principal Bank and Principal Trust Company, supporting retirement plan account relationships. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Charles Frein is a financial advisor at Principal Financial Services with 16 years of industry experience. He holds the Series 66 designation and has been with Principal Securities Inc. since 2016. He also has over two decades of experience with Principal Life Insurance Co. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel residing abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Mark Lehmann is a Series 66-credentialed financial advisor with Principal Financial Services, based in Mason City, IA. He has 25 years of industry experience, including roles at Principal Securities Inc. since 2016 and Principal Life Insurance Co. since 1993. Outside of his advisory work, he serves as Treasurer for Trinity Lutheran Church in Mason City, managing the church’s budget and financial reporting. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and referral arrangements.

Staci Gaiser is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 24 years of industry experience. She has worked with firms including Ameriprise and Ke Wealth Advisors. Outside of finance, she is the owner of Winding Rivers Publishing, LLC and the author of several books, including *Heart in Pieces*, *Heart on Fire*, and *Heart of Steel*. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and services along with operational, trading, technology, and compliance support. The firm offers discretionary model portfolios and multiple program structures, including personalized indexing and strategist solutions.

Kristin Andrews is a financial advisor with Principal Financial Services, holding a Series 66 designation and with 28 years of industry experience. She has worked at Principal Securities since 2016 and at Principal Life Insurance Company since 1993. Andrews also serves as a bank/trust officer at Principal Bank/Principal Trust Company, supporting retirement account relationships across multiple business lines. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and corporations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Jeremy Peters is a financial advisor with Commonwealth Financial Network in Mason City, IA, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has worked at JP Wealth Advisors since 2018, where he is also the owner, and previously held roles at Cetera and First Citizens National Bank. Outside of his advisory work, Peters is a pilot with North Iowa Air Service. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs, operational support, and investment management services, including discretionary model portfolios and personalized indexing options.

Laura Norcross is a financial advisor with Principal Financial Services in Mason City, IA, holding a Series 66 designation and 25 years of industry experience. She has been with Principal Life Insurance Company and Principal Securities Inc. since 2016. Outside of her advisory role, she is a co-owner and partner in farm land LLCs and assists with the management and maintenance of a condominium property. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. The firm’s advisory approach includes financial planning, retirement plan consulting, and access to third-party money manager programs under advisory and promoter arrangements.

Mark Ellis is a financial advisor with Principal Financial Services in Nora Springs, IA, holding a Series 66 designation and bringing 25 years of industry experience. He has worked at Principal Life Insurance Co. since 2001 and Principal Securities Inc. since 2016. Ellis also serves as a bank officer for Principal Bank and Principal Trust Company, supporting retirement plan account relationships across multiple service areas. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.