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.

Elijah Wagner is a Series 65 licensed advisor at Greenstone Wealth Management with one year of industry experience. Prior to his advisory role, he worked in various positions including at Olive Garden and All State AG Parts. The firm serves individual and high-net-worth clients with portfolio management, financial planning, and tax preparation, emphasizing passive portfolio construction using low-cost index funds alongside technology-driven model portfolios and integrated tax services.

Julianna Burkholder is a financial advisor at Greenstone Wealth Management with a Series 65 credential. She has one year of industry experience and previously worked with the Forest City Chamber of Commerce and Bear Creek Golf Course. Greenstone Wealth Management serves individual clients, including high-net-worth households, offering investment management, financial planning, and tax-preparation services. The firm employs a primarily passive investment approach based on Modern Portfolio Theory, supplemented by automated and third-party portfolio solutions.

Taylor Wilson is a CFP® and holds a Series 66 license with eight years of experience in financial advising. He has worked at Greenstone Wealth Management since 2019 and previously held positions at Edward Jones and Wells Fargo. Greenstone Wealth Management serves individual clients, including high-net-worth households, offering investment management, financial planning, and tax-preparation services. The firm combines low-cost, passive portfolio strategies with automated and AI-driven models, providing discretionary and non-discretionary management along with access to third-party money managers.

Levi Rogeness is a financial advisor at Greenstone Wealth Management in Forest City, IA, holding a Series 65 designation with three years of industry experience. His work history includes multiple roles at Winnebago Industries and Kingland Systems. Greenstone Wealth Management serves individual and high-net-worth clients, offering investment management, financial planning, and tax-preparation services. The firm combines Modern Portfolio Theory–based passive allocations with AI-driven and third-party manager solutions to construct client portfolios.

Gregory Diamond is a financial advisor with Oasis Advisors in Forest City, IA, holding Series 63 and Series 65 licenses and has 15 years of industry experience. His prior roles include positions at Terra Wealth Management, Pfs Investments Inc, and Primerica Financial Services. He also works as an independent insurance agent on a part-time basis. Oasis Advisors offers portfolio management, financial planning, and pension consulting to individuals, corporations, and retirement plans. The firm manages approximately $278 million for nearly 5,000 clients using a discretionary approach that incorporates fundamental analysis, modern portfolio theory, and a variety of investment instruments including private placements and cryptocurrency.

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.

Bryan Dewhurst is a financial advisor at Oasis Advisors with 16 years of industry experience. He holds a Series 66 designation and has previously worked at Terra Wealth Management, Uncommon Wealth Partners, and Summit Financial Group. Dewhurst is also President and CIO of AlphaBit Investments, LLC, which sponsors and manages an ETF. Oasis Advisors provides portfolio management, financial planning, and pension consulting services to individuals, corporations, and retirement plans. The firm manages approximately $278 million for nearly 5,000 clients, utilizing a combination of fundamental analysis, modern portfolio theory, and quantitative methods to deliver discretionary investment management.

Andrew Kern is a financial advisor at OASIS Advisors with one year of industry experience. He holds a Series 65 designation and has prior work experience including roles at the University of Missouri and New Age Alpha LLC. OASIS Advisors offers portfolio management, financial planning, and pension consulting services to individuals, corporations, and retirement plans. The firm manages approximately $278 million using a range of investment strategies and instruments, including both traditional and alternative assets.

Johannes Shaw is a Series 65-licensed advisor at OASIS Advisors with one year of industry experience. Prior to joining OASIS Advisors, he worked at MBT Bank and held positions at Waldorf University and Grey College. OASIS Advisors is a team-based firm that provides portfolio management, financial planning, and pension consulting to individuals, corporations, and retirement plans. The firm manages a diversified range of investments using fundamental analysis, modern portfolio theory, and quantitative methods, serving nearly 5,000 clients without account minimums.

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.

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.

Joanne Brown is a financial advisor with Brookwood Investment Group, holding Series 63 and Series 65 licenses and having 12 years of industry experience. Her prior roles include positions at Redwood Private Wealth LLC, the U.S. Department of Defense, and Horter Investment Management. She is also president and insurance agent at Brown Financial Resources, where she conducts insurance and annuity sales. Brookwood Investment Group is a multi-advisor registered investment adviser managing approximately $1.06 billion for over 3,100 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services, utilizing a range of investment strategies and providing negotiable advisor-level fee arrangements.

Seth Weiland is a Series 65-licensed financial advisor with Bison Wealth, LLC and has one year of industry experience. He also works as a CPA at DK Arndt, where he prepares tax returns, financial statements, and handles tax planning. Bison Wealth serves a broad range of clients including high-net-worth individuals, family offices, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and ERISA retirement plan advice, featuring outcome-focused model portfolios that blend tactical and strategic allocations across various investment types.

Luke Ter Hark is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds Series 63 and Series 65 licenses and has five years of industry experience. Prior to joining Mutual of Omaha, he worked at Northwestern Mutual and Pharmacist Mutual Insurance Company. Outside of advisory services, he is involved in insurance sales focused on life, health, and annuity products and is a partner in a real estate development venture. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to a diverse client base including individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, third-party money manager programs, and retirement plan consulting, primarily through its network of Investment Advisor Representatives who utilize approved model portfolios and discretionary management strategies.

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.

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.

Natalie Swartout is a ChFC®-designated financial advisor at Edward Jones with 11 years of industry experience, all with the firm since 2015. She holds the Series 66 license and is based in Garner, IA. Outside of her advisory role, she serves as Vice President of JMS Plumbing LLC, assisting with bookkeeping and billing. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad spectrum, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, SMA access, and affiliated mutual funds, operating under a fiduciary standard.

Tony Conroy is a financial advisor at Ameriprise with eight years of industry experience. He holds the Series 66 designation and has previously worked at Edward Jones and First Citizens Bank. Ameriprise Financial Services is a large firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through a written Recommendation Report and ongoing advice. The firm’s approach includes asset allocation strategies and Social Security options, with a model that incorporates Ameriprise-managed assets and affiliated investment products.

Dustin Abels is a financial advisor with LPL Financial in Forest City, Iowa, holding Series 63 and Series 65 licenses and having 12 years of industry experience. He previously worked at Securities America Advisors and SII Investments, Inc. Abels operates a separate business under the name Abels Financial Services, Ltd. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, and charitable organizations, with a variety of advisory and brokerage services supported by research and model portfolios.

Kristian Lamont is a CFP® professional with 17 years of industry experience, currently with LPL Financial since 2021. He previously worked at Securities America Advisors and Securities America Inc from 2013 to 2021. Lamont is involved in a non-variable insurance agency and has a role with Financial Partners Insurance Agency in addition to his advisory work. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and corporations through a national network of advisers. The firm offers a range of advisory programs, financial planning, and consulting services with discretionary and non-discretionary management supported by LPL Research and third-party providers.

Nicole Schmelzer is a financial advisor at Ameriprise with eight years of industry experience. She holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2013. Schmelzer is also employed by Integrity Point LLC as a financial advisor on the Sales & Advice team. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and delivers these services through a centralized consulting team in partnership with client advisors.

Christopher Wessels is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2018 and has also worked with Summit Brokerage Services, Inc. since 2016. Cambridge Investment Research Advisors serves a diverse range of clients, including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services. The firm provides tailored investment strategies through a network of independent Financial Professionals and utilizes multiple custody platforms and proprietary as well as third-party model strategies.

Michael Hoffman is a CFP® professional with 26 years of industry experience, currently serving as a financial advisor at Edward Jones since 2021. His prior experience includes nearly two decades at Transamerica Investors Securities and a year at Brokers International Financial Services. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Tracy Farland is a financial advisor at Edward Jones in Clear Lake, IA, holding a Series 66 designation with 10 years of industry experience. She has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and investment options supported by a nationwide network of approximately 23,701 financial advisors.

Matthew Jennings is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 38 years of experience in the industry. He has previously worked at Securities America, Inc. and has been associated with MBT Investment Center for over three decades. Jennings is also an insurance agent specializing in life, long-term care, disability, and fixed annuities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and nonprofit organizations through a large national network. The firm offers a wide range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from multiple sources to support diversified investment strategies.

Amy Dixon is a Series 66-licensed financial advisor with nine years of industry experience, currently practicing at LPL Financial since 2021. Her prior roles include positions at Securities America Advisors, Thrivent Financial, Princor Financial Services Corporation, and Principal Life Insurance Company. She serves on the boards of the Wright on the Park and Good Shepherd Health Center nonprofit organizations in Mason City, IA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by model portfolios, research, and various investment strategies.

Spenser Rahm is a Series 66–licensed financial advisor with 15 years of industry experience. He has worked at LPL Financial since 2019 and previously spent 11 years with Edward Jones. Outside of his advisory work, he is also active as a musician in Clear Lake, Iowa. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm provides various advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by model portfolios and research from multiple sources.

Karla Wellik is a financial advisor at Ameriprise with seven years of industry experience. She holds a Series 66 designation and has worked at Ameriprise Financial Services since 2016. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes written recommendation reports and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Amy Ryan is a financial advisor at Edward Jones with Series 66 credentials and four years of industry experience. Prior to joining Edward Jones in 2021, she worked at 801 Chophouse and served in the United States Senate. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions supported by a nationwide network of over 23,700 advisors.

Troy Hall is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He has worked at LPL Financial since 2018 and previously spent nine years with Securities America Advisors. Hall also maintains ongoing involvement with MBT Investments, a business he has been associated with since 1998. LPL Financial serves a broad client base including individuals, retirement plans, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning services, and retirement plan consulting, utilizing both discretionary and non-discretionary management strategies supported by internal and third-party research.

Erica Tweeten is a financial advisor at Edward Jones in Clear Lake, IA, holding a Series 66 designation. She has one year of experience in financial advising and spent 24 years at Hormel Foods Corporation prior to joining Edward Jones. 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.

Brennan Swartout is a financial advisor with Edward Jones in Garner, IA, holding a Series 66 designation. He has been with Edward Jones since 2023, with previous work experience in various industries including retail and manufacturing. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a nationwide network of advisors and branch offices.

Kassidy Gillen is a financial advisor with Thrivent Investment Management in Garner, Iowa, holding a Series 66 designation and five years of industry experience. Prior to her current role, she worked at Thrivent Financial and has experience connected to Pine Lake State Park, Bunger Family Farm, and 502 Bar and Grill. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering both one-time and ongoing planning engagements. The firm emphasizes holistic, goal-based analyses and allows clients to combine planning with managed-account programs under consolidated billing while keeping the two services separate.