Tanner Utley is a financial advisor with VisionX Wealth Partners in Fort Dodge, IA, holding a Series 66 designation and 10 years of industry experience. His career includes roles at Nielsen Financial Management, Royal Alliance Associates, and Ameritas Investment Corp. He serves on the boards of the Fort Dodge Country Club and Unity Point Health - Trinity and is an assistant wrestling coach at Fort Dodge Senior High School. VisionX Wealth Partners is an independent registered investment adviser providing wealth management, financial planning, and retirement-plan advisory services to individuals and corporate clients. The firm employs a client-directed investment approach using modern portfolio theory and various analytical methods, managing over $64 million in discretionary assets through a sponsored wrap fee program.

Mark Chingren is a ChFC® credentialed advisor with 39 years of experience, currently affiliated with SPC. He has worked at Parkland Securities since 2014 and has longstanding roles with Transamerica Life Companies and Chingren Agency dating back to 1983. Outside of his advisory work, he is president and sole owner of Chingren Agency, Inc. and Chingren Financial Advisors, Inc., both insurance businesses, and manages his parents' farm on a limited basis. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, financial planning, and ERISA-related retirement services through a network of over 460 advisers managing approximately $5.66 billion in assets.

Cole Jaeschke is a financial advisor with LPL Financial in Fort Dodge, IA, holding a Series 66 designation and 10 years of industry experience. His career includes roles at Edward Jones, Royal Alliance Associates, and multiple financial services firms. Outside of advising, he is involved in several family and business ventures, including ownership of a family farm and an industrial mechanic services business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a broad network of representatives to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management solutions, utilizing both proprietary and third-party investment strategies.

Gabriel Pettit is a financial advisor at Edward Jones with eight years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2017, following a one-year role at Liguria Foods, Inc. 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 solutions, managing approximately $1.01 trillion in assets through a large nationwide network of advisors and branch offices.

Michael Vought is a financial advisor at Ameriprise in Fort Dodge, IA, holding a Series 66 designation with three years of industry experience. Prior to joining Ameriprise, he worked for Heartland Sales & Fundraising for seven years. He serves on the board of R.I.V.E.R. Development, Inc. as Treasurer. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Douglas Marine is a financial advisor with Ameriprise in Fort Dodge, IA, holding Series 63 and Series 66 registrations and bringing 20 years of industry experience. He has been with Ameriprise and its affiliate firms since 2008. Outside of his advisory work, Marine serves as a council member on the Knierim City Council and is involved with the local nonprofit FISH2O. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides personalized retirement-income planning advice based on comprehensive investment research and third-party data.

Ryan Kent is a financial advisor with Edward Jones in Fort Dodge, IA, holding the CFP®, ChFC®, and Series 66 designations. He has 11 years of industry experience, all with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households across wealth levels, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets, offering discretionary and non-discretionary investment strategies, separately managed accounts, affiliated mutual funds, and tax-efficient services, operating under a fiduciary standard.

Kaden Mc Clintock is a financial advisor with OSAIC based in Fort Dodge, IA. He holds a Series 66 designation and has eight years of industry experience. Prior to joining OSAIC, he worked at Woodbury Financial Services, Ameriprise Financial Services, and Northwestern Mutual. Outside of his advisory role, Mc Clintock is involved in community activities including serving as a high school wrestling coach, president of a youth wrestling nonprofit, and treasurer for a local young professionals organization. OSAIC serves a diverse client base of retail and institutional investors, offering integrated brokerage and investment advisory services through a broad network of affiliated advisors. The firm employs asset-allocation tools and third-party platforms to construct and manage portfolios across various asset classes.

John Nielsen is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Ameriprise since 2024. He previously worked at Nielsen Financial Management, LPL Financial, and Visionpoint Advisory Group, LLC. Nielsen is also involved with FISH20, LLC as an associate financial advisor. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Scott Julius is a financial advisor with OSAIC based in Fort Dodge, Iowa. He holds a Series 66 designation and has four years of industry experience. Prior to joining OSAIC in 2024, he worked at Woodbury Financial Services Inc. and has been involved in agricultural operations through his ownership of S & K AG Inc., a farming S-corp specializing in corn and soybeans. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charities. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and multiple investment platforms to deliver customized portfolio management.

Edward Doyle is a financial advisor with LPL Financial in Fort Dodge, Iowa, holding a Series 66 designation and six years of industry experience. His prior experience includes roles at Royal Alliance, Central Financial Group, Bankers Life, and nearly a decade at Fort Dodge Country Club. Outside of advising, Doyle works as a basketball referee in Boone, Iowa. 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 a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by extensive technology and a broad network of over 22,800 advisors.

Shelley Magnani is a CFP® professional with 34 years of industry experience, currently affiliated with LPL Financial since 2004. Prior to joining LPL, she worked at Envestnet Portfolio Solutions, Inc. from 2003 to 2004. She also serves as a Story County Auditor and Commissioner of Elections in Iowa. 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 a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies with a focus on providing advisory and brokerage services through its extensive network of investment adviser representatives.

Tracy Crimmins is a financial advisor with OSAIC based in Fort Dodge, IA, holding Series 63 and Series 65 licenses and possessing 16 years of industry experience. Prior to joining Royal Alliance Associates, Inc. in 2018, Crimmins worked at Signator Investors, Inc. from 2016 to 2018. Outside of advisory work, Crimmins serves as Vice President of Preserve Fort Dodge, a nonprofit focused on salvaging and repurposing historic buildings in the city, and participates in the finance committee for Holy Trinity Parish and St. Edmond Catholic Schools. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations through a network of affiliated advisers. The firm offers integrated brokerage and advisory services with various investment platforms and third-party manager access, employing asset-allocation tools and automated rebalancing to construct customized portfolios.

Brennan Fehr is a financial advisor at Edward Jones with a Series 66 license and two years of industry experience. Prior to joining Edward Jones, he worked at Rob-See-Co, LLC and Federal Hybrids, Inc. Fehr is a partner and board member of CompassAg, Inc., a company related to his former employer that holds farm ground and commercial buildings. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary managed solutions, SMAs, and affiliated mutual funds, supported by a large network of financial advisors and branches nationwide.

Benjamin Egli is a financial advisor with LPL Financial in Fort Dodge, Iowa. He holds a Series 66 designation and has been working in the industry since 2026. Prior to his current role, he was involved with Full Swing Financial Planning and has experience in entrepreneurial ventures such as Yachtmen Boat Cleaning and Bison Roofing LLC. 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 a variety of advisory and brokerage services, including model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Matthew Jens is a financial advisor with Morgan Stanley in Fort Dodge, Iowa, holding a Series 66 designation and 14 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2013. Jens serves as a board member of the Gilbert Education Foundation in Gilbert, Iowa. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individual and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market simulations.

Timothy Kraayenbrink is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and totaling 38 years of industry experience. Prior to joining OSAIC in 2024, he spent 17 years at Woodbury Financial Services. Kraayenbrink serves as an Iowa State Senator and is president of K-Brink, Inc. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and advisory services with a range of portfolio management tools, including access to third-party money managers and unified managed accounts.

Kole Petersen is a financial advisor with LPL Financial in Fort Dodge, Iowa, holding Series 63 and Series 66 licenses, with 19 years of industry experience. His prior roles include positions at Royal Alliance Associates, Sii, and Principal Funds Distributor, Inc. Petersen maintains an ownership interest in Petersen Financial Planning LLC, a separate business entity for tax and investment purposes. 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, providing advisory services through a large network of representatives using a variety of strategic and tactical investment approaches.

Baileigh Ashbrook is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and six years of industry experience. Prior to joining LPL in 2023, she worked at several firms including Petersen Financial LLLC Planning, Royal Alliance, and Central Financial Group. Outside of advisory services, she has engaged in entrepreneurial activities such as operating a Tropical Smoothie Cafe in Fort Dodge. 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, portfolio management, and institutional platforms, supporting advisors with research and operational tools while overseeing over $819 billion in discretionary assets.

Andrew McCarville is a financial advisor with OSAIC, holding CFP® and ChFC® designations and six years of industry experience. He has previously worked at Woodbury Financial Services and Farm Bureau Financial Services and founded McCarville Financial Network. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of advisers and multiple advisory platforms. The firm employs a range of asset-allocation tools and offers integrated brokerage, financial planning, and third-party managed account solutions.

Richard Mccarville is a financial advisor at OSAIC with 34 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining OSAIC in 2024, he worked for Woodbury Financial from 2006 to 2024. Mccarville is involved in several outside business activities, including serving as president of Bee Jay Corp and as a silent owner of a hunting and fishing lodge in South Dakota. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services supported by various platforms and uses asset-allocation tools, risk tolerance questionnaires, and third-party manager access to construct customized portfolios.

Nicholas Topp is a financial advisor with LPL Financial in Fort Dodge, Iowa. He holds a Series 66 designation and has four years of experience at LPL following six years at CyHawk Hospitality. His business activities have included roles as a public notary and involvement in private mortgage lending. 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 a range of advisory services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced research and operational tools.

Cierra Walding is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. She previously worked with Ameriprise Financial Services, Inc. for 10 years. Outside of her advisory role, Walding is co-owner of a tax preparation firm and serves as president of the Women's Empowerment Network board of directors. Ameriprise offers retirement-income planning services aimed at individuals nearing or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations primarily for clients holding assets in Ameriprise-managed accounts.