James McNaughton is a CFP® professional with 21 years of industry experience, currently serving at Momentum Independent Network Inc. since 2009. He holds the Series 66 designation and operates out of Storm Lake, IA. Outside of his advisory role, McNaughton is involved in insurance and fixed annuity sales through separate business activities. Momentum Independent Network serves a diverse client base, including individual, high-net-worth, charitable, corporate, institutional, and banking/thrift clients. The firm provides investment advisory programs, managed accounts, financial planning, retirement plan consulting, and brokerage services, utilizing third-party managers and integrated platforms for investment management and account administration.

Aaron Mcnaughton is a financial advisor at Momentum Independent Network Inc. with one year of industry experience. He holds the Series 66 designation and previously worked for Prince Manufacturing for 28 years. Momentum Independent Network Inc. serves individual, corporate, and institutional clients with investment advisory, portfolio management, financial planning, and brokerage services. The firm offers a range of managed account programs and combines multiple investment approaches, including asset allocation, quantitative, fundamental, and technical analysis, while integrating broker-dealer operations with banking and municipal advisory capabilities.

Alan Kutsch is a financial advisor at Cetera Planning Partners with 12 years of industry experience. He has held various roles within Cetera and Avantax firms since 2021 and previously worked at HK Financial Services from 2012 to 2021. He holds Series 63 and Series 65 licenses. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm offers additional services such as tax planning, bookkeeping, payroll support, and estate planning through a third-party provider, with an investment approach centered on diversified mutual fund and ETF allocations tailored to client objectives and risk tolerance.

Ted Ramaekers is a financial advisor with Principal Financial Services and holds Series 63 and Series 65 licenses. He has three years of industry experience, including roles at Principal Securities Inc and Principal Life Insurance Company since 2022, and prior experience at American Home Shield. Outside of his advisory work, he is a part-owner of KTM ROCKS LLC, a band-related LLC. 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.

Steven Culp is a financial advisor with Principal Financial Services, holding CFP®, Series 63, and Series 65 designations and bringing 41 years of industry experience. He has worked at Principal Securities Inc. since 2016 and has been involved with Olsen-Culp, Inc. and Principal Life Insurance Company since 2014. Outside of his advisory work, he serves as a board member of Bethel Baptist Church. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel stationed abroad. The firm offers financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions, utilizing various adviser and promoter arrangements.

Cole Collison is a financial advisor with Principal Financial Services and holds a Series 66 designation. He has two years of industry experience, including previous roles at F&G and Principal Life Insurance Company. His background includes work with Iowa State University and Kuemper Catholic High School. 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 asset allocation and separately managed accounts.

Matt Ramaekers is a financial advisor with Principal Financial Services, holding CFP® and ChFC® designations and over 37 years of industry experience. He has been associated with Principal Life Insurance since 1998 and Princor Financial Services Corporation since 1989. Outside of his advisory work, he is the owner of MaGIC Ag Ventures, LLC and is involved in group benefit and individual medical insurance sales. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty U.S. military personnel 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.

Chad Halder is a CFP® professional with 16 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. He has previously worked at Broker Dealer Financial Services Corp. and has also held a long-standing role at Citizens First National Bank. Halder serves as a trust officer at Citizens First National Bank and is a board member of the Storm Lake Hy-Noon Kiwanis as well as the Iowa Trust Association. Cambridge Investment Research Advisors is a large SEC-registered firm serving a wide range of clients, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals and provides access to proprietary and third-party model strategies across multiple custody platforms.

Linda Baier is a Series 66-licensed financial advisor at Stifel with 24 years of industry experience, including 17 years with the firm. She serves clients from Storm Lake, Iowa. Outside of her advisory role, Baier is active as a church bell choir director and serves as treasurer for the Buena Vista County Community Foundation. She also participates in a local antiques business. Stifel provides brokerage and investment advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group to support retirement, insurance, and estate planning.

Bradford Beukelman is a financial advisor at Stifel with 45 years of industry experience. He has been with Stifel since 2009. His credentials include Series 63 and Series 66 licenses. Outside of his advisory role, he is a notary public. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

Joshua Newhouse is a Series 66-licensed financial advisor with Thrivent Investment Management, based in Storm Lake, Iowa. He has 20 years of industry experience and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2005. Outside of his advisory role, Newhouse serves as a board director for the Buena Vista Regional Healthcare Foundation and acts as fundraising chair for the Star Spangled Spectacular event in Storm Lake. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning. The firm offers planning separately from managed-account programs and emphasizes comprehensive written recommendations without discretionary trading authority.

Jared Eggers is a financial advisor at Stifel with two years of industry experience. Prior to joining Stifel, he worked at Security Trust & Savings Bank and Farm Credit Services of America. Jared also has a background in the hospitality industry, including a role at Zimmy's Bar & Grill. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

Travis Anderson is a Series 66 licensed financial advisor with nine years of industry experience, currently practicing at Edward Jones in Storm Lake, IA. His background includes eight years at Edward Jones and six years with the Buena Vista County Sheriff's Office prior to his financial career. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets with a nationwide network of more than 23,000 advisors and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Matthew Phillips is a financial advisor at Stifel with 18 years of industry experience and holds a Series 66 credential. He has been with Stifel since 2009. Outside of his advisory role, he serves as president of the Storm Lake High School Foundation and the Storm Lake Rotary Club, and he owns a business manufacturing and selling cornhole sets. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Alexander Girres is a financial advisor at Edward Jones with 15 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations and has been with Edward Jones since 2010. Outside of his advisory role, he is an investor in a restaurant business based in Nashville, TN. 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, operating under a fiduciary standard with a large nationwide network of financial advisors and branch offices.

Levi Morris is a CFP®-designated financial advisor with LPL Financial, bringing 13 years of industry experience. He has worked with Community State Bank since 2014 and was previously affiliated with Securities America Advisors and Securities America Inc. Outside of his advisory role, he serves as a high school football referee and is the treasurer for Hope Reformed Church in Spencer, IA. 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 model portfolios, third-party subadvisors, and customized strategies across discretionary and non-discretionary accounts.