Patrick Reding is a financial advisor at Berthel, Fisher & Company Financial Services, Inc. with 38 years of industry experience. He holds Series 63 and Series 65 designations and has been with Berthel Fisher since 1990. Reding serves as Vice President on the Kossuth Regional Hospital Foundation Board, involved in fundraising efforts for the hospital. Berthel Fisher & Company Financial Services provides investment advisory and financial planning services primarily to individual and high-net-worth clients, managing approximately $906 million in client assets through a variety of discretionary and non-discretionary platforms tailored to client needs.

Nicole Myer is a financial advisor at Cetera Planning Partners with nine years of industry experience. She holds a Series 65 credential and has worked previously at Erpelding, Voigt & Co., LLP, where she was a partner focusing on tax accounting. Outside of advising, she is a member of MYER TILE & BACKHOE LLC, which installs farm drainage tile and involves tasks such as payroll preparation and bookkeeping. Cetera Planning Partners serves individual and high-net-worth clients, particularly pre-retirees and retirees, offering investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm’s investment process emphasizes diversified allocations matched to client objectives and risk tolerance, supported by a range of ancillary services including tax planning, bookkeeping, and estate planning through a third-party provider.

Thad Lichter is a financial advisor with Cetera Planning Partners, holding Series 63 and Series 65 licenses and possessing 17 years of industry experience. His prior roles include positions at Avantax Investment Services, Avantax Planning Partners, and ProEquities. Outside of advising, Lichter is a partner at Erpelding, Voigt & Co LLP, a CPA firm providing tax preparation, review, planning, accounting, and payroll services. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by offering investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm integrates tax planning and preparation, bookkeeping, payroll support, and estate-planning services through third-party providers, employing a diversified investment approach tailored to client objectives and risk tolerance.

John Burns is a financial advisor with Eagle Strategies (NY Life) based in Algona, Iowa. He holds Series 65 and Series 63 licenses and has 12 years of industry experience. Burns is also the owner of J&J Oil, a trucking business. Eagle Strategies serves a diverse client base including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services through an extensive network of affiliated representatives. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis.

Aaron Greteman is a financial advisor at Cetera Planning Partners with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Avantax Investment Services and ProEquities. In addition to his advisory role, he is a partner at a CPA firm, Erpelding, Voigt & Co., where he is involved in tax return preparation, audit, and bookkeeping, and serves on the board of the Monsignor Lafferty Tuition Foundation. Cetera Planning Partners serves individual and high-net-worth clients, focusing particularly on pre-retirees and retirees. The firm provides investment management and comprehensive financial planning, integrating services such as tax planning, bookkeeping, and estate planning through third-party providers, with an investment approach centered on diversified portfolios tailored to client objectives and risk tolerance.

Jennifer Penning is a financial advisor at Cetera Planning Partners with three years of industry experience. She holds a Series 65 credential and has previously worked at Avantax Planning Partners, Inc., Erpelding, Voigt & Co., LLP, and Hogan-Hansen, PC. Outside of her advisory role, she serves on the board and finance committee of the Algona Family YMCA. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees, and offers services including investment management, financial planning, tax planning, and estate planning through third-party partnerships. The firm employs a diversified investment approach using mutual funds and ETFs tailored to clients’ objectives and risk tolerance, with options for discretionary or non-discretionary account management.

Jeffrey Knapp is a financial advisor with Cetera Planning Partners, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has previously worked with firms including Avantax Investment Services and ProEquities, Inc. Knapp serves on several local nonprofit boards, including as treasurer for the Johanna Restoration Foundation and the Sullivan Building Foundation, and chairs the Algona Rotary Club Foundation. Cetera Planning Partners serves individual and high-net-worth clients, with a focus on pre-retirees and retirees. The firm provides investment management and comprehensive financial planning, including tax services and an estate-planning offering, using a diversified investment process tailored to clients’ objectives and risk tolerance.

Angela Ennen is a financial advisor with Cetera Planning Partners in Algona, IA, holding a Series 65 designation and six years of industry experience. She is also a Partner and CPA with Erpelding, Voigt & Co., a public accounting firm where she provides tax, consulting, and bookkeeping services. Outside of her advisory and accounting roles, she serves as Treasurer for the Algona Noon Kiwanis Club and is a Foundation Board Member for the First United Methodist Church. Cetera Planning Partners serves individual and high-net-worth clients, particularly pre-retirees and retirees, offering investment management, financial planning, Social Security optimization, and retirement advice. The firm integrates tax planning, bookkeeping, and estate-planning services into its diversified investment approach and is part of a larger Cetera network with affiliated broker-dealer, custodial, and pension-related resources.

Alexander Schwarck is a financial advisor at OSAIC with 10 years of industry experience. He holds a Series 66 designation and has worked at OSAIC since 2018. Schwarck is also a partner of Central Financial Group, where he is involved in sales and operational duties. Outside of advising, he owns Okoboji Investments LLC, a land investment business. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a large network of affiliated advisers. The firm offers integrated brokerage and investment advisory services, utilizing various asset-allocation tools and third-party platforms to construct client portfolios.

Bruce Keith is a financial advisor with Edward Jones in Algona, IA, holding a Series 66 designation and 20 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory role, Keith volunteers as a fireman with the Algona Fire Department. 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 national network of advisors and branch offices.

Andrew Jansen is a financial advisor at OSAIC with 17 years of industry experience. He holds Series 63 and Series 65 designations and has held roles at Royal Alliance Associates, Sii, Ameritas Investment Corp, and Central Financial Group. Jansen is a partner and COO of Central Financial Group, where he manages operational duties and sales of fixed insurance and securities-related products. OSAIC serves a diverse client base, including individual and institutional investors, offering integrated brokerage and advisory services through a large network of affiliated advisors and multiple platforms. The firm utilizes asset-allocation tools and third-party solutions to construct and manage portfolios across various investment types.

Jerri Soukup is a financial advisor with Edward Jones in Algona, Iowa, holding CFP® and Series 66 designations and having 11 years of industry experience. She has been with Edward Jones since 2014. Outside of her advisory role, she assists with administrative tasks for her husband's diesel repair business. 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 solutions, supported by a large network of financial advisors and branch offices nationwide.

Mc Kenzie Jorgenson is a CFP® and Series 66-registered financial advisor with Edward Jones, based in Algona, IA, with six years of industry experience. Prior to joining Edward Jones in 2020, Jorgenson worked at Pharmacists Mutual Insurance Company and Great Western Bank among other roles. Outside of financial advising, Jorgenson coaches junior varsity and varsity cheerleaders at Bishop Garrigan Schools and owns a bookstore/cafe in Algona. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm maintains a large nationwide network of advisors and branches and offers additional services such as a trust company and securities-based lending.

Amy Jansen is a financial advisor with OSAIC who holds Series 63 and Series 65 credentials and has 16 years of industry experience. Her prior work includes roles at Royal Alliance Associates, INC., Sii, Ameritas Investment Corp, and Central Financial Group, where she has also served as a registered assistant and supervising principal involved in fixed insurance products and agency operations. OSAIC serves a diverse range of clients, including individual investors and institutional entities, offering integrated brokerage and advisory services with a comprehensive investment approach that includes asset allocation tools, risk assessments, and access to multiple third-party managers and platforms.

Alex Elbert is an advisor with OSAIC based in Algona, Iowa, holding a Series 66 designation and with five years of industry experience. He has worked at Central Financial Group since 2019 and previously worked at Algona Marine & Sport for eight years. Outside of his advisory role, Elbert is involved in farming activities and serves as a managing partner for several LLCs that oversee commercial real estate properties. OSAIC serves a diverse clientele including individual investors, institutions, and charitable organizations through a broad network of financial advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services with tools that support customized portfolio construction and a variety of management options.

Bailey Ross is a financial advisor at Edward Jones in Algona, IA, holding a Series 66 designation with five years of experience at the firm. Prior to joining Edward Jones, Ross was involved in various roles including positions at the Algona Family YMCA and event and hospitality businesses. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and tax-efficient services. The firm supports its advisory services with a large network of financial advisors and branch offices across the country.

Brady Ross is a financial advisor with Edward Jones in Algona, Iowa, holding a Series 66 designation and five years of industry experience. Prior to joining Edward Jones in 2021, he worked briefly with Bella Sala and PUSH Agency in 2020 and was involved with University of Iowa Football from 2015 to 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering both discretionary and non-discretionary investment solutions supported by a nationwide network of more than 23,700 financial advisors.