Bobbi Spainhower is a financial advisor with OSAIC Institutions, INC. She holds Series 63 and Series 66 licenses and has 12 years of industry experience. Spainhower concurrently works at First Security Bank & Trust, where she is a dual employee. OSAIC Institutions, Inc. serves a wide range of clients including individuals, ERISA retirement plans, trusts, estates, and corporate entities. The firm combines a hybrid adviser and broker-dealer structure with a model that delegates investment management to its representatives while providing firm supervision, offering both discretionary and non-discretionary services.

Eric Miller is a financial advisor with Principal Financial Services, holding a Series 66 designation and three years of industry experience. He has worked at Feller and Associates, Principal Securities Inc, Principal Life Insurance Company, and First Security Bank & Trust. Outside of his advisory role, he serves as president and treasurer of Mellex Partners, Inc., an S-corp used for tax filing purposes. 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, and access to third-party money manager solutions through various adviser and promoter arrangements.

David Jarvill is a CFP® certificant with 35 years of industry experience, currently serving at OSAIC Institutions, INC. He has held roles at First Security Bank & Trust and Infinex Investments, Inc. since 2018 and previously worked at Broker Dealer Financial Services Corp. from 1993 to 2018. In addition to his advisory work, Jarvill is a Vice President and Investment Officer at First Security Bank & Trust, where he manages the bank’s wealth management office and oversees the trust and investment department. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm combines advisory and broker-dealer capabilities, offering customized services including discretionary and non-discretionary management, financial planning, and access to alternative investments and lending solutions.

Erich Feller is a financial advisor with Principal Financial Services, holding the CFP® designation and Series 63 and 65 licenses, with 14 years of industry experience. He has been a partner at Feller and Associates since 2015 and has worked with Principal-affiliated entities since 2012. Outside of his advisory role, he is involved in the ownership and management of his firm, Feller & Associates, operating as a legal entity for business and tax purposes. 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 managers through advisory and promoter arrangements.

William Feller is a CFP® professional with 22 years of experience in the financial services industry. He is affiliated with Principal Financial Services and has worked with Principal Securities Inc. since 2016. Feller also has experience running Feller & Associates and has been associated with Principal Life Insurance Co. since 2005. He serves on the board of Divine Grace Radio, the North Iowa Area Community College Foundation, and the Charles City Rotary Club. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs under both advisory and promoter arrangements.

Jolene Henn is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 66 designations and bringing 39 years of industry experience. She previously worked for Cuna Brokerage Services Inc and Cuna Mutual Group for 26 years. In addition to her advisory role, she may perform home office functions for other business units within Transamerica Financial Advisors. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, employer-sponsored plans, and charitable organizations. The firm delivers services through a large advisor network and multiple program platforms, employing model portfolios and third-party managers for portfolio management.

Valerie Smits is a financial advisor with LPL Financial holding a Series 66 credential and two years of industry experience. Her prior work includes roles at United Planners, OSAIC, and Securities America, Inc. Valerie’s background also includes nearly a decade in education at Trinity Academy and Glenbard School District 87. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment solutions, utilizing both proprietary and third-party strategies, and supports a large network of advisors with extensive resources and technology.

Brian Schilling is a CFP® and ChFC® financial advisor with 29 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2018 and has prior experience with firms including CUNA Brokerage Services, BFC Planning, Berthel Fisher & Company Financial Services, Global Portfolio Strategies, and Edward Jones. Outside of his advisory work, he is involved in real estate ownership. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, employing a range of strategies across multiple platform arrangements and both discretionary and non-discretionary implementations.

Mark Sindlinger is a financial advisor with Edward Jones in Charles City, Iowa, holding Series 63 and Series 66 credentials and bringing 35 years of industry experience. He has been with Edward Jones since 1990. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Jeremy Heyer is a Series 66-credentialed financial advisor at Edward Jones in Charles City, IA, with 14 years of industry experience. He has been with Edward Jones since 2011. Outside of his advisory work, he manages JJH Land Company LLC, a real estate business in Charles City. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options. The firm maintains a large nationwide network of financial advisors and offers both discretionary and non-discretionary strategies under a fiduciary standard.

Jessie Schultz is a CFP® professional with six years of industry experience, currently advising clients at Edward Jones since 2018. Prior to joining Edward Jones, Schultz held several roles related to golf instruction and university positions from 2013 to 2019. She serves as a finance board member at St John Lutheran Church in Charles City, IA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a wide range of investment advisory programs and affiliated financial services. The firm manages approximately $1.01 trillion in assets and maintains a large network of financial advisors and branch offices nationwide.

Arcon Concepcion is a financial advisor with LPL Financial, holding Series 63 and 66 licenses and bringing 17 years of industry experience. His work history includes roles at Cetera, First Citizens Bank, and Broker Dealer Investment Services. Outside of his advisory career, he operates a food truck business called Filipino Foodie. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning and investment management services through a large network of advisors, combining technology and scale with diverse advisory and financial solutions.

Angelina Dietz is a financial advisor at Cambridge Investment Research Advisors with 26 years of industry experience. She holds the Series 63 and Series 65 licenses and has previously worked at FBL Financial Group, TIAA, and Cetera Investment Advisers. Dietz serves as president of the Nashua Women of Today and the Gateway to Northeast Iowa Welcome Center, and she is involved in local nonprofit leadership including US Founders Charities and St. John Lutheran Church. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals using a range of strategies and platform options.