Mary Hines is a financial advisor with Nicolet Wealth Management, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. She previously worked at LPL Financial LLC from 2016 to 2026 before joining Nicolet Wealth Management. Nicolet Wealth Management provides retirement plan consulting and investment management services primarily for 401(k) and 403(b) plan sponsors and fiduciaries. The firm’s investment process includes research and manager selection performed by an internal team and overseen by an investment committee, utilizing both fundamental and technical analysis alongside third‑party research sources.

Angela Thoren is a financial advisor with Ameriprise in Grundy Center, IA, holding Series 63 and Series 65 licenses and 22 years of industry experience. She has been with Ameriprise since 2007. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, providing written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis through a centralized consulting team and utilizes algorithmic automation overseen by a Retirement Income Oversight Committee.

Jason Miller is a Series 66-licensed financial advisor with Thrivent Investment Management in Eldora, Iowa, and has four years of industry experience. Prior to his current role, he worked at Metal Tech Industries for nine years. Outside of his advisory work, Miller also works as a weekend delivery driver for a FedEx subcontractor. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based planning on a range of topics without managing discretionary accounts, allowing clients to combine planning with managed-account programs under consolidated billing.

Christopher Wieting is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 18 years of industry experience. He has been with Thrivent Financial and its investment management division since 2008. Outside of his advisory role, Wieting serves as a volunteer Judicial Magistrate Commissioner on the Hardin County Judicial Magistrate Commission. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm provides goal-based, holistic planning and allows clients to combine planning with managed account services under a consolidated billing option called “WealthPlan,” while keeping those services separate.

Todd Havel is a financial advisor with Edward Jones in Grundy Center, Iowa, holding Series 63 and Series 66 licenses and with 21 years of industry experience. He has worked at Edward Jones since 2005. Havel serves as a committee member helping to manage funds for the Don Bosco and IC/St Joes endowments in Gilbertville, Iowa. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs with both discretionary and non-discretionary strategies, supported by a large network of advisors and branch offices nationwide.

John Pratt is a financial advisor with Cetera who holds a Series 66 designation and has 17 years of industry experience. His prior roles include positions at Voya Financial Advisors and Summit Financial Group. Outside of his advisory work, he owns and operates HCSB Investment Services and acts as an independent insurance agent. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Garrison Tripp is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Thrivent, he has experience working in various roles including at Rydell Chevrolet, Pullman Bar and Diner, and Hardin County Engineer's Office. Outside of finance, he has been involved in his family’s agricultural business, Tripp Farms, where he performed general farm duties. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a nationwide network of financial advisors. The firm offers goal-based financial planning without portfolio management for institutional clients, focusing on comprehensive planning across multiple topics with regular reviews.