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.

Adam Nederhoff is a financial advisor with Thrivent Investment Management in Iowa Falls, IA, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Green Belt Bank & Trust and American Family Insurance. He serves on multiple community boards, including the Ellsworth College Foundation, Hansen Family Hospital, and Lighthouse Center of Hope. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial analyses and planning without portfolio management or discretionary trading authority.

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.

Michael Truesdell 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 For Lutherans and Thrivent Investment Management since 2007. Outside of his advisory role, he serves as a board member for the Greater Chamber of Commerce in Story City, participating in the Economic Vitality committee, and works as an assistant basketball coach for a local high school girls’ team. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering holistic, goal-based financial plans that address topics such as retirement, tax, estate, and special needs planning. The firm separates its planning services from managed accounts and does not offer portfolio management for institutional clients.

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.

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.

Christopher Stauffer is a financial advisor with Cetera, holding Series 63 and Series 66 designations and bringing 22 years of industry experience. He has worked at Cetera and its affiliated entities since 2013 and has also been associated with Iowa Falls State Bank since 2013. Outside of his advisory work, he serves as president of the board of the Iowa Falls Community School District and is a board member at large for Friends of Calkin's Nature Area. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a nationwide network of over 10,000 advisors and utilizes a multi-manager platform with diverse investment program options.

Aaron Fopma is a Series 66-credentialed financial advisor with Thrivent Investment Management, based in Iowa Falls, IA. He has seven years of industry experience and previously worked for Iowa Select Farms for 22 years. Outside of his advisory role, he serves on several nonprofit boards, including the Scenic City Civic Foundation, Overflow Thrift Store, Omega Life Christian Ministries, and the Iowa Farm Bureau. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without discretionary trading authority. The firm offers both one-time and ongoing planning engagements and integrates planning with managed-account services through its consolidated billing option, WealthPlan.

Michel Swartzendruber is a CFP® professional with six years of experience in the financial industry, currently serving as a financial advisor at Edward Jones since 2020. Prior to his advisory career, he worked for 17 years with the Iowa Falls Community School District. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a wide range of households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Nora Tweeten is a financial advisor at Edward Jones in Iowa Falls, IA, holding a Series 66 designation. She has recent experience at Hormel Foods and Ameriprise Financial and is currently completing her studies at Wartburg College. 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 nationwide network of advisors and branch offices.

Abby Zaimes is a financial advisor at Edward Jones in Iowa Falls, IA, holding the CFP® and ChFC® designations with three years of industry experience. Prior to Edward Jones, she worked at RSM and has a background that includes roles in both accounting and consulting. Outside of her advisory role, she has engaged in direct sales as an independent consultant for Rodan + Fields. Edward Jones is a full-service wealth management firm serving a broad client base including individual and institutional investors. The firm manages over $1 trillion in assets and offers a range of advisory strategies supported by a large nationwide network of financial advisors and branch offices.

Jody Wood is a financial advisor at Cetera with 22 years of industry experience. She holds the Series 66 designation and has previously worked at Voya Financial Advisors. Outside of her advisory role, she is the owner of a specialty baking business, One Sweet Cake. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a nationwide network of advisors and provides access to both affiliated and third-party money managers.

Rachel Lewey is a CFP® professional with 11 years of experience, serving at Edward Jones since 2015. She operates out of Iowa Falls, IA, and is also involved as a Beach Body coach, participating in health coaching without a downline. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of investment advisory programs and is notable for its extensive nationwide network of financial advisors and branch offices.

Megan Hansen is a financial advisor with Thrivent Investment Management in Iowa Falls, IA, holding a Series 66 designation and bringing 15 years of industry experience. She has been with Thrivent Investment Management since 2010 and worked under the Michael Stensland / Thrivent Financial team from 2010 to 2019. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing written recommendations on a wide range of financial topics without implementing those recommendations. The firm combines holistic, goal-based planning with managed-account programs under a consolidated billing option called “WealthPlan,” and does not accept discretionary trading authority for its planning services.

Brock Jacobson is a CFP® and holds a Series 66 license, serving as a financial advisor at Edward Jones in Iowa Falls, IA, with 17 years of industry experience. He has been with Edward Jones since 2008. Outside of advising, he is involved in several agricultural and property ventures, including ownership interests in hog facilities and rental properties in Iowa and Florida. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm has a large national advisor and branch network and operates under a fiduciary standard.

Douglas Haverkamp is a financial advisor with Edward Jones in Iowa Falls, IA, holding Series 63 and Series 66 credentials and possessing 36 years of industry experience. He has been with Edward Jones since 1989. Outside of advising, he serves on the Owa Falls Revolving Loan Fund Committee and owns a commercial rental office building and personal farm/timber land used as hunting property. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm is notable for its extensive network of financial advisors and branches, as well as its integrated capabilities including trust services and securities-based lending.