Kayla Price is a financial advisor at Principal Advised Services with eight years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at BerganKDV and Prudential Investment Management Services. Kayla is based in Coggon, Iowa. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients. The firm combines third-party methodologies and proprietary models to provide both non-discretionary and discretionary investment management, supported by integration with the Principal Financial Group family of companies.

Heather Cox is a financial advisor at Nations Financial Group, Inc. with two years of industry experience. She holds a Series 66 designation and has previously worked at BankIowa, Thrivent Financial, Ohnward Bank and Trust, and other financial institutions. Outside of her advisory work, she assists with an e-commerce electronic retail business and works as a cashier at a vendor during college sporting events. Nations Financial Group, Inc. provides investment advisory services to a diverse client base, including individuals, high-net-worth investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm’s investment approach combines proprietary model portfolios with the option to select outside managers, allowing advisors to tailor strategies based on client objectives, risk tolerance, and liquidity needs.

Joseph Trewin is a CFP® professional with five years of industry experience, currently affiliated with United Planners Financial Services of America as a Limited Partner. His work history includes roles at United Planners Financial Services, Insurance Center, Investment Center Inc, and Iowa State Bank. Outside of his advisory work, he owns Trewin Tax Service LLC, which provides tax preparation, accounting, and bookkeeping services. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base including individual investors, retirement plans, corporations, trusts, and estates. The firm employs independent Investment Adviser Representatives who utilize a combination of custodians, third-party money managers, and platform programs to deliver advisory and brokerage services.

Deon Cleveland is a financial advisor with United Planners' Financial Services of America and holds a Series 66 designation. He has seven years of industry experience, including roles at Northwestern Mutual and involvement in portfolio management and trading functions. Prior to his financial services career, he worked at Field Brothers Moving Company for two years. United Planners Financial Services is a national wealth-management enterprise serving individual and institutional clients with a combination of advisory and brokerage services, primarily delivered through independent Investment Adviser Representatives. The firm is notable for its limited-partnership structure and a focus on non-discretionary account management.

Mikel Markey is a CFP® with 14 years of industry experience, currently serving as an advisor at United Planners' Financial Services of America, where he has worked since 2013. He holds executive roles in related businesses, including CEO and President positions at Investment Center and Insurance Center, and is a vice president at JAM LLC. Markey is also involved in his community as a board member of Independence Area Dollars for Scholars. United Planners Financial Services serves a diverse client base including individuals, corporations, and institutional clients, offering financial planning, portfolio management, retirement plan services, and brokerage solutions through an open-architecture platform that supports both fee-based and commission-based options.

Marissa Quandahl is a financial advisor with United Planners' Financial Services of America, holding a Series 66 designation and six years of industry experience. She also serves as Vice President of Administrative Operations at both Insurance Center and Investment Center, and is a notary public in the State of Iowa. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, and institutional clients. The firm operates as both a registered investment adviser and broker-dealer, offering financial planning, portfolio management, retirement plan services, and brokerage solutions through an open-architecture platform with multiple custodians and third-party money managers.

Alan Keltner is a financial advisor with Cetera Planning Partners, holding a Series 63 designation and bringing 26 years of industry experience. He has previously worked at ProEquities, Inc. for 17 years and maintains ongoing roles at Honkamp Krueger Financial Services, Inc. and Gosling Financial Services. Outside of his advisory work, he owns and operates Keltner Enterprises, a business focused on buying and selling antiques. 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 utilizes diversified allocations of mutual funds and ETFs tailored to client objectives and risk tolerance, supported by ancillary services including tax planning, bookkeeping, payroll support, and estate planning through a third-party provider.

Harley Nelson is a financial advisor with UNITED PLANNERS' FINANCIAL SERVICES of AMERICA and holds a Series 66 designation. He has one year of industry experience and has worked with firms including Integrated Accounting Solutions and Cetera Financial Group. Nelson is also an insurance agent specializing in non-variable insurance. United Planners Financial Services serves a diverse client base including individuals, corporations, retirement plans, and institutional clients. The firm offers financial planning, portfolio management, and brokerage solutions through an open-architecture platform with multiple custodians and supports both fee-based and commission-based arrangements.

Owen Tew is a financial advisor with United Planners' Financial Services of America, holding a Series 66 designation and beginning his industry career in 2025. His prior experience includes roles at Transamerica and involvement with the St. Stephen the Witness Catholic Student Center. United Planners Financial Services is a national wealth-management enterprise serving a broad client base through independent Investment Adviser Representatives, managing approximately $12.77 billion in assets with a focus on non-discretionary, client-directed accounts.

Mark Mc Garvey is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Edward Jones since 2002. He holds Series 63 and Series 66 licenses and is based in Independence, Iowa. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Angela Rave is a Series 66-licensed financial advisor with Edward Jones in Manchester, Iowa, where she has worked for 17 years. She also works as a substitute teacher at St. Mary's School. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a large network of advisors and branch offices nationwide.

Leo Monaghan is a financial advisor with Osaic Wealth, Inc. based in Manchester, Iowa, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has been with Osaic since 1989. Outside of his advisory role, Monaghan is involved in organizing a scholarship fund through the Class of 1970 Endowment committee and also prepares tax returns through a family corporation. Osaic Wealth serves a diverse client base, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a variety of investment platforms and utilizes asset allocation tools, risk-tolerance assessments, and third-party managers to construct portfolios tailored to client needs.

Tammy Feldmann Kelchen is a financial advisor at Cambridge Investment Research Advisors with 12 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at VOYA Financial Advisors and EJ Brown & Associates. Kelchen is an owner of Milestones Group LLC and serves as a board member of the Delaware County 4H Foundation. She also volunteers as a money counter at St. Patrick Church in Ryan, Iowa. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, pension and profit-sharing plans, charitable organizations, trusts, and estates. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a range of portfolio management approaches and platform arrangements.

Jennifer Kritz is a financial advisor at OSAIC with 21 years of industry experience. She holds Series 63 and Series 65 registrations and has worked previously at Securities America Advisors and Voya Financial Advisors. Outside of her advisory role, she serves as a representative payee for a social security disability recipient and operates a marketing business under the name Kritz Financial Services. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services along with access to multiple third-party investment platforms and managed account solutions. The firm employs a range of asset-allocation tools and supports both discretionary and non-discretionary portfolio management.

Nicholas Klos is a Series 66-licensed financial advisor with nine years of industry experience, currently with Robert W. Baird & Co. since 2017. Prior to joining Baird, he worked at Wells Fargo for two years. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individual, corporate, pension, and charitable clients. The firm offers a range of financial planning and portfolio management services, utilizing a combination of manager-traded and model-traded strategies, tax management, and internal research tools including artificial intelligence in client advice.

Gretchen Walter is a financial advisor at Edward Jones with a Series 66 designation and over two years of industry experience. Her career includes prior roles at gpac, LLC and Bunkee Air, as well as earlier experience with Edward Jones. She has also been involved with Walter Aviation Inc. Edward Jones is a full-service wealth management firm serving a broad client base that includes individual and institutional investors. The firm offers a variety of advisory and investment strategies, supported by a large network of advisors and branch offices nationwide.

Nicholas Dennie is a financial advisor at LPL Financial with 17 years of industry experience. He previously worked at Edward Jones for 14 years before joining LPL Financial in 2023. In addition to his advisory role, Dennie is involved in several local businesses, including co-owning Fat Chef's Catering and Nick's Family Grocery, as well as sole ownership of Dennie Farms. 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 other institutions. The firm offers a range of financial planning and investment management solutions, including access to model portfolios, third-party asset managers, and institutional platforms.

Lincoln White is a financial advisor with Edward Jones in Independence, IA, holding a Series 66 designation and seven years of industry experience. Prior to joining Edward Jones in 2018, he worked in various roles including positions at Tom Brown Construction, Designer Show Warehouse, The Buckle, Brigham Young University, and the City of Peoria. Outside of finance, he runs a small wedding business and works as a graphic designer creating images for promotional purposes. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Anthony Monaghan is a Series 66-licensed financial advisor with 11 years of industry experience. He is affiliated with Royal Alliance Associates since 2005 and currently associated with OSAIC. Monaghan serves on the boards of Community Childcare of Manchester and The Catholic Foundation in the Archdiocese of Dubuque. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services along with financial planning and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios across various asset classes.