Keith Bohle is a financial advisor with Packerland Brokerage Services, Inc. in Kingsley, Iowa. He holds a Series 66 designation and has 20 years of industry experience. In addition to his advisory role since 2011, he is co-owner of Bohle Farms and the Dynamix School of Dance, operating two dance studios. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors through financial planning, portfolio management, and advisory programs. The firm offers both brokerage and advisory services with a range of portfolio management options and manages over $900 million in client assets.

Bradyn Van Ommeren is a financial advisor with Ameriprise in Sioux City, IA. He holds a Series 66 designation and began his advisory career in 2026. Prior to joining Ameriprise, his work experience includes roles in automotive, retail, education, and oil industries. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, known for its Premier Retirement Income service which provides tailored retirement-income planning focusing on dependable income and tax-aware withdrawal strategies.

Sarah Spartz is a financial advisor at Ameriprise with 15 years of industry experience. She holds the Series 66 designation and has worked at Ameriprise and its affiliated entities since 2004. Based in Sioux City, IA, she has been with Ameriprise in her current role since 2020. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Jake Heitritter is a financial advisor at Ameriprise with three years of industry experience and holds a Series 66 designation. Prior to joining Ameriprise in 2021, he was involved with The Inn Hotel, LLC from 2019 to 2022. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research-based modeling and algorithmic tools to generate tailored recommendations, primarily for clients with assets held in Ameriprise-managed accounts.

Nate Colbert is a financial advisor with Ameriprise in Sioux City, IA, holding a Series 66 designation and 19 years of industry experience. He has been with Ameriprise and its affiliated entities since 2007. Outside of advising, he manages day-to-day operations and expenses for RiverTop LLC, supporting his team practice. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with substantial investable assets, providing detailed Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic automation to deliver non-discretionary, customized retirement recommendations.

Aaron Spartz is a financial advisor with Ameriprise in Sioux City, IA, holding a Series 66 designation and nine years of industry experience. Prior to joining Ameriprise, he worked at Allergan Pharmaceuticals for four years. He is a member of the Siouxland Estate Planning Council, a multi-disciplinary organization that supports collaborative estate planning among professionals from various related fields. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides written recommendation reports and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Christen Countryman is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. Prior to joining Cetera in 2023, Christen worked at Cetera Wealth Services, LLC and Voya Financial Advisors. Outside of advising, Christen serves as a board member of the Moville Community Development Association, is a director of the Woodbury County Rural Electric Cooperative, and acts as a certified exit planning advisor assisting privately held business owners. Cetera Investment Advisers LLC is a large SEC-registered adviser serving a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers, with over 10,000 advisors and approximately $256 billion in assets under management.