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Randy I

CFP®, ChFC®, Series 63, Series 65

Orange City, IA

Compass Lighthouse Capital, LLC

Randy Immeker is a financial advisor with Compass Lighthouse Capital, LLC, holding CFP® and ChFC® designations and over 27 years of industry experience. His prior work includes roles at Northwest Wealth Management, Money Concepts Capital Corp, and PRUCO Securities, LLC. He is also licensed as a health insurance agent. Compass Lighthouse Capital provides investment advisory and financial planning services primarily to individual and high-net-worth clients, focusing on discretionary portfolio management and model portfolios managed by third-party sub-advisers. The firm uses a quantitative and qualitative investment process and is wholly owned by a bank holding company, an uncommon structure among supported firms.

Wealth management Retirement plans for business owners (SEP, solo 401k)
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Christopher I

Series 63, Series 65, Series 66

Orange City, IA

Compass Lighthouse Capital, LLC

Christopher Immeker is a financial advisor with Compass Lighthouse Capital, LLC, holding Series 63, 65, and 66 licenses and bringing 26 years of industry experience. His career includes multiple roles within Cetera-affiliated firms and Money Concepts Capital Corp. Outside of advising, he serves on the board of the Orange City Area Health System. Compass Lighthouse Capital provides investment advisory and financial planning services primarily to individual and high-net-worth clients, focusing on discretionary portfolio management through third-party sub-advisers. The firm uses a structured selection and monitoring process for these sub-advisers and operates under a unique ownership model as a wholly owned subsidiary of a bank holding company.

Wealth management Retirement plans for business owners (SEP, solo 401k)
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Jeremy V

Series 66

Orange City, IA

SPC

Jeremy Van Beek is a financial advisor with SPC in Orange City, IA, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Parkland Securities LLC, Cornerstone Financial Advisors, and Dordt University. Outside of advising, he serves as a church elder at Living Water Community Church and is a commissioned notary public in Iowa. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, retirement plans, charitable organizations, and corporate clients. The firm delivers tailored, discretionary advice through a large advisory network and offers various account programs such as the SIGMA Managed Account and the Axis Platform.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Tax-loss harvesting Founder/Business Owner Retired Executive
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Christopher S

Series 63, Series 66

Orange City, IA

Eagle Strategies (NY Life)

Christopher Saras is a financial advisor with Eagle Strategies (NY Life) based in Orange City, Iowa, holding Series 63 and 66 licenses and bringing 18 years of industry experience. He has worked with firms including Capital Edge Insurance & Financial Services and The Pathway Financial Group, and serves on the board of the Fellowship of Christian Athletes in Northwest Iowa. Saras is also involved with several nonprofit boards focused on athletics and education. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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Adam B

Series 63, Series 65

Orange City, IA

Eagle Strategies (NY Life)

Adam Buss is a financial advisor with Eagle Strategies (NY Life) and holds the Series 63 and Series 65 credentials. He has six years of industry experience, including prior roles at CNA Surety. Outside of his advisory work, Buss owns a woodshop hobby business where he creates wood signs, and he serves as a board member for the Brandon Community Foundation. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives and plan sponsor criteria.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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Anthony V

Series 66

Orange City, IA

Money Concepts Capital Corp

Anthony Vande Brake is a financial advisor with Money Concepts Capital Corp in Orange City, IA, holding a Series 66 designation and eight years of industry experience. He has worked with Money Concepts Capital Corp since 2017 and was previously with Van Rooyen Financial Group from 2013 to 2017. In addition to his advisory role, he has been involved with the City of Orange City since 2016. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm employs a variety of managed programs and investment strategies, utilizing model portfolios, advisor-designed portfolios, and third-party sub-advisers.

Annuities College savings (529s, UTMA, etc.) Cash flow / budgeting Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Retired Founder/Business Owner Executive
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Derrick D

Series 63, Series 65

Orange City, IA

SPC

Derrick Dehaan is a financial advisor with SPC, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. He has worked with Parkland Securities since 2014 and with Van Rooyen Financial Group Inc. since 2005. Dehaan is the owner and officer of Cornerstone Financial Advisors, Inc., a financial services firm. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm delivers tailored, discretionary advice through a large network of advisors and various account programs, maintaining notable operational features including partnerships with Fidelity and affiliated broker-dealers.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Tax-loss harvesting Founder/Business Owner Retired Executive
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Sheila P

CFP®, Series 66

Sheldon, IA

Edward Jones

Sheila Peelen is a CFP® and Series 66-registered financial advisor at Edward Jones with 11 years of industry experience. She has been with Edward Jones since 2013. Outside of her advisory role, she owns and manages agricultural-related businesses, including 5th Gen Ag LLC and 5th Gen Farms LLC, and is involved in corn and soybean farming. 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 network of financial advisors and branch offices nationwide.

Charitable giving & philanthropy General estate planning guidance Retirement withdrawal strategies Retired Founder/Business Owner Executive
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Daniel D

Series 66

Sheldon, IA

Edward Jones

Daniel Drescher is a financial advisor at Edward Jones with eight years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2018. Prior to his current role, he worked briefly at Tulip Town Bulb Company and Medtec DBA Civco Radiotherapy. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Beverly W

Series 66

Orange City, IA

Cetera

Beverly Walhof is a financial advisor at Cetera with eight years of industry experience. She holds the Series 66 designation and has worked at Cetera Wealth Services, Iowa State Bank Wealth Management, and Zeutenhorst Financial. In addition to her advisory role, she serves as a notary public and is a facilitator for Love INC, Sioux County, a nonprofit focused on addressing material, emotional, and relational poverty in the community. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management, financial planning, and consulting services, supporting over 10,000 advisors and approximately 800,000 clients.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Ethan V

Series 66

Sheldon, IA

Cetera

Ethan Van Holland is a financial advisor with Cetera, holding a Series 66 credential and seven years of industry experience. He has worked with firms including Avantax and Mutual of Omaha and owns Van Holland Accounting LLC, where he provides tax and bookkeeping services. Additionally, he is an insurance agent selling health, dental, and vision insurance through PIPAC Health & Life Insurance Brokerage. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, and institutional accounts through a nationwide network of independent advisors. The firm offers diverse portfolio management and consulting services, utilizing a multi-manager platform that includes affiliated and third-party model portfolios under various program structures.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Madison M

Series 66

Sheldon, IA

Edward Jones

Madison Meyer is a Series 66-licensed financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, Madison worked in various roles including education at Iowa State University and local government for the City of Sheldon. 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 strategies, alongside affiliated mutual funds and tax-efficient services.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Ryan D

Series 66

Orange City, IA

Cetera

Ryan Doughan is a financial advisor with Cetera, holding a Series 66 designation and eight years of industry experience. He has worked at Cetera and its affiliated entities since 2018 and was previously with Legacy Building Company for nine years. Outside of his advisory role, he is the owner of a publishing business and serves on the board of the Orange City Public Library. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients, including individuals, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors and provides access to diverse investment strategies and program platforms.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Trevor G

CFP®, ChFC®, Series 66

Sheldon, IA

Edward Jones

Trevor Gottula is a CFP® and ChFC® with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, he worked for Wells Enterprises, Inc. from 2015 to 2017. Outside of his advisory role, he owns a rental property in Sheldon, Iowa. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and maintains a large nationwide network of financial advisors and branch offices.

Retirement income strategy General retirement planning Charitable giving & philanthropy General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Retired Founder/Business Owner Executive
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Jay T

Series 66

Sheldon, IA

Ameriprise

Jay Theis is a financial advisor with Ameriprise, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves as a Compensation Board Representative for O’Brien County, Iowa. Ameriprise is a large institutional firm that offers retirement-income planning services targeted at individuals nearing or in retirement with substantial investable assets. The firm provides a range of advisory, brokerage, and insurance solutions through affiliated companies and uses a centralized consulting team to deliver tailored, research-driven retirement income recommendations.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Brandon B

Series 66

Sanborn, IA

Cetera

Brandon Braaksma is a financial advisor at Cetera with 11 years of industry experience. He holds the Series 66 designation and has worked at Iowa State Bank and Cetera Wealth Services, LLC since 2015. Outside of his advisory role, he is involved in farming livestock and crop production and serves as a board member for local nonprofit organizations, including the Children’s World Foundation and the Community Foundation of Sheldon, Iowa. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base, including individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform with access to affiliated and third-party money managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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