Erin Freund is a financial advisor with Great Valley Advisor Group, LLC, holding CFP® and Series 66 credentials and bringing 20 years of industry experience. She has worked at LPL Financial since 2024 and previously held roles with Principal Life Insurance Company and Principal Securities Inc. Erin also maintains involvement in non-variable insurance activities. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm provides discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, utilizing a combination of in-house strategies and third-party managers across various platforms.

Michael Allen is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 credentials and 46 years of industry experience. His prior roles include positions at LPL Financial, Cambridge Investment Research Advisors, and VOYA Financial Advisors. He is also involved in insurance sales focused on non-variable products. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, trusts, and other entities. The firm combines individualized portfolio construction with ongoing oversight, utilizing both in-house strategies and third-party managers across various platforms.

Mark Smith is a CFP® professional with 41 years of industry experience, currently affiliated with Principal Financial Services. His career includes long-term roles at Principal Life Insurance Co., Principal Securities Inc., and ownership of Daryl D. Smith Co., Inc. He serves on the Atlantic Airport Commission and is a director of the Atlantic High School Senior Alumni Scholarship Foundation. Additionally, he is co-owner of an entity that operates a private airplane. Principal Securities provides brokerage and advisory services to a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money manager asset allocation and separately managed account solutions.

Brady Griffin is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and two years of industry experience. His prior work includes roles at PFS Investments Inc., Robinson Ruhnke, PC, and Rush CPA & Associates. He owns Griffin CPA LLC, a separate accounting business based in Audubon, Iowa. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual, corporate, and charitable clients. The firm utilizes model-delivery strategies managed by unaffiliated asset managers and supports accounts through Pershing custody and BNY Mellon Advisors as an overlay manager.

Thomas Gross is a financial advisor with Ameriprise who holds Series 66 and Series 63 licenses and has seven years of industry experience. Prior to joining Ameriprise in 2022, he worked at FBL Marketing Services and Farm Bureau. He serves as President on the Board of Directors for the Walnut Education Foundation. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, notable for its specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Brian Wedemeyer is a financial advisor with Ameriprise in Avoca, IA, holding a Series 66 designation and eight years of industry experience. He has worked at Ameriprise since 2017 and previously held roles at Mutual of Omaha and Clarinda CSD. Outside of his advisory role, he is involved with an LLC that operates the AMP practice. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to produce personalized recommendation reports. As a large institutional firm, Ameriprise offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Dillan Hamilton is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and bringing 10 years of industry experience. Prior to joining Ameriprise in 2022, he worked at Securities America Advisors and Signator Investors. Outside of advisory work, he manages Hamilton Family Farms, overseeing agricultural operations in Avoca, Iowa. Ameriprise Financial Services is a diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement planning advice focused on reliable income sources and tax-aware withdrawal strategies.

Daulton Maassen is a financial advisor with Ameriprise in Walnut, Iowa, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Securities America Advisors, Agriland FS, and Midstates Bank. Ameriprise offers a retirement-income planning service aimed at clients approaching or in retirement who meet specific eligibility criteria, combining research, modeling, and tax-efficiency analysis to provide written Recommendation Reports. The firm serves a broad client base through advisory, brokerage, and insurance solutions typical of a large institutional firm.

George Howard is a financial advisor with LPL Financial, holding a Series 63 designation and over 30 years of industry experience. He has worked at LPL Financial since 2020 and previously spent six years at Securities America Advisors and Securities America Inc. Outside of his advisory role, Howard is co-owner of an insurance agency and owns a self-service laundromat in Atlantic, Iowa. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, retirement plan consulting, and brokerage services supported by research, model portfolios, and technology-driven strategies.

Ruth Sears is a CFP®-certified financial advisor with Edward Jones, where she has worked for seven years. She has experience with the firm dating back to 2015. Outside of her advisory role, she is secretary of an LLC that owns her office building, which she co-owns with her husband. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Robert Bodine Jr. is a financial advisor with Wells Fargo Clearing holding Series 63 and Series 65 licenses. He has experience in the financial industry since 2017 with prior roles at Mutual of Omaha Bank and Wells Fargo Bank, nA. Bodine is based in Atlantic, Iowa. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Kyler Morgan is a financial advisor at Edward Jones with 13 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2013. Outside of his advisory role, Morgan serves as the head varsity baseball coach at Riverside Community Schools in Oakland, IA. Edward Jones is a full-service wealth management firm serving individual and institutional clients across the United States. The firm manages a broad range of advisory programs and offers both discretionary and non-discretionary investment solutions supported by a large network of financial advisors and branch offices.

Joel Becerra is a financial advisor with Ameriprise in Walnut, IA, holding a Series 66 designation. He has experience working at Ameriprise and Hamilton Financial Services in 2025, as well as Powertech from 2019 to 2025. Prior to his financial services career, he held positions at Menards, Iowa Western Community College, and AHSTW Highschool. Ameriprise provides retirement-income planning services targeting individuals approaching or in retirement who meet specific asset criteria. The firm offers a range of advisory, brokerage, and insurance solutions through affiliated entities, combining research, modeling, and tax-efficiency analysis to generate retirement income recommendations.

Ronald Hamilton is a financial advisor with Ameriprise Financial Services who holds a Series 63 designation and has 34 years of industry experience. Prior to joining Ameriprise in 2022, he worked at Securities America Advisors and Signator Investors. Outside of advising, he is involved in farming through Timberlane Farms and serves as a board member for the nonprofit Peace Haven. Ameriprise Financial Services is a large diversified firm serving individual and institutional clients, offering a Premier Retirement Income service that provides tailored retirement planning reports and ongoing advice focused on dependable income and tax-aware withdrawal strategies.

Judd Meneely is a financial advisor with Edward Jones in Atlantic, Iowa, holding Series 63 and Series 66 designations and 23 years of industry experience. He has been with Edward Jones since 2002. Meneely serves as a board member for Atlantic Municipal Utilities and is a 50% owner of Meneely Farm LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment strategies. The firm manages over $1 trillion in assets and operates through a large network of advisors and branch offices nationwide.