Mark Stevens is a CFP® and CFA® with 13 years of experience in the financial industry. He is currently the sole advisor at Vestera Wealth LLC, where he has worked since 2025. His prior experience includes roles at HTLF (Heartland Financial USA), ATCapital Management, and American Trust. Vestera Wealth LLC provides investment advisory and wealth management services to individuals, trusts, businesses, and charitable organizations, with a focus on high-net-worth clients. The firm manages assets primarily on a discretionary basis, combining multiple analytical approaches and oversight of independent managers, and also acts as a sub-advisor to other registered investment advisors and trust departments.

Jacob Rosalez is a financial advisor with Cetera Planning Partners and holds a Series 66 designation. He has six years of industry experience and has previously worked with firms including Avantax and Ameriprise Financial Services. Rosalez also assists investment representatives with their clients through Avantax Planning Partners. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees. The firm provides investment management, financial planning, Social Security optimization, and retirement advice, along with ancillary services such as tax planning, bookkeeping, payroll support, and estate-planning through third-party providers.

Michael Otting is a financial advisor with Empower Advisory Group who holds Series 63 and Series 65 licenses and has 24 years of industry experience. His prior roles include positions at GWFS Equities, Inc., Prudential Customer Solutions LLC, Global Portfolio Strategies, Inc., and Prudential Investment Management Services. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm’s services integrate with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns, annual rebalancing, and clients’ savings rates.

Josh Vondran is a financial advisor with Empower Advisory Group, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His prior work includes roles at Advised Assets Group, GWFS Equities, American Trust, LPL Financial, and Cetera Investment Advisors. Outside of his advisory work, he serves as a judge for the United Powerlifting Association and coaches youth baseball in Western Dubuque. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and retail brokerage clients, delivering services integrated with Empower’s recordkeeping and administrative platforms.

Marc Kerscher is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. He has been with Thrivent since 2008. Outside of his advisory role, he serves as an assistant high school football coach and is a member of the board of directors for a senior living complex. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers comprehensive, goal-based planning without discretionary trading authority, combining planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Brian Gogel is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 25 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2018 and concurrently maintains a long-standing role at Citizens State Bank. Outside of his advisory work, he is involved in agricultural operations as a partner in Gogel Brothers Farms and serves as treasurer for both the Monticello School Foundation and the Monticello Youth Baseball Softball Association. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, and other retirement-plan sponsors. The firm offers a range of services through independent financial professionals, including financial planning, investment management, and retirement plan advisory, utilizing proprietary and third-party model strategies and multiple platform arrangements tailored to client objectives.

Nolan Vosler Jr. is a financial advisor with LPL Financial, holding a Series 63 designation and 37 years of industry experience. He has been associated with LPL Financial since 1992 and also manages the investment program at First Central State Bank. Vosler has longstanding involvement with community organizations, including the DeWitt Noon Lions and DeWitt Community Hospital as a major donor. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services delivered through a large network of advisors utilizing various portfolio strategies and institutional platforms.

Allison Kettmann is a financial advisor at Edward Jones in Cascade, IA, holding a Series 66 designation. She joined Edward Jones in 2025 and has prior experience at Bridgewater Advisors and various roles in education and hospitality. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Brock Hillers is a financial advisor at Edward Jones with one year of industry experience. He previously worked at Cottingham and Butler for two years and has experience in diverse roles including time with the University of Iowa Football program. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies supported by a large nationwide network of financial advisors and branch offices.

Brad Ludwig is a financial advisor with Edward Jones in Cascade, IA, holding Series 63 and Series 66 designations and 24 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, Ludwig owns Castle Creek LLC, a rental property business. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated investment products, operating under a fiduciary standard.

Christian Brokaw is a financial advisor at Edward Jones in Monticello, IA, holding a Series 66 designation with 16 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,000 advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Kent Streicher is a financial advisor with Edward Jones in Anamosa, Iowa, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, he owns Streicher Enterprises, an LLC involved in commercial property development including plans for a new Edward Jones office building. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets through a large network of financial advisors and offers a range of investment strategies and affiliated financial products under a fiduciary standard.

Jacob Westhoff is a financial advisor with Edward Jones in Cascade, Iowa, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2022, he worked at Fidelity Bank & Trust and several other financial and non-financial firms. He has a personal interest in farming through family involvement with feeder cattle. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs, investment strategies, and affiliated financial services. The firm manages over $1 trillion in assets and supports its clients through a large network of advisors and branch offices nationwide.

Craig Thompson is a financial advisor with Edward Jones in Monticello, IA, holding Series 63 and Series 66 licenses and with 25 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, he owns a small office rental business in Monticello. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets with a large nationwide network of advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Amy Cooper is a CFP® professional with 30 years of industry experience, currently serving as a financial advisor at LPL Financial since 2001. Prior to joining LPL, she owned and operated her own insurance agency, Cooper Financial Services, Inc., and continues to be involved in insurance services including life, health, disability, and property and casualty insurance. She is also a commissioned notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, institutions, and retirement plan participants. The firm supports a broad range of investment strategies and integrates insurance and credit offerings alongside its advisory platform.

Cole Schmelzer is a financial advisor with LPL Financial in Peosta, Iowa, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked with Dupaco Community Credit Union since 2014 and previously with CUNA Brokerage Services and Global Portfolio Strategies. Outside of advising, Schmelzer is involved with Dupaco Financial Services, a business affiliated with his activities at LPL. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of investment programs and utilizes various advisory tools and platforms serving over 22,800 advisors.

Kris Gobeli is a Certified Financial Planner® with six years of industry experience, currently serving with Thrivent Investment Management. His prior work includes roles at Edward Jones, Fidelity Bank & Trust, and Facet. Outside of finance, he co-owns a small herd of miniature cattle and serves on the board of the Wyoming Fair Association, supporting local agricultural events. 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, holistic planning without portfolio management for institutional clients and allows clients to combine planning with managed-account services under a consolidated billing option.