Tricia Holdgrafer is a financial advisor with Eagle Strategies (NY Life) based in Bellevue, Iowa, holding Series 63 and Series 65 licenses with nine years of industry experience. She has been with Eagle Strategies since 2021 and concurrently associated with NYLIFE Securities LLC and New York Life Insurance Co. since 2017. Outside of her advisory role, she serves as an officer and handles accounting for Holdgrafer Dairy, Inc., a family-operated business. Eagle Strategies serves a diverse client base including individuals, institutions, and retirement plans, providing financial planning, investment management, and retirement-plan advisory services. The firm offers tailored advisory solutions through multiple program types and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Denise Clark is a financial advisor at Empower Advisory Group with 10 years of industry experience. She holds a Series 66 designation and has worked at firms including Thrivent Financial and Data Dimensions. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders, offering integrated services tied to Empower’s recordkeeping and administrative platforms.

Jeremy Venenga is a financial advisor with Edward Jones in Maquoketa, IA, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, he serves as an assistant high school volleyball coach at Anamosa Community School. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm manages over $1 trillion in assets and operates a large nationwide network of advisors and branch offices.

Brian Aunan is a financial advisor with Ameriprise, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its predecessor entities since 2005. Aunan serves on the Board of Directors for the Hospice of Jackson County and operates a tax preparation business under his CPA credentials. Ameriprise provides retirement-income planning services primarily for clients with substantial investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Terri Raymond is a financial advisor at Edward Jones in Maquoketa, IA, holding a Series 66 designation with 13 years of industry experience, all with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary portfolio strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management through a large nationwide network of financial advisors and branch offices.

Steven Kinrade is a financial advisor with OSAIC, holding Series 65 and Series 63 licenses and bringing 38 years of industry experience. He has previously worked at Ameritas Investment Corp and Central Financial Services, and he manages Kinrade Family Angus, a family farm involved in row crops and Angus cattle breeding. Kinrade is also a licensed independent insurance agent selling fixed insurance products. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services utilizing asset-allocation tools, risk assessments, and automated portfolio management across a variety of investment products.

Amber Knickrehm is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and six years of industry experience. She has worked at Cambridge Investment Research Advisors since 2018 and is also involved with Ohnward Wealth & Retirement-Maquoketa State Bank as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through independent Financial Professionals, utilizing a range of portfolio management and model-based strategies tailored to client objectives.

Paul Miller is a financial advisor at LPL Financial with 43 years of industry experience. He holds the ChFC® and Series 63 credentials and has previously worked at Royal Alliance Associates, Signator Investors, and Powell Financial Group. Miller also maintains a notary role and is involved in non-variable insurance through Insurance Planning Services Corporation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and nonprofit organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services with access to proprietary research, third-party subadvisors, and technology-driven portfolio management solutions.

Thomas Stricker is a CFP® professional with 21 years of experience in the financial services industry. He is currently with LPL Financial, where he has worked since 2026, returning after previous tenures at LPL Financial and Ameriprise Financial Services. Outside of advising, he is involved as a business owner of Zazou's Bridal Boutique & Tuxedos and serves on the Board of Directors for the Loras College Financial Planning Program. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by diverse model portfolios and research.

Kerry Schepers is a financial advisor with Cambridge Investment Research Advisors, holding the ChFC® designation and Series 63 license, with 26 years of industry experience. Prior to joining Cambridge in 2018, Schepers worked at Broker Dealer Financial Services Corp. Outside of advising, Schepers serves as a committee member for the Maquoketa High School Alumni Association and volunteers with local organizations including the Friends of Maquoketa Caves State Park and the Maquoketa Art Experience Board. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing various portfolio management platforms and strategies tailored to client needs.

James Wachtel is a financial advisor with LPL Financial and holds the Series 66 credential. He has 15 years of industry experience and has worked at various firms including Transamerica Financial Advisors, Inc. and Cottingham and Butler. Outside his advisory work, he is involved with 3Fitt Life, Inc., an entrepreneurial venture he has been part of for four years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, brokerage services, and access to model portfolios and third-party research.

Alyssa Burks is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Her prior experience includes roles at The University of Iowa, Aspire at West Campus, Texas Woman's University, and The University of Texas at Austin. Outside of financial advising, she works as a wedding officiant in Cascade, IA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, operating under a fiduciary standard and supported by a large network of advisors and branch offices nationwide.

Tenley Cavanagh is a financial advisor with Osaic Wealth Inc. She holds a Series 66 designation and has one year of industry experience. Prior to joining Osaic, she was not employed in the financial industry for ten years. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of advisers and multiple advisory platforms. The firm provides integrated brokerage and advisory services with access to various investment products and third-party money managers, using tools such as asset-allocation models and automated rebalancing to manage portfolios on a discretionary or non-discretionary basis.