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 with Empower Advisory Group based in Maquoketa, Iowa. She holds a Series 66 designation and has 10 years of industry experience. Her previous work includes roles at Thrivent Financial, Data Dimensions, and GWFS Equities. 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 clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

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 in Maquoketa, IA, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its predecessor entities since 2005. Brian serves on the Board of Directors for Hospice of Jackson County and operates a separate tax preparation business. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides personalized, tax-aware withdrawal strategies supported by proprietary research and third-party data.

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 at OSAIC with 38 years of industry experience. He holds Series 65 and Series 63 licenses and has a background that includes two decades at Ameritas Investment Corp and over three decades at Central Financial Services. In addition to his advisory work, he manages Kinrade Family Angus, a family-owned farm focused on row crops and Angus cattle breeding. OSAIC Wealth serves a diverse client base including retail investors, retirement plans, charities, and corporate clients, offering a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools. The firm is recognized for its scale, complex affiliate network, and private-equity ownership.

Amber Knickrehm is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and six years of industry experience. She has been with Cambridge Investment Research Advisors since 2018 and also serves as an independent insurance agent with Ohnward Wealth & Retirement-Maquoketa State Bank. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through multiple platforms and custodians. The firm manages a multi-billion dollar asset base and provides access to proprietary model strategies and unaffiliated third-party advisers.

Paul Miller is a financial advisor with LPL Financial in Maquoketa, IA, holding the ChFC® and Series 63 credentials and bringing 43 years of industry experience. His prior work includes roles at Royal Alliance Associates, Signator Investors, Powell Financial Group, and Transamerica Financial Advisors. Outside of his advisory work, he is also involved with insurance planning services and serves as a notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment services, utilizing a broad platform that includes model portfolios, third-party asset managers, and institutional solutions.

Thomas Stricker is a CFP® professional affiliated with LPL Financial with 21 years of industry experience. His prior roles include positions at Ameriprise Financial Services and U.S. Bancorp Investments. Outside of his advisory work, he is involved in retail business ownership through Zazou's Bridal Boutique & Tuxedos and serves on the advisory board for the Loras College Financial Planning Program. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, utilizing a wide network of investment adviser representatives and a variety of investment strategies.

Kerry Schepers is a financial advisor with Cambridge Investment Research Advisors, holding the ChFC® designation and Series 63 license. She has 26 years of industry experience, including prior roles at Broker Dealer Financial Services Corp. Outside of her advisory work, Schepers is involved in various community organizations, serving as a committee member for the Maquoketa High School Alumni Association and volunteering as a grant writer and board member for local parks and arts groups. Cambridge Investment Research Advisors serves a diverse client base of individual and institutional investors, including pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm provides access to multiple platforms and third-party advisers, managing a multi-billion dollar asset base with proprietary and affiliated model strategies.

James Wachtel is a financial advisor with LPL Financial in Bellevue, Iowa, holding a Series 66 designation and 15 years of industry experience. His prior firms include Transamerica Financial Advisors, Inc. and Morgan Stanley & Co. LLC. Outside of advising, he has been involved with 3Fitt Life, Inc. since 2022. 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 financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supporting advisors with both discretionary and non-discretionary strategies.

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 at OSAIC with a Series 66 designation and one year of industry experience. Prior to joining OSAIC Wealth Inc, Tenley was not employed in the financial sector. OSAIC Wealth serves a diverse range of retail and institutional clients through a large multi-advisor platform offering brokerage and advisory services. The firm employs a model-based investment process with various portfolio management options and supports a broad spectrum of client types including individual investors, retirement plans, charities, and corporate clients.