Kent Dallmeyer is a financial advisor with Mason & Associates, Inc. in Washington, IA, holding Series 63 and Series 65 credentials and bringing 47 years of industry experience. He has been with Mason & Associates and Mutual Securities, Inc. since 2015. Outside of advisory work, he serves as a director and foundation chair of the Rotary Club of Washington, IA, and is involved in several family farm enterprises. Mason & Associates serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and small businesses with personalized financial planning and investment management. The firm’s investment process is based on Modern Portfolio Theory and includes strategic asset allocation and global diversification, utilizing an open-architecture platform and engaging in private placements and illiquid investments.

Adhali Larios Hernandez is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at Equitable Advisors and Axa Advisors, and he has served in the U.S. Army Reserves since 2009. Hernandez is a board member of the Washington Public Library, participating in community outreach and engagement. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering managed portfolios and non-discretionary investment recommendations supported by Morningstar Investment Management’s proprietary software and model portfolios.

Brian Kelso is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. He has been with Cambridge since 2007 and also operates as an independent insurance agent. Outside of advising, Kelso is the president of Vel-Donna, Inc., a storage rental business, and is active as a member of the Rotary Club in Kalona, IA. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals using a variety of portfolio management strategies and platform arrangements.

Madelyn Widmer is a financial advisor with Thrivent Investment Management based in Washington, IA. She holds a Series 66 designation and has nine years of industry experience, all with Thrivent in various capacities since 2016. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning that covers a wide range of topics without including implementation of recommendations. The firm offers clients the option to combine planning with managed accounts through a consolidated service called WealthPlan, while maintaining separate oversight of each.

James Wachendorf is a financial advisor at LPL Financial with 15 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Cambridge Investment Research Advisors and MidAmerica Securities. Based in Iowa City, IA, Wachendorf is also associated with GreenState Credit Union. 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 financial planning and portfolio management options, utilizing model portfolios, third-party subadvisors, and customized strategies.

Gabriel Bruns is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Marshalls Furniture and was involved with Crooked Creek Christian Camp. He also attended Simpson College. 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 strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Jeffrey Enfield is a financial advisor at Ameriprise with 38 years of industry experience. He holds a Series 63 designation and has worked with Ameriprise since 2020, following a 32-year tenure at American Express Financial Advisors Inc. Based in Washington, Iowa, he has extensive experience in financial advisory services. Ameriprise provides a retirement-income planning service focused on individuals nearing or in retirement who meet specific asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations, supported by a centralized consulting team and algorithmic tools.

Kenteth Blossom is a CFP® professional at Cetera with 21 years of industry experience. He has held roles at Everence and Concourse Financial Group Securities Inc., and currently provides financial planning and charitable planning services through Everence Trust Company. Outside of advising, he serves as a head softball coach for a local high school. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with diverse investment strategies, including model portfolios, third-party managers, and bespoke solutions, supported by a nationwide network of over 10,000 advisors.

James Wachendorf is a CFP®-credentialed financial advisor with 44 years of industry experience. He is currently with LPL Financial in Iowa City, IA, where he has worked since 2020. His prior experience includes over two decades at Nations Financial Group and roles at Cambridge Investment Research Advisors and GreenState Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and technology tools.

Martin Westen is a financial advisor with Thrivent Investment Management in Washington, IA, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. He has been with Thrivent and its predecessor, Thrivent Financial for Lutherans, since 2002. Outside of his advisory role, Westen serves as Membership Director for the Vintage Karting Association, an organization focused on preserving vintage go-karting and hosting related events. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors. The firm provides holistic, goal-based financial analyses and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan,” while maintaining separate oversight of these services.

Micah Roberts is a financial advisor at Edward Jones based in Washington, IA, holding a Series 66 designation with 14 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

John Nielsen is a CFP® with three years of industry experience, currently serving as a financial advisor at Edward Jones in Washington, IA. Prior to joining Edward Jones, he worked in dietitian consulting and nutrition coaching, including a role at Dining RD. Nielsen also occasionally preaches at Reformation Church. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment advisory programs and affiliated financial services supported by a large network of advisors and offices.

David Bruns is a financial advisor with Edward Jones in Washington, IA, holding Series 63 and Series 66 designations and over 40 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1985. Outside of his advisory work, he serves on the Board of Trustees for Washington County Hospital and is a board member of the Washington County Hospital Foundation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory strategies, including wrap fee programs and separately managed accounts, supported by a nationwide network of over 23,000 financial advisors.

Dave Morris is a financial advisor with Cambridge Investment Research Advisors in Washington, IA, holding a Series 66 designation and 13 years of industry experience. He has been with Cambridge Investment Research, Inc. since 2013 and its advisory affiliate since 2016. Outside of his advisory role, he is active as a songwriter and owns retail sales ventures. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors, providing financial planning, investment management, and related services through a network of independent financial professionals. The firm offers multiple portfolio management strategies under both proprietary and third-party models, delivered through various custody platforms with discretionary or non-discretionary approaches tailored to client objectives.

Cody Hotman is a financial advisor with LPL Financial based in Iowa City, IA. He holds a Series 66 designation and has been with LPL Financial since 2025. Prior to joining LPL, he held positions at Greenstate Credit Union, the University of Iowa, DP Dough, Fenix Pest Control, Hy-Vee, and Indianola High School. 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, and institutional platforms, supported by a large network of advisors and extensive operational resources.

Trevor Quigley is a financial advisor at Thrivent Investment Management with two years of industry experience. He holds a Series 66 designation and has worked with Thrivent and Waypoint in various roles since 2021. Outside of his advisory work, he serves as co-head coach of the boys varsity golf team at Washington High School. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering goal-based analyses and planning recommendations across a range of financial topics without managing portfolios directly.

Tim Sullivan is a CFP® professional with 37 years of industry experience, currently affiliated with Cambridge Investment Research Advisors since 2018. His prior career includes over two decades at Northwestern Mutual in various capacities. Outside of financial advising, he serves as a high school basketball referee and holds board positions with the Community Foundation of Washington County and the Kalona Rotary. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals who utilize a variety of portfolio management strategies tailored to client objectives.

Barry Johnson is a financial advisor at Osaic with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Osaic since 2018, following two years at Signator Investors, Inc. He is also president of Barry Johnson Financial Services, LLC. Johnson has served as president of the Wellman Rotary, a community service organization. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing various asset-allocation and portfolio management tools across multiple investment platforms.

Jeffrey Knupp is a financial advisor with Edward Jones in Washington, IA, holding a Series 66 designation and two years of industry experience. His background includes roles at HTLF and Federation Bank, as well as entrepreneurial experience with Duwa's Quality Walls Inc. Outside of advising, he serves as a board member for the Community Foundation in Washington, IA, and works part-time as a server and bartender at The Exchange on Vine, a wedding and event venue. Edward Jones is a full-service wealth management firm serving a broad client base including individuals, institutions, and charitable organizations. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Blaine Widmer is a financial advisor at Thrivent Investment Management with 13 years of industry experience. He holds a Series 66 designation and has worked at firms including Cambridge Investment Research and Hawkins Wealth Management. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of Financial Advisors. The firm provides holistic, goal-based planning focused on a wide range of topics, delivering written recommendations without implementation services, and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”