Julia Punj is a financial advisor at Ellevity Capital, LLC with nine years of industry experience. She holds a Series 65 designation and has been with Ellevity Capital since 2016. Outside of her advisory role, she owns and manages Veraison Wine Bar in Fairfield, Iowa. Ellevity Capital provides discretionary investment management primarily to individuals, including high-net-worth and qualified clients, and to pooled investment vehicles. The firm focuses on actively managed, income-oriented strategies that integrate preferred and high-yield equity securities with options trading, employing both fundamental and technical analysis in portfolio construction.

Avangeline Subsin is a financial advisor at Bridgeport Financial Solutions with nine years of industry experience. She holds the Series 66 designation and has worked at Cambridge Investment Research Advisors and Thimbleberry Financial. She serves as a board member of Whatsoever You Do, Inc., a nonprofit organization based in Ottumwa, Iowa. Bridgeport Financial Solutions serves individual clients, including high-net-worth households, and institutional clients such as retirement plans. The firm provides investment management, financial planning, retirement-plan advisory, and tax preparation services through its subsidiary, offering both discretionary management and access to third-party and affiliated strategists.

Luke Perry is a Series 66-licensed financial advisor with 15 years of industry experience. He is affiliated with Bridgeport Financial Solutions and has prior experience at Cambridge Investment Research Advisor, Inc., CRI Securities, LLC, and Securian Financial Services, Inc. Perry has also worked with nonprofit and church organizations earlier in his career. Bridgeport Financial Solutions serves individual and institutional clients, including high-net-worth households and retirement plans, offering investment management, financial planning, retirement-plan advisory, and related consulting. The firm utilizes model portfolios overseen by an Investment Committee and provides discretionary management through wrap programs and advisor-managed portfolios, with access to both affiliated and third-party strategies.

Justin Zeimet is a financial advisor at Bridgeport Financial Solutions with seven years of industry experience. He holds a Series 66 license and has previously worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. Outside of advisory roles, Zeimet provides coaching and tax services on a limited basis. Bridgeport Financial Solutions serves individual and institutional clients, including high-net-worth households and retirement plans, offering investment management, financial planning, and retirement-plan advisory services. The firm employs model portfolios managed by an Investment Committee and delivers discretionary management through wrap programs and advisor-managed portfolios, incorporating both affiliated and third-party strategies.

Annalisa Clifford Gold is a Series 66-registered advisor at Vanderbilt Advisory Services with 5 years of industry experience. She has worked with Vanderbilt Securities, LLC since 2017 and with IPAM Inc dba Centered Wealth since 2016. Outside of her advisory role, she serves as a committee member of Iowa WINS and is an active member of Rotary Club International. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm utilizes strategic asset allocation and a combination of fundamental, technical, and charting analysis, offering a range of portfolio management and financial planning services supported by a unique integration with retirement-plan and benefits firms.

Theodore Hirsch is a Series 65-licensed financial advisor with six years of industry experience, currently with Vanderbilt Advisory Services since 2020. He has also operated Hirsch Associates Inc. since 2012. Outside of his primary roles, Hirsch serves as an investment researcher and consultant for several firms and holds a board position overseeing investment strategy for a charitable foundation. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm employs a strategic asset allocation approach using fundamental, technical, and charting analysis, offering discretionary and non-discretionary portfolio management alongside financial planning and consulting services.

Stuart Valentine is a financial advisor with Vanderbilt Advisory Services in Fairfield, Iowa, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. Prior to joining Vanderbilt Advisory Services in 2017, he worked at Financial West Group for 17 years. Outside of his advisory role, he serves as co-director of the Sustainable Living Coalition, is an advisory board member for the Sustainable Iowa Land Trust, and chairs the Fairfield Resilient Action Network. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, businesses, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, proprietary model portfolios, and financial planning services, with an investment approach that combines strategic asset allocation and multiple analytical methods.

William Carlisle is a Series 66-licensed financial advisor with 11 years of industry experience. He is currently with Vanderbilt Advisory Services and previously worked at Morgan Stanley, E*TRADE, TD Ameritrade, Cambridge Investment Research, and Merrill. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm’s investment approach combines strategic asset allocation with fundamental, technical, and charting analysis, offering both discretionary and non-discretionary portfolio management alongside financial planning and consulting services.

Pamela Corrick is a financial advisor with Valic Financial Advisors in Fairfield, Iowa, holding Series 63 and Series 66 licenses and 14 years of industry experience. She has previously worked at Cambridge Investment Research and currently owns Pam Corrick Antiques, a business specializing in vintage jewelry, textiles, and collectibles. Additionally, she is involved in social media marketing for her husband's Taco John's restaurants and plans to co-own a School of Rock franchise in Madison, Wisconsin. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering wrap programs, portfolio management, and financial planning services through a large network of advisors. The firm manages approximately $29.2 billion and is notable for its use of discretionary unified managed accounts and centralized technology solutions.

Luke Hillis is a financial advisor with Eagle Strategies (NY Life) based in Fairfield, Iowa. He holds a Series 66 designation and has one year of industry experience. His prior roles include positions at Cambridge Investment Research and several companies related to window products and construction. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes tailored recommendations and manages a majority of its assets on a non-discretionary basis, working with a wide range of institutional sponsors.

Chad Huff is a financial advisor with Eagle Strategies (New York Life) based in Fairfield, Iowa, holding Series 63 and Series 65 licenses and having 29 years of industry experience. He has worked with Eagle Strategies since 2005 and operates Huff Financial Group, which sells New York Life products and brokers non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans, offering financial planning, investment management, and advisory services with a focus on tailored solutions and predominantly non-discretionary asset management.

Matthew Goodwin is a financial advisor at Cambridge Investment Research Advisors with 24 years of industry experience. He holds a Series 66 designation and has worked at Continuity Partners Group, LLC and Cambridge Investment Research entities since 2012. He serves on the board of directors for The Cambridge Foundation, a nonprofit organization. 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, trusts, and retirement-plan sponsors. The firm offers a range of financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing various custody platforms and proprietary as well as third-party strategies.

Kristopher Emick is a financial advisor with Cambridge Investment Research Advisors in Fairfield, IA, holding the Series 66 designation and 15 years of industry experience. He has been with Cambridge Investment Research Advisors and its affiliates since 2014. 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 services through a network of independent Financial Professionals, providing a range of portfolio management and model-based solutions tailored to client objectives.

Selina Simpson is a Series 66-licensed financial advisor with 20 years of industry experience, currently working at LPL Financial since 2022. She previously spent 16 years at Cambridge Investment Research, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies.

Keagan Drish is a financial advisor at Edward Jones in Fairfield, IA, holding a Series 66 designation with two years of industry experience. His prior roles include positions at Libertyville Savings Bank and Cambridge Investment Research. Outside of advising, he manages real estate investments through ownership and bookkeeping responsibilities with family-owned entities. 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 solutions supported by a nationwide network of more than 23,000 financial advisors.

Matthew Mullenneaux is a financial advisor with LPL Financial in Fairfield, IA, holding a Series 66 designation and 21 years of industry experience. He previously worked at Cambridge Investment Research Advisors from 2008 to 2014 before joining LPL Financial in 2014. 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 asset management services through a large network of advisors, utilizing various investment strategies and operational tools.

Barry Schmidt is a financial advisor at Cambridge Investment Research Advisors with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cambridge since 2010, following a brief tenure at Continuity Partners Group, LLC. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing a range of portfolio management strategies and multiple custody and platform options.

John Stever is a financial advisor at Edward Jones with 36 years of industry experience. He has been with Edward Jones since 1990 and holds Series 63 and Series 66 designations. Outside of advising, he is involved in local community activities including serving as president of the Evergreen Cemetery Board in Fairfield, Iowa, and operates a small-scale cattle farming business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and affiliated services, including discretionary and non-discretionary strategies, separate managed accounts, and tax-efficient solutions, supported by a large network of financial advisors and branch offices nationwide.

Britni Ensminger is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and eight years of industry experience. Her prior roles include positions at LPL Financial and Cambridge Investment Research, Inc. She is based in Fairfield, Iowa. Cambridge Investment Research Advisors serves a diverse range of clients, including individuals, retirement plans, and charitable organizations, providing financial planning, investment management, and retirement plan advisory services. The firm offers multiple investment implementation options through a network of independent Financial Professionals, with personalized strategies that may include proprietary models and third-party managers.

Jeremy Booth is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and over 22 years of industry experience. He has been with Cambridge Investment Research, Inc. since 2004 and Cambridge Investment Research Advisors since 2006. Outside of his advisory role, he has maintained a rental property business since 2002. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors, offering financial planning, investment management, and retirement advisory services through a large network of independent Financial Professionals. The firm provides multiple investment platforms and strategies, with a combination of proprietary models and access to external managers.