David Ballheim is the founder of Ballheim Financial LLC, an independent advisory firm based in Leclaire, Iowa. He holds a Series 65 credential and has 16 years of industry experience, having established his firm in 2012. Outside of his advisory work, he is a 20% partner in a farm rental business, CRB LLC, with no active management duties. Ballheim Financial LLC provides investment supervisory services and financial planning to individuals, high-net-worth clients, and pension and profit-sharing plans. The firm emphasizes documented client investment objectives, uses tools like Morningstar and Riskalyze for portfolio analysis, and offers retirement plan administration alongside various insurance product solutions.

Patrick Reid is a financial advisor at Plan2Thrive Financial with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at LPL Financial, Eagle Strategies, and New York Life. Outside of advising, he owns The Vault Coffee & Cafe, a local coffee shop and cafe. Plan2Thrive Financial is a small advisory firm serving individual and high-net-worth clients with portfolio management, financial planning, and pension consulting. The firm follows long-term, fundamentally driven strategies and may allocate assets to third-party managers while acting as a fiduciary on retirement accounts.

Amanda Kelley is a financial advisor at Plan2Thrive Financial with one year of industry experience. She holds a Series 65 designation and previously worked at the Department of Human Services for 12 years. Plan2Thrive Financial is a small advisory firm serving individual and high-net-worth clients, managing approximately $119 million for about 237 clients. The firm offers portfolio management, financial planning, pension and 401(k) consulting, and selection of third-party money managers, generally pursuing long-term, fundamentally driven strategies with fiduciary oversight on retirement accounts.

Jeff Newburn is a CFP® professional with 25 years of industry experience, currently serving at Plan2Thrive Financial in Eldridge, Iowa. His prior experience includes roles at LPL Financial and Securian Financial Services. Outside of advisory work, he has been involved in life coaching through Plan2Thrive Life Coaching. Plan2Thrive Financial provides financial planning, portfolio management, and pension consulting services primarily to individual and high-net-worth clients. The firm emphasizes a long-term investment approach with tailored portfolios and written Investment Policy Statements, and offers access to subscription-based estate planning tools.

Patrick Lonergan is a financial advisor with Vital Capital LLC, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. His work history includes roles at Vital Strategies LLC, Central Wealth Management LLC, Eagle Strategies LLC, and NYLIFE Securities LLC. Outside of advisory activities, he owns and operates an insurance brokerage under the Lonergan Group and is involved in managing senior housing properties through Park Vista Senior Housing Management. Vital Capital LLC provides discretionary portfolio management and financial planning services to individuals, small businesses, charities, trusts, and estates. The firm combines fundamental and technical analysis tailored to client objectives and incorporates due diligence on private and alternative investments, managing approximately $41.7 million in assets.

Carey Hilburn is a CFP® professional with 10 years of industry experience, currently serving at Vital Capital LLC since 2021. Prior to this, Carey worked at Central Wealth Management, LLC, Beaird Harris Wealth Management, and Quest Capital Management, Inc. Outside of advisory work, Carey also consults for VITAL LLC in a non-investment capacity. Vital Capital LLC is a five-advisor firm that serves individuals, small businesses, charities, trusts, and estates through discretionary asset management and sub-advisory services. The firm employs fundamental and technical analysis tailored to each client’s objectives and incorporates alternative investments and private offerings where appropriate.

Phillip Hugart is a financial advisor with Ausdal Financial Partners, Inc., holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has been associated with Transamerica Occidental since 1985. Outside of his advisory role, he owns and operates Team Insurance in Port Byron, IL, where he sells life and health insurance and fixed annuities. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets. The firm serves individuals, trusts, corporations, pension plans, and charitable organizations, offering a range of advisory programs, retirement plan services, and brokerage and insurance products.

Bryan Payton is a financial advisor at CreativeOne Wealth, LLC with seven years of industry experience. He holds a Series 65 designation and has previously worked at AE Wealth Management, LLC. Outside of his advisory role, he is an administrative specialist at Rock Valley Physical Therapy. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individuals, corporations, charitable organizations, and other RIAs. The firm uses a variety of investment strategies including proprietary ETF-based models, third-party managers, and option-based approaches, supported by quantitative and fundamental analyses.

Scott Sidor is a financial advisor at CreativeOne Wealth, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at AE Wealth Management and Safe Money Concepts, Inc., where he also serves as CEO of a fixed insurance sales and marketing business. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and other advisory firms. The firm manages primarily discretionary accounts using a blend of proprietary models and third-party managers, employing strategies that include modern portfolio theory, fundamental, technical, and quantitative analysis.

Randy Kirkpatrick is a financial advisor with Stratos Wealth Partners, Ltd. He holds Series 63 and Series 65 licenses and has nine years of industry experience. He has worked at Stratos Wealth Partners since 2017 and has been affiliated with LPL Financial since 2016. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base—including high-net-worth individuals, retirement plans, corporations, nonprofits, and other institutions—offering a range of services such as advisor-managed programs, financial planning, third-party manager programs, and outsourced CIO solutions. Their model relies on independent investment adviser representatives who provide discretionary and non-discretionary portfolio management through an open-architecture platform integrating multiple third-party managers and investment solutions.

Anthony Stoll is a CFP® professional with five years of industry experience, currently affiliated with United Planners Financial Services of America. His prior roles include positions at Securities America, OSAIC, and active service with the U.S. Army and Army Reserves, where he serves as a company commander. Outside of his advisory work, he is involved in tax preparation and insurance services. United Planners Financial Services serves a diverse client base including individuals, corporations, and institutional investors, offering financial planning, portfolio management, and brokerage solutions through a network of 477 independent advisors. The firm operates an open-architecture platform utilizing multiple custodians and third-party money managers, with a notable emphasis on non-discretionary asset management.

Michel Stephenitch is a financial advisor with Stratos Wealth Partners, Ltd and holds a Series 66 designation. He has one year of industry experience, including prior work at LPL Financial and multiple roles at Custom-Pak. Stratos Wealth Partners, Ltd is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients, offering a broad range of services such as financial planning, advisor-managed programs, and outsourced CIO solutions. Stratos employs an open-architecture investment model, integrating multiple third-party platforms and managers to deliver customized and actively managed portfolios.

Sarah Kane is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 designations and 21 years of industry experience. Her prior roles include positions at Transamerica Life Insurance Company, Kestra Advisory, Mel Foster Insurance, and Princor Financial Services Corporation. Transamerica Retirement Advisors serves employer-sponsored retirement plan participants and IRA owners through managed advice programs and investment education services. The firm uses proprietary software and model portfolios developed in partnership with Morningstar Investment Management and operates with a large client base and significant non-discretionary assets.

Kelsey Gammon is a financial advisor with Stratos Wealth Partners, Ltd. based in Clinton, IA, holding a Series 66 designation and eight years of industry experience. Prior to joining Stratos in 2025, Gammon worked at LPL Financial from 2018 and has experience at Mercy Living Center. Additionally, Gammon is a commissioned notary public for the State of Iowa. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients, offering a range of services such as advisor-managed programs, financial planning, third-party manager programs, and outsourced CIO solutions. Stratos employs an open-architecture investment approach integrating multiple platforms and managers, with advisors operating primarily as independent contractors providing discretionary and non-discretionary portfolio management tailored to client goals.

Kimberly Stoll is a CFP® professional with 38 years of industry experience. She is currently affiliated with United Planners Financial Services of America as a Limited Partner and has held positions with several firms, including Securities America, Inc. and WealthPLAN Partners, LLC. In addition to financial advising, she is a licensed non-variable insurance agent and has provided tax preparation services through her own firm, Independent Investment Services, Inc. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base with advisory and brokerage services. The firm is notable for its limited-partnership ownership structure and the predominance of non-discretionary assets under management.

Andrew Meyers is a financial advisor at Stratos Wealth Partners, Ltd with 19 years of industry experience. He holds the Series 63 and Series 66 credentials and has been with Stratos since 2017. Prior to that, he worked at LPL Financial starting in 2014. In addition to his advisory role, he is licensed as a health insurance agent and spends some time providing non-variable insurance services. Stratos Wealth Partners, Ltd is an SEC-registered enterprise advisor with approximately 379 advisors and $18.6 billion in assets under management. The firm serves individuals, retirement plans, corporations, nonprofits, and institutional clients using an open-architecture investment platform with a range of advisory and portfolio management solutions.

Carina Bush is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 65 credentials and possessing 23 years of industry experience. She has been with Stratos Wealth Partners and LPL Financial since 2014 and is also affiliated with First Wealth Financial Group since 2012. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise adviser serving individuals, retirement plans, corporations, nonprofits, and institutional clients. The firm offers a range of services including financial planning, advisor-managed programs, and outsourced CIO solutions, employing an open-architecture investment approach with multiple third-party platforms and managers.

Joseph Mills is a financial advisor with Stratos Wealth Partners, Ltd. He holds Series 63 and Series 66 registrations and has 16 years of industry experience. He has been with Stratos Wealth Partners and LPL Financial since 2014. Mills also operates JT Mills, Inc., a business entity that manages his 1099 income from First Wealth Financial Group. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise advisory firm with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients through an open-architecture investment approach combining multiple third-party platforms and customized portfolio management.

Amy Cavanaugh is a Series 66-credentialed financial advisor with Cambridge Investment Research Advisors, where she has worked since 2011. She has 27 years of industry experience. Outside of her advisory role, she serves as president of a nonprofit organization and has been a board member for a local college foundation. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing both proprietary and unaffiliated strategies across multiple platform arrangements.

Benjamin Froeschle is a financial advisor with Edward Jones in De Witt, IA, holding the ChFC® designation and Series 63 and 66 licenses. He has 17 years of industry experience, including 15 years operating the Ben Froeschle Insurance Agency (State Farm) before joining Edward Jones. He also manages an office building previously used for his agency, which he rents to another State Farm agent. 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 and investment strategies, supporting approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and branch offices.

Brad Stuart is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. He previously worked at Ausdal Financial Partners, Cambridge Investment Research Advisors, and The Huntington Investment Company. Outside of advising, Stuart serves on the board of the River Bend Educational Foundation and is an independent insurance agent. 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 advisory and brokerage services, including financial planning and model portfolio programs, supported by extensive operational tools and a network of over 22,800 advisors.

Gaylon Heetland is a financial advisor at Thrivent Investment Management with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Thrivent Financial for Lutherans since 2002. Outside of his advisory role, he is involved in a joint rental property venture with his wife. 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 across various financial topics without discretionary trading authority, allowing clients to combine planning with managed-account services under a consolidated billing option.

Jerome Kedley is a financial advisor at Edward Jones in Clinton, IA, holding Series 63 and Series 66 licenses with 32 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1993. Outside of his advisory role, he serves on the board of the Paul B Sharar Foundation of Clinton Community College and operates a grain farming business in DeWitt, IA. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and affiliated investment options. The firm manages over $1 trillion in assets with a nationwide network of more than 23,700 financial advisors.

Matthew Coon is a financial advisor with Edward Jones in Clinton, IA, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its extensive retail advisor network and affiliated capabilities beyond advisory services.

Michael Steigerwald is a financial advisor at Cambridge Investment Research Advisors with 11 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at JP Morgan Chase Bank and NelsonCorp Wealth Management. Outside of advising, he is involved as an owner of Steigerwald Properties, LLC. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services. The firm offers a range of investment solutions through independent Financial Professionals, employing both proprietary and third-party strategies across multiple custody platforms.

Drew Wilson is a Series 66 licensed financial advisor with three years of industry experience, currently affiliated with Thrivent Investment Management. His prior experience includes roles at Cambridge Investment Research and Powell Financial Group. Outside of his advisory work, he serves as Vice Chair of a Men's Fellowship group involved in church and community activities. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing holistic, goal-based analyses without discretionary trading authority and allowing clients to combine planning with managed-account programs under a consolidated billing option.

Nicole Mc Williams is a financial advisor with Cambridge Investment Research Advisors in Albany, IL, holding a Series 66 designation and 12 years of industry experience. She has been affiliated with Cambridge Investment Research Advisors since 2016, with prior experience at Sentinel Pension Advisors. In addition to her advisory role, she is also licensed as an insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers a range of services such as financial planning, investment management, and retirement plan advisory, utilizing multiple custody platforms and a combination of proprietary and third-party investment strategies.

Benjamin Fanderclai is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. His work history includes roles at WPF Wealth Management, Ausdal Financial Partners, Citizens First Bank, and prior service in the coffee retail sector at Steam Anchor Coffee Co. and Hy-Vee. 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 a range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives and extensive operational tools.

Lee Lensch is a financial advisor with Ameriprise in DeWitt, IA, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise since 2009. Outside of advising, he owns and manages a business focused on farming and forestry as well as a business management company, Giving Strength, LLC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides retirement-income planning advice through a collaborative, non-discretionary approach, utilizing proprietary research and third-party data within a defined investment framework.

Kerry Skinner is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 20 years of industry experience. His career includes roles at Parable Wealth Management, Lincoln Financial Securities, Bank of America, Merrill, Morgan Stanley, and Citigroup Global Markets. Outside of finance, he is the owner of a business manufacturing and selling fishing baits and tackle and is a golf professional. 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 advisory and brokerage services, utilizing both proprietary and third-party investment strategies across customized and model portfolios.

David Schnorrenberg is a financial advisor at Edward Jones in Eldridge, IA, holding the CFP® designation with 22 years of industry experience. He has been with Edward Jones since 2003. Outside of his advisory role, he is involved in managing rental property businesses, serving as president of Dream Properties and co-president of KC4L LLC. 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 advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, affiliated mutual funds, and tax-efficient services, supported by a large network of financial advisors and branch offices.

Graham Timion is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2022, he worked at Vaya Group and Interim HR Consulting, and served at the Corporate Executive Board. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets across a nationwide network of more than 23,700 advisors, offering a range of discretionary and non-discretionary investment strategies and affiliated financial services.

Jacob Hines is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. Based in Port Byron, IL, he holds the Series 66 designation and has worked exclusively with Edward Jones throughout his career. 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 wide range of advisory programs and investment strategies through a large network of financial advisors and branch offices nationwide.

Steven Napolitano is a financial advisor with Ameriprise in Clinton, IA, holding a Series 63 designation and 29 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Outside of his advisory role, he serves on the Board of Directors for the Clinton High School Athletic Booster Club and is a self-employed musician. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet certain asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary retirement recommendations through a centralized consulting team.

Kody Koberg is a financial advisor at Cetera with a Series 66 designation and one year of industry experience. His prior work includes roles at Cetera Wealth Services, LLC, DeWitt Bank & Trust Co., and Bayer Crop Science. He also has experience with the Interfraternity Council at Iowa State University. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a nationwide network of independent advisors and features a multi-manager platform with model portfolios, third-party managers, and bespoke strategies.

Brian Steward is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has been with Thrivent Investment Management since 2013 and Thrivent Financial for Lutherans since 2014. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides holistic, goal-based planning across various financial topics, combining planning with managed-account options under a consolidated billing system while keeping services distinct.

David King is a Series 66-registered financial advisor with Thrivent Investment Management in De Witt, Iowa, where he has worked for four years. His prior experience includes a brief period at Gaylon Heetland and a role at DoorDash. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering goal-based analyses across a broad range of financial planning topics. The firm offers these services through a large network of advisors and emphasizes ongoing client review without discretionary trading authority.

Casey Walker is a financial advisor at Thrivent Investment Management with 19 years of industry experience. He holds the Series 66 designation and has been with Thrivent since 2007. Outside of his advisory role, Walker serves as a board member of the DeWitt Police Foundation, a nonprofit focused on crime prevention and public safety initiatives in the DeWitt area. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors. The firm offers holistic, goal-based financial planning without discretionary trading authority and supports clients through ongoing reviews and a combination of planning and managed-account options.

Gary Hayenga is a financial advisor with LPL Financial and holds Series 63 and Series 66 licenses. He has 26 years of industry experience, including prior roles at Wells Fargo Bank, Wells Fargo Clearing Services, Quad City Bank & Trust, and Greater Iowa 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 advisory and brokerage services, including financial planning and access to model portfolios, utilizing a large network of investment adviser representatives.

Douglas Menozi is a financial advisor at Thrivent Investment Management with a Series 66 designation and one year of industry experience. Prior to joining Thrivent, he worked for Sherwin Williams for four years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial planning without discretionary portfolio management. Their approach includes periodic reviews and the option to combine planning with managed accounts under a consolidated billing system.

Christie Akins is a financial advisor at Edward Jones with nine years of industry experience. She holds the CFP® and Series 66 credentials. Prior to joining Edward Jones in 2017, she worked at LeClaire Manufacturing Company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and investment strategies and is notable for its large network of financial advisors and affiliated capabilities beyond advisory services.

Brent Albrechtsen is a CFP® with nine years of industry experience, currently serving as a financial advisor at Edward Jones in Clinton, IA. He has been with Edward Jones since 2016. Outside of advising, Albrechtsen is CEO of a customer apparel business and serves as Assistant Chair for United Way Clinton, as well as a board member for the Absentee and Special Precinct Board. Edward Jones is a full-service wealth management firm serving individual and institutional clients across the United States. The firm offers a range of advisory programs and investment strategies, supported by a large network of advisors and branch offices.

Jacob Woodcock is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 14 years of industry experience. He has been with Cambridge Investment Research Advisors since 2014 and also works with Nelson Corp Wealth Management. Outside of his advisory roles, Woodcock is involved in tax preparation through NelsonCorp Tax Solutions LLC and participates in agricultural work on a family farm. 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 advisory services via a network of independent professionals, utilizing a variety of portfolio management platforms and proprietary as well as third-party investment strategies.

Andrew Feller is a financial advisor at Edward Jones with a Series 66 credential and one year of industry experience. He has a background that includes 18 years of self-employment and over 20 years with the City of Edwardsville Police Department. 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 approximately $1.01 trillion in assets through a nationwide network of over 23,000 advisors and offers a range of discretionary and non-discretionary investment solutions, tax-efficient services, and affiliated investment products.

Will Froeschle is a financial advisor with Edward Jones, holding the ChFC® designation and a Series 66 license, with 13 years of industry experience. He has worked at Edward Jones since 2016 and previously was with VOYA Financial Advisors and operated The Froeschle Agency. Outside of his advisory role, he serves as treasurer and a member of the board of trustees at the First Congregational United Church of Christ in De Witt, IA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households and organizations. The firm manages over $1 trillion in assets and offers a variety of advisory programs with a nationwide network of more than 23,700 financial advisors.

Jeff Romans is a financial advisor with Ameriprise in Leclaire, IA, holding a Series 66 designation and 17 years of industry experience. He has been with Ameriprise and its affiliated entities since 2010. Outside of his advisory work, Romans is involved in organic farming through his ownership of DeWall Family Farms, LLC. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to develop customized recommendation reports. The firm also offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Ryan Batey is a financial advisor at Ameriprise with 17 years of industry experience. He holds a Series 66 designation and has worked at firms including Deere Employee Credit Union, LPL Financial LLC, CUNA Mutual Group, and First Midwest Bank. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides ongoing retirement-income planning advice based on a combination of internal investment research and third-party data, with a focus on dependable income sources and tax-aware withdrawal strategies.

James O Melia is a CFP® and holds a Series 66 license with 10 years of industry experience, all at Edward Jones since 2016. He is based in De Witt, IA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a variety of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.