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.

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.

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.

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.

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.

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.

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.

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.