Richard Buller is a financial advisor with Berthel Fisher & Company Financial Services, Inc. He holds Series 63 and Series 65 licenses and has 29 years of industry experience. Mr. Buller has been with Berthel Fisher since 2004 and also operates a tax consulting business and serves on the board of the Boy Scouts of America in Burlington, Iowa. Berthel Fisher & Company Financial Services provides investment advisory and financial planning services primarily to individual and high-net-worth clients, managing approximately $906 million in assets. The firm offers a range of investment approaches tailored to client needs, including discretionary and non-discretionary management, with access to various platforms and third-party money managers.

Mason Huck is a financial advisor with NewEdge Advisors holding a Series 66 license and 14 years of industry experience. He previously worked at LPL Financial and Securities America Advisors. Outside of his advisory role, he owns Tee & Wills LLC, a business unrelated to investment activities. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations. The firm offers various portfolio management and consulting services, utilizing a range of program structures and technology tools to support clients and advisors.

Rick Bower is a financial advisor with Principal Financial Services in Muscatine, IA, holding Series 63 and Series 65 designations and 19 years of industry experience. He has worked with Principal Securities Inc. since 2016, Retirement Resource Group since 2009, and Principal Life Insurance Company since 2008. Outside of his advisory work, he serves as president of the Muscatine Lions Club, where he oversees community service initiatives including support for those with financial hardship related to eye care and hearing, as well as organizing fundraisers and scholarships. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, offering financial planning, retirement plan consulting, and access to third‑party money manager programs through various advisory and promoter arrangements.

Jakob Bower is a financial advisor with Principal Financial Services in Muscatine, Iowa, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has worked with Retirement Resource Group since 2017 and has been affiliated with Principal Securities and Principal Life Insurance since 2016. Outside of his advisory role, Bower serves on the board of the Muscatine Chamber of Commerce, participating in local tourism and community event oversight. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm emphasizes financial planning, retirement plan consulting, and access to third-party money manager programs under multiple advisory and promoter arrangements.

Gregory Huck is a financial advisor with NewEdge Advisors, holding Series 63 and Series 65 credentials and over 33 years of industry experience. He has worked at LPL Financial and Securities America before joining NewEdge Advisors in 2025. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent representatives. The firm offers a broad range of portfolio management and consulting services, combining in-house manager selection with third-party models and uses technology tools and centralized due diligence to support advisors and clients.

Brooke Cole is a financial advisor with Principal Financial Services holding a Series 66 designation and one year of industry experience. She has previously worked with the Retirement Resource Group and held roles outside finance at The University of Iowa and local schools. Brooke serves as a camp chair volunteer, coordinating communications to support girls attending camp. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers a range of advisory programs, financial planning, and access to third-party asset management solutions, with investment implementation typically managed on a discretionary basis by third-party money managers.

Brett Samuels is a financial advisor at LPL Enterprise with a Series 66 credential and two years of industry experience. Prior to his current role, he worked with Prudential Insurance Company of America and Pruco Securities LLC. Outside of advising, he maintains active employment in law enforcement and owns a local lawn care business. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, and institutional entities. The firm uses model-driven investment implementation and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Brandon Sieben is a financial advisor with Cambridge Investment Research Advisors, holding the Series 66 designation and bringing six years of industry experience. Prior to joining Cambridge in 2020, he spent 25 years at HNI Corporation/Allsteel Inc. Sieben is chairman of the board and a director at Compass - finances God’s way and serves on the advisory council at Asbury University. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, and charitable organizations. The firm provides financial planning, investment management, and retirement plan advisory through independent Financial Professionals, offering a range of portfolio management solutions across multiple platforms with both discretionary and non-discretionary options.

Andrew Lensch is a financial advisor at Ameriprise with a Series 66 designation and three years of industry experience. Prior to joining Ameriprise in 2022, he worked in the construction industry at Russell Construction and JE Dunn Construction. Outside of his advisory role, Lensch is involved in general labor on a family farm and at an event facility, The Barn at Bunker Hill, in Iowa. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, providing tailored recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to deliver non-discretionary retirement advice through a centralized consulting team.

Rian Yates is a financial advisor at Cambridge Investment Research Advisors with one year of industry experience. He holds a Series 66 designation. Prior to joining Cambridge, he was employed at Eastern Kentucky University and Oskaloosa High School. Yates is also involved as an agent in an insurance and benefits-related business outside of his advisory role. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals, utilizing multiple custody platforms and a range of proprietary and third-party investment strategies.

Martin Murrell is a financial advisor at Cetera with 29 years of industry experience. He holds a Series 63 designation and has served as treasurer for the Clinton County Conservation Foundation. Murrell is also a financial adviser and insurance officer at DeWitt Bank & Trust Co. and is commissioned as a notary public. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services using a multi-manager platform with various program options and custodial relationships.

Troy Pugh is a financial advisor at Edward Jones with 26 years of industry experience and holds Series 63 and Series 66 designations. He has been with Edward Jones since 1999. Outside of his advisory work, he serves on the Kaaba Shriners Board of Trustees and is an assistant wrestling coach for the Louisa-Muscatine Community School District. 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, including discretionary and non-discretionary strategies, and operates under a fiduciary standard.

Kevin Mc Cauley is a Series 66-licensed financial advisor with Ameriprise, based in Muscatine, Iowa, and has 21 years of industry experience. He has worked with Ameriprise and its affiliate firms since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning through written Recommendation Reports and ongoing annual advice, utilizing proprietary research and third-party data.

Sara Sedlacek is a financial advisor at Edward Jones in West Liberty, IA, holding CFP® and Series 66 designations with seven years of industry experience. Prior to joining Edward Jones in 2019, she worked for Community Crisis Services and Food Bank for four years. 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 solutions supported by a nationwide network of financial advisors and branches.

Benjamin Brown is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 33 years of industry experience. He has worked at Cetera since 2014 and also serves as a registered representative at Dewitt Bank & Trust Company. Brown is involved outside of his advisory role as vice-chairperson of the board of directors for the American Mutual Insurance Association and serves as treasurer at Peace United Methodist Church. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a multi-manager platform. The firm offers a variety of portfolio management, financial planning, and consulting services with access to affiliated and third-party managers under multiple program structures.

Sharon Elgatian is a financial advisor at LPL Financial with 24 years of industry experience and holds a Series 66 designation. Her prior experience includes roles at Cambridge Investment Research and JBS Live Pork LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions, offering various financial planning and investment management solutions.

Michael Gaeta is a financial advisor with LPL Enterprise who holds Series 63 and Series 65 licenses and has 44 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC from 1979 until joining LPL Enterprise in 2024. He serves on the board of the Kiwanis Club of Muscatine and volunteers with the Million Dollar Round Table Legacy, contributing articles for their magazine. LPL Enterprise provides investment advisory and brokerage services to individual and institutional clients, including high-net-worth investors and retirement plans. The firm employs a model-driven investment approach using portfolios developed by in-house research and third-party strategists, and also provides access to third-party asset managers, insurance products, and custody and trust services.

Roberta Becker is a financial advisor at Edward Jones in Muscatine, IA, holding a Series 66 designation with 16 years of industry experience, all at Edward Jones. Outside of her advisory role, she owns a Mary Kay cosmetics business, occasionally selling products to family members. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Alan Raskie is a financial advisor with Ameriprise in Muscatine, IA, holding a Series 63 designation and 29 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets, offering tailored written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver non-discretionary recommendations, primarily for clients with assets managed within Ameriprise accounts.