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 Series 66-licensed financial advisor with 14 years of industry experience. He is currently with NewEdge Advisors and has previously worked at LPL Financial and Securities America. Outside of his advisory role, he is a business owner of Tee & Wills LLC in Sidney, Nebraska. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning, utilizing asset allocation across mutual funds, ETFs, and individual securities.

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 at Principal Financial Services with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously with Retirement Resource Group, Principal Securities, and Principal Life Insurance. He serves on the board of directors for the Muscatine Chamber of Commerce, where he participates in policy approval and community event planning. 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 direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

Gregory Huck is a financial advisor with NewEdge Advisors, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His career includes roles at LPL Financial and Securities America Advisors. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning, utilizing a range of investment strategies and regular portfolio reviews.

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 with LPL Enterprise and holds a Series 66 designation. He has two years of industry experience and prior work history that includes positions at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of his advisory role, Samuels is a business owner of a local mowing and general labor service and maintains part-time employment in police activities. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model portfolio management, and access to a range of investment and insurance products within an integrated platform.

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 financial advisor with Ameriprise in Muscatine, IA, holding a Series 66 designation and 20 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendation reports, delivered through a centralized consulting team in partnership with financial advisors like Mc Cauley.

Sara Sedlacek is a financial advisor at Edward Jones with six years of industry experience. She holds the CFP® and Series 66 designations and has been with Edward Jones since 2019. Prior to her advisory role, she worked for Community Crisis Services and Food Bank for four years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including non-high-net-worth and high-net-worth households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices, offering a range of advisory programs and investment solutions under a fiduciary standard.

Benjamin Brown is a financial advisor at Cetera with over 32 years of industry experience. He has worked at Cetera Wealth Services, LLC since 2014 and at Dewitt Bank & Trust Company dba Wilton Bank since 2018. Brown serves as vice-chairperson of the board of directors for the American Mutual Insurance Association and holds a treasurer position at Peace United Methodist Church. Cetera Investment Advisers LLC is an SEC-registered adviser offering portfolio management, financial planning, and retirement services to individuals, employer-sponsored plans, corporate, charitable, and institutional clients. The firm operates a multi-manager platform that provides access to affiliated and third-party managers across various program structures and custodial relationships.

Sharon Elgatian is a Series 66 licensed financial advisor with 24 years of experience, currently with LPL Financial since 2022. Her prior experience includes over two decades at Cambridge Investment Research and related entities, as well as a one-year role at JBS Live Pork LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, and utilizes model portfolios and research from internal and third-party sources.

Michael Gaeta is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has a long tenure with Prudential Insurance Company of America and Pruco Securities, LLC, spanning over four decades. Outside of his advisory role, he serves on the board of the Kiwanis of Muscatine and volunteers for the Million Dollar Round Table Legacy nonprofit. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to various investment and insurance products through an integrated platform.

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.