Patrick Campbell is a financial advisor with Midwestern Financial Group in Iowa City, IA, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He is co-owner of MFG Business Advisors, LLC and Waste Water Supply, LLC, both non-investment related businesses. Midwestern Financial Group provides investment management and comprehensive financial planning services to individuals, pension and profit-sharing plans, and charitable organizations. The firm employs a combination of passive and active investment strategies and emphasizes investor education through seminars and a tiered offering for new investors.

Eric Scott is a financial advisor at Partner Wealth in Iowa City, IA, holding a Series 65 credential with no prior industry experience. His work history includes roles at Snyder Trading LLC, Eric Scott LLC, Farmers Edge US Inc, Alliance Executive Search LLC, and Farmers Business Network. Partner Wealth serves individuals, trusts, businesses, employee benefit plans, and charitable organizations, providing asset management, financial planning, and estate-planning facilitation. The firm employs a primarily passive investment approach using diversified portfolios of low-cost index funds and ETFs, alongside fundamental and technical analyses, and utilizes third-party managers and platform relationships for sub-advisory and custody services.

Joseph Jay is a financial advisor at Midwestern Financial Group with 13 years of industry experience. He holds the Series 66 designation and has been co-owner of MFG Business Advisors, LLC since 2017. Outside of advising, he is also co-owner of Waste Water Supply, LLC, a non-investment related business. Midwestern Financial Group provides investment management and comprehensive financial planning to individuals, pension and profit-sharing plans, and charitable organizations. The firm combines passive and active strategies with ongoing account supervision and emphasizes investor education through seminars and a tiered offering for beginning investors.

Andrew Picchietti is a financial advisor at Midwestern Financial Group in Iowa City, IA, holding a Series 65 designation with three years of industry experience. Prior to joining Midwestern Financial Group, he worked in various roles including positions at Adamantine Spine Moving Company and Riverside Casino & Golf Resort. He also has experience with the University of Iowa Department of Public Safety and was a full-time student at the University of Iowa. Midwestern Financial Group provides investment management and comprehensive financial planning services to individuals, pension and profit-sharing plans, and charitable organizations. The firm uses a combination of passive and active investment strategies and emphasizes investor education through seminars and specialized programs for new investors.

Robert Scott is a CFP® with 10 years of industry experience and currently serves as the sole advisor at Partner Wealth in Iowa City, IA. Prior to founding Partner Wealth Planning, LLC in 2017, he worked at Larson Financial Group, LLC and Larson Financial Securities, LLC from 2015 to 2017. Outside of his advisory role, Scott served a term on the University Heights city council and is a part owner of a small bounce-house rental company. Partner Wealth serves individuals, trusts, businesses, employee benefit plans, and charitable organizations, managing approximately $54.6 million in assets. The firm employs a primarily passive investment approach using diversified portfolios of low-cost index funds and ETFs, supplemented by various analytical methods, and utilizes third-party managers and platform relationships for sub-advisory and custody services.

Susan Mims is a CFP® professional with 26 years of experience in financial advising. She is currently with Strategic Asset Management LLC and has previously worked with United Planners Financial Services and RDA Financial Network. Outside of her advisory work, she is involved with the Iowa City Community Theater and serves on the board of Christian Retirement Services. Strategic Asset Management LLC provides portfolio management and financial planning services to individuals, retirement plans, trusts, and business entities. The firm operates as a ten-advisor team, managing approximately $218 million in discretionary assets with a focus on combining fundamental, quantitative, and technical analysis to support mostly long-term investment strategies.

Nathan Brooks is a financial advisor at 25 Financial with 15 years of industry experience. He holds the Series 66 designation and has worked at firms including Larson Financial Group and Arete Wealth Advisors. In addition to his advisory role, he conducts fixed disability and term life insurance sales through an agency on a limited basis. 25 Financial is an SEC-registered investment adviser that provides discretionary asset management and financial planning primarily to individual and high-net-worth clients. The firm uses various analytical methods to tailor investment programs based on clients’ goals, risk tolerance, and time horizon.

Catarina Edwards is a financial advisor at IHT Wealth Management LLC in Iowa City, IA, holding a Series 66 designation with 11 years of industry experience. She has been with IHT Wealth Management and LPL Financial since 2016. IHT Wealth Management serves individuals, corporate and institutional clients, and retirement plan sponsors with services including discretionary asset management, financial planning, ERISA plan consulting, and outsourced CIO arrangements. The firm’s approach combines fundamental value screening, quantitative optimization, and tactical strategies, delivered through a network of advisors who tailor portfolios based on clients’ objectives and risk tolerance.

Sarah Whitmore is a ChFC® credentialed financial advisor with 13 years of industry experience, currently affiliated with Mutual of Omaha Investor Services, Inc. She has been with Mutual of Omaha and its affiliated investor services firm since 2012. Outside of her advisory role, she is also licensed as an insurance agent specializing in life, health, and annuities products. Mutual of Omaha Investor Services, Inc. serves a diverse client base including individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, managed accounts, and retirement plan advisory services primarily through a network of Investment Advisor Representatives who utilize approved third-party managers and model portfolios.

Rylan Devalois is a financial advisor with Nations Financial Group, Inc. based in Iowa City, IA. He holds a Series 66 designation and has 10 years of industry experience. He has worked at MidAmerica Securities since 2003, where he also serves as an office manager. Nations Financial Group, Inc. provides investment advisory services to a diverse client base, including individual and high-net-worth investors, pension plans, trusts, and businesses. The firm’s investment approach utilizes proprietary model portfolios and outside managers, allowing advisors to tailor strategies to client objectives and risk tolerance.

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.

Dirk Ockerlander is a financial advisor at Nicolet Wealth Management with 28 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at Midwestone Bank and LPL Financial. Nicolet Advisory Services specializes in retirement plan consulting and investment management for plan sponsors and fiduciaries, primarily focusing on 401(k) and 403(b) plans. The firm utilizes both fundamental and technical analysis in its investment research and serves a distinctive client base including banking and municipal plan sponsors.

William Coan is a financial advisor with Nations Financial Group, Inc., where he has worked since 1998. He holds Series 63 and Series 66 licenses and has 40 years of industry experience. Coan also serves as an independent insurance agent, focusing on life insurance products outside of trading hours. Nations Financial Group, Inc. offers advisory services to a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate clients. The firm provides discretionary and non-discretionary portfolio management, pension consulting, and a variety of model portfolios with strategies ranging from conservative to aggressive.

Ross Devalois is a financial advisor with Nations Financial Group, Inc. in Iowa City, IA, holding Series 63 and Series 66 licenses and bringing 43 years of industry experience. He has been with Nations Financial Group since 1998 and also serves as an instructor at Kirkwood Community College. Outside of his advisory role, he owns a photography business. Nations Financial Group, Inc. provides investment advisory services to a diverse client base including individuals, high-net-worth investors, pension plans, trusts, charitable organizations, and businesses. The firm offers a range of portfolio management and consulting services, utilizing proprietary model portfolios combined with tailored recommendations based on client objectives and risk tolerance.

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.

Robert Castle is a financial advisor at Principal Financial Services with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Castle Financial Services and Principal Securities since 2016, as well as Principal Life Insurance Company since 2015. His other business activities include working with fixed insurance, fixed life, annuities, disability income, and long-term care products. Principal Securities offers brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, and charitable organizations. The firm provides direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Brenda Barthelman is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and 17 years of industry experience. She has worked with Ameritas Advisory Services since 2021 and has been involved with Ameritas Investment Corp since 2008. Barthelman is also the owner of Barthelman Financial Services and serves in various roles including recruiting and training agents at Midwest Financial Solutions, LLC, and Hawkeye Brokerage Center. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and utilizes model portfolios, third-party sub-advisers, and custom strategies, delivering advice on both a discretionary and non-discretionary basis.

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.

Merle Miller is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His career includes long-term roles at Ameritas Life Insurance Corp and Ameritas Investment Company, LLC, as well as ownership and management responsibilities at Midwest Financial Solutions LLC and Hawkeye Brokerage Center, Inc. Outside of his advisory work, he owns an educational business focused on teaching retirement planning fundamentals and serves as president of the Kalona Golf Club, participating in its board meetings. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as charitable and corporate entities and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary services, utilizing model portfolios, third-party sub-advisers, and custom strategies with at least annual client reviews.

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.