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.

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.

Vance Glaser is a financial advisor with Cambridge Investment Research Advisors and holds the PFS™ designation. He has two years of industry experience and has previously worked at Avantax Planning Partners, LattaHarris LLP, Opportune LLP, and PwC. Outside of his advisory role, he serves as Treasurer for the Wahkonsa Country Club in Durant, Iowa. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement-plan sponsors, and charitable organizations, offering financial planning, investment management, and retirement plan advisory services. The firm utilizes multiple custody platforms and offers both proprietary and third-party model strategies tailored to client objectives.

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.