Daniel Pecaut is a financial advisor at Pecaut Wealth Management in Sioux City, IA, with 27 years of industry experience. He holds a Series 63 designation and has been with Pecaut & Co. since 1979, continuing through its transition to Pecaut Wealth Management. Pecaut Wealth Management serves individuals, trusts, charitable organizations, corporations, and retirement plans by providing financial planning, discretionary portfolio management, and investment consulting. The firm employs a long-term, value-oriented investment approach combined with a proprietary system of economic indicators to tailor and adjust client portfolios.

Michael Gallagher is a CFA® charterholder with 19 years of industry experience. He is currently with Pecaut Wealth Management, where he has worked since 2021. His prior experience includes roles at TPG Financial Advisors, The Partners Group, and Geneos Wealth Management. Pecaut Wealth Management serves individuals, trusts, charitable organizations, corporations, and retirement plans with customized financial planning, discretionary portfolio management, and investment consulting. The firm employs a long-term, value-oriented investment approach combined with a proprietary system of economic indicators to guide portfolio adjustments.

John Pecaut is a financial advisor at Pecaut Wealth Management in Sioux City, IA, holding a Series 65 license with nine years of industry experience. He has worked at Pecaut & Co. since 2016. Pecaut Wealth Management serves individuals, trusts, charitable organizations, corporations, and retirement plans by providing financial planning, discretionary portfolio management, and investment consulting. The firm employs a long-term, value-oriented investment approach combined with a proprietary economic indicator system to tailor and adjust client portfolios based on goals, risk tolerance, and tax considerations.

Jason Cohrs is a financial advisor at Blue Line Capital with a Series 65 designation and one year of industry experience. He has been a self-employed commodity trader since 2010, currently operating under Blue Line Futures in Dakota Dunes, SD. Blue Line Capital is a registered investment adviser serving individuals, including high-net-worth clients, as well as institutional and tax-exempt entities. The firm combines fundamental and technical analysis with value and growth strategies, incorporating strategic and tactical asset allocation along with selective use of options and futures.

Gregory Giles is a Series 66-credentialed financial advisor with 11 years of industry experience. He is associated with RDA Financial Network and Legacy Financial, LLC, and previously worked at Robert W. Baird. Giles is involved in ownership and management roles in several real estate enterprises. RDA Financial Network serves individual investors, including high-net-worth clients, as well as institutional clients such as employer-sponsored retirement plans and trusts. The firm combines discretionary portfolio management with third-party sub-advisors and proprietary strategies, offering a range of services including investment management, financial planning, and retirement-plan advisory services.

Dana Baldridge is a CFP® professional based in Sioux City, IA, affiliated with WealthPLAN Partners. He has eight years of industry experience, including roles at Securities America Advisors and EFS Group. His work includes financial planning, investment advice, and insurance product sales as related to financial planning. WealthPLAN Partners provides financial planning, investment management, and retirement plan consulting to individuals, high-net-worth clients, and institutional clients. The firm employs a “Strategy Diversification” approach, managing client accounts on a discretionary basis with ongoing monitoring and periodic rebalancing.

Andrew Horsley is a Series 66-credentialed financial advisor at WealthPLAN Partners with four years of industry experience. He previously worked with Securities America Advisors and MidAmerican Energy Company. Horsley is based in Sioux City, IA. WealthPLAN Partners provides financial planning, investment management, and retirement plan consulting to individuals, high-net-worth clients, and institutional clients. The firm employs a "Strategy Diversification" investment approach across multiple asset classes and manages client accounts on a discretionary basis with ongoing monitoring and rebalancing.

Elizabeth Wieseler is a financial advisor at WealthPLAN Partners with 11 years of industry experience. She holds a Series 66 designation and has previously worked at Ameriprise Financial Services, Inc. for ten years. She is also a notary public. WealthPLAN Partners provides financial planning, investment management, and retirement plan consulting to individuals, high-net-worth clients, and institutional clients including foundations and pension plans. The firm employs a diversified investment approach using a mix of mutual funds, ETFs, individual securities, and alternative strategies, managing client accounts on a discretionary basis with ongoing monitoring and rebalancing.

Simeon Moes is a CFP® and ChFC® with nine years of experience in financial advising. He is currently with WealthPLAN Partners, where he serves as a wealth advisor. Prior to this, he worked at Ameriprise Financial Services and held roles in marketing and education. WealthPLAN Partners offers financial planning, investment management, and retirement plan consulting to individuals, high-net-worth clients, and institutions. The firm employs a strategy diversification approach across various asset classes and generally manages client accounts on a discretionary basis with ongoing monitoring and rebalancing.

Donald Heilbuth is a financial advisor at WealthPLAN Partners with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Securities America Advisor, Inc., and EFS Group LLC. Outside of advising, he is involved in educational seminars through EFS Group. WealthPLAN Partners serves individuals, high-net-worth clients, and institutions with financial planning, investment management, and retirement plan consulting. The firm employs a diversified investment approach across various asset types and offers discretionary portfolio management with ongoing monitoring and rebalancing.

Kyle Hanson is a financial advisor with WealthPLAN Partners, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Osaic Wealth, Inc. and Central Bank. WealthPLAN Partners offers financial planning, investment management, retirement plan consulting, and related services to individuals, high-net-worth clients, and institutional clients. The firm employs a “Strategy Diversification” approach that includes discretionary portfolio management across various asset types, with ongoing monitoring and periodic rebalancing.

Marc Geels is a financial advisor with WealthPLAN Partners in Sioux City, IA, holding the CFP® designation and Series 63 and 65 licenses. He has 34 years of industry experience, including 18 years with Securities America and a long tenure with EFS Group LLC. Geels is also owner and CEO of EFS Wealth Management and EFS Group LLC, businesses involved in insurance and financial planning related to retirement. WealthPLAN Partners provides financial planning, investment management, and retirement plan consulting to individuals, high-net-worth clients, and institutional clients. The firm employs a Strategy Diversification approach across various asset classes and offers discretionary portfolio management with tools such as automated rebalancing and tax-loss harvesting.

Vernon Henjes is a Series 65-licensed financial advisor with Steele Capital Management, Inc., where he has worked since 2013. He has 13 years of industry experience. Outside of his advisory role, Henjes serves as President and Director of Midwest Better Trucking Bureau Inc. and is a Director on the board of Siouxland Ethanol. Steele Capital Management provides fee-only investment advisory services to individuals, including high-net-worth clients, and company-sponsored retirement plans. The firm employs a long-term, buy-and-hold investment approach emphasizing low-fee, tax-advantaged, and passive investments, supplemented by selective active management.

Steven Powell is a financial advisor at Momentum Independent Network Inc. with 48 years of industry experience. He holds Series 63 and Series 65 designations and has been with SWS Financial Services since 2009. Momentum Independent Network serves a diverse client base including individual, high-net-worth, charitable, corporate, institutional, and banking/thrift clients. The firm offers advisory and brokerage services through a platform model that utilizes third-party managers and Envestnet for investment management, trading, and rebalancing, with notable integration of Hilltop affiliates in its municipal bond strategies and cash management programs.

Michael Nash is a financial advisor with CreativeOne Securities, LLC, holding the ChFC® designation and a Series 63 license, with 42 years of industry experience. He has worked at Client One Securities, LLC since 2018 and Brokers International Financial Services LLC from 2010 to 2017, while maintaining his own firm, M G Nash Financial Solutions Inc., since 2000 where he serves as president. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities through a network of 127 advisors. The firm provides financial planning, consulting, portfolio management, and retirement-plan fiduciary services, utilizing both fundamental and cyclical security analysis alongside model asset allocations within its CreativeOne Wealth platform.

Jason Anderson is a financial advisor with Momentum Independent Network Inc. in Sioux City, IA, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. He has been with Momentum Independent Network since 2010. Outside of his advisory role, Anderson serves as the assistant softball coach for Dakota Valley School District and is president of the Dakota Valley Softball Association, a nonprofit youth softball organization. Momentum Independent Network serves individual, high-net-worth, charitable, corporate, institutional, and banking clients through advisory and brokerage relationships. The firm offers a range of investment advisory programs and financial services, utilizing third-party managers and integrated solutions through Hilltop affiliates.

Leon Rozeboom is a financial advisor with Advisory Services Network holding a Series 65 designation. He has one year of industry experience, having worked at Advisory Services Network since 2026 and previously at Liberty National Bank for 17 years. Advisory Services Network offers investment advisory and planning services to individuals, families, corporations, and retirement plans through a large platform of independent advisors. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting with a flexible engagement approach.

Tyler Stoltze is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and three years of industry experience. Before joining Mutual of Omaha Investor Services in 2022, he worked at Mutual of Omaha Insurance Company starting in 2021. Outside of advisory services, Tyler is also an insurance agent specializing in life, health, and annuities. Mutual of Omaha Investor Services provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, third-party money manager relationships, and managed account programs primarily through partnerships with Envestnet and Pershing.

Jordan Rozeboom is a financial advisor with Advisory Services Network and holds a Series 65 designation. He has prior experience at Liberty National Bank, Lieber Construction Incorporated, and PwC, totaling several years in various roles before beginning his advisory career in 2026. Advisory Services Network serves individuals, families, corporations, and employer-sponsored retirement plans through a network of independent representatives. The firm offers a range of investment advisory and planning services, employing various securities and third-party managers based on clients’ objectives and risk tolerances.

Sean Westergaard is a financial advisor with Momentum Independent Network Inc. He holds Series 65 and Series 63 licenses and has one year of industry experience. Prior to joining Momentum Independent Network in 2021, he attended Iowa State University and serves in the Iowa Air National Guard, where he is involved in maintenance and upkeep activities. Momentum Independent Network Inc. serves individual, corporate, and institutional clients, as well as retirement plans, offering investment advisory, portfolio management, financial planning, and brokerage services. The firm utilizes both discretionary and non-discretionary investment approaches and integrates broker-dealer operations with banking and municipal advisory capabilities.