Julia Punj is a financial advisor at Ellevity Capital, LLC with nine years of industry experience. She holds a Series 65 designation and has been with Ellevity Capital since 2016. Outside of her advisory role, she owns and manages Veraison Wine Bar in Fairfield, Iowa. Ellevity Capital provides discretionary investment management primarily to individuals, including high-net-worth and qualified clients, and to pooled investment vehicles. The firm focuses on actively managed, income-oriented strategies that integrate preferred and high-yield equity securities with options trading, employing both fundamental and technical analysis in portfolio construction.

Blake Smith is a CFP® with nine years of industry experience, currently serving as an advisor at Prosperity Capital Advisors. He is a 60% owner of Financial Partners, Inc., through which he manages his advisory and insurance business. Outside his financial work, Mr. Smith is a voting Board Member of the American Home Finding Association and co-chairs the Wapello County GOP. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management services to individual investors, corporate clients, charitable organizations, and retirement plan sponsors. The firm employs a model-driven, multi-sleeved investment approach that includes core risk-based portfolios, specialized strategies, and access to private and alternative solutions.

Annalisa Clifford Gold is a Series 66-registered advisor at Vanderbilt Advisory Services with 5 years of industry experience. She has worked with Vanderbilt Securities, LLC since 2017 and with IPAM Inc dba Centered Wealth since 2016. Outside of her advisory role, she serves as a committee member of Iowa WINS and is an active member of Rotary Club International. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm utilizes strategic asset allocation and a combination of fundamental, technical, and charting analysis, offering a range of portfolio management and financial planning services supported by a unique integration with retirement-plan and benefits firms.

Theodore Hirsch is a Series 65-licensed financial advisor with six years of industry experience, currently with Vanderbilt Advisory Services since 2020. He has also operated Hirsch Associates Inc. since 2012. Outside of his primary roles, Hirsch serves as an investment researcher and consultant for several firms and holds a board position overseeing investment strategy for a charitable foundation. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm employs a strategic asset allocation approach using fundamental, technical, and charting analysis, offering discretionary and non-discretionary portfolio management alongside financial planning and consulting services.

Stuart Valentine is a financial advisor with Vanderbilt Advisory Services in Fairfield, Iowa, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. Prior to joining Vanderbilt Advisory Services in 2017, he worked at Financial West Group for 17 years. Outside of his advisory role, he serves as co-director of the Sustainable Living Coalition, is an advisory board member for the Sustainable Iowa Land Trust, and chairs the Fairfield Resilient Action Network. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, businesses, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, proprietary model portfolios, and financial planning services, with an investment approach that combines strategic asset allocation and multiple analytical methods.

William Venables is a financial advisor with Berthel, Fisher & Company Financial Services, Inc. in Ottumwa, Iowa, holding Series 63 and Series 66 licenses and bringing 42 years of industry experience. He has been with Berthel, Fisher since 1985. Outside of his advisory role, Venables serves as treasurer for the Travelers Protective Association, a nonprofit service organization. Berthel, Fisher & Company Financial Services provides investment advisory and financial planning services to individuals, corporations, pension and profit-sharing plans, trusts, estates, and institutional clients. The firm offers a range of asset management platforms and investment strategies through approximately 100 independent adviser representatives.

William Carlisle is a Series 66-licensed financial advisor with 11 years of industry experience. He is currently with Vanderbilt Advisory Services and previously worked at Morgan Stanley, E*TRADE, TD Ameritrade, Cambridge Investment Research, and Merrill. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm’s investment approach combines strategic asset allocation with fundamental, technical, and charting analysis, offering both discretionary and non-discretionary portfolio management alongside financial planning and consulting services.

Melody Lowe is a financial advisor with Prosperity Capital Advisors in Ottumwa, IA, holding a Series 66 license and 15 years of industry experience. She previously worked at SPC and Sigma Financial Corporation and is a 10% owner of Financial Partners, Inc. Outside of advising, Ms. Lowe owns a freelance personal book and screenwriting business, provides administrative services for Ottumwa Habitat for Humanity, operates Retro Remedies offering homeopathic services, and participates seasonally as Mrs. Claus in local tea parties. Prosperity Capital Advisors is an SEC-registered firm offering financial planning, consulting, and discretionary investment management to a diverse client base including individuals, high-net-worth investors, corporations, and retirement plans. The firm employs model-based, asset-allocation strategies and works with multiple providers while also serving as a Turnkey Asset Manager Program (TAMP) and sub-advisor to other RIAs.

Levi Morrissey is a Series 66-licensed financial advisor with Primerica Advisors, based in Ottumwa, IA, and has two years of industry experience. He previously worked at Park Avenue Securities and Guardian Life Insurance Company. Outside of financial advising, he owns and manages Morrissey Management & Construction, LLC, a construction and management business. Park Avenue Securities LLC serves a wide range of retail clients, including individual investors, high-net-worth clients, charitable organizations, and corporations. The firm offers brokerage and advisory services with various proprietary and third-party investment programs, utilizing both discretionary and non-discretionary management approaches.

Pamela Corrick is a financial advisor with Valic Financial Advisors in Fairfield, Iowa, holding Series 63 and Series 66 licenses and 14 years of industry experience. She has previously worked at Cambridge Investment Research and currently owns Pam Corrick Antiques, a business specializing in vintage jewelry, textiles, and collectibles. Additionally, she is involved in social media marketing for her husband's Taco John's restaurants and plans to co-own a School of Rock franchise in Madison, Wisconsin. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering wrap programs, portfolio management, and financial planning services through a large network of advisors. The firm manages approximately $29.2 billion and is notable for its use of discretionary unified managed accounts and centralized technology solutions.

Luke Hillis is a financial advisor with Eagle Strategies (NY Life) based in Fairfield, Iowa. He holds a Series 66 designation and has one year of industry experience. His prior roles include positions at Cambridge Investment Research and several companies related to window products and construction. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes tailored recommendations and manages a majority of its assets on a non-discretionary basis, working with a wide range of institutional sponsors.

Daniel Van Winkle is a financial advisor with Principal Financial Services, holding a Series 66 designation and bringing 21 years of industry experience. Prior to joining Principal in 2021, he worked for Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. from 2010 to 2021. He serves as an AML Officer for affiliated entities within the Principal Financial Group, assisting with anti-money laundering responsibilities. Principal Securities provides brokerage and registered investment advisory services to individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel overseas. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through various adviser and promoter arrangements.

Chad Huff is a financial advisor with Eagle Strategies (New York Life) based in Fairfield, Iowa, holding Series 63 and Series 65 licenses and having 29 years of industry experience. He has worked with Eagle Strategies since 2005 and operates Huff Financial Group, which sells New York Life products and brokers non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans, offering financial planning, investment management, and advisory services with a focus on tailored solutions and predominantly non-discretionary asset management.

Katherine Walker is a Series 66-credentialed financial advisor at Edward Jones with one year of industry experience. She previously worked at Edward Jones from 2016 to 2025 and spent 11 years at Cargill/JBS prior to her career in financial advising. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients and manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jolene Bennett is a Series 66-licensed financial advisor with eight years of industry experience. She currently works at LPL Financial and previously spent seven years with Cambridge Investment Research. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset allocation approaches.

Selina Simpson is a Series 66-licensed financial advisor with 20 years of industry experience, currently working at LPL Financial since 2022. She previously spent 16 years at Cambridge Investment Research, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies.

Keagan Drish is a financial advisor at Edward Jones in Fairfield, IA, holding a Series 66 designation with two years of industry experience. His prior roles include positions at Libertyville Savings Bank and Cambridge Investment Research. Outside of advising, he manages real estate investments through ownership and bookkeeping responsibilities with family-owned entities. 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 and investment solutions supported by a nationwide network of more than 23,000 financial advisors.

Matthew Mullenneaux is a financial advisor with LPL Financial in Fairfield, IA, holding a Series 66 designation and 21 years of industry experience. He previously worked at Cambridge Investment Research Advisors from 2008 to 2014 before joining LPL Financial in 2014. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management services through a large network of advisors, utilizing various investment strategies and operational tools.

John Stever is a financial advisor at Edward Jones with 36 years of industry experience. He has been with Edward Jones since 1990 and holds Series 63 and Series 66 designations. Outside of advising, he is involved in local community activities including serving as president of the Evergreen Cemetery Board in Fairfield, Iowa, and operates a small-scale cattle farming business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and affiliated services, including discretionary and non-discretionary strategies, separate managed accounts, and tax-efficient solutions, supported by a large network of financial advisors and branch offices nationwide.

Elizabeth Ware is a financial advisor with Edward Jones in Ottumwa, Iowa, holding a Series 66 designation and 11 years of experience at the firm. She has supplemental experience selling personal property and thrift store items on eBay. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of investment programs and managing approximately $1.01 trillion in assets through a large network of advisors and branch offices.