Benjamin Heckart is a financial advisor with RIA Advisory Group, LLC, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has worked at Iea Wealth Management LLC since 2010 and previously was with Cambridge Investment Research Advisors and LPL Financial. Outside of advising, he operates a small farming business and holds a 20% ownership in BrokerStreet Insurance Services. RIA Advisory Group is a multi-advisor registered investment adviser serving individuals, high-net-worth clients, corporations, trusts, and other entities. The firm provides discretionary portfolio management across a broad range of investment types and incorporates financial planning services within advisory contracts.

Paul Katsion is a financial advisor at RIA Advisory Group, LLC with nine years of industry experience. He holds the Series 63 and Series 65 designations and has worked previously with NYLife Securities LLC and New York Life. Katsion serves as a board member of the Henry County Optimist Club, supporting local youth through fundraising and volunteer activities. RIA Advisory Group is a multi-advisor registered investment adviser serving individuals, high-net-worth clients, corporations, trusts, and other entities. The firm provides discretionary portfolio management across a broad range of investments and integrates limited financial planning services into advisory contracts, using an investment process that combines charting, fundamental, and technical analysis with both long- and short-term trading strategies.

Erin Roberts is a financial advisor with RIA Advisory Group, LLC, holding a Series 65 designation and currently in the first year of her advisory career. Prior to joining RIA Advisory Group in 2025, she worked for RCM Capital from 2023 to 2025 and spent 17 years at Southeastern Community College. RIA Advisory Group is a multi-advisor registered investment adviser serving individuals, high-net-worth clients, corporations, trusts, and other entities. The firm provides discretionary portfolio management across a broad range of investments and integrates limited financial planning services into advisory contracts, utilizing a combination of charting, fundamental, and technical analysis with both long- and short-term trading strategies.

Chad Mcmullin is a financial advisor with CreativeOne Wealth, LLC, holding the ChFC® designation and Series 63 license, and has 19 years of industry experience. His prior roles include positions at ChangePath, LLC, Brokers International Financial Services, LLC, FBL Marketing Services, and Farm Bureau. Outside of advising, he is involved in professional office building ownership and management. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individual, corporate, charitable, and RIA clients. The firm employs a combination of proprietary ETF-based models, third-party managers, boutique equity managers, and option strategies, supported by quantitative and fundamental analyses.

Jennith Hassenfritz is a Series 66-licensed financial advisor with 14 years of industry experience. She is currently with Transamerica Retirement Advisors, LLC and has prior experience at LPL Financial LLC and Cambridge Investment Research, Inc. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through various managed advice programs, offering asset allocation and retirement guidance that incorporates proprietary software and model portfolios developed with Morningstar Investment Management.

Joseph Johnson is a financial advisor at LPL Financial with five years of industry experience. He previously worked at Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. for three years and spent five years with Danville CSD. Outside of his advisory role, he operates a fishing charter business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Whitney Rogers is a CFP® designated financial advisor at Edward Jones with eight years of industry experience. Prior to joining Edward Jones in 2017, Rogers worked six years at The Walt Disney Company. Outside of financial advising, Rogers coaches the High School Color Guard team for the Mt Pleasant Community School District. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Scott Johnson is a financial advisor with Cambridge Investment Research Advisors and holds the Series 66 designation. He has 17 years of industry experience, including prior roles at D.H. Securities LLLP, Brokers International Financial Services, and Investment Advisors Corp. Outside of his advisory work, he serves on the Wayland Economic Development Committee and speaks on biblical topics to local congregations. Cambridge Investment Research Advisors, Inc. provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs to a diverse client base that includes individuals, institutions, pension funds, and charitable organizations. The firm offers both discretionary and non-discretionary management across multiple platforms and supports affiliated model strategies under the Founders Gate Capital brand.

Jordan Sathoff is a CFP® professional affiliated with LPL Financial, bringing 13 years of industry experience. He has previously worked with Cambridge Investment Research Advisors and Broker Dealer Financial Service Co. Outside of finance, he owns multiple farms in Iowa and serves as an elder on the board of Sharon Presbyterian Church in Farmington, IA. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of financial planning and investment management services, utilizing both proprietary and third-party strategies across various account types.

Richard Mueller is a financial advisor with Edward Jones in Mt Pleasant, IA, holding Series 63 and Series 66 designations and 27 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1998. Outside of his advisory role, he is involved with the Mt Pleasant Investment Club. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Brian Jones is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has 23 years of industry experience, including roles at Cambridge Investment Research, Inc. and Broker Dealer Financial Services. Outside of his advisory work, Jones owns retail and product sales businesses, including US Fabric Structures and Hoop Buildings, LLC. Cambridge Investment Research Advisors serves individual and institutional clients by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and provides both discretionary and non-discretionary management through various platforms and proprietary model strategies.

Patricia Morley is a financial advisor with Edward Jones in Mt Pleasant, IA, holding a Series 66 designation and having 20 years of industry experience. She has been with Edward Jones since 2015. Outside of her advisory role, she owns Dinosaur Head LLC, a finance-related business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large network of advisors and branch offices.

Trevor Coffey is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. His prior work includes positions at Frank Millard Company and Seither & Cherry. Outside of advising, he occasionally assists a truck dealership owned by longtime friends with customer meetings and vehicle listings, without compensation. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large national network of advisors and branch offices.

David George is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, he worked at Mount Pleasant Municipal Utilities and Two Rivers Bank & Trust. Outside of his advisory role, he owns a commercial building leased to a law firm and residential rental properties. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory and investment solutions. The firm manages over $1 trillion in assets with a nationwide network of more than 23,000 advisors and offers services that include discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Alan Weber is a CFP® and Series 66-registered financial advisor with Wells Fargo Clearing, based in Mt. Pleasant, IA. He has 10 years of industry experience, including seven years at Edward Jones prior to joining Wells Fargo Clearing in 2022. Outside of his advisory role, he serves as power of attorney for a family member, assisting with bill payments and tax matters. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.