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.

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.

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.

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.

Jason Knox is a financial advisor at Lincoln Investment with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Lincoln Investment since 2010, following prior roles at Cambridge Investment Research and running Knox Financial Group for over two decades. In addition to his advisory work, he owns and operates several businesses. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm employs a mix of strategic and tactical investment approaches overseen by its Investment Management & Research team and offers both discretionary and non-discretionary advisory programs.

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 financial advisor at LPL Financial with eight years of industry experience. She holds a Series 66 designation and previously worked at Cambridge Investment Research, Inc. from 2014 to 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, providing both discretionary and non-discretionary management, supported by research and model portfolios.

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.

Anna Gardner is a financial advisor with Edward Jones in Ottumwa, IA, holding Series 63, 65, and 66 licenses and bringing 20 years of industry experience. She has been with Edward Jones since 2015 and has also maintained self-employment since 2005. Edward Jones is a full-service wealth management firm serving over four million clients across individual and institutional categories. The firm offers a range of investment advisory programs and maintains a large network of financial advisors and branch offices nationwide.

Nicole Mitchell is a Series 66-credentialed financial advisor with four years of industry experience. She is currently affiliated with Cambridge Investment Research Advisors and has prior work experience at Wabtec Inc and the Bank of New Zealand. Mitchell also serves as an Office of Supervisory Jurisdiction representative for Premier Wealth Planning. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a range of portfolio management and model-based solutions.

Matthew Vickers is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 23 years of industry experience. His prior roles include positions at CUNA Brokerage Services, CUNA Mutual Group, and Cambridge Investment Research Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Alex Morley is a financial advisor at Edward Jones in Ottumwa, IA, holding a Series 66 designation with 16 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,700 financial advisors and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs and separately managed accounts.

Brianne Batterson is a financial advisor at Edward Jones with the Series 66 designation and two years of industry experience. She previously worked at Hogg & Davis Inc. from 2014 to 2017 before joining Edward Jones. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households of varying net worth, corporate clients, and charitable organizations. The firm offers various advisory programs and investment strategies, supported by a nationwide network of financial advisors and branch offices.

Eric Morley is a financial advisor at Edward Jones in Ottumwa, IA, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, he worked at Spee-Dee Delivery, Hard Eight LLC, Prairie Meadows Casino, and Iowa State University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and affiliated investment options, supported by a large network of financial advisors and branch offices nationwide.

Duane Lusson is a financial advisor with Ameriprise in Ottumwa, Iowa, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Lusson serves as Treasurer on the Board of Directors for the Ottumwa YMCA. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Gale Hopkins is a financial advisor at Mass Mutual Investors Services with 10 years of industry experience. Prior to joining Mass Mutual in 2025, Hopkins worked for Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. from 2013 to 2025. Outside of financial advising, Hopkins sells various household items, including consumer electronics and media, through online marketplaces such as eBay and Facebook Marketplace. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, wrap and money-manager programs, and educational seminars.

Dustin Stewart is a CFP® with 10 years of industry experience and has been with Edward Jones since 2015. He serves as a board member and participates on the finance committee for Bridge View Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets through a broad network of financial advisors and branch offices. The firm offers a range of advisory programs and investment solutions under a fiduciary standard.

Tyler Sendejas is a financial advisor at LPL Financial in Ottumwa, IA, holding a Series 66 designation and three years of industry experience. His prior work includes roles at CUNA Brokerage Services, Community 1st Credit Union, Family Video, and Indian Hills Community College. He also owns a small, non-investment-related business alongside his advisory work. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs supported by proprietary and third-party research, providing both discretionary and non-discretionary management solutions.

Riley Sheetz is a CFP®-designated financial advisor at Edward Jones with 12 years of industry experience. He has been with Edward Jones since 2013 and is located in Ottumwa, IA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Brian Siems is a Series 66-credentialed financial advisor with 12 years of industry experience. He has been with Cambridge Investment Research Advisors since 2016 and is also the founder and owner of multiple financial and advisory-related entities, including Keystone Financial Solutions LLC and Pivotal Financial Advisors LLC. Siems serves on the board of Rippling Waters, a volunteer role. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, pension plans, charitable organizations, and other retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent professionals, providing a range of strategies including proprietary models and access to third-party managers across multiple custody platforms.

Amber Carroll is a CFP® with 11 years of experience in the financial industry, all of which she has spent at Edward Jones since 2015. She is based in Ottumwa, IA, and holds the Series 66 license. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Breanne Garrett is a financial advisor at Edward Jones in Ottumwa, IA, holding a Series 66 designation and beginning her advisory career in 2026. Prior to joining Edward Jones, she worked for the Iowa Department of Education for three years and has been affiliated with William Penn University since 2011. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

David Uehling is a financial advisor at Edward Jones in Ottumwa, Iowa, holding a Series 66 designation with 13 years of industry experience. He has been with Edward Jones since 2012. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Brett Morris is a financial advisor with Edward Jones in Ottumwa, IA, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2013. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.