Kathleen Dennis is a financial advisor with Valic Financial Advisors, holding Series 63, 65, and 66 licenses and bringing 34 years of industry experience. Her previous roles include positions at Agia, Investment Planners, Inc., Ipi Wealth Management, Inc., Sii Investments, and Financial Services/Simple Solutions. She serves as president of St Charles Development Corp, a nonprofit organization involved in organizing volunteers and leading meetings. Valic Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, wrap programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models and operating at scale with over $26 billion in discretionary assets.

Daniel Nielsen is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors, Broker Dealer Financial Services, and Edward Jones. Outside of his advisory work, he is involved with the Nielsen Family Farm in Winterset, IA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management services, combining large-scale operations with diverse financial products and technology tools.

Ross Rethmeier is a financial advisor at Edward Jones in Winterset, IA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at Farmers & Merchants State Bank and has had multiple self-employed roles, including billing for a mental health practice and overseeing hay production on a farm he owns. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, supported by a large network of financial advisors across the United States.

Peter Loiler is a financial advisor at Edward Jones in Winterset, IA, with 12 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC. Outside of his advisory role, he serves as Treasurer for the Madison County Foundation for Community Arts. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Karin Holder is a financial advisor at Ameriprise with 21 years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at Edward Jones for 18 years before joining Ameriprise in 2022. Outside of her advisory role, she is involved in real estate management through her own LLC, serves on several nonprofit boards, and is an author of two published books focusing on faith, family, and hunting. She also leads Karin Holder Ministries, providing leadership and faith-based personal development for women. Ameriprise offers a retirement-income planning service tailored for individuals nearing or in retirement, combining research, modeling, and tax-efficiency analysis to deliver non-discretionary recommendations. The firm serves a large client base with a range of advisory, brokerage, and insurance solutions, emphasizing managed accounts and algorithmic support in its retirement planning approach.

Whitney Messerschmitt is a CFP® and holds a Series 66 license with nine years of industry experience, all at Edward Jones. Based in Winterset, IA, Messerschmitt has been with Edward Jones since 2017 and previously worked at the same firm from 2003 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment options through a nationwide network of financial advisors and branch offices.

Jason Kleemeier is a CFP® professional with 27 years of industry experience. He is currently with Cetera and has previously worked at Cambridge Investment Research and Investment Centers of America, among other firms. Outside of his advisory role, he serves in several fiduciary positions within his community, including treasurer of the Lakeview Country Club and financial deacon for Winterset Community Church. Cetera Investment Advisers LLC is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and institutional accounts. The firm offers a range of portfolio management and consulting services through a nationwide network of independent advisors.

Sarah Dory is a financial advisor with OSAIC, holding Series 63 and Series 65 designations and 16 years of industry experience. She has worked at OSAIC since 2024 and concurrently serves as president of Dawney Financial, where she assists clients with health coverage, life insurance, and long-term care needs. Prior to joining OSAIC, she worked at Woodbury Financial Services and Millang Financial Group. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm provides integrated brokerage and advisory services, employing asset-allocation tools and risk assessments to build portfolios with a range of investment options managed on discretionary or non-discretionary bases.

John Ruddy is a financial advisor with Cambridge Investment Research Advisors, holding Series 66 and Series 63 credentials and 17 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2023 and has prior experience at PFS Investments Inc and Primerica Financial Services. Outside of his advisory work, Ruddy is the owner of a cattle operation and serves as president and board member of a local basketball club. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, pension plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolio management strategies and platform arrangements.

David Suzzan is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. His prior roles include positions at Northwestern Mutual Investment Management and The Northwestern Mutual Life Insurance Company. He is also an insurance agent involved with Lenox Advisors, focusing on individual and group life and health insurance. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, emphasizing collaborative, goal-oriented planning using firm-approved analytical tools.