John Sloan III is a financial advisor at Bellingham Capital with two years of industry experience. He holds a Series 65 designation and has prior work experience in wellness and therapy centers. Bellingham Capital offers discretionary portfolio management and financial planning to a range of clients including individuals, high-net-worth clients, trusts, foundations, charities, corporations, and retirement plans. The firm uses a long-term, strategic asset allocation approach with proprietary model portfolios and emphasizes fundamental analysis supplemented by technical indicators for trade timing.

Devin Reimer is a CFP®-designated financial advisor with over 21 years of industry experience. He is currently affiliated with Intellicents Investment Solutions Inc., where he has worked since 2018. His prior experience includes roles at Mutual Securities, Inc. and Securities America Advisors. Reimer serves as secretary on the board of directors for Forward with Faith, a nonprofit organization. Intellicents Investment Solutions Inc. provides retirement plan consulting, wealth management, and related services to a range of clients including retirement plan sponsors, charitable institutions, and municipalities. The firm emphasizes long-term, buy-and-hold investment strategies and integrates advisory and benefits services across multiple offices and affiliated companies.

Connie Mc Cleary Geiger is a Series 65-licensed financial advisor at Intellicents Investment Solutions Inc. with one year of industry experience. Her prior roles include positions at Pentegra, Economic Group Pension Service, and Bankers Trust. Intellicents Investment Solutions Inc. serves retirement plan sponsors, third-party administrators, HSA/VEBA account sponsors, individual clients, charitable institutions, foundations, and municipalities. The firm offers retirement plan consulting, individual wealth management, and a wrap fee program, with an investment approach focused on long-term, buy-and-hold strategies supervised by a CFA Chief Investment Officer.

Jacob Olson is a CFP® with two years of industry experience, currently serving as a financial advisor at Intellicents Investment Solutions Inc. He previously worked at LPL Financial LLC and Palmer Group. Outside of his advisory role, Olson engages in market research surveys through Helical Research. Intellicents Investment Solutions Inc. serves retirement plan sponsors, administrators, individual clients, and various institutions, providing ERISA consulting, wealth management, and sub-advisory services. The firm emphasizes long-term, buy-and-hold investment strategies overseen by a CFA Chief Investment Officer and manages approximately $9.92 billion in assets across multiple offices.

Lindsay Stout is a CFP® with eight years of industry experience, currently serving as a financial consultant at Intellicents Investment Solutions Inc. She has worked at multiple firms including Securities America, Inc., Movement Mortgage, and Community 1st Credit Union. Outside of her advisory role, she co-owns and operates a clothing boutique called The Funky Zebras in Pella, IA. Intellicents Investment Solutions Inc. serves retirement plan sponsors, individual clients, and various institutions with services such as ERISA retirement plan consulting and individual wealth management. The firm employs a long-term, buy-and-hold investment approach overseen by a CFA-designated Chief Investment Officer and manages approximately $9.92 billion in assets across a multi-office platform.

Megan Holland is a financial advisor at Intellicents Investment Solutions Inc. with four years of industry experience. She holds a Series 65 designation and previously worked at Pigott for eleven years. Outside of her advisory role, she is the owner of B&M Holland, LLC, an unused business venture, and is a licensed insurance agent offering life, health, and disability insurance in Iowa. Intellicents Investment Solutions Inc. serves retirement plan sponsors, third-party administrators, and individual clients, offering services such as retirement plan consulting, HSA consulting, wealth management, and a wrap fee program. The firm’s investment approach emphasizes long-term, buy-and-hold strategies with quarterly monitoring led by a CFA Chief Investment Officer.

Wendy Sims is a PFS™-designated advisor at Cetera Planning Partners with 27 years of industry experience. Prior to joining Cetera in 2026, she worked at Honkamp Krueger Financial Services for 21 years and has been a shareholder and accountant at Schuring & Uitermarkt, a regional CPA firm, since 1982. She serves on the board of directors for both Leighton Investment Company, a bank holding company, and the Pella Regional Health Center Foundation. Cetera Planning Partners serves individual and high-net-worth clients, especially pre-retirees and retirees, offering investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm employs a diversified, mutual fund- and ETF-based investment approach tailored to clients’ objectives and risk tolerance, supported by affiliated broker-dealer and custodial resources within the larger Cetera network.

Zachary Vande Weerd is a financial advisor at Carson Wealth with a Series 65 designation and two years of industry experience. His background includes roles at Carson Wealth and CWM, LLC, as well as prior experience at KPMG. CWM, LLC is an SEC-registered investment adviser managing approximately $50.6 billion through a network of over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing model portfolios and tailored solutions supported by a range of custodial and technology partners.

Chad Klyn is a PFS™ credentialed financial advisor at Cetera Planning Partners with two years of industry experience. He previously worked at Avantax Planning Partners and has longstanding ties to Schuring & Uitermarkt Financial Services and Schuring & Uitermarkt, PC, a CPA firm where he is a shareholder. Klyn serves as treasurer for multiple nonprofit organizations, including the Kiwanis Club of Pella and Spark of Life Ministries, and is a director of Wonder Spelen, a nonprofit focused on building an inclusive playground for children. Cetera Planning Partners serves individual and high-net-worth clients, particularly pre-retirees and retirees, offering investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm integrates tax planning, bookkeeping, payroll support, and estate-planning services within a multi-team environment supported by a larger Cetera network.

Tricia De Haan is a financial advisor at Carson Wealth with six years of industry experience and holds a Series 66 designation. Her prior roles include positions at Raymond James Financial and Marion County Bank. Outside of her advisory work, she serves as secretary for a local religious organization, New Life Prison Church. CWM, LLC is an SEC-registered investment adviser operating an enterprise platform with over 650 advisors and approximately $50.6 billion in assets under management. The firm offers discretionary asset management, financial planning, and retirement plan services, supported by an Investment Committee that designs and monitors model portfolios and provides tailored investment solutions.

Tristan Jones is a financial advisor with Eagle Strategies (NY Life) in Pella, IA, holding Series 63 and Series 66 licenses and five years of industry experience. His prior work includes roles at Charles Schwab & Co., Inc., TD Ameritrade, and the Iowa Army National Guard. Eagle Strategies serves individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm provides a range of program types tailored to client objectives, with a notable emphasis on non-discretionary asset management and relationships with institutional sponsors.

Mark Wiskus is a financial advisor with Eagle Strategies (NY Life) in Pella, Iowa, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been associated with Eagle Strategies since 2007 and New York Life Insurance Company since 1999. Outside of his advisory role, Wiskus serves on several nonprofit boards, including the Pella Opera House, Kiwanis Club, Unity Point Health Des Moines Foundation, and Keep Iowa Beautiful, reflecting involvement in community and cultural organizations. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm works with individual investors, institutional clients, and plan sponsors, emphasizing tailored advice across multiple program types and managing a significant portion of assets on a non-discretionary basis.

Aron Scott is a financial advisor with Eagle Strategies (NY Life) in Pella, Iowa, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has worked with firms including NYLIFE Securities LLC and Raymond James Financial Services. Outside of his advisory role, Aron serves as an elder and youth group leader at Grace Evangelical Lutheran Church and is vice president of the Oskaloosa Activities Booster Club. Eagle Strategies serves a diverse range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services, with an emphasis on tailored recommendations primarily managed on a non-discretionary basis.

Samuel Vandeweerd is a financial advisor with Carson Wealth, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. His prior work includes roles at Cetera Wealth Services, Main Street Advisory Group, Raymond James Financial Services, Merrill, and U.S. Bancorp Investments. Outside of advisory services, he is an insurance agent selling life, disability, annuities, and long-term care products, and he owns a business that sells supplements. CWM, LLC is an SEC-registered investment adviser operating an enterprise platform with over 650 advisors and approximately $50.6 billion in assets under management. The firm offers discretionary asset management, financial planning, sub-advisory services, and retirement plan management, employing a model portfolio approach overseen by an Investment Committee and providing tailored investment solutions and ongoing portfolio oversight.

Matthew Vanmaanen is a financial advisor with Guardian Life and holds the CFP® and ChFC® designations. He has 19 years of industry experience, including a long tenure with Park Avenue Securities and Guardian Life Insurance Company of America. Outside of his advisory role, he is involved in selling health insurance and holds a Power of Attorney for his spouse. Matthew is affiliated with Park Avenue Wealth Management, a subsidiary of Guardian Life that provides brokerage and investment advisory services to individuals, retirement plan sponsors, and businesses. The firm offers customized client solutions through a combination of advisor-led discretionary management and model-based strategies, supported by proprietary programs and third-party platforms.

Michael Vermeer is a financial advisor with Cetera Planning Partners in Pella, IA, holding a Series 63 designation and 26 years of industry experience. His prior roles include positions at ProEquities and Avantax Investment Services, with concurrent involvement in accounting through Schuring & Uitermarkt, P.C., where he serves as a shareholder. He also holds a vice president role at Radjas, Inc., a drive-in theatre, and participates in production management for Biotech Management, LLC. Cetera Planning Partners serves individual and high-net-worth clients, emphasizing pre-retirees and retirees by providing investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm’s investment approach focuses on diversified allocations of mutual funds and ETFs aligned with client objectives, complemented by ancillary services such as tax planning and estate strategies through third-party providers.

Wendy Albers is a financial advisor at Cetera Planning Partners with the PFS™ designation and three years of industry experience. Prior to her current role, she worked at Avantax Planning Partners, Inc. She is also a shareholder in a public accounting firm offering tax and advisory services and serves as treasurer of a nonprofit organization facilitating spiritual retreats for high school students. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm’s approach emphasizes diversified allocations aligned with client objectives and risk tolerance, supported by ancillary services such as tax planning, bookkeeping, payroll support, and estate planning through a third-party provider.

Austin Norris is a financial advisor with Edward Jones in Oskaloosa, IA, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with Edward Jones since 2005. Outside of his advisory role, Norris has ownership interests in real estate and construction businesses, including a real-estate office building, farmland, and involvement in a construction project. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide. The firm manages over $1 trillion in assets through a large network of advisors and offers a range of advisory programs, including discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Michael Busch is a Series 66 credentialed financial advisor with Edward Jones in Oskaloosa, Iowa, where he has worked since 2011. He has 14 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Reid Evans is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Ameriprise since 2021. His prior roles include positions at Raymond James Financial Services and Iowa Bankers Insurance and Services, as well as managing his own consulting firm, RCE Consulting LLC. Outside of his advisory work, Evans serves on the Board of Directors for 725 Ministries and is a member of the Pella UMC Unity Council. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored planning through a centralized consulting team.