Nicholas Greteman is the principal of Greteman Capital Management in Carroll, IA, with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Honkamp Krueger Financial Services and Robinson Ruhnke Pc prior to founding his current firm. In addition to his advisory role, he is a partner at Greteman CPA, P.C., providing tax preparation, planning, and business valuation services. Greteman Capital Management offers discretionary asset management focused on long-term, value-oriented investing for pooled, institutional, and high-net-worth clients. The firm employs fundamental analysis and strategic asset allocation to tailor portfolios according to client objectives and risk tolerance.

Maeve Mcnamee Danielson is a financial advisor at True Wealth, LLC, holding a Series 65 designation with one year of industry experience. Her prior roles include work at Premier Financial Services dba Truewealth Nation and Zions Agricultural Finance. She is also licensed to sell various insurance products. True Wealth, LLC provides financial planning and coordinates asset management for individuals, high-net-worth clients, and small businesses, relying on a third-party money manager for discretionary portfolio management while assisting clients with account setup and paperwork. The firm emphasizes tailored investment recommendations and offers educational workshops for clients and prospects.

Wyatt Gauchat is a financial advisor at True Wealth, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at TD Ameritrade and True Wealth Nation. True Wealth, LLC provides financial planning and coordinates asset management for individuals, high-net-worth clients, and small businesses. The firm refers discretionary portfolio management to a third-party money manager and focuses on tailored investment recommendations using mutual funds, ETFs, and fixed-income securities.

John Sklenar is a CFP® and PFS™ with 27 years of industry experience. He is affiliated with True Wealth Nation and has worked at Premier Financial Services, Inc. since 2011. He founded Sklenar Company in 1995 and has been involved in the CPA business since the late 1970s. Outside of financial advising, he has served as a marketing consultant for a non-investment-related company since 2009. True Wealth Nation serves a small group of individual and institutional clients, providing comprehensive financial planning and investor education through its "TrueWealth University" workshops. The firm refers clients to a single third-party money manager for asset management and focuses on tailored financial plans without maintaining discretionary investment authority or custody of client assets.

Nicholas Sklenar is a CFP® and Series 65 licensed financial advisor with 13 years of industry experience. He is currently with True Wealth, LLC and has been affiliated with Premier Financial Services, Inc. since 2012. Sklenar is also a licensed insurance agent and spends a significant portion of his time involved in insurance sales. True Wealth, LLC provides financial planning and coordinates asset management for individuals, high-net-worth clients, and small businesses, referring discretionary portfolio management to a third-party money manager while assisting clients with account setup and ongoing support. The firm emphasizes tailored investment recommendations based on client objectives, risk tolerance, and time horizon.

Ann Slechta is a financial advisor with Gladstone Wealth Partners and holds a Series 66 designation. She has 19 years of industry experience, including prior roles at LPL Financial, Slate Wealth Management, Principal Securities, Heartland Financial Resource Group, and Principal Life Insurance Company. Outside of advisory work, she is involved in managing a farm business with her family. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 investment adviser representatives. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, utilizing a range of investment approaches tailored at the advisor level, supported by platform-level due diligence and integration of retirement-plan services and institutional manager relationships.

Gilbert Evers is a financial advisor with Valic Financial Advisors in Carroll, Iowa, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. He has been with Valic Financial Advisors since 1990 and also serves as a notary and volunteers with the Carroll Church of Christ, assisting with financial reporting. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth clients, and supports corporate and retirement-plan participants. The firm offers discretionary managed-account programs and financial planning services, utilizing Envestnet-developed UMA models for portfolio construction.

Clarissa Rasmussen is a financial advisor with Principal Financial Services, holding Series 63 and Series 66 credentials and six years of industry experience. Her career includes roles at Principal Life Insurance Company and SeneGence International. Principal Securities provides brokerage and registered investment advisory services to a broad client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel stationed outside the United States. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Clayton Netusil is a financial advisor at Raymond James Financial with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James Financial Services, Inc. since 1999. Outside of his advisory role, he serves as president and owner of Netusil Financial Services, Inc. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports institutional consulting, portfolio management, and municipal and public-finance work.

Ashley Tennigkeit is a Series 66-credentialed financial advisor with four years of experience at Edward Jones. Prior to joining Edward Jones in 2022, Tennigkeit worked at Hickory Park and Iowa State University. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of investment strategies and operates under a fiduciary standard, supported by a large network of financial advisors and branch offices nationwide.

Stephen Tjaden is a financial advisor with Primerica Advisors in Carroll, IA, holding Series 63 and Series 65 licenses and two years of industry experience. He has worked at Primerica Financial Services since 2023 and continues involvement with AAU Basketball and Sioux Central Schools. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, offering model-based investment strategies managed by third parties and supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Lindsey Handlos is a financial advisor with Edward Jones in Carroll, IA, holding a Series 66 designation and beginning her advisory career in 2024. She has worked at Edward Jones since 2024 and also has a ten-year tenure at McFarland Clinic. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a wide range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of financial advisors and branch offices.

Janet Smith is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 19 years of industry experience. She has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2006. Outside of her advisory role, she serves as a board member at Zion Lutheran Preschool in Manning, Iowa. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial analyses and planning solutions without managing client portfolios directly.

Amy Riddle is a financial advisor with Primerica Advisors in Carroll, IA, holding Series 63 and Series 65 licenses and 15 years of industry experience. She has worked with PFS Investments Inc. since 2009 and Primerica Financial Services since 2008. Outside of finance, she has been involved in managing a hair stylist business since 1989. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options structured as a wrap-fee solution. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors.

Shellie Haluska is a CFP® and ChFC® with 16 years of experience at Edward Jones, where she has worked since 2010. In addition to her advisory role, she serves on the board of a local community organization and is involved in managing commercial property. Edward Jones is a full-service wealth management firm serving individual and institutional clients across the United States, with a broad range of investment strategies and affiliated services under a fiduciary standard.

Brett Adams is a financial advisor with Edward Jones in Carroll, Iowa, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has been with Edward Jones since 2007. Outside of his advisory role, he owns and operates Adams Farm Operations LLC, managing 172 acres of farmland. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment options. The firm manages over $1 trillion in assets and supports its clients through a large network of financial advisors and branch offices nationwide.

Aubrey Kemerling is a financial advisor with Edward Jones in Carroll, Iowa, holding Series 63 and Series 66 licenses and having eight years of industry experience. Prior to joining Edward Jones in 2019, Aubrey worked at Principal Securities and Principal Life Insurance Company. She serves on the Investment and Audit Committees of the New Hope Foundation Board. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment options supported by a nationwide network of more than 23,000 financial advisors.

Nichole Olberding is a financial advisor at Edward Jones with a Series 66 designation and over 10 years of industry experience. Her prior work includes positions at MATURA Community Action Agency and New Opportunities. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range of advisory programs and maintaining affiliated capabilities such as a trust company and proprietary mutual funds.

Jordan Janson is a CFP®-certified financial advisor with Edward Jones in Carroll, Iowa, where he has worked since 2012. He has 13 years of industry experience and holds the Series 66 designation. Outside of his advisory role, Janson serves as an assistant boys soccer coach for Carroll Community Schools. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment options, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates through a large network of financial advisors and branch offices nationwide.

Sean Haluska is a financial advisor with Edward Jones in Carroll, Iowa, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2022, he worked at Availa Bank for 13 years. Haluska serves on the board of directors for CRP in Carroll, Iowa. Edward Jones is a wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Duane Horsley is a financial advisor with Primerica Advisors in Carroll, IA, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He has been affiliated with Primerica Financial Services since 1990 and Primerica Advisors since 2017. Horsley is involved in the sale of investment-related products and also receives compensation for referring home security, automation products, and other home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, as well as corporate and charitable clients. The firm operates at scale with approximately 3,698 advisors and $15.5 billion in assets under management, delivering advisory services through model-driven strategies managed by third-party asset managers.

Timothy Rial is a financial advisor with OSAIC in Carroll, Iowa, holding a Series 63 designation and bringing 30 years of industry experience. His career includes roles at Royal Alliance Associates and Signator Investors, alongside operating the Rial Financial Team since 2016. Outside of finance, he volunteers as a varsity football coach and has served as a fundraising team member for a local nonprofit. OSAIC serves a diverse client base including individual and institutional investors by providing a range of brokerage, advisory, and financial planning services through a large network of affiliated advisors and multiple platforms. The firm utilizes advanced portfolio construction tools and supports a variety of account management options, integrating third-party services and managing complex corporate arrangements.

Cameron Janson is a CFP®-certified financial advisor with Edward Jones, bringing 29 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1997. Outside of his advisory role, he serves as a member of the Kuemper Catholic Finance Committee in Carroll, Iowa. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supporting approximately $1.01 trillion in assets under management.

Kristina Horsley is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and over 42 years of industry experience. She has been with Primerica Advisors since 1984 and Primerica Financial Services since 1991. In addition to her advisory role, she engages in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors sponsors and manages a wrap-fee asset management program serving primarily individual investors, as well as corporate and charitable clients. The firm delivers advisory services via a large network of advisors using model-driven strategies provided by unaffiliated asset managers and offers a range of portfolio models including strategic and tax-managed approaches.

Josie Bengford is a CFP® professional with six years of industry experience, currently serving at Ameriprise since 2021. She previously worked at Avantax Planning Partners, Inc. and has been a co-owner of Robinson Ruhnke P.C., a tax preparation firm, since 2015. Ameriprise Financial Services is a large, diversified advisory firm that serves individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which focuses on tax-aware withdrawal strategies and dependable income sources.