Clarke Vanmeter is a financial advisor with Van Meter Associates, LLC, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has been with Van Meter Associates since 2006 and has provided advisory services under his own name since 2004. Van Meter Associates offers portfolio management and financial planning to individuals and corporations, managing approximately $15.1 million in discretionary client assets. The firm uses a combination of fundamental analysis and technical filters, providing both discretionary and non-discretionary management with a focus on equity securities and exchange-traded funds.

Michael Van Meter is a financial advisor at Van Meter Associates, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Van Meter Associates since 2005, as well as VMF Capital since 2003. Van Meter Associates provides portfolio management and financial planning services to individuals and corporations, offering both discretionary and non-discretionary management with a focus on equity securities and exchange-traded funds. The firm employs fundamental analysis combined with technical filters to adjust portfolio risk and conducts regular account reviews and rebalancing.

Kayla Price is a financial advisor at Principal Advised Services with eight years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at BerganKDV and Prudential Investment Management Services. Kayla is based in Coggon, Iowa. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients. The firm combines third-party methodologies and proprietary models to provide both non-discretionary and discretionary investment management, supported by integration with the Principal Financial Group family of companies.

Elizabeth Rude is a financial advisor with Principal Financial Services in Dyersville, IA, holding a Series 66 designation and one year of industry experience. She previously worked for Community Savings Bank for 20 years before joining Principal Securities and Principal Life Insurance Company. Her activities include the sales and service of fixed insurance products such as life, annuities, disability, long-term care, health, and group insurance. Principal Securities provides brokerage and registered investment advisory services to a diverse client base including individual investors, retirement plans, trusts, estates, and charitable organizations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs with an emphasis on discretionary investment management and ongoing client reviews.

Alan Keltner is a financial advisor with Cetera Planning Partners, holding a Series 63 designation and bringing 26 years of industry experience. He has previously worked at ProEquities, Inc. for 17 years and maintains ongoing roles at Honkamp Krueger Financial Services, Inc. and Gosling Financial Services. Outside of his advisory work, he owns and operates Keltner Enterprises, a business focused on buying and selling antiques. 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’s investment process utilizes diversified allocations of mutual funds and ETFs tailored to client objectives and risk tolerance, supported by ancillary services including tax planning, bookkeeping, payroll support, and estate planning through a third-party provider.

Brent Hinerichsen is a financial advisor with Principal Financial Services in Dyersville, IA, holding the ChFC® designation and Series 63 license. He has 31 years of industry experience, including roles at Principal Securities Inc and Principal Life Insurance Company since 2017, as well as prior experience at Fortified Wealth Advisors and Financial Strategies. Outside of his advisory work, he is the owner of Hinerichsen, Inc, an S-corporation used for tax filing purposes. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and business entities. The firm offers financial planning and retirement plan consulting, with access to third-party money manager asset allocation and separately managed account solutions.

Jackson Gehling is a financial advisor with Principal Financial Services in Dyersville, Iowa. He holds a Series 66 designation and has one year of industry experience. Prior to joining Principal, he held various roles including positions at Collins Aerospace and CRST. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm provides direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.

Elliot Salter is a CFP® professional with 10 years of industry experience, currently affiliated with Edward Jones since 2015. He holds the Series 66 designation and is based in Dyersville, IA. Outside of his advisory role, he has been involved as an owner and co-owner of LLCs related to property ownership for the building housing his Edward Jones office. 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 services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Angela Rave is a Series 66-licensed financial advisor with Edward Jones in Manchester, Iowa, where she has worked for 17 years. She also works as a substitute teacher at St. Mary's School. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a large network of advisors and branch offices nationwide.

Matthew Ungs is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2018. Prior to his advisory role, he worked for the City of Dyersville from 2014 to 2018. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Leo Monaghan is a financial advisor with Osaic Wealth, Inc. based in Manchester, Iowa, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has been with Osaic since 1989. Outside of his advisory role, Monaghan is involved in organizing a scholarship fund through the Class of 1970 Endowment committee and also prepares tax returns through a family corporation. Osaic Wealth serves a diverse client base, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a variety of investment platforms and utilizes asset allocation tools, risk-tolerance assessments, and third-party managers to construct portfolios tailored to client needs.

Tammy Feldmann Kelchen is a financial advisor with Cambridge Investment Research Advisors in Manchester, IA, holding Series 63 and Series 66 credentials and 12 years of industry experience. Her previous roles include positions at VOYA Financial Advisors and EJ Brown & Associates. Beyond advisory work, she serves as a board member of the Delaware County 4H Foundation and owns a financial and tax services business, Milestones Group. Cambridge Investment Research Advisors is a large SEC-registered firm that provides financial planning, investment management, and retirement plan advisory services to a diverse client base, including individuals, pension plans, and charitable organizations. The firm offers a range of investment solutions through a network of independent financial professionals and maintains both proprietary and third-party model strategies.

Jennifer Taken is a financial advisor at OSAIC with 21 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at Securities America Advisors and Voya Financial Advisors. Outside of her advisory role, she serves as a representative payee for a social security disability beneficiary and owns a marketing business under the name Kritz Financial Services. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms, offering integrated brokerage, investment advisory services, and access to third-party money managers. The firm employs asset-allocation tools and risk assessments to construct diversified portfolios and supports both discretionary and non-discretionary account management.

Nicholas Klos is a Series 66-licensed financial advisor with nine years of industry experience, currently with Robert W. Baird & Co. since 2017. Prior to joining Baird, he worked at Wells Fargo for two years. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individual, corporate, pension, and charitable clients. The firm offers a range of financial planning and portfolio management services, utilizing a combination of manager-traded and model-traded strategies, tax management, and internal research tools including artificial intelligence in client advice.

Gretchen Walter is a financial advisor at Edward Jones with a Series 66 designation and over two years of industry experience. Her career includes prior roles at gpac, LLC and Bunkee Air, as well as earlier experience with Edward Jones. She has also been involved with Walter Aviation Inc. Edward Jones is a full-service wealth management firm serving a broad client base that includes individual and institutional investors. The firm offers a variety of advisory and investment strategies, supported by a large network of advisors and branch offices nationwide.

Chance Maiers is a financial advisor at Edward Jones with one year of industry experience. He previously worked at Fidelity Bank & Trust for eight years and spent one year at Concordia University, St. Paul. Maiers holds the Series 66 designation. 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.

Anthony Monaghan is a Series 66-licensed financial advisor with 11 years of industry experience. He is affiliated with Royal Alliance Associates since 2005 and currently associated with OSAIC. Monaghan serves on the boards of Community Childcare of Manchester and The Catholic Foundation in the Archdiocese of Dubuque. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services along with financial planning and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios across various asset classes.