Malia Koontz is a Series 66-licensed financial advisor with Principal Financial Services, where she has worked since 2014. She has 13 years of industry experience, primarily serving clients through Principal Securities and Principal Life Insurance. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and business entities. The firm provides direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Travis Havel is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and previously worked at Henkel Construction Company and Iowa State University. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a range of advisory programs and investment solutions, supported by a large national network of financial advisors and branch offices.

Sean Finucan is a CFP®-credentialed financial advisor with Edward Jones in Webster City, IA, where he has worked since 2019. He has six years of industry experience, including prior roles at Jones Lang LaSalle and the University of Iowa. Outside of advising, he is a part owner of Double F Farm LLC, a farming business. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, offering a range of advisory programs and affiliated investment products supported by a large network of advisors and branch offices.

Linda Lahr is a financial advisor with Ameriprise in Webster City, IA, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. She has been with Ameriprise and its affiliated entities since 2003. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm serves a broad client base through advisory, brokerage, and insurance solutions typical of a large institutional firm.

Colton Wood is a financial advisor with LPL Financial, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining LPL Financial, his experience includes roles in construction, retail, and education. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Caden Felts is a financial advisor at Ameriprise with a Series 66 designation and one year of industry experience. Prior to joining Ameriprise, he held roles at several firms including Torch Dental and Assurance IQ. Outside of his advisory work, he owns Felts Detailing, a business providing detailing services and products. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, combining research and modeling with tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Brody Eischeid is a financial advisor with LPL Financial holding a Series 66 designation and one year of industry experience. His prior work includes roles at Boone River Financial, OSAIC, Aerotek, AXA Advisors, and Cambridge Investment Research. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining a broad advisory platform with extensive non-advisory financial services.

Nicholas Hammitt is a financial advisor with Ameriprise who holds a Series 66 designation and has 18 years of industry experience. He has worked at Ameriprise and its affiliated entities since 2008. Outside of his advisory role, he is involved with FISH2o, where he advises and obtains new clients. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement-income planning with written recommendations and annual reviews.

Jeffrey Brandt is a financial advisor with Ameriprise in Webster City, IA, holding a Series 63 designation and totaling 38 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Outside of his advisory role, he is a co-owner of a tax preparation firm and involved in managing several small business and real estate ventures. Ameriprise offers retirement-income planning services focused on clients approaching or in retirement, utilizing research, modeling, and tax-efficiency analysis to provide tailored recommendation reports. The firm serves high-net-worth individuals and combines advisory, brokerage, and insurance solutions through its affiliated companies.

Timothy Finucan is a financial advisor with Edward Jones in Webster City, IA, holding Series 63 and Series 66 credentials and 39 years of industry experience. He has been with Edward Jones since 1986. Outside of his advisory work, he is involved in farming and ranching ventures, including ownership and partnership roles in several agricultural and recreational properties. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a nationwide network of more than 23,000 advisors. The firm offers a range of managed investment solutions, separately managed accounts, and proprietary funds, operating under a fiduciary standard and providing integrated advisory and affiliated capabilities.

Addison Folcher is a financial advisor at Edward Jones with one year of industry experience. He holds the Series 66 designation and has worked previously at Aon, Risk Placement Services, Virtus Underwriting Group, BettorHalf, and Brown & Brown. Addison is also a voting member of H.F. Associates, Inc., a family-owned real estate management company in North Carolina. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and supports its services with a nationwide network of more than 23,000 financial advisors and over 15,000 branch offices.

Andrew Hejlik is a financial advisor with LPL Financial in Webster City, IA, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He previously worked at Boone River Financial, Osaic, Signator Investors, Inc., and Transamerica Financial Advisors. Outside his advisory role, Hejlik serves as president of The Dub Sports Park Inc., a nonprofit organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports a wide range of investment strategies through its extensive network of advisors and combines advisory services with various financial and banking solutions.

Michael Stensland is a financial advisor at Thrivent Investment Management with 30 years of industry experience. He has been with Thrivent since 2002. Outside of his advisory role, he serves as a director and executive committee member for Wings of Refuge, a nonprofit focused on restoring women from sex trafficking. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering goal-based analyses and written recommendations across various financial planning topics. The firm separates planning from managed-account services and does not provide discretionary trading authority or institutional portfolio management.

Meredith Bargfrede is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. Prior to joining LPL Financial in 2026, she worked at OSAIC and Royal Alliance Associates, and has been affiliated with Boone River Financial since 2022. Outside of her advisory work, she serves as Vice President and Secretary of The Dub Sports Park, Inc., a nonprofit organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of investment solutions, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Erin Christian is a financial advisor with Ameriprise in Webster City, IA, holding a Series 66 designation and 12 years of industry experience. She has been with Ameriprise and its related entities since 2013. Outside of her advisory role, she is involved in managing a private campground. Ameriprise serves clients primarily through a retirement-income planning service tailored to individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to create written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.