James McNaughton is a CFP® professional with 21 years of industry experience, currently serving at Momentum Independent Network Inc. since 2009. He holds the Series 66 designation and operates out of Storm Lake, IA. Outside of his advisory role, McNaughton is involved in insurance and fixed annuity sales through separate business activities. Momentum Independent Network serves a diverse client base, including individual, high-net-worth, charitable, corporate, institutional, and banking/thrift clients. The firm provides investment advisory programs, managed accounts, financial planning, retirement plan consulting, and brokerage services, utilizing third-party managers and integrated platforms for investment management and account administration.

Paul Fokken is a financial advisor with Royal Fund Management, LLC, holding a Series 65 designation and eight years of industry experience. He is also the sole proprietor of Fokken Financial Services, where he sells life, long-term care, and disability insurance, as well as annuities. Royal Fund Management serves individual investors, corporations, and retirement plans, offering portfolio management, financial planning, and pension consulting. The firm utilizes a variety of investment strategies and provides both discretionary and held-away advice, managing approximately $1.55 billion in assets with a team of 84 advisors.

Aaron Mcnaughton is a financial advisor at Momentum Independent Network Inc. with one year of industry experience. He holds the Series 66 designation and previously worked for Prince Manufacturing for 28 years. Momentum Independent Network Inc. serves individual, corporate, and institutional clients with investment advisory, portfolio management, financial planning, and brokerage services. The firm offers a range of managed account programs and combines multiple investment approaches, including asset allocation, quantitative, fundamental, and technical analysis, while integrating broker-dealer operations with banking and municipal advisory capabilities.

Chad Halder is a CFP® with 16 years of experience in the financial services industry, currently with Cambridge Investment Research Advisors. His prior roles include positions at Broker Dealer Financial Services Corp. and Citizens 1st National Bank, where he also serves as a trust officer. Halder is a board member of the Storm Lake Hy-Noon Kiwanis and the Iowa Trust Association. Cambridge Investment Research Advisors, Inc. serves a diverse range of individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and offers a variety of platforms and proprietary model strategies.

Linda Baier is a Series 66-licensed financial advisor at Stifel with 24 years of industry experience, including 17 years with the firm. She serves clients from Storm Lake, Iowa. Outside of her advisory role, Baier is active as a church bell choir director and serves as treasurer for the Buena Vista County Community Foundation. She also participates in a local antiques business. Stifel provides brokerage and investment advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group to support retirement, insurance, and estate planning.

Bradford Beukelman is a financial advisor at Stifel with 45 years of industry experience. He has been with Stifel since 2009. His credentials include Series 63 and Series 66 licenses. Outside of his advisory role, he is a notary public. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

Joshua Newhouse is a Series 66-licensed financial advisor with Thrivent Investment Management, based in Storm Lake, Iowa. He has 20 years of industry experience and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2005. Outside of his advisory role, Newhouse serves as a board director for the Buena Vista Regional Healthcare Foundation and acts as fundraising chair for the Star Spangled Spectacular event in Storm Lake. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning. The firm offers planning separately from managed-account programs and emphasizes comprehensive written recommendations without discretionary trading authority.

Jared Eggers is a financial advisor at Stifel with two years of industry experience. Prior to joining Stifel, he worked at Security Trust & Savings Bank and Farm Credit Services of America. Jared also has a background in the hospitality industry, including a role at Zimmy's Bar & Grill. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

Jacob Rochleau is a CFP® professional with 14 years of industry experience, currently serving at Edward Jones since 2011. He holds the Series 66 designation and is based in Cherokee, Iowa. 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 under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Travis Anderson is a Series 66 licensed financial advisor with nine years of industry experience, currently practicing at Edward Jones in Storm Lake, IA. His background includes eight years at Edward Jones and six years with the Buena Vista County Sheriff's Office prior to his financial career. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets with a nationwide network of more than 23,000 advisors and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Matthew Phillips is a financial advisor at Stifel with 18 years of industry experience and holds a Series 66 credential. He has been with Stifel since 2009. Outside of his advisory role, he serves as president of the Storm Lake High School Foundation and the Storm Lake Rotary Club, and he owns a business manufacturing and selling cornhole sets. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Brandon Slaughter is a financial advisor with LPL Financial, holding a Series 66 designation and 24 years of experience in the industry. His prior work includes roles at Morgan Stanley DW Inc. and Broker Dealer Financial Services Corp. Beyond his advisory duties, he serves as a high school official for multiple sports and coaches junior varsity girls softball in Cherokee, Iowa. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports its advisors with model portfolios, third-party asset management, and institutional platforms, combining scale with a broad array of financial products and services.

Elwyn Kempfert is a financial advisor with Thrivent Investment Management in Aurelia, IA, holding a Series 66 designation and 19 years of industry experience. He has been with Thrivent Financial For Lutherans and Thrivent Investment Management since 2007. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based analyses and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Alexander Girres is a financial advisor at Edward Jones with 15 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations and has been with Edward Jones since 2010. Outside of his advisory role, he is an investor in a restaurant business based in Nashville, TN. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard with a large nationwide network of financial advisors and branch offices.