James Franzen is a financial advisor with Prospera Financial Services, Inc. in Denver, Iowa, holding a Series 63 designation and bringing 37 years of industry experience. Prior to joining Prospera in 2025, he spent 20 years at Cutter & Company Brokerage, Inc. He also has longstanding involvement in farming, operating the James N. Franzen Farm since 1978 and producing grain products. Franzen is an associated person with Investors Commodity Services, Inc., an introducing commodity futures broker. Prospera Financial Services, Inc. is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.

Hillary Meister is a financial advisor at United Planners' Financial Services of America with a Series 66 designation and one year of industry experience. Prior to her current role, she worked at Honkamp & Co. and held positions in education at the University of Dubuque and Sumner-Fredericksburg High School. She is also the bookkeeper and tax preparer for Plain & Simple, LLC, a non-investment related business. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, and institutional clients. The firm operates an open-architecture platform with multiple custodians and third-party money managers, offering a range of advisory models and both fee-based and commission-based options.

Christopher Holthaus is a financial advisor with Principal Financial Services based in Denver, IA, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has worked with Principal Life Insurance Co and Princor Financial Services Corporation since the late 1990s and previously operated Holthaus Financial Services for over two decades. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel overseas. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money managers through various advisory and promoter arrangements.

Nicholas Wittenburg is a financial advisor at Principal Financial Services with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Principal Securities Inc. since 2016 and Principal Life Insurance Company since 2012. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty military personnel outside the U.S. 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.

Ann Vanengelenburg is a financial advisor with United Planners' Financial Services of America, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has been with United Planners since 2013 and also serves as Chief Operating Officer at related entities, including Investment Center and Insurance Center. Vanengelenburg was involved with the Sumner Rotary Organization for four years. United Planners Financial Services serves a diverse client base, including individuals, corporations, charitable organizations, and institutional clients, offering financial planning, portfolio management, retirement plan services, and brokerage solutions through a network of 477 independent advisors. The firm operates an open-architecture platform with multiple custodians and third-party money managers, primarily managing non-discretionary assets.

Angie Fritz is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. She has worked with Principal Securities Inc. since 2016 and has been associated with Principal Life Insurance Company since 1995. Outside of her advisory role, she co-owns Bold North, LLC, a business that plans to purchase and renovate residential properties. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, charitable organizations, and active-duty military personnel. 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.

Gerald Buhr is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Cetera since 2002 and based in Oelwein, Iowa. Outside of his advisory role, he serves on the Mercy Hospital Foundation Board, where he reviews finances and acts on funding requests. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supported by over 10,000 advisors and more than $256 billion in assets under management.

Katherine Solsma Bell is a financial advisor at Edward Jones with nine years of industry experience. She holds the ChFC® designation and the Series 66 license. Prior to her current role at Edward Jones, she worked at Cornerstone Realtors for three years. 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 and managing approximately $1.01 trillion in assets.

Neil Wilkinson is a financial advisor with OSAIC based in Oelwein, Iowa, holding the ChFC® and Series 63 designations with 26 years of industry experience. He has worked at Royal Alliance Associates, Inc. since 2018 and previously at Signator Investors, Inc. He serves as a board member of the Upper Iowa University Board of Trustees and the Fortunaire Foundation, and he is involved in agricultural businesses including owning and operating grain farming and farmland rental enterprises. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services supported by asset allocation tools, risk assessment, and access to third-party money managers.

Christian Solsma is a financial advisor at Edward Jones in Oelwein, IA, holding a Series 66 designation with two years of industry experience. He is the owner of Soul Stringers LLC, where he 3D prints and sells tennis shoe charms on Etsy. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Morgan Steege is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones, he worked for eight years at Sumner-Fredericksburg Community School District. He holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Kole Johnson is a financial advisor with OSAIC, holding a Series 66 credential and one year of industry experience. Before joining OSAIC, he was associated with Financial Decisions Group and has experience selling life insurance and fixed insurance products as an agent. He also has a background in agriculture through ongoing work with Schlatter Farms. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm offers a broad range of integrated brokerage and advisory services and employs various portfolio construction tools and third-party platforms to tailor investment strategies.

Laure Meyer is a financial advisor with LPL Financial and holds Series 63 and Series 65 licenses. She has 23 years of industry experience, including prior roles at CUNA Brokerage Services and TruStage. She was also involved in Meyer Construction for over two decades and operates as a Mary Kay representative. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, 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.

Justin Shaffer is a financial advisor with OSAIC, holding Series 63 and Series 65 designations and bringing 17 years of industry experience. His career includes roles at Signator Investors, Inc. and Financial Decisions Group. Outside of his advisory work, he serves as an assistant football coach for East Buchanan Schools, where he coordinates the varsity offensive team and manages practice plans. OSAIC serves a diverse range of clients including individuals, institutions, and charitable organizations, providing integrated brokerage and advisory services along with access to third-party money managers and unified managed accounts. The firm employs asset-allocation tools and automated rebalancing to construct portfolios across various asset classes, managing accounts on both discretionary and non-discretionary bases.

Curt Solsma is a financial advisor at Edward Jones with 41 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1984. Outside of his advisory role, he serves as vice president and board member of the Oelwein Event Center and is an owner of farm properties and commercial real estate in Iowa. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

David Hassman is a financial advisor with Edward Jones in Sumner, Iowa, holding Series 63 and Series 66 registrations and 22 years of industry experience. He has been with Edward Jones since 2003. Outside of his advisory work, Hassman manages a small agricultural operation, including ownership of 20 head of feed cattle. 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 discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.