Bobbi Spainhower is a financial advisor at Osaic Institutions, Inc. with 12 years of industry experience. She holds Series 66 and Series 63 licenses and has worked at Infinex Investments, Inc. and First Security Bank & Trust. Spainhower is also a dual employee of First Security Bank & Trust, dedicating significant time to this role. Osaic Institutions, Inc. is an SEC-registered investment adviser that serves individuals, retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating via a hybrid adviser/broker-dealer model with both discretionary and non-discretionary accounts.

Eric Miller is a financial advisor with Principal Financial Services, holding a Series 66 designation and three years of industry experience. He has worked at Feller and Associates, Principal Securities Inc, Principal Life Insurance Company, and First Security Bank & Trust. Outside of his advisory role, he serves as president and treasurer of Mellex Partners, Inc., an S-corp used for tax filing purposes. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money manager solutions through various adviser and promoter arrangements.

David Jarvill is a CFP® certificant with 35 years of industry experience, currently serving at OSAIC Institutions, INC. He has held roles at First Security Bank & Trust and Infinex Investments, Inc. since 2018 and previously worked at Broker Dealer Financial Services Corp. from 1993 to 2018. In addition to his advisory work, Jarvill is a Vice President and Investment Officer at First Security Bank & Trust, where he manages the bank’s wealth management office and oversees the trust and investment department. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm combines advisory and broker-dealer capabilities, offering customized services including discretionary and non-discretionary management, financial planning, and access to alternative investments and lending solutions.

Erich Feller is a CFP®-certified financial advisor with 14 years of industry experience. He is currently a partner at Feller and Associates and has worked with Principal Financial Services since 2012. His professional activities include the sale of fixed life insurance, fixed annuities, disability insurance, and long-term care insurance through various carriers. 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 direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions, with investment implementation typically managed on a discretionary basis by third-party managers.

William Feller is a CFP® professional with 22 years of experience in the financial services industry. He is affiliated with Principal Financial Services and has worked with Principal Securities Inc. since 2016. Feller also has experience running Feller & Associates and has been associated with Principal Life Insurance Co. since 2005. He serves on the board of Divine Grace Radio, the North Iowa Area Community College Foundation, and the Charles City Rotary Club. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs under both advisory and promoter arrangements.

Jolene Henn is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 66 designations and bringing 39 years of industry experience. She previously worked for Cuna Brokerage Services Inc and Cuna Mutual Group for 26 years. In addition to her advisory role, she may perform home office functions for other business units within Transamerica Financial Advisors. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, employer-sponsored plans, and charitable organizations. The firm delivers services through a large advisor network and multiple program platforms, employing model portfolios and third-party managers for portfolio management.

Valerie Smits is a financial advisor with LPL Financial holding a Series 66 credential and two years of industry experience. Her prior work includes roles at United Planners, OSAIC, and Securities America, Inc. Valerie’s background also includes nearly a decade in education at Trinity Academy and Glenbard School District 87. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment solutions, utilizing both proprietary and third-party strategies, and supports a large network of advisors with extensive resources and technology.

Brian Schilling is a CFP® and ChFC® with 29 years of experience in the financial services industry. He is currently affiliated with Cambridge Investment Research Advisors and has prior experience with Cuna Brokerage Services and Cuna Mutual Group. Outside of his advisory work, he owns a real estate business based in Charles City, Iowa. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning and investment management through a network of independent professionals, utilizing both proprietary and third-party strategies with various platform options tailored to client objectives.

Clint Whitcome is a financial advisor with Edward Jones in New Hampton, IA, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2011. Outside of his advisory role, Whitcome is involved in agriculture as a farmer with Whitcome Farms. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets through a large network of advisors and branch offices nationwide.

Mark Sindlinger is a financial advisor with Edward Jones in Charles City, Iowa, holding Series 63 and Series 66 credentials and bringing 35 years of industry experience. He has been with Edward Jones since 1990. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Tyler Metcalf is a financial advisor at Edward Jones with three years of industry experience. Prior to joining Edward Jones, he worked for five years at Farmers State Bank and spent one year at KWWL-TV. He also has four years of experience associated with Wartburg College. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering both discretionary and non-discretionary investment strategies and supporting approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and branch offices.

Anna Dunlap is a financial advisor with LPL Financial, holding Series 63, Series 65, and Series 66 registrations and bringing 30 years of industry experience. Her career includes roles at CUNA Mutual Group, Lincoln Financial Distributors, The Huntington Investment Company, Chase Investment Services Corp., and Banc One Securities Corporation. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management access, and institutional platforms.

Jeremy Heyer is a Series 66-credentialed financial advisor at Edward Jones in Charles City, IA, with 14 years of industry experience. He has been with Edward Jones since 2011. Outside of his advisory work, he manages JJH Land Company LLC, a real estate business in Charles City. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options. The firm maintains a large nationwide network of financial advisors and offers both discretionary and non-discretionary strategies under a fiduciary standard.

Matthew Mummelthei is a Series 66-registered financial advisor with Edward Jones in New Hampton, Iowa. He has 10 years of industry experience, all with Edward Jones since 2016. Outside of his advisory work, he is involved in multifamily investment properties through REM Capital. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory services and maintains a large nationwide network of financial advisors and branch offices.

Jessie Schultz is a CFP® professional with six years of industry experience, currently advising clients at Edward Jones since 2018. Prior to joining Edward Jones, Schultz held several roles related to golf instruction and university positions from 2013 to 2019. She serves as a finance board member at St John Lutheran Church in Charles City, IA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a wide range of investment advisory programs and affiliated financial services. The firm manages approximately $1.01 trillion in assets and maintains a large network of financial advisors and branch offices nationwide.

Arcon Concepcion is a financial advisor with LPL Financial, holding Series 63 and 66 licenses and bringing 17 years of industry experience. His work history includes roles at Cetera, First Citizens Bank, and Broker Dealer Investment Services. Outside of his advisory career, he operates a food truck business called Filipino Foodie. 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 provides a range of financial planning and investment management services through a large network of advisors, combining technology and scale with diverse advisory and financial solutions.

Angelina Dietz is a financial advisor at Cambridge Investment Research Advisors with 26 years of industry experience. She holds the Series 63 and Series 65 licenses and has previously worked at FBL Financial Group, TIAA, and Cetera Investment Advisers. Dietz serves as president of the Nashua Women of Today and the Gateway to Northeast Iowa Welcome Center, and she is involved in local nonprofit leadership including US Founders Charities and St. John Lutheran Church. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals using a range of strategies and platform options.