Valerie Ehler is a financial advisor at O'Brien and Associates, Inc. with 27 years of industry experience. She has been with O'Brien and Associates since 1999. O'Brien and Associates provides personalized, fee-only investment management to individuals, trusts, and charitable organizations, serving both high-net-worth and non-high-net-worth clients. The firm offers portfolio management and ongoing supervision tailored to clients’ financial goals, tax situations, and investment preferences, primarily recommending mutual funds and ETFs through a combination of fundamental and technical analysis.

Bruce Ehler is a financial advisor at O'Brien and Associates, Inc. with five years of industry experience. Prior to his advisory role, he worked for North Fayette Valley Community School District for 24 years. O'Brien and Associates provides personalized, fee-only investment management to individuals, trusts, and charitable organizations, serving both high-net-worth and non-high-net-worth clients. The firm uses a combination of fundamental and technical analysis along with quantitative data and a computerized portfolio model to guide asset selection, offering services on a non-discretionary basis with regular portfolio reviews and rebalancing.

Christine Reierson is a financial advisor with Capital Analysts, holding Series 63 and Series 65 credentials and 13 years of industry experience. Her career includes roles at Lincoln Investment and Allen Knox Associates. She is sole owner of MCR Financial Services, LLC, which sells life insurance and fixed annuities, and serves as chair of the North Fayette Valley Community Coalition Executive Team, supporting youth programs. Capital Analysts serves retail and institutional clients, including high-net-worth individuals, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, and retirement-plan advice, delivering investment management through both discretionary and non-discretionary approaches supported by an in-house Investment Management & Research team.

Jared Kremer is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. His prior work includes roles at FSB Premier Wealth Management, Avantax Advisory Services, and Avantax Investment Services. He is also involved in entrepreneurial ventures through Kremer Kehe Properties LLC and Kremer Kehe Inc. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs, wealth management, and retirement plan consulting. The firm supports affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management services.

Travis Jensen is a financial advisor with Commonwealth Financial Network holding a Series 66 designation and four years of industry experience. He has previously worked at Edward Jones and has owned Jensen Complete Wealth, LLC, which facilitates securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,900 affiliated advisors and hundreds of thousands of individual and institutional clients. The firm offers a broad adviser-support platform that includes discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and custody/clearing services.

Brian Jensen is a financial advisor with Commonwealth Financial Network, holding a Series 65 designation and currently in his first year in the industry. His prior experience includes entrepreneurship in several small businesses such as Jensen Floorcare and Iowa Digital Signage, as well as roles at Iowa State University and the USDA-NRCS. Commonwealth Financial Network serves a national network of approximately 2,900 affiliated advisors and their individual and institutional clients, offering a range of managed-account programs, third-party asset manager access, and retirement consulting. The firm provides both discretionary and nondiscretionary portfolio management supported by an extensive back-office platform.

Daryl Kruse is a financial advisor with Ameriprise, holding a Series 63 designation and bringing 39 years of industry experience. He has been with Ameriprise and its affiliate firms since 2005. Outside of his advisory role, Kruse serves as Executive Director for Landlords of Iowa and is a member of the Cedar Falls City Council. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing written recommendations that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with advisory services to deliver personalized retirement planning.

Amanda Schneider is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and seven years of industry experience. She is the owner of Schneider Financial LLC and also leads Foundations Wealth Partners as an independent contractor. Her prior experience includes roles at TrueNorth Companies and Central Community School District. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools and supports various advisory programs and institutional portfolio management.

Daniel Kruse is a financial advisor at Ameriprise with 30 years of industry experience. He holds a Series 63 designation and has been with Ameriprise and its affiliated entities since 1996. Outside of his advisory work, he owns farmland near Waucoma, Iowa. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides clients with retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Michael Johnson Jr. is a financial advisor at Edward Jones with 13 years of industry experience. He holds the ChFC® and Series 66 designations and has been with Edward Jones since 2012. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Brian Gibson is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Raymond James Financial Services Advisors Inc. since 2014. Outside of his advisory role, Gibson owns and manages agricultural operations including a farm with crops and bee hives in Elgin, Iowa. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base that includes individuals, high-net-worth clients, institutions, and corporations. The firm offers tailored, non-discretionary planning using risk profiling and analytical tools, supports advisory programs, and maintains specialized services such as municipal advisory and SIMPLE IRA Employer Advisory & Consulting Services.