Lance Evans is a financial advisor at Northwest Wealth Management, LLC in Spirit Lake, IA, with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Northwest Wealth Management since 2011. Outside of his advisory role, he is a 20% owner of HAMP-HIZZY LLC, a non-investment related business. Northwest Wealth Management, LLC provides investment management, financial planning, and retirement plan advisory services to a diverse client base, including individuals, high-net-worth investors, trusts, estates, and retirement plans. The firm employs a long-term, buy-and-hold investment approach and may utilize independent third-party managers as part of its portfolio management.

Wendy Stenberg is a CFP® professional at Northwest Wealth Management, LLC with over 11 years of experience in the financial services industry. Her prior roles include positions at Gilbert & Cook, Inc., U.S. Bancorp Investments, Inc., and U.S. Bank. Northwest Wealth Management serves a diverse client base, including individual investors, high-net-worth clients, retirement plans, and trusts, providing financial planning, discretionary portfolio management, and retirement-plan advisory services. The firm manages over $1 billion in discretionary assets and employs a long-term, buy-and-hold investment approach with regular monitoring and opportunistic rebalancing.

Michael Storey is a financial advisor at Northwest Wealth Management, LLC with one year of industry experience. He holds a Series 65 credential and previously worked at Northwest Bank and Spencer Golf and Country Club. Outside of his advisory role, he serves as an assistant football coach at Western Christian High School during the football season. Northwest Wealth Management serves individual investors, high-net-worth clients, retirement plans, trusts, and other entities with financial planning, discretionary portfolio management, and retirement-plan advisory services. The firm employs a long-term buy-and-hold approach combined with regular monitoring and opportunistic rebalancing, and it utilizes independent third-party managers and a third-party platform to manage assets tax-efficiently.

Danielle Brink is a Series 65-licensed financial advisor with Northwest Wealth Management, LLC, where she has worked for 11 years. She also holds a management role at Northwest Bank, serving as a retail manager and assistant vice president since 2008. Northwest Wealth Management provides investment management, financial planning, and retirement plan advisory services to a diverse client base, including individuals, high-net-worth investors, trusts, and retirement plans. The firm employs a long-term, buy-and-hold investment approach and offers access to independent third-party managers while maintaining affiliations with Northwest Bank and Northwest Insurance Services.

Rebecca Mcginnis is a financial advisor at Northwest Wealth Management, LLC with 10 years of industry experience. She holds a Series 65 designation and has been with Northwest Wealth Management since 2015. Northwest Wealth Management serves a broad client base including individual investors, high-net-worth clients, retirement plans, trusts, and other entities, offering financial planning, discretionary portfolio management, and retirement-plan advisory services. The firm employs a long-term buy-and-hold investment approach with regular monitoring and opportunistic rebalancing, often utilizing independent third-party managers and tax-efficient asset location strategies.

Bryson Duncan is a CFP® and holds a Series 65 license with four years of industry experience. He is currently with Northwest Wealth Management, LLC, where he has worked since 2021. Prior to his advisory role, he was employed at Intelligent Turf and Greens for one year. Northwest Wealth Management, LLC offers investment management, financial planning, and retirement plan advisory services to a diverse client base, including individuals, high-net-worth investors, trusts, estates, and retirement plans. The firm emphasizes a long-term, buy-and-hold investment approach combined with ongoing monitoring and periodic reporting, and it utilizes third-party managers and major custodians such as Charles Schwab and Fidelity.

Jodi Minard is a financial advisor with Northwest Wealth Management, LLC and holds a Series 65 designation. She has one year of industry experience, including roles at Northwest Bank and Heartland Bank & Trust. Outside of her advisory work, Jodi is involved with JPMM, LLC, a residential rental business she has managed since 2010. Northwest Wealth Management serves a diverse client base, offering financial planning, discretionary portfolio management, and retirement-plan advisory services. The firm manages over $1 billion in assets and employs a long-term, buy-and-hold investment strategy complemented by regular monitoring and opportunistic rebalancing.

Alex Johnson is a CFP® professional with 13 years of experience in the financial services industry. He is currently with Northwest Wealth Management, LLC, where he has worked since 2022. His prior roles include positions at Prairie Plans Asset Management, Lpl Financial LLC, and Investment Centers of America, Inc. Northwest Wealth Management, LLC provides investment management, financial planning, and retirement plan advisory services to a diverse client base, including individual and high-net-worth investors, trusts, estates, and retirement plans. The firm employs a long-term, buy-and-hold investment approach with ongoing monitoring and may allocate portfolios to independent third-party managers.

Connie Schmidt is a financial advisor with Northwest Wealth Management, LLC, holding Series 63 and Series 65 licenses and eight years of industry experience. She has worked at Northwest Wealth Management since 2017 and concurrently serves as a private banker at Northwest Bank, focusing on high-net-worth clients. Northwest Wealth Management serves individual investors, high-net-worth clients, retirement plans, trusts, and other entities, offering financial planning, discretionary portfolio management, and retirement-plan advisory services with a long-term buy-and-hold investment approach.

Nicole Evans is a Series 65-licensed financial advisor with Northwest Wealth Management, LLC, where she has worked since 2013. She has 12 years of industry experience and also serves as Bank President at Northwest Bank, a position she has held since 2012. In her banking role, she manages retail, mortgage, and commercial banking operations in multiple branches. Northwest Wealth Management, LLC provides investment management, financial planning, and retirement plan advisory services to a diverse client base, including individuals, high-net-worth investors, trusts, and retirement plans. The firm employs a long-term, buy-and-hold investment approach with ongoing monitoring and periodic reporting, and it integrates third-party managers and major custodians such as Charles Schwab and Fidelity in its services.

Jason Vande Brake is a financial advisor with Northwest Wealth Management, LLC, holding a Series 66 designation and 19 years of industry experience. He has been with Northwest Wealth Management since 2012. Northwest Wealth Management serves a diverse client base, including individual investors, high-net-worth clients, retirement plans, trusts, and other entities, providing financial planning, discretionary portfolio management, and retirement-plan advisory services. The firm manages over $1 billion on a discretionary basis and employs a long-term buy-and-hold strategy with regular monitoring and opportunistic rebalancing.

Katy Guinn is a financial advisor at Northwest Wealth Management, LLC with nine years of industry experience. She holds a Series 65 designation and has been with Northwest Wealth Management since 2016. Northwest Wealth Management serves a diverse client base including individuals, high-net-worth clients, retirement plans, and trusts, offering financial planning, discretionary portfolio management, and retirement-plan advisory services. The firm manages approximately $1.03 billion on a discretionary basis and employs a long-term buy-and-hold approach combined with regular monitoring and opportunistic rebalancing.

Zachary Clark is a financial advisor at Northwest Wealth Management, LLC with eight years of industry experience. He holds a Series 65 designation and has worked at Northwest Wealth Management since 2022. Clark also serves as a Treasury Management Specialist and Vice President at Northwest Bank, where he assists businesses with treasury products. Northwest Wealth Management provides investment management, financial planning, and retirement plan advisory services to a diverse client base, including individuals, high-net-worth investors, trusts, and retirement plans. The firm follows a long-term, buy-and-hold investment approach and utilizes third-party managers, delivering discretionary wealth management with ongoing monitoring and periodic reporting.

Joni Kellen is a CFP® and Series 66-licensed financial advisor with 10 years of industry experience. She has worked at Northwest Wealth Management, LLC since 2021 and previously spent five years with THRIVENT Financial. Outside of her advisory role, she serves as President and CEO of Kelamity Enterprises, LLC, a consumer products company based in Ames, IA. Northwest Wealth Management, LLC provides investment management, financial planning, and retirement plan advisory services to a diverse client base, including individuals, high-net-worth investors, trusts, estates, and retirement plans. The firm employs a long-term, buy-and-hold investment approach and utilizes third-party managers while maintaining custody relationships with Charles Schwab and Fidelity.

Jeffrey Ploeger is a financial advisor with Northwest Wealth Management, LLC in Spirit Lake, IA, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with Northwest Wealth Management since 2013. Northwest Wealth Management provides investment management, financial planning, and retirement plan advisory services to a diverse client base, including individuals, high-net-worth investors, trusts, estates, and retirement plans. The firm employs a long-term, buy-and-hold investment approach and utilizes independent third-party managers, with discretionary assets under management exceeding $865 million as of December 2024.

Dean Jacobsen is a CFP® professional with 11 years of experience in financial advising. He has been with Northwest Wealth Management, LLC since 2014 and also holds a long-term position at Northwest Bank, where he serves as Branch President. Northwest Wealth Management, LLC offers investment management, financial planning, and retirement plan advisory services to a diverse client base, including individuals, high-net-worth investors, trusts, and other entities. The firm employs a long-term, buy-and-hold strategy and utilizes third-party managers and major custodians to manage over $865 million in discretionary assets.

Garrett Heater is a CFP® and holds a Series 65 license with two years of industry experience. He is currently with Northwest Wealth Management, LLC and previously worked at Tarbell and Company and Central College. Northwest Wealth Management, LLC serves a diverse client base including individual investors, high-net-worth clients, retirement plans, and trusts, offering financial planning, discretionary portfolio management, and retirement-plan advisory services. The firm manages approximately $1.03 billion with a long-term buy-and-hold approach complemented by regular monitoring and opportunistic rebalancing.

Eric Van Der Heide is a financial advisor at Northwest Wealth Management, LLC, holding a Series 65 credential with 10 years of industry experience. He has been with Northwest Wealth Management since 2016. Northwest Wealth Management serves a diverse client base including individual investors, high-net-worth clients, retirement plans, and trusts, offering financial planning, discretionary portfolio management, and retirement-plan advisory services. The firm manages approximately $1.03 billion on a discretionary basis and employs a long-term buy-and-hold investment approach with regular monitoring and opportunistic rebalancing.

Jared Barnett is a financial advisor at Northwest Wealth Management, LLC with a Series 65 designation and one year of industry experience. Prior to joining Northwest Wealth Management, he worked in various roles including positions at CaptainU, Aerotek Engineering, Southwestern College, and Pine Tree High School. Northwest Wealth Management provides investment management, financial planning, and retirement plan advisory services to a diverse client base, including individual and high-net-worth investors, trusts, estates, and retirement plans. The firm employs a long-term, buy-and-hold investment approach with discretionary management and may utilize third-party managers, offering clients access to a broad range of resources.

Jed Jensen is a financial advisor at Northwest Wealth Management, LLC with a Series 65 designation and one year of industry experience. He previously worked at Northwest Bank for 27 years. Northwest Wealth Management serves a diverse client base including individual investors, high-net-worth clients, retirement plans, and trusts, offering financial planning, discretionary portfolio management, and retirement-plan advisory services with a focus on long-term buy-and-hold strategies and the use of independent third-party managers.

Ebony Rahe is a Series 65-credentialed financial advisor at Cetera Planning Partners with six years of industry experience. She also works as an accountant at Williams & Company, P.C., a regional CPA firm where she has been employed since 2002. Rahe serves as the president of the Harris-Lake Park Community School District school board. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm offers additional services such as tax planning, bookkeeping, payroll support, and estate-planning through a third-party provider, and emphasizes a diversified investment approach tailored to clients’ objectives and risk tolerance.

Joey Van Otterloo is a financial advisor with Eagle Strategies (NY Life) in Spencer, Iowa, holding Series 63 and Series 65 licenses with 10 years of industry experience. He has worked with New York Life and its affiliated entities since 2015 and operates Bluewater Financial Group, LLC, which sells New York Life products and brokers non-registered insurance products. Van Otterloo also serves as president of a local condo association. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored recommendations and offers multiple program types, with most assets managed on a non-discretionary basis.

James De Kruif is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 credentials and 27 years of industry experience. His prior roles include positions at Franklin Templeton Distributors and LPL Financial. Outside of advising, he is involved as a chapter leader for a senior advocacy group and serves as an ambassador for a tax relief education organization. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers a range of services such as fiduciary consulting, plan design, and employee education, supporting investments with thorough due diligence and servicing large-scale clients including sovereign wealth funds.

James Horst Jr. is a CFP® professional with 28 years of experience in the financial industry. He currently works at OSAIC and was previously with FSC Securities Corporation for 20 years. He is also the owner of Stonebridge Financial Advisors, a sole proprietorship engaged in securities and corporate advisory services. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services through multiple platforms, utilizing various asset-allocation tools and third-party managed-account solutions.

Tyler Adams is a financial advisor with LPL Financial, holding a Series 66 license and two years of industry experience. He previously studied at Iowa State University and has worked at Prairie Plans Asset Management. Outside of his advisory role, Tyler serves as an assistant basketball coach at Okoboji High School. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides access to a variety of investment strategies, including model portfolios and third-party asset management, supported by extensive operational and research tools.

Alex Spielman is a financial advisor with Ameriprise in Spencer, Iowa, holding Series 63 and Series 66 licenses. He has been with Ameriprise since 2025 and previously worked in education with Okoboji Community Schools. Spielman is the founder and president of Eagles United, a 501(c)(3) nonprofit focused on youth basketball skills and camps. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining research and modeling to offer tax-efficient withdrawal strategies and personalized recommendation reports.

Leonard Langner is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 38 years of industry experience. He previously worked at Investment Centers of America, Inc. for 24 years before joining LPL Financial in 2017. 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 range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, supported by both proprietary and third-party investment strategies.

Jason Jacobs is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and three years of industry experience. He has worked with Thrivent and its affiliates since 2022. Outside of his advisory role, he serves as a part-time play-by-play announcer for high school football games and is a general board member of the Spencer Youth Baseball and Softball Association. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm emphasizes comprehensive written recommendations across multiple financial topics and offers clients the option to combine planning with managed-account services under a consolidated billing arrangement.

Drew Horst is a Series 66 licensed financial advisor with three years of industry experience, currently with OSAIC. His prior roles include positions at Wildflour, FSC Securities, and engagement with Spencer Community Schools. Outside of advisory work, he serves as an insurance agent through Stonebridge Financial Advisors and volunteers by taking tickets for local public school events. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides a wide range of brokerage and advisory services, utilizing firm-developed asset-allocation tools and third-party platforms to manage portfolios with various investment vehicles on both discretionary and non-discretionary bases.

Isaac Heard is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial in 2025, he worked at Cetera and American State Bank. He also has a background in education and retail, including several years at Sioux Center Public Schools and Vander Stoep Furniture. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of financial planning and investment management solutions, utilizing in-house research, third-party subadvisors, and technology tools to support advisors.

Natalie Wilkinson is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Her prior roles include working at Mentors and Tutors LLC and the Sam Noble Museum of Natural History. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory and investment strategies through a large national network of financial advisors and branch offices.

Austin Gilmore is a financial advisor at LPL Financial with one year of industry experience. He holds the Series 66 designation and has previously been involved with Prairie Plans Asset Management and the Family YMCA of Black Hawk County. 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 portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Mark Wilkinson is a Series 66-registered financial advisor at Edward Jones with 12 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Andrew Spielman is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services Inc. from 2007 to 2020. Spielman serves on the board of directors for Sacred Heart School/Parish and is involved with the Spencer Youth Baseball Softball Association. Ameriprise offers retirement-income planning services primarily for clients with substantial investable assets, combining research, modeling, and tax-efficient strategies to provide tailored, non-discretionary recommendations. The firm delivers these services through a centralized consulting team and supports a broad range of advisory, brokerage, and insurance solutions.

Blake Rosendahl is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and three years of industry experience. His background includes roles at Thrivent Financial, Hallett Construction, Simonsen Iron Works, the Spencer Parks Department, and Buena Vista University. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on topics such as retirement, tax, estate, and special needs planning. The firm combines goal-based analyses with managed-account options under a consolidated billing system called “WealthPlan,” while keeping planning and portfolio management services distinct.

Jennifer Irvine is a financial advisor at Edward Jones with Series 65 and Series 66 licenses and four years of industry experience. She previously worked at Farmers Trust & Savings Bank and Northwest Bank. Jennifer serves as president of the Spencer Ambassadors and is a board member of Spencer Tailtwisters, a local school athletic department. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Timothy Rodemeyer is a Series 66-credentialed advisor with Thrivent Investment Management, based in Spencer, Iowa. He joined Thrivent in 2025 following a 17-year tenure at Emmetsburg Community Schools. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing goal-based analyses and written recommendations on a range of financial planning topics. The firm combines planning with managed-account programs under a consolidated billing option while keeping these services distinct.

Erika Wachholz is a financial advisor with Ameriprise, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She has been with Ameriprise Financial Service, LLC since 2006 and previously worked at Ameriprise Financial Services, Inc. from 2010 to 2020. Wachholz is also an Associate Financial Advisor with Spielman LLC, an outside business related to her Ameriprise practice. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement who meet specific asset thresholds, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and delivers recommendations through a centralized consulting team.