Elijah Wagner is a Series 65 licensed advisor at Greenstone Wealth Management with one year of industry experience. Prior to his advisory role, he worked in various positions including at Olive Garden and All State AG Parts. The firm serves individual and high-net-worth clients with portfolio management, financial planning, and tax preparation, emphasizing passive portfolio construction using low-cost index funds alongside technology-driven model portfolios and integrated tax services.

Julianna Burkholder is a financial advisor at Greenstone Wealth Management with a Series 65 credential. She has one year of industry experience and previously worked with the Forest City Chamber of Commerce and Bear Creek Golf Course. Greenstone Wealth Management serves individual clients, including high-net-worth households, offering investment management, financial planning, and tax-preparation services. The firm employs a primarily passive investment approach based on Modern Portfolio Theory, supplemented by automated and third-party portfolio solutions.

Taylor Wilson is a CFP® and holds a Series 66 license with eight years of experience in financial advising. He has worked at Greenstone Wealth Management since 2019 and previously held positions at Edward Jones and Wells Fargo. Greenstone Wealth Management serves individual clients, including high-net-worth households, offering investment management, financial planning, and tax-preparation services. The firm combines low-cost, passive portfolio strategies with automated and AI-driven models, providing discretionary and non-discretionary management along with access to third-party money managers.

Levi Rogeness is a financial advisor at Greenstone Wealth Management in Forest City, IA, holding a Series 65 designation with three years of industry experience. His work history includes multiple roles at Winnebago Industries and Kingland Systems. Greenstone Wealth Management serves individual and high-net-worth clients, offering investment management, financial planning, and tax-preparation services. The firm combines Modern Portfolio Theory–based passive allocations with AI-driven and third-party manager solutions to construct client portfolios.

Gregory Diamond is a financial advisor with Oasis Advisors in Forest City, IA, holding Series 63 and Series 65 licenses and has 15 years of industry experience. His prior roles include positions at Terra Wealth Management, Pfs Investments Inc, and Primerica Financial Services. He also works as an independent insurance agent on a part-time basis. Oasis Advisors offers portfolio management, financial planning, and pension consulting to individuals, corporations, and retirement plans. The firm manages approximately $278 million for nearly 5,000 clients using a discretionary approach that incorporates fundamental analysis, modern portfolio theory, and a variety of investment instruments including private placements and cryptocurrency.

Bryan Dewhurst is a financial advisor at Oasis Advisors with 16 years of industry experience. He holds a Series 66 designation and has previously worked at Terra Wealth Management, Uncommon Wealth Partners, and Summit Financial Group. Dewhurst is also President and CIO of AlphaBit Investments, LLC, which sponsors and manages an ETF. Oasis Advisors provides portfolio management, financial planning, and pension consulting services to individuals, corporations, and retirement plans. The firm manages approximately $278 million for nearly 5,000 clients, utilizing a combination of fundamental analysis, modern portfolio theory, and quantitative methods to deliver discretionary investment management.

Andrew Kern is a financial advisor at OASIS Advisors with one year of industry experience. He holds a Series 65 designation and has prior work experience including roles at the University of Missouri and New Age Alpha LLC. OASIS Advisors offers portfolio management, financial planning, and pension consulting services to individuals, corporations, and retirement plans. The firm manages approximately $278 million using a range of investment strategies and instruments, including both traditional and alternative assets.

Johannes Shaw is a Series 65-licensed advisor at OASIS Advisors with one year of industry experience. Prior to joining OASIS Advisors, he worked at MBT Bank and held positions at Waldorf University and Grey College. OASIS Advisors is a team-based firm that provides portfolio management, financial planning, and pension consulting to individuals, corporations, and retirement plans. The firm manages a diversified range of investments using fundamental analysis, modern portfolio theory, and quantitative methods, serving nearly 5,000 clients without account minimums.

Joanne Brown is a financial advisor with Brookwood Investment Group, holding Series 63 and Series 65 licenses and having 12 years of industry experience. Her prior roles include positions at Redwood Private Wealth LLC, the U.S. Department of Defense, and Horter Investment Management. She is also president and insurance agent at Brown Financial Resources, where she conducts insurance and annuity sales. Brookwood Investment Group is a multi-advisor registered investment adviser managing approximately $1.06 billion for over 3,100 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services, utilizing a range of investment strategies and providing negotiable advisor-level fee arrangements.

Seth Weiland is a financial advisor at Bison Wealth, LLC with one year of industry experience. He holds a Series 65 designation and also works as a CPA at DK Arndt, where he prepares tax returns and provides tax planning and bookkeeping services. Bison Wealth serves a diverse client base including individuals, high net worth clients, family offices, retirement plans, corporations, trusts, estates, and charitable organizations, offering financial planning, portfolio management, and ERISA retirement plan services. The firm employs outcome-focused, multi-manager model portfolios that combine tactical and strategic allocations across liquid and private-market strategies, along with specialized options-based and alternative investment strategies.

Matthew Stay is a financial advisor with INTELLICENTS INVESTMENT SOLUTIONS INC and holds a Series 66 designation. He has four years of industry experience, including prior roles at Mutual Securities, Inc. and six years at Cargill Inc. Outside of advising, he is involved in individual financial planning through Intellicents Investment Solutions, LLC. Intellicents Investment Solutions Inc. serves retirement plan sponsors, third-party administrators, HSA/VEBA account sponsors, individual clients, charitable institutions, foundations, and municipalities. The firm emphasizes long-term, buy-and-hold investment strategies with periodic rebalancing and offers both discretionary and non-discretionary portfolio management options.

Kelly Larson is a financial advisor with Principal Financial Services, holding a Series 66 designation and 25 years of industry experience. He has been with Principal Securities Inc. since 2016 and has also worked with Principal Life Insurance Company since 1996. Outside of his advisory role, Larson is involved in agricultural business operations and serves as an elected official on the County Agricultural Extension Council, as well as a board member of the North Iowa Area Community College Foundation. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, and charitable organizations. The firm’s offerings include direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Dustin Abels is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. He previously worked at Securities America Advisors and SII Investments, Inc. He also operates a non-variable insurance business. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Matthew Jennings is a financial advisor with LPL Financial in Forest City, IA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His prior experience includes roles at Securities America, Inc and MBT Investment Center. Jennings also operates Jennings & Financial Group LLC, an agency selling life, long-term care, disability insurance, and fixed annuities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides advisory and brokerage services through a large network of investment adviser representatives, offering a range of financial planning, model portfolio programs, outsourced asset management, and institutional platforms.

Amy Ryan is a financial advisor at Edward Jones with Series 66 credentials and four years of industry experience. Prior to joining Edward Jones in 2021, she worked at 801 Chophouse and served in the United States Senate. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions supported by a nationwide network of over 23,700 advisors.

Troy Hall is a financial advisor with LPL Financial based in Forest City, IA, holding Series 63 and Series 65 credentials and possessing 28 years of industry experience. His prior roles include positions at Securities America Advisors and Securities America, Inc. He is also involved in a fixed annuities and insurance business as an agent selling life and long-term care policies. LPL Financial is a national broker-dealer and SEC-registered investment adviser delivering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.