Our Team
An Experienced Financial Team to Help Guide You
Bloomington, IL | Burlington, IA | Calmar, IA | Cedar Rapids, IA | Conway, AR | Mankato, MN | Miami, OK | Oswego, IL | Springfield, IL | Tulsa, OK | Urbandale, IA
Daniel Anderegg, CLU®, ChFC®, MSFS
Financial Advisor
Austin Bachman
Financial Advisor
Dan Bachman, CFP®
Financial Advisor
Janet R. Beal, RICP®, CFP®
Financial Advisor
Sarah Beall
Office Manager - Conway, AR
Thomas Bowen, CFP®, ChFC®, CLU®, RICP®
Financial Advisor
Karen Bower
Administrative Associate
Stephanie Buckley
Administrative Associate
Sarah A. Buehler, ChFC®,CFP®
Financial Advisor
Mike Callahan
Financial Professional
Chelsea Carmer
Administrative Associate
Carolyn Cole
Branch Operations Manager
Elyse De Corah, ChFC®
Financial Advisor
Grant Donica
Financial Advisor
Pat Donica, ChFC®
Financial Advisor
Kelsey Drahos
Administrative Associate
Greg Dunseath
Financial Professional
Austin Eastwood
Financial Advisor
Nicole Ehler
Branch Operations Manager
Hayden Frank
Financial Advisor
Joel T. Hall
Financial Advisor
Sam Hammes
Financial Advisor
Stephen Haney
Financial Advisor
Drew Hayden, RICP®
President and Managing Partner
Callie Held, CFP®
Financial Advisor
Steve Houg, CFP® CKA®
Financial Advisor
Tina Kernwein
Chief Financial Officer
Deborah Kirkpatrick
Administrative Associate
David Laube, CPFA® , CRPS® , RICP® , AIF® , CLU® , ChFC® , CFS, CLTC
Financial Advisor
Dylan Mitchell, CFP®, CPFA®
Financial Advisor
Katie McIntosh
Administrative Assistant to Financial Advisors Janet Beal and Elyse De Corah
Randy Neal
Financial Professional
Eric Opsal
Financial Advisor
Ryon Parham
Financial Advisor
Kayleigh Peregrine
Office Manager - Mankato, MN
Dave Perrott, CFP® CKA®
Financial Advisor
Rusty Peterson
Financial Advisor
Tresa Pettella
Administrative Associate
Ken Pinkham
Financial Professional
Lisa Pinkham
Registered Assistant
Robyn Popplewell
Registered Administrative Assistant
Jeff Prentice MSFS, CFP®, CLU, ChFC, CFS, REBC, CExP, RICP, CPFA
Financial Advisor
Susan Prentice
Registered Administrative Assistant
Kim Proffitt
Registered Assistant
Heather L. Rinderknecht
Registered Principal
Gabe A. Rohwedder, CRPC®, AIF®
Financial Advisor
Chad E. Salzwedel
Financial Advisor
Kevin Sanger
Financial Advisor
Michael W. Schooley
Chief Investment Officer
Craig Sinning, CFP®
Financial Advisor
John S. Stromley
Financial Professional
Brooke Teachout
Administrative Associate
Pat Vogel
Administrative Associate
Jessica Voros
Administrative Associate
Thomas Wagner
Financial Advisor
Nicole Wiltgen, CEPA®
Financial Advisor
Carrie Wright
Registered Principal