Mary Hines is a financial advisor with LPL Financial in Conrad, Iowa, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. She has worked at LPL Financial since 2016 and also has a role with MidWestOne Bank starting in 2014. Outside of her advisory work, she is a joint owner of a private single-family rental property with her spouse. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, banks, institutions, charities, and high-net-worth households. The firm offers various delivery options such as financial planning, model-portfolio advisory programs, and third-party asset management, supported by an in-house research team that develops strategic and tactical investment models.

Bryce Williams is a financial advisor at Stratos Wealth Partners, Ltd with five years of industry experience. He holds a Series 66 designation and has worked at Stratos Wealth Partners and LPL Financial since 2020, following prior roles at Shazam and Wells Fargo. Stratos Wealth Partners provides advisory services to a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers an open-architecture Strategic Wealth Management platform that supports both advisor-managed and model-based portfolios, emphasizing active monitoring and asset allocation across multiple custodians.

William Wirin is a financial advisor with Edward Jones in Marshalltown, IA, holding Series 63 and Series 66 credentials and 21 years of industry experience. He has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Elisabeth Bieber is a Series 66 licensed financial advisor at Edward Jones with four years of industry experience. Prior to her career in finance, she operated a voice instruction and performance business, Equilibrio Voice Studio, teaching young students for over a decade. She has been with Edward Jones since 2019. 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 and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Reed Mells is a financial advisor at Ameriprise with three years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Horter Investment Management, Primerica Advisors, and Iowa Elite. Outside of advising, he has been involved with the International Basketball Association. Ameriprise offers retirement-income planning services aimed at individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored Recommendation Reports. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Nathan Blayer is a Series 66 licensed financial advisor with Edward Jones in Marshalltown, IA, where he has worked since 2016. He has 10 years of industry experience. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a variety of investment strategies and advisory services supported by a large network of financial advisors and branch offices nationwide.

Rodney Decker is a CFP® professional with 29 years of experience in the financial services industry. He is currently with Cambridge Investment Research Advisors and has prior experience at Northwestern Mutual Wealth Management, Farm Bureau Financial Services, and JP Morgan Chase. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations, offering financial planning, portfolio management, and retirement plan advisory through a network of independent professionals and multiple account platforms.

Anthony Everman is a financial advisor at Edward Jones with a Series 66 designation and one year of experience at the firm. His prior work includes roles at Whipstick and teaching positions at Iowa Valley Community College District, Oakland Athletics, and Benedictine College. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 advisors. The firm operates under a fiduciary standard and provides both discretionary and non-discretionary investment strategies along with affiliated mutual funds and tax-efficient services.

Thomas McCoy is a financial advisor with MassMutual Investors Services and holds Series 63 and Series 65 designations. He has 39 years of industry experience, previously working with Northwestern Mutual in various capacities from 1982 to 2016. In addition to his advisory role, he serves as a trustee for the MDRT Foundation. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm provides collaborative, annual financial planning engagements utilizing firm-approved software and offers specialized planning services such as divorce and estate settlement planning.

Paul Barr is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He previously worked at FSC Securities Corporation for 23 years before joining LPL Financial in 2022. Outside of his advisory role, he is involved as a partner in the Grimes Family Farm Partnership. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Laurie Dowd Gowdy is a financial advisor with Thrivent Investment Management in Melbourne, Iowa, holding a Series 66 credential and bringing nine years of industry experience. She has been with Thrivent since 2016, following previous roles in education and child abuse prevention services. Outside of her advisory work, she serves as the corresponding secretary for a women’s community group focused on promoting educational opportunities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering comprehensive, goal-based financial plans without portfolio management or discretionary trading authority. The firm offers integration of planning and managed-account services under a consolidated billing option called WealthPlan.

Jose Herrera is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and one year of industry experience. Prior to his current role, he worked at Wells Fargo Bank and held various positions in other industries including heating and cooling, cleaning services, and education. He is also involved with Cartee Logistics LLC, a package delivery business based in Ankeny, IA. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

James Hunt is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 22 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm follows an IPS-driven advisory process grounded in modern portfolio theory and offers both discretionary and non-discretionary services, including investment policy statement preparation, investment recommendations, performance reporting, and participant education.

Alycemay Quastad is a financial advisor with LPL Financial and holds a Series 66 designation. She has 13 years of industry experience, including roles at Great Western Bank, SagePoint Financial, and Central Iowa Capital Advisors. In addition to her advisory work, she is a commissioned public notary. LPL Financial provides advisory and brokerage services to individual investors, retirement plan sponsors, banks, credit unions, and other institutions through a nationwide network of over 21,800 investment adviser representatives. The firm offers a range of investment programs and solutions while managing more than $819 billion in advisory assets.

Christian Mc Murray is a Series 66-licensed financial advisor with LPL Financial, based in Marshalltown, IA, and has six years of industry experience. He has worked at LPL Financial since 2019 and holds concurrent roles involving wealth advisory services at First National Bank. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, banks, charities, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and delivers services through a large network of investment adviser representatives.

Russell Feldman is a financial advisor with Osaic Wealth, Inc. based in Marshalltown, Iowa. He holds Series 63 and Series 65 licenses and has 31 years of industry experience. His prior work includes roles at Transamerica Financial Advisors, Signator Investors, and Strellner Financial Group. Feldman also serves as a notary public and is involved in business management activities through his ownership interests in multiple financial and business entities. Osaic Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base that includes individual investors, retirement plans, corporations, and charitable organizations. The firm employs a structured investment process using risk-tolerance assessments and portfolio optimization tools and supports a wide range of investment products and advisory programs.

Zachary Wahl is a financial advisor at Edward Jones with 18 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2007. Outside of his advisory role, he serves as vice president on the board of OKTEMBERFEST, assisting with the Pancake Breakfest event. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of investment strategies and fiduciary advisory services, supported by a nationwide network of over 23,700 advisors and extensive affiliated capabilities.

Gary Schaudt is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and 22 years of industry experience. He has worked at LPL Financial since 2022 and previously spent eight years with SagePoint Financial. Schaudt is also associated with Central Iowa Capital Advisors. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of financial planning and asset management solutions supported by an in-house research team and a large network of investment adviser representatives.

Jeffrey Isgrig is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 32 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as a power of attorney for his spouse. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.