Mark Guilliatt is a CFP® and ChFC® with 31 years of industry experience. He is the owner and president of AFSC Advisors, Inc., an independent firm based in Council Bluffs, IA. His prior experience includes roles at Great Point Capital, LLC and Intervest International Equities Corporation. Outside of advisory work, he has provided Medicaid planning and application processing services for 20 years. AFSC Advisors serves individuals, pension and profit-sharing plans, charitable organizations, and corporations with investment management and financial planning. The firm develops written investment policies and constructs portfolios tailored to client objectives, emphasizing fundamental and cyclical analysis alongside regular account reviews.

Robert Dodson is a financial advisor with Alba Financial LLC in Council Bluffs, IA, holding Series 63 and Series 66 licenses and nine years of industry experience. His prior roles include positions at FBL Financial Group, Edward Jones, and Securian Financial Services. Dodson is also involved in insurance sales through Farm Bureau Life. Alba Financial LLC provides fee-based investment management and financial planning services to individuals and organizational clients, including employer retirement plans. The firm manages discretionary assets primarily through a wrap-fee program and offers customized portfolios based on asset allocation, diversification, and client-directed ESG screening.

David Piatkowski is a financial advisor with Waverly Advisors, LLC, holding Series 63 and Series 65 credentials and 25 years of industry experience. His prior work includes multiple roles at RE Dickinson Investment Advisors. Waverly Advisors is an SEC-registered enterprise adviser serving individuals, corporations, retirement plans, and pooled investment vehicles. The firm offers portfolio management, financial planning, retirement-plan fiduciary services, and consulting, employing a combined approach of centrally designed and customized strategies across traditional and alternative asset classes.

Ronny Dickinson is a CFP® with 26 years of industry experience, currently serving at Waverly Advisors, LLC. He previously founded and led Dickinson Investment Advisors for over two decades. In addition to his advisory work, Dickinson maintains an active role in accounting through Dickinson & Clark CPAs, PC. Waverly Advisors, LLC is an SEC-registered adviser serving individuals, corporations, retirement plans, and pooled investment vehicles. The firm combines centrally designed and customized investment strategies across traditional and alternative asset classes, utilizing internal teams and third-party sub-advisers while managing affiliated businesses including an affiliated ETF and a state-chartered trust company.

Paul Larkin is a financial advisor at Waverly Advisors, LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at RE Dickinson Investment Advisors, Mutual of Omaha Investor Services, and Union Pacific Streamline. Waverly Advisors, LLC is an SEC-registered firm serving individuals, corporations, retirement plans, and pooled investment vehicles. The firm provides portfolio management, financial planning, and retirement-plan fiduciary services, employing a combination of traditional and alternative asset classes with tailored allocation and rebalancing to meet client objectives.

Casey Walters is a financial advisor at Transamerica Retirement Advisors, LLC with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Charles Schwab, TDAmeritrade, and Claraphi Advisory Network LLC. Walters is based in Council Bluffs, IA. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners with various managed advice programs and investment education services. The firm utilizes Morningstar Investment Management tools to provide personalized portfolio guidance and manages a large client base with an emphasis on non-discretionary assets.

Amy Owens is a financial advisor at Cetera with 41 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms, including First Allied Securities and Summit Brokerage Services. Owens is based in Treynor, Iowa. Cetera Investment Advisers serves a diverse client base, including individual, high-net-worth, institutional, and retirement-plan clients, through a large network of independent advisors. The firm offers a range of investment management and financial planning services, combining advisor-managed accounts, model portfolios, and third-party solutions, alongside retirement and fiduciary capabilities uncommon for a firm of its size.

Gable Andrews is a financial advisor with Edward Jones in Council Bluffs, IA, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2013. 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 network of financial advisors and branch offices nationwide.

Mark Barrientos is a Series 65-licensed financial advisor at Edelman Financial Engines with one year of experience in the industry. His prior roles include positions at Mariner Wealth Advisors, Cobalt Credit Union, and Barney Financial Services. He has also held academic and retail positions at the University of Nebraska at Kearney and Menards. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and supports a large client base through advisor-led and online offerings.

Ross Jensen is a financial advisor at Edward Jones in Council Bluffs, IA, with 18 years of industry experience and a Series 66 credential. He has been with Edward Jones since 2007. Outside of his advisory role, Jensen serves as an assistant varsity tennis coach at Lewis Central High School and is a board member of the Waupun Charitable Fund. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad spectrum, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 advisors, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Andrew Fetter is a financial advisor with Primerica Advisors in Council Bluffs, IA, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His work history includes roles at Primerica Advisors since 2020 and prior experience with Biaggi's Restaurant and Candlelight Bar & Grill. Outside of his advisory role, he owns Unfettered Wealth, LLC, an investment-related business. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-based strategies and select separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure for its investment solutions.

Linda Yates is a financial advisor at Cetera with 38 years of industry experience. She holds the CFP® designation along with Series 63 and Series 65 licenses. Prior to joining Cetera in 2023, she worked at VOYA Financial Advisors from 2014 to 2021. Outside of her advisory role, she is also an independent insurance agent, specializing in fixed insurance products. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary solutions, combining retirement and institutional services within a broad advisory platform.

Rian Mcgill is a financial advisor at OSAIC with 21 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for Securities America Advisors and Securities America Inc for ten years. Outside of his advisory role, he serves as an insurance agent with American Wealth Partners and volunteers with the Iowa Western Chain Gang, assisting with football game operations. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer supporting a broad client base, including individuals, institutions, and charitable organizations. The firm offers a range of advisory and brokerage services, utilizing technology-driven investment processes and providing access to multiple custodial platforms and third-party money managers.

Alek Murphy is a financial advisor at Osaic Wealth, Inc. with eight years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Woodbury Financial Services and Mutual of Omaha Investor Services. Murphy serves on the board of Habitat for Humanity of Council Bluffs and is a council member at St. Paul’s Lutheran Church. Osaic Wealth, Inc. provides advisory and brokerage services to a diverse client base, including individuals, pension plans, corporations, and charitable organizations. The firm employs a technology-driven investment process and offers access to multiple custodial platforms, supporting over 6,000 advisors and approximately $200 billion in assets under management.

David Lawrence Jr. is a financial advisor at Edward Jones with 17 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Edward Jones since 2017, previously working at Pacific Select Distributors and Pacific Life Insurance Company from 2008 to 2017. He serves on the board of Sail On and Fly High, Inc., a nonprofit organization, where he advises on growth, budgeting, and management. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, with assets under management of approximately $1.01 trillion. The firm offers a range of advisory programs and investment solutions and operates a large network of financial advisors and branch offices across the country.

Troy Arthur is a financial advisor at Edward Jones in Omaha, NE, holding a Series 66 designation with 11 years of industry experience. His prior roles include positions at BMO Bank N.A. (LPL), TS Bank, and Bank of the West. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets through a large network of advisors and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Timothy Cortney is a financial advisor at Edward Jones in Council Bluffs, IA, holding a Series 66 designation with 16 years of industry experience. He has been with Edward Jones since 2010. 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 23,000 financial advisors and 15,000 branch offices.

Todd Carlson is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Cambridge since 2014 and is also the owner of Carlson Wealth Management. Additionally, he works as an independent insurance agent through Stichler Wealth Management. 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 services through a large network of independent financial professionals and multiple account platforms.

Jeanette Kenny is a financial advisor with Primerica Advisors in Council Bluffs, IA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. She has worked with PFS Investments Inc. since 1987 and Primerica Financial Services since 1986. In addition to her advisory role, she is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and selective separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure, focusing on individual rather than institutional portfolio management.

Andrew Meyers is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2022, he worked at Conagra Brands for 11 years. 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 operates a nationwide network of more than 23,700 financial advisors, offering a range of advisory programs and affiliated investment products.

Leia Farmer is a financial advisor with Raymond James & Associates in Council Bluffs, IA, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has worked at Raymond James since 2018 and previously held roles at several firms including Summit Brokerage Services and Cetera Financial Specialists. Raymond James & Associates provides financial planning and investment consulting services to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers non-discretionary advisory services supported by firm research and planning tools, as well as institutional consulting through its Institutional Fiduciary Solutions division.

Joshua Hall is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and four years of industry experience. He has served in the Navy since 2010 and has been with Primerica Advisors and Primerica Financial Services since 2021. Outside of advisory roles, Hall is involved in sales of loan products and home security services through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed account options. The firm emphasizes a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Stephen Urlaub is a financial advisor at Edward Jones in Council Bluffs, IA, holding a Series 66 designation with seven years of industry experience. Prior to joining Edward Jones in 2018, he worked at Laker Planning Service for Hoy-Kilnoski Funeral Home and had roles at Papa Johns and Omaha Public Schools. Outside of his advisory work, he manages rental property. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a comprehensive range of investment and advisory solutions, supported by a large network of financial advisors and offices nationwide.

John Bracker is a financial advisor with OSAIC based in Council Bluffs, IA, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. He previously worked at Woodbury Financial Services, Inc. for 13 years before joining OSAIC in 2024. Outside of his advisory role, Bracker serves on the board of the West Fair, a local nonprofit organization involved in a capital campaign for the county fair, and has been involved since 2005 in selling group benefits and managing employee benefits meetings for small to medium-sized employers. OSAIC Wealth, Inc. is a large SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base including individual investors, retirement plans, corporations, and charitable organizations. The firm employs a comprehensive investment process supported by technology and offers a wide range of advisory and brokerage services through a network of thousands of financial advisers.

Keith Jones is a CFP® professional with 12 years of experience at Edward Jones, where he has worked since 2014. He is a minority owner of Fresh Air Enterprises, a restaurant in Council Bluffs, IA. 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 and a network of more than 23,700 financial advisors. 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.

Steven Nelson is a financial advisor with Ameriprise in Carter Lake, IA, holding a Series 66 designation and seven years of industry experience. He has been with Ameriprise and its affiliate since 2018 and also serves on the Board of Directors and as Board President of the Centennial Rotary Club. Outside of finance, he has been involved with Speedy Release Bail Bonds and Telmon, Inc. for over a decade. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research-driven, algorithm-assisted recommendations with a broad range of advisory and insurance solutions.

Tyler Johnson is a financial advisor with LPL Financial, holding a Series 66 designation and six years of industry experience. He has worked at LPL Financial since 2017 and previously spent six years with Investment Centers of America. In addition to his advisory role, he is involved with Lynn F. Johnson Farm Corp., a non-investment business. 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 in-house research, model portfolios, and various third-party management options.

Michael Zadalis is a financial advisor with MWA Financial Services Inc. He holds a Series 66 designation and has been in the industry since 2024. Prior to his current role, he worked at Modern Woodmen of America and spent ten years at Oak Hills Country Club. Outside of his advisory work, Zadalis is involved in golf as a consultant and instructor through ZMAN PGA LLC and Bent Tree Golf Club, and he also coaches at Treynor Community Schools. MWA Financial Services Inc. serves individuals, trusts, corporations, charitable organizations, and employer-sponsored retirement plans through a network of 134 advisors. The firm offers tiered financial planning, adviser-managed and third-party managed accounts, and access to commissionable products and insurance, primarily providing services on a non-discretionary basis.