Bruce Kout is a financial advisor with Ameriprise in Iowa City, IA, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement who meet specific asset criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a structured process supported by a centralized consulting team and employs algorithmic automation alongside committee oversight for its recommendations.

James Wachendorf is a financial advisor at LPL Financial with 15 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Cambridge Investment Research Advisors and MidAmerica Securities. Based in Iowa City, IA, Wachendorf is also associated with GreenState Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management options, utilizing model portfolios, third-party subadvisors, and customized strategies.

Kelly Stobb is a CFP® and ChFC® with five years of industry experience. She has worked at Wells Fargo Clearing since 2022 and previously held roles at Private Wealth Asset Management, US Bank Wealth Management, and Transamerica Life Insurance. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm offers a range of brokerage and advisory solutions supported by research and analytics and operates with more than 14,000 financial advisors managing approximately $671 billion in assets.

Scott Mc Gill is a financial advisor with Edward Jones in Iowa City, IA, holding a Series 66 credential and 19 years of industry experience. He has been with Edward Jones since 2007. Outside of his advisory role, he participates as a study participant in the University of Iowa Multicenter Osteoarthritis Study. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its large retail advisor and branch network, affiliated capabilities beyond advisory services, and operating under a fiduciary standard.

Kent Hennings is a financial advisor with Cambridge Investment Research Advisors in Cedar Rapids, IA, holding a Series 66 credential and over 22 years of industry experience. He has been with Cambridge Investment Research Advisors since 2010 and also owns Apex Financial Group, LLC and Mount Vernon Investment Center. Additionally, he has worked as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services. The firm offers various investment implementation options through proprietary and third-party model strategies and supports both discretionary and non-discretionary account management.

Adela Hunter is a financial advisor at Edward Jones with six years of industry experience. She has been with Edward Jones since 2019 and previously worked at US Foods for 13 years. Outside of her financial advisory role, she is involved in dog sitting in North Liberty, Iowa. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad spectrum, including pension plans and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of more than 23,700 advisors and offers a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Amy Lee is a financial advisor with Wells Fargo Clearing in Cedar Rapids, IA, holding a Series 66 designation and 18 years of industry experience. She has worked at various Wells Fargo entities since 2013. Outside of her advisory role, she serves as power of attorney for a family member. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions grounded in modern portfolio theory. The firm’s approach includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Jeffrey Kreinbring is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 21 years of industry experience. He has been with Cambridge Investment Research Advisors since 2012 and with its affiliated firm since 2011. Outside of advising, he works as an independent insurance agent and is involved in the sales and service of fixed insurance products through his business, Integrity Financial Services. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory services. The firm supports its network of independent Financial Professionals with multiple platform choices and proprietary and third-party investment strategies tailored to client objectives.

Shelbey Lyons is a financial advisor at LPL Financial with one year of industry experience. She holds the Series 66 designation and previously worked for Hy-Vee for seven years. 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 broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive operational tools and resources.

Halle Howard is a financial advisor at Wells Fargo Advisors with four years of industry experience. She holds Series 63 and Series 66 licenses and has worked in various roles within Wells Fargo entities since 2019. Outside of her advisory work, she serves as an assistant volleyball coach at Kirkwood Community College. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory solutions with other financial products and referral channels.

Wade Nash is a CFP® professional with nine years of experience, currently serving at Edward Jones since 2014. He has a background that includes work at the University of Iowa from 2013 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, supported by a large network of financial advisors and branch offices across the United States.

Natalie Wedeking is a financial advisor with Wells Fargo Clearing, holding Series 63, Series 65, and Series 66 designations and bringing 28 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2011 to 2016. 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 grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Eric Shelangoski is a financial advisor with Edward Jones in Iowa City, IA, holding Series 63 and Series 66 designations and 23 years of industry experience. He has been with Edward Jones throughout his career since 2003. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management and operates a nationwide network of over 23,000 financial advisors and 15,000 branch offices.

Marvin Cook is a financial advisor at Wells Fargo Advisors with 28 years of industry experience. He holds a Series 66 credential and has been with Wells Fargo Advisors Financial Network LLC since 2010. In addition to his role at Wells Fargo, he has a 50% ownership stake in Marsh Cook Investment Group, LLC, an investment-related business based in Coralville, Iowa. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce.

Kaylee Montanez is a financial advisor at Robert Baird & Co. in Cedar Rapids, IA, holding a Series 66 designation with five years of industry experience. Her prior work includes roles at Ameriprise and Tractor Supply Company, as well as several years at Triple G Farms. She is part of the DDK Group within Baird’s Private Wealth Management department, which serves individual, corporate, pension, profit-sharing, and charitable clients through a variety of financial planning and portfolio management services. Baird employs a combination of manager-traded and model-traded strategies, tax management, and internal research tools, managing approximately $394 billion in regulatory assets as of year-end 2025.

Isabella Steele is a financial advisor at Osaic Wealth, Inc. with two years of industry experience. She holds Series 66 and Series 63 licenses and has worked at Osaic Wealth, Steele Wealth Management, and The Vanguard Group, among others. Outside of her advisory work, she has also been involved in membership services at Mountainside Fitness. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients, offering integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers. The firm supports multiple advisory platforms and uses a range of tools and investment strategies to construct portfolios tailored to client risk tolerance and preferences.

Tamara Jakl is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 10 years of industry experience. She has a background working at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Tanner Kelch is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he held roles at CH Robinson, Enterprise Rent-A-Car, Pear Deck, and Schmitt Construction Inc. 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 advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Joshua Oswald is a financial advisor at LPL Financial with 24 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. Prior to joining LPL Financial in 2018, he worked at Northwestern Mutual Investment Management from 2008 to 2016 and has been associated with SII Investments, Inc since 2016. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and other institutions with a variety of financial planning and investment management solutions.

Phuc Lovan is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds Series 66 and Series 63 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2022, following prior roles at U.S. Bank, Central State Bank, US Cellular, Sprint, and Billion Automotive. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.