Monte Marti is a financial advisor with OSAIC, holding the ChFC® designation and a Series 63 license, and has 34 years of industry experience. He has worked with Wealthstore Financial and has been involved with his own entities, including Marti Capital LLC and Marti Corporation, for over two decades. Outside of his advisory role, he operates a family apple orchard that offers baked goods and apples seasonally and serves as a church trustee involved in maintenance and repair of church grounds. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, incorporating asset-allocation tools and access to third-party money managers, with portfolios constructed across various asset classes and managed on discretionary or non-discretionary bases.

Kara Prickett is a financial advisor at Robert Baird & Co. with one year of industry experience. Prior to joining Baird in 2025, she worked for 18 years at University of Iowa Hospitals and Clinics. Kara is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and custody and brokerage services, utilizing a mix of manager-traded and model-traded strategies alongside internal research and technology tools.

Ryan Nielsen is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 65 licenses and 14 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Private Wealth Asset Management, Royal Alliance Associates, and Signator Investors. He serves as Director of Advisor Development at Collective Financial Group and is Treasurer of the Cedar Valley Montessori School board. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through an extensive network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools, risk assessments, and automated rebalancing to manage diversified portfolios tailored to client needs.

Nicole Davis is a Series 66-credentialed financial advisor at LPL Financial with 13 years of industry experience. She has held roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank NA prior to joining LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a wide range of financial planning, advisory programs, retirement plan consulting, and brokerage services, with a focus on both discretionary and non-discretionary management supported by extensive research and model portfolios.

Lucas Walker is a financial advisor with LPL Financial in Cedar Rapids, IA. He holds a Series 65 credential and has been in the industry for less than a year. Prior to joining LPL Financial, he worked at Sadler Power Train and has experience in lawn care through Walker Lawn Care. He also held positions at Mount Mercy University and the Solon Community School District. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and brokerage services supported by research and technology-driven portfolio management.

Jessica Sanders is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 12 years of industry experience. She has worked with Cambridge Investment Research Advisors since 2020 and previously with Securities Management & Research, Inc. and Berthel Fisher & Company Financial Services, Inc. Sanders operates out of Cedar Rapids, IA. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, employing a range of portfolio management strategies across multiple custody and platform arrangements.

Kevin Ciesielski is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and bringing 22 years of industry experience. His prior roles include positions at BMO Bank, Bank of the West, and US Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by model portfolios and research from multiple sources.

John Westfall is a financial advisor at Edward Jones with 30 years of industry experience, including 26 years at Edward Jones. He holds Series 63 and Series 66 designations. Outside of his advisory work, he is the owner of Westfall Racing LLC, which invests in race horses. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors, offering a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and tax-efficient services.

Kristen Trovas is a Senior Resident Director at Merrill, bringing 24 years of experience in wealth management focused on helping business owners, women navigating wealth decisions, and NIL athletes managing new financial opportunities. She specializes in creating personalized financial strategies, particularly in assisting business owners with exit planning, whether preparing for a sale, transitioning to the next generation, or converting their largest asset into long-term financial security. Her expertise encompasses areas such as college education planning, family wealth management, retirement planning, and legacy planning. Kristen graduated from Mount Mercy University with a Bachelor's Degree in Business Administration and holds several professional designations including Chartered Retirement Planning Counselor™ (CRPC™), Certified 401(k) Professional (C(k)P®), Certified Plan Fiduciary Advisor® (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). She has been with the same firm for twenty years and emphasizes a collaborative, one-on-one approach to developing financial strategies aligned with her clients' long-term goals. Committed to community involvement, Kristen has served on the boards of several organizations including Waypoint Services, NewBo City Market, the National Council on Youth Leadership, Women Lead Change, Mount Mercy University, and Elmcrest Country Club. She is a graduate of the Leadership for Five Seasons program and a charter member of the United Way Women of Leadership Initiative. Outside of work, she enjoys playing tennis, where she participates in USTA teams, as well as cooking, golfing, skiing, and spending time with her family.

James Mcpartland is a financial advisor at Osaic with 38 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining Osaic, he worked for Securities America Advisors, Inc. and SECURITIES AMERICA, inc. for ten years. Outside of his advisory role, he is a licensed insurance agent selling life insurance, disability insurance, and fixed annuities through TrueNorth Companies. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage, investment advisory services, and access to third-party money managers. The firm employs asset-allocation tools and automated rebalancing to construct portfolios across multiple asset classes and supports various advisory platforms and transition programs.

Sarah Buehler is a financial advisor at Cetera with 11 years of industry experience. She holds the CFP®, ChFC®, and Series 66 designations. Prior to joining Cetera in 2023, she worked at Securian Advisors MidAmerica Inc and related affiliates from 2015 to 2023. Outside of her advisory role, she serves as treasurer of the Cedar Rapids Jaycees and secretary of JCI Iowa, both nonprofit organizations. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services, operating a multi-manager platform that includes affiliated and third-party managers across various program structures and custodial relationships.

Jacob Hubanks is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and three years of industry experience. His prior work includes roles at Cambridge Investment Research and State Farm. Outside of advising, he is employed at Bio Life Plasma Services and serves as a notary public. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, supported by diverse investment strategies and technology solutions.

Gabe Rohwedder is a financial professional at Cetera with 26 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Securian Financial Services and Minnesota Life Insurance Company. Outside of his advisory role, he serves as a board member at large for Isaac Newton Christian Academy and volunteers with Financial Peace University. Cetera Investment Advisers LLC is a nationwide firm serving individual, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, retirement services, and access to third-party money managers.

Laurie Copper is a financial advisor at Edward Jones with 13 years of industry experience and holds the Series 66 designation. She has been with Edward Jones since 1984, totaling 42 years with the firm. Laurie is a class B shareholder in her family's farm corporation, L & J Jordan Farm Corp, located in Marion, IA. 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, operating under a fiduciary standard.

Stephanie Karr is a financial advisor with RBC Capital Markets in Cedar Rapids, IA. She holds a Series 66 designation and has 26 years of industry experience. She has been with RBC Capital Markets since 2013. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with personalized strategies implemented through a combination of in-house and third-party investment managers.

Devin Bettmann is a financial advisor with Edward Jones in Cedar Rapids, IA, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, he has held various positions including a role with the Cincinnati Reds and several educational institutions. 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 nationwide network of financial advisors and branch offices.

Damon Walker is a financial advisor with LPL Financial in Cedar Rapids, IA, holding Series 63 and Series 66 designations and bringing 23 years of industry experience. He previously worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. for 14 years. Walker is also a SmartVestor Pro affiliated with Dave Ramsey. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party subadvisors, and proprietary research.

Jonathan Maloney is a financial advisor with LPL Financial in Cedar Rapids, IA, holding a Series 66 designation and having 22 years of industry experience. His prior career includes roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank, spanning from 2000 to 2024. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including model portfolios and retirement plan consulting, utilizing both discretionary and non-discretionary management approaches.

Ryan Norton is a CFP® professional affiliated with Cambridge Investment Research Advisors with 13 years of industry experience. He has worked with Cambridge Investment Research Advisors and related firms since 2018. Norton serves as a board member for the Marion Independent School Foundation & Alumni Association and is the treasurer for the Marion Public Library Board. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, pension plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals utilizing various portfolio strategies and platform arrangements.

Andrew Haase is a financial advisor with Thrivent Investment Management in Cedar Rapids, IA. He holds the Series 66 designation and has recently begun his career in financial services. Prior to joining Thrivent, his work history includes roles in sales, insurance, and retail. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a broad network of Financial Advisors. The firm offers goal-based, holistic planning covering topics such as retirement, tax, estate, and business continuation, with planning services that can be combined with managed-account programs under a consolidated billing option.