Sean Tobin is a financial advisor with LPL Financial in Iowa City, IA, holding Series 63 and Series 66 licenses and with 22 years of industry experience. He has worked at LPL Financial since 2010 and previously at Edward Jones. Tobin is also involved with True Wealth Stewardship, where he has served as a financial advisor and producer. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of financial planning and investment management solutions, including access to model portfolios, third-party asset managers, and institutional platforms.

Olivia O’Bryan is a financial advisor at Wells Fargo Clearing with five years of industry experience. She holds the Series 66 designation and has worked at several firms, including LPL Financial, Waddell & Reed, and Mass Mutual. In addition to her advisory role, she has been involved with Clark and Meiss Group LLC since 2020. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Jeffery Duytschaver is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. His prior roles include positions at Legacy Wealth Management, Principal Securities Inc, JMD Consulting, the Federal Deposit Insurance Company, Mercy Medical Center, and Transamerica. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with a network of approximately 23,701 advisors and $1.01 trillion in assets under management. The firm offers a range of advisory strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Steven Golber is a financial advisor at Wells Fargo Clearing with 49 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. He is based in Iowa City, IA. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering a range of services including investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with options for discretionary management and a broader set of financial products than typical institutional advisers.

Jeremy Richardson is a financial advisor with Edward Jones in Solon, IA, holding a Series 66 designation. He has one year of experience in the financial industry, having joined Edward Jones in 2026. Prior to this, he worked for Grask Truck Group for one year and spent 26 years at McGrath Automotive. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets with a network of over 23,700 financial advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.

John Selk is a financial advisor with LPL Financial in Cedar Rapids, IA, holding a Series 66 designation and four years of industry experience. He has been affiliated with LPL Financial since 2021 and also owns Selk Insurance Advisors. Additionally, he has a background in financial and tax services through Acorn Financial Group, which he has been involved with since 2013. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms with both discretionary and non-discretionary investment strategies.

Kevin Patterson is a financial advisor at Cambridge Investment Research Advisors with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Cambridge in various capacities since 2016. Cambridge Investment Research Advisors is a large SEC-registered firm 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 professionals, utilizing a range of portfolio management and model-based solutions tailored to client objectives.

Heaven French is a financial professional with six years of industry experience, currently affiliated with Cetera. She holds a Series 66 designation and has worked at firms including Securian Financial Services and CRI Securities LLC. Outside of her advisory work, she is employed part-time in retail at Hy-Vee. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors, utilizing multiple program structures and a variety of investment solutions.

Marcela Brown is a financial advisor with UBS Financial Services in Iowa City, Iowa, holding a Series 66 designation and 10 years of industry experience. She has been with UBS since 2016. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

Tyler Fridrich is a financial advisor at LPL Financial with a Series 66 credential and eight years of industry experience. His prior roles include positions at HJR Financial Group, SII Investments, Inc., and the University of Iowa Tippie College of Business. 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 range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Eugene Dierking is a financial advisor with Cetera in Iowa City, IA, holding a Series 63 designation and 26 years of industry experience. He has been with Cetera and its affiliated entities since 1999. Outside of his advisory role, he serves as the treasurer for a local homeowners association. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, utilizing multiple program structures and a multi-manager platform.

Angela Etscheidt is a financial advisor with Thrivent Investment Management in Cedar Rapids, IA, holding a Series 66 credential and five years of industry experience. Her prior work includes roles at Principal Securities, LPL Financial, and ownership of InJOY Today, LLC, a business providing support services to families, including those experiencing dementia. She also maintains an independent consultant position with Arbonne International. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors. The firm focuses on holistic, goal-based planning across a range of topics, providing written recommendations without implementation, and offers clients the option to combine planning with managed-account services under a consolidated billing program called WealthPlan.

Ella Brazell is a financial advisor with LPL Financial in Cedar Rapids, IA, holding a Series 66 designation. She has one year of industry experience and a background that includes roles at Cedar Rapids Bank and Trust and other local organizations. Outside of her advisory work, she serves as a coach at the Dance Academy of Cedar Rapids. 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 range of financial planning and investment management services, utilizing proprietary model portfolios, third-party subadvisors, and various strategic approaches.

Samuel Hammes is a financial professional at Cetera with two years of industry experience. He holds the Series 66 designation and has worked at Cetera and affiliated entities since 2023. Outside of his advisory role, he is the owner of Hambeck Enterprises and serves as a board member for the nonprofit No Foot Too Small. Cetera Investment Advisers LLC is an SEC-registered adviser providing services through a nationwide network of independent advisors. The firm serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts, offering a range of portfolio management and financial planning solutions with access to multiple program platforms and third-party managers.

Samuel Rechkemmer is a financial advisor at Robert Baird & Co. with three years of industry experience. He holds a Series 66 designation and previously worked at GreenState Wealth Management, GreenState Credit Union, Eddie Bauer, and in education at North Central Junior High and Liberty High School. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, including high net worth clients, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services such as financial planning, portfolio management, separately managed accounts, wrap programs, and brokerage services, supported by internal research, overlay management, and a combination of manager-traded and model-traded strategies.

Paul Binsfield is a financial advisor with Edward Jones in Mount Vernon, Iowa, holding a Series 66 designation and having 16 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, Binsfield coaches boys' golf and varsity tennis at Mount Vernon High School. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Dawn Frost is a financial advisor with J.P. Morgan Securities in Cedar Rapids, IA, holding Series 63 and Series 66 licenses and bringing six years of industry experience. She previously worked at Instacart and TruStage/LPL/Cuna, among other firms. Outside of her advisory role, she has worked as an Instacart shopper on a part-time basis. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence. The firm’s approach includes an ESG eligibility framework and offers customized performance reporting delivered on a non-discretionary basis.

Bryce Shelman is a financial advisor at Ameriprise with eight years of industry experience. He holds a Series 66 designation and has worked at Ameriprise Financial Services since 2019, previously working at Cambridge Investment Research. Outside of advising, he is a solo practitioner at Shelman Law, PLLC, focusing on estate law, and serves on the WACO Community School District Board of Directors. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on retirement income strategies, utilizing both internal research and third-party data.

Michael Brown is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. His prior roles include positions at VOYA Financial Advisors and Western Fraternal Life Association. Brown also operates as an independent insurance agent for various companies. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement plan advisory services through a network of independent professionals who tailor strategies using a variety of platform arrangements and both proprietary and third-party models.

Tara Rambo is a financial advisor at Edward Jones with 11 years at the firm and four years of industry experience. She holds a Series 66 designation. Outside of her advisory role, she has been involved with Nelson Construction since 2002. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary investment strategies, and affiliated investment products. The firm operates a nationwide network of over 23,000 financial advisors and manages approximately $1.01 trillion in assets under management.