Jackson Walker is a financial advisor at LPL Financial with two years of industry experience. He holds a Series 66 designation and has prior experience at Cambridge Investment Research, Inc. Outside the financial industry, he co-owned and operated The Pub LLC for two 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 financial planning, model portfolios, third-party asset management, and institutional platforms, and supports its advisors with technology and a broad range of non-advisory financial services.

Brandon Van Nevel is a Series 66-licensed financial advisor at Wells Fargo Clearing with four years of industry experience. His prior roles include positions at Transamerica Investors Securities Corporation, Transamerica Life Insurance Company, and Principal Life Insurance Company. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party resources.

Stephen Johnson is a financial advisor with Wells Fargo Clearing in Cedar Rapids, IA, holding a Series 66 designation and 14 years of industry experience. He worked at Edward Jones from 2012 to 2016 before joining Wells Fargo Clearing in 2016. He has been involved as an independent distributor with AdvoCare, though he is not currently active in that role. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Ryan Koester is a financial advisor with Wells Fargo Clearing in Cedar Rapids, IA, holding Series 63 and Series 65 licenses and having 26 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as treasurer for the Kennedy High School Basketball Parent Support Group. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm utilizes research and analytics from Wells Fargo Investment Institute and third parties, offering both brokerage and advisory solutions across a wide range of financial products.

Teddy Steger is a financial advisor at Edward Jones with 21 years of industry experience. He has been with Edward Jones since 2004 and holds Series 63 and Series 66 licenses. Outside of his advisory work, he manages maintenance and upkeep for a commercial office building in Marion, Iowa, and officiates for various schools in Cedar Rapids. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors and over 15,000 branch offices.

Valerie Irvine is a Series 66-licensed advisor with Wells Fargo Clearing in Cedar Rapids, IA, where she has worked since 1992. She has 34 years of industry experience. 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 financial products, including insurance-related vehicles and bank deposit sweep options.

Michael Schooley is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and having 25 years of industry experience. He has worked at firms including Waddell & Reed and Securian Advisor Midamerica, and currently serves as Chief Investment Officer at Guide Wealth Partners, a financial services firm. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients through a nationwide network of over 10,000 independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with access to affiliated and third-party investment managers and various program structures.

Sarah Berner is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and having 22 years of industry experience. Her prior roles include positions at Berthel Fisher & Company Financial Services and Ameriprise. Outside of her advisory work, she is involved in several business ventures including co-ownership of a liquor store and a bar, as well as roles in a concrete and snow removal company. Cambridge Investment Research Advisors serves a diverse client base of individuals and institutions, offering financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base through thousands of Financial Professionals and utilizes multiple platforms and proprietary model strategies.

Hayden Frank is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and two years of industry experience. He has worked at Cetera and affiliated entities since 2023, and he also serves as a financial analyst for Hawkeye Hotels Inc., where he provides financial and analytical support for development and acquisitions. Cetera Investment Advisers LLC is a nationwide adviser serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform that includes discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in assets across more than 10,000 advisors.

Bert Mcclintock is a CFP® professional with 25 years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at Commonwealth Financial Network, Principal Securities INC, and Principal Life Insurance Company. He is co-owner of Strategic Financial Solutions, LLC, a private entity supporting securities, advisory, and insurance services. 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 services including financial planning, model portfolios, and institutional platforms, supported by advanced research tools and a broad network of over 22,000 advisors.

James Russell is a financial advisor with LPL Financial in Marion, Iowa, holding Series 63 and Series 65 credentials and 39 years of industry experience. He has worked at LPL Financial since 2019 and previously held roles at Creative Financial Designs, Inc. and CFD Investments, Inc. Additionally, he operates Jim Russell Financial Services, a business entity used for tax and investment purposes. 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 portfolio programs, third-party asset management, and institutional platforms, with advice delivered primarily by investment adviser representatives using a range of discretionary and non-discretionary strategies.

Jeremy Clark is a financial advisor at Edward Jones in Cedar Rapids, IA, holding a Series 66 designation with 12 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products. The firm operates under a fiduciary standard and manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Dustin Elgersma is a financial advisor at LPL Financial with two years of industry experience. Prior to joining LPL Financial in 2024, he worked at Cambridge Investment Research, Inc. and spent several years at Atlantic Bottling Company. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management solutions supported by research and technology, serving a network of over 22,800 advisors and managing more than $819 billion in discretionary assets.

Nicholas Grabe is a financial advisor with Edward Jones in Marion, IA, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Centro Incorporated and Happy Joes, as well as positions at the University of Iowa and Cedar Rapids Country Club. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of advisors and branch offices, offering discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

Marc Banks is a financial advisor at Ameriprise with 25 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Royal Alliance Associates, Sii, Guaranty Investment Services, and Broker Dealer Financial Services. Outside of his advisory role, he is president and treasurer of Unified Wealth Solutions, a business entity that manages non-investment-related expenses, and is involved in independent insurance brokering specializing in term life. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a Premier Retirement Income service that provides tailored retirement planning advice focused on reliable income sources and tax-aware withdrawal strategies. The firm’s retirement offering uses a combination of internal research, third-party data, and algorithmic tools, with recommendations implemented non-discretionarily alongside client advisors.

Lisa Tesar is a financial advisor at LPL Financial with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, RBC Capital Markets, and Wells Fargo Investments. Outside of her advisory role, she acts as a fiduciary for a family trust and owns a business entity established for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with various investment strategies and operational tools.

Allison Dirks is a financial advisor at Edward Jones in Cedar Rapids, IA, with three years of industry experience. She holds the Series 66 designation and has previously been affiliated with All Iowa Attack. Allison was also a student athlete at Drake University from 2018 to 2022. 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 programs and investment solutions, operating under a fiduciary standard and supporting a large nationwide network of financial advisors and branch offices.

Melanie Baird is a financial advisor at RBC Capital Markets with three years of industry experience. She holds the Series 66 designation. Prior to joining RBC Capital Markets, she worked with the Zach Johnson Foundation and Chattahoochee Riverkeeper. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and custody services, with investment strategies tailored to each client’s risk profile.

Kyle Hibbing is a financial advisor with Edward Jones in Marion, Iowa, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, Hibbing is involved in managing commercial real estate through his ownership and presidency of KJJB, LLC in Hiawatha, Iowa. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, investment options, and fiduciary services through a large nationwide network of financial advisors and branch offices.

Mark Hoffman is a financial advisor with Edward Jones in Cedar Rapids, Iowa, holding Series 63 and Series 66 credentials and 20 years of industry experience. He has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and affiliated investment products backed by a network of approximately 23,701 financial advisors.