Dana Goshon is a CFP® professional with five years of industry experience currently advising at Edward Jones. Prior to joining Edward Jones in 2021, Dana spent nine years at Collins Community Credit Union. Outside of financial advising, Dana holds a vice president role at R&G Investments, a restaurant business in Pella, IA. 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 large network of financial advisors and branch offices nationwide.

Jonas Everett is a financial advisor with LPL Financial in Cedar Rapids, IA, holding Series 63 and Series 66 credentials and over 31 years of industry experience. He previously worked at Cambridge Investment Research and Provident Mutual. Outside of his advisory role, he serves as president of a tax entity and is involved with the National Association of Retired Insurance Agents. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Kyle Zimmerman is a CFP® professional with 17 years of industry experience. He is currently with Cetera and also serves as Partner and CEO of Guide Wealth Partners. His prior experience includes roles at Securian Advisors Midamerica Inc and Minnesota Life Insurance Company. Zimmerman is a board member of the Cedar Rapids Metro Economic Alliance, where he contributes to community initiatives. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with over 10,000 advisors and $256 billion in assets under management.

William Happel is a financial advisor with RBC Capital Markets in Cedar Rapids, IA, holding Series 63 and Series 66 designations and 39 years of industry experience. He has worked with RBC Capital Markets since 2008 and previously spent five years at City National Bank. Outside of his advisory role, Happel serves on the board of directors for the Iowa Football Club, a nonprofit organization. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles through a combination of in-house and third-party managers.

Jackson Walker is a financial advisor with LPL Financial in Cedar Rapids, IA, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial in 2024, he worked at Cambridge Investment Research, Inc. and has additional professional experience at Broken Wheel Farms and The Pub LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, using model portfolios and research from multiple sources to support both discretionary and non-discretionary management.

Brandon Van Nevel is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 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 both brokerage and advisory solutions, utilizing research and analytics to support its investment approach.

Stephen Johnson is a financial advisor with Wells Fargo Clearing in Cedar Rapids, IA, holding a Series 66 designation and 13 years of industry experience. He previously worked at Edward Jones from 2012 to 2016 before joining Wells Fargo Clearing. Outside of his advisory role, he has been an independent distributor for AdvoCare and holds a minority ownership in a recreational land investment entity. Wells Fargo Clearing provides retirement plan consulting services for qualified ERISA 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.

Ryan Koester is a financial advisor with Wells Fargo Clearing in Cedar Rapids, IA, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, Koester serves as treasurer for the Kennedy High School Basketball Parent Support Group. 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 modern portfolio theory, with a broader range of investment options that include insurance-related vehicles and bank deposit sweep programs.

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 24 years of industry experience. He currently serves as Chief Investment Officer of Guide Wealth Partners and has held positions with Securian Advisor Midamerica and Securian Financial Services. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large nationwide network of independent advisors, serving individual clients, retirement plans, corporate and charitable entities, and institutional accounts with a multi-manager investment platform.

Sarah Berner is a Series 66-licensed financial advisor with 22 years of industry experience, currently with Cambridge Investment Research Advisors since 2018. Her prior experience includes roles at Berthel Fisher & Company Financial Services and Securities Management & Research. Outside of financial advising, she is involved in several local business ventures, including co-ownership of Wilkie Liquors and Beau Dylans Inc., and holds positions at Berner Concrete and Snow Removal and as an independent insurance agent. 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 services through a network of independent advisors, employing a range of portfolio solutions and proprietary and third-party strategies tailored to client objectives.

Hayden Frank is a financial advisor with Cetera, holding Series 65 and Series 63 credentials and two years of industry experience. He has previously worked with Guide Wealth Partners and has experience as a financial analyst at Hawkeye Hotels Inc., where he supports financial modeling and acquisition analysis. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts, offering portfolio management, financial planning, and access to multiple investment managers through a multi-manager platform.

James Russell is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 39 years of industry experience. His career includes extensive tenure at Creative Financial Designs, Inc. and CFD Investments, Inc., and he has operated Jim Russell Financial Services since 1979. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charities nationwide through a large network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, supported by research and diversified investment strategies.

Jeremy Clark is a financial advisor at Edward Jones in Cedar Rapids, IA, holding a Series 66 designation with 11 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. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and other services.

Dustin Elgersma is a financial advisor with LPL Financial in Cedar Rapids, IA, holding Series 63 and Series 65 credentials and having 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 in various roles. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services supported by model portfolios, research, and technology-based strategies.

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 with LPL Financial in Cedar Rapids, IA, holding Series 63 and Series 65 credentials and 27 years of industry experience. Prior to joining LPL Financial in 2022, she spent a decade with Morgan Stanley, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Outside of her advisory role, she acts in a fiduciary capacity for a trust and owns a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, 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, providing both discretionary and non-discretionary management supported by research and model portfolios.

Allison Dirks is a Series 66 licensed financial advisor with Edward Jones in Cedar Rapids, IA, with two years of industry experience. Her prior experience includes roles at Edward Jones and All Iowa Attack, as well as being a student-athlete at Drake University. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a network of over 23,000 advisors nationwide.