Lainey Ford is a financial advisor at Robert W. Baird & Co. with one year of industry experience. She holds the Series 66 designation and has a background that includes positions at Evereve, Von Maur, and the University of Iowa. Lainey is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, and uses a combination of internal research and external manager oversight in its investment approach.

Robert Milbrath is a CFP® with 34 years of industry experience, currently serving as a financial advisor at Edward Jones since 1991. Based in Cedar Rapids, IA, he has maintained a long tenure at the firm. Outside of his advisory role, he manages a farm acreage in Chelsea, IA, used partly as a secondary home. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of investment strategies and advisory services. The firm is notable for its extensive network of advisors and branches and offers diverse capabilities beyond traditional advisory services.

Jeffrey Rudolph is a CFP®-certified financial advisor with Edward Jones in Coralville, IA, and has 24 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory role, he serves as President of the Iowa City Noon Lions Club and works as a voice-over talent through Spokeadot LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory strategies and affiliated investment products supported by a nationwide network of more than 23,700 financial advisors.

Jordan Meyer is a financial advisor at Thrivent Investment Management, holding a Series 66 designation. He has been with Thrivent since 2024 and has prior experience working at Wartburg College and Wright County Conservation Board. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on goal-based financial planning without discretionary trading authority. The firm combines planning with managed-account programs under a consolidated billing option called “WealthPlan.”

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.

Johann Smith is a financial advisor at Cetera with 26 years of industry experience. He holds Series 65 and Series 63 designations. Prior to joining Cetera, he worked at Avantax Insurance Agency and Avantax Investment Services for over two decades and has operated Smith Accounting since 2000. He has also been affiliated with Brigham Young University since 1998. Cetera Investment Advisers LLC serves a broad range of clients, including individuals, retirement plans, corporate and charitable accounts, and institutions. The firm offers various portfolio management and financial planning services through a large network of independent advisors, providing access to affiliated and third-party managers and multiple program structures.

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.

David Andrew is a financial advisor with LPL Financial in Coralville, Iowa, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. His prior work includes roles at CUNA Brokerage Services, Inc. and Signator Investors, Inc. In addition to his advisory work, he is involved with Dupaco Financial Services, focusing on insurance and fixed annuities. 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 a broad range of advisory platforms, including financial planning, third-party asset management, and institutional programs, supported by a large network of investment adviser representatives.

Jeffrey Pacha is a financial advisor with Cambridge Investment Research Advisors, holding Series 65 and Series 63 credentials and bringing 15 years of industry experience. He previously worked at Voya Financial Advisors and has been involved with Regina High School and Diamond Dreams Sports Academy. His outside activities include volunteering with the Regina Foundation and serving as a board member of the Johnson County I-Club, as well as ownership roles in several business entities. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, and charitable organizations, offering financial planning, investment management, and retirement plan advisory services through a network of independent professionals. The firm provides various investment solutions, including proprietary model strategies and access to unaffiliated strategists, with customizable discretionary and non-discretionary implementation options.

Kurt Vitense is a CFP® professional with 22 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. His prior experience includes six years with VOYA Financial Advisors. Outside of his advisory role, he serves as a high school baseball coach with the Iowa City Community School District and is a co-owner of a fitness club. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement services through independent financial professionals using a variety of portfolio management strategies and platforms.

Nicole Davis is a financial advisor at LPL Financial with 13 years of industry experience. She holds a Series 66 designation and has previously worked with Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank NA between 2005 and 2024. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides 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 range of financial planning, portfolio management, and institutional platforms.

Lucas Walker is a financial advisor at LPL Financial with a Series 65 designation and one year of industry experience. Prior to joining LPL Financial, he worked at Sadler Power Train and served in roles with Mount Mercy University and Solon Community School District. He is also involved in operating a lawn care business. 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 a range of advisory and brokerage services, including financial planning, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Alec Feller is a financial advisor with Edward Jones in Iowa City, IA, holding a Series 66 designation and nine years of industry experience. Prior to joining Edward Jones in 2017, he worked at Jet Air, Inc. for five years and spent time in full-time education. 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 strategies supported by a large national network of advisors and branch offices.

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.

Zachary Payne is a financial advisor with LPL Financial who holds a Series 66 designation and has eight years of industry experience. He previously worked at Cambridge Investment Research Advisors and Edward Jones. Outside of his advisory work, he serves as a pastor at Two Timbers Church of Christ in Iowa. 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 institutions. The firm offers a range of investment solutions, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Bradley Baldes is a financial advisor with Ameriprise based in Iowa City, IA. He holds the CFP® and ChFC® designations and has 30 years of industry experience, including over two decades with Ameriprise Financial Services, Inc. In addition to advising clients, he is involved in managing advisors within the franchise through his role at Northstar Holdings, LLC. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies. The firm uses proprietary research and third-party data to provide tailored recommendations within a defined investment universe that includes affiliated product options.

Charles Snook is a CFP® and ChFC® with 29 years of experience in financial advising. He is currently with Cetera and has held roles at Voya Financial Advisors and Signator Investors, among others. Outside of financial services, he serves as treasurer for the Linn County Pistol Club. Cetera Investment Advisers LLC is a national SEC-registered advisory firm that serves individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform utilizing both affiliated and third-party managers.

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 in Cedar Rapids, IA, holding Series 63 and Series 65 credentials and three years of industry experience. Prior to joining LPL Financial in 2024, he worked at Cambridge Investment Research and several other firms. Outside of his advisory role, he is employed with Bio Life Plasma Services and serves as a Notary Public. 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 and investment management services through a large network of advisors utilizing model portfolios, third-party subadvisors, and customized strategies.