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Christopher L
Series 66
Marion, IA
LPL Financial
Christopher Landherr is a financial advisor with LPL Financial, holding a Series 66 license and 12 years of industry experience. His prior work includes positions at Ameritas Investment Corp and Central Financial Group. He is also involved with Eastern Iowa Financial Group. Outside of advisory roles, he is engaged in forming real estate rental LLCs with family and friends. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides financial planning, model portfolios, third-party asset management, and institutional platforms, with extensive advisor resources and a broad range of non-advisory financial services.
Rachel S
Series 66
Cedar Rapids, IA
LPL Financial
Rachel St. Andrews is a financial advisor with LPL Financial in Cedar Rapids, IA, holding a Series 66 designation and one year of industry experience. She has been affiliated with Acorn Group - Selk Dawson since 2013. Outside of her advisory role, she is involved with Selk Dawson Tax Services, which provides tax preparation, accounting, and notary services. 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, model portfolios, third-party asset management, and institutional platforms, supported by advanced advisor-facing tools and a large network of investment adviser representatives.
Jonah B
Series 66
Cedar Rapids, IA
Merrill
Jonah Beman is a Series 66 licensed financial advisor with Merrill in Cedar Rapids, IA, and has two years of industry experience. Before joining Merrill in 2023, he worked at Fidelity Investments and held various roles including positions with the University of Iowa Sport and Rec Program and Best Buy. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients via the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.
Michael D
Series 66, Series 65
Cedar Rapids, IA
LPL Financial
Michael Dawson is a financial advisor with LPL Financial in Cedar Rapids, IA, holding Series 65 and Series 66 licenses and bringing 17 years of industry experience. Before joining LPL Financial in 2018, he worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. from 2008 to 2018. He also operates Selk Dawson Tax Services, providing tax preparation and accounting services. 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 and model portfolio programs, and supports advisors with research tools and a broad platform of financial products.
Thomas N
Series 66
Cedar Rapids, IA
Edward Jones
Thomas Neff is a financial advisor with Edward Jones in Cedar Rapids, IA, holding a Series 66 designation and eight years of industry experience. He previously worked at Transamerica for ten years before joining Edward Jones in 2018. Outside of his advisory role, Neff coaches high school boys tennis for the Cedar Rapids School District. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment options, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm supports its advisory services with a nationwide network of advisors and branch offices, operating under a fiduciary standard.
Michelle P
Series 63, Series 65
Solon, IA
Cambridge Investment Research Advisors
Michelle Prybil is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 licenses. She has 21 years of industry experience, including over a decade with Cambridge Investment Research Advisors. Prybil is also vice president of Prybil Ventures Inc., a family-owned masonry business. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm operates through thousands of financial professionals and manages a multi-billion-dollar asset base across multiple platforms and custodians.
Devon A
CFP®, Series 66
Cedar Rapids, IA
LPL Financial
Devon Alber is a CFP®-designated financial advisor with LPL Financial in Cedar Rapids, IA, and has five years of industry experience. Prior to joining LPL Financial, he worked at Morgan Stanley Private Bank, Morgan Stanley, and Bankers Life. Outside of his advisory role, Alber is also involved in tax preparation and accounting services and serves as a notary. 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, third-party asset management, and institutional platforms, supported by advisor-facing tools and a broad suite of non-advisory financial services.
Issa K
Series 66
Cedar Rapids, IA
Merrill
Issa Karadsheh is a Wealth Management Advisor and Vice President at Merrill Lynch Wealth Management. He has been active in the financial services industry since 2003 and joined Merrill Lynch in 2016. Issa's experience encompasses advising companies, institutions, high-net-worth individuals, entrepreneurs, and business owners on various financial matters including working capital management, investment strategies, retirement planning, and employee benefits. He holds several professional designations, including Certified Private Wealth Advisor® (CPWA®), Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Issa earned a Bachelor of Science degree in Construction Engineering from Iowa State University, as well as a Graduate Diploma and a Master of Science in Administrative Studies with a concentration in Financial Economics from Boston University. Issa is bilingual in Arabic and English and is involved in community organizations such as Big Brothers Big Sisters, Orchestra Iowa, and the Rotary Club. He resides in Cedar Rapids, Iowa, with his wife, Laila, and their two children, Gabriel and Farah.
Jillisa H
Series 66
Cedar Rapids, IA
Merrill
Jillisa Hayward is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. She has worked at Merrill since 2014 and previously held various roles at the University of Phoenix from 2015 to 2023. Merrill provides managed account services through its Select Portfolio Solutions Program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutions. The firm integrates internal Chief Investment Office teams and third-party managers to deliver portfolio implementation and custody support.
Casie S
Series 63, Series 66
Cedar Rapids, IA
Wells Fargo Clearing
Casie Sparks is a financial advisor with Wells Fargo Clearing in Cedar Rapids, IA, holding Series 63 and Series 66 licenses and 16 years of industry experience. She has worked at Wells Fargo Clearing since 2018 and previously at Diversified Investors Securities Corp. and Diversified Investment Advisors. 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 IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.
Elizabeth D
Series 63, Series 66
Cedar Rapids, IA
Robert Baird & Co.
Elizabeth Duggan is a financial advisor with Robert W. Baird & Co. in Cedar Rapids, IA, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. Her prior roles include positions at Merrill and Northwestern Mutual Investment Management. Outside of her advisory work, she is involved as a customer and marketing executive for Melaleuca, a wellness store. She is part of The DDK Group at Baird, which serves individuals, families, pensions, corporations, and institutional clients with tailored financial planning and portfolio management services that include both traditional and complex investment strategies.
Todd D
Series 63, Series 65
Cedar Rapids, IA
Cambridge Investment Research Advisors
Todd Dimmer is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. His prior roles include positions at BFC Planning, Inc., Berthhel Fisher & Company Financial Service, Inc., and Compass Financial Strategies. Outside of his advisory work, he owns and operates a business consulting firm, Compass Financial Strategies, Inc. Cambridge Investment Research Advisors serves a diverse client base including individual, institutional, pension, and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm offers access to multiple platforms and custodians, proprietary model strategies, and supports both discretionary and non-discretionary management.
Kyle S
Series 66
Hiawatha, IA
Cambridge Investment Research Advisors
Kyle Sleep is a financial advisor with Cambridge Investment Research Advisors holding a Series 66 designation and five years of industry experience. He has worked with Cambridge Investment Research entities since 2020 and is also associated with Hawkeye Financial Group. Additionally, he is employed in tax services at Financial Integrators Accounting & Tax. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension funds, and charitable organizations by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management through multiple platforms and provides access to third-party advisers and proprietary model strategies.
Crystal E
Series 66
Cedar Rapids, IA
Wells Fargo Clearing
Crystal Everett is a financial advisor at Wells Fargo Clearing with a Series 66 designation and no prior industry experience. She worked at World Class Industries for 12 years before joining Wells Fargo Clearing. 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 uses research and analytics to evaluate investment options and provides a range of brokerage and advisory solutions.
James V
Series 66
Cedar Rapids, IA
RBC Capital Markets
James Vandenberg is a financial advisor with RBC Capital Markets in Cedar Rapids, IA, holding a Series 66 license and eight years of industry experience. He has worked at RBC Capital Markets since 2017 and previously at City National Bank and Beck's Hybrids. RBC Wealth Management serves a diverse client base including individuals, institutions, and charitable organizations, offering advisory programs that combine discretionary and non-discretionary portfolio management with financial planning and brokerage services. The firm utilizes a range of investment managers and strategies tailored to clients' risk profiles, supported by RBC Capital Markets' extensive capital-markets and asset management capabilities.
Benjamin V
Series 66
Cedar Rapids, IA
Robert Baird & Co.
Benjamin Vander Leest is an advisor at Robert W. Baird & Co. with a Series 66 designation and one year of industry experience. Prior to joining Baird in 2026, he worked at Garmin for two years and has a background in education, having worked at Iowa State University and Iowa City West High School. The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed accounts, and brokerage services, supported by internal research, manager selection, and advanced tools such as artificial intelligence.
Cindy M
Series 66
Cedar Rapids, IA
Wells Fargo Clearing
Cindy Meyer is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. She holds the Series 66 designation and has worked at Wells Fargo Clearing since 2016, previously spending eight years at Wells Fargo Investments, LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm provides a range of investment advisory services, financial planning, and retirement plan consulting, supported by extensive research and analytics.
John M
Series 65, Series 63
Cedar Rapids, IA
LPL Financial
John Morgan is a financial advisor with LPL Financial in Cedar Rapids, IA, holding Series 65 and Series 63 licenses and bringing 16 years of industry experience. His prior roles include positions at Valic Financial Advisors, Lawing Financial Inc, and Mutual of Omaha Investor Services. Outside of his advisory work, he serves as a high school track coach for Cedar Rapids Community Schools. 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 portfolio management options, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by advanced operational tools and a broad suite of financial services.
Scott C
Series 63, Series 65
Cedar Rapids, IA
Robert Baird & Co.
Scott Chipokas is a financial advisor with Robert Baird & Co. in Cedar Rapids, IA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Robert Baird & Co. since 1995. Outside of his advisory role, he is a partner in a real estate business. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services, employing a range of strategies from traditional equity and fixed-income to more complex allocations, and provides municipal advisory and public finance services alongside investment banking and trust-company capabilities.
Daniel A
ChFC®, Series 66, Series 65, Series 63
Cedar Rapids, IA
Cetera
Daniel Anderegg is a financial professional with 14 years of industry experience, currently affiliated with Cetera. He holds the ChFC® designation along with Series 66, 65, and 63 licenses. His prior experience includes roles at Securian Advisors Mid America Inc., Securian Financial Services Inc., Minnesota Life Insurance Company, Western Fraternal Life Wealth Management Inc., and Transamerica Financial Advisors. He also serves as a financial professional at Guide Wealth Partners. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients including individuals, employer-sponsored retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management, financial planning, and retirement services through a multi-manager platform, providing access to affiliated and third-party money managers and multiple program structures.
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