Gabe Rohwedder is a financial professional at Cetera with 26 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Securian Financial Services and Minnesota Life Insurance Company. Outside of his advisory role, he serves as a board member at large for Isaac Newton Christian Academy and volunteers with Financial Peace University. Cetera Investment Advisers LLC is a nationwide firm serving individual, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, retirement services, and access to third-party money managers.

Stephanie Karr is a financial advisor with RBC Capital Markets in Cedar Rapids, IA. She holds a Series 66 designation and has 26 years of industry experience. She has been with RBC Capital Markets since 2013. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with personalized strategies implemented through a combination of in-house and third-party investment managers.

Damon Walker is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and over 24 years of industry experience. He previously worked at Cambridge Investment Research Advisors and VOYA Financial Advisors. Walker is also affiliated with the Dave Ramsey SmartVestor Pro program. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a variety of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Jonathan Maloney is a financial advisor with LPL Financial in Cedar Rapids, IA, holding a Series 66 license and 22 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC, with a total tenure at Wells Fargo bank spanning 24 years. 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 financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

James Wachendorf is a CFP®-credentialed financial advisor with 44 years of industry experience. He is currently with LPL Financial in Iowa City, IA, where he has worked since 2020. His prior experience includes over two decades at Nations Financial Group and roles at Cambridge Investment Research Advisors and GreenState Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, 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, supported by a large network of advisors and technology tools.

Andrew Haase is a financial advisor with Thrivent Investment Management in Cedar Rapids, IA. He holds the Series 66 designation and has recently begun his career in financial services. Prior to joining Thrivent, his work history includes roles in sales, insurance, and retail. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a broad network of Financial Advisors. The firm offers goal-based, holistic planning covering topics such as retirement, tax, estate, and business continuation, with planning services that can be combined with managed-account programs under a consolidated billing option.

Tad Stolley is a financial advisor with Wells Fargo Clearing in Coralville, IA, holding Series 63 and Series 66 licenses and having 20 years of industry experience. He worked at Edward Jones from 2005 to 2018 before joining Wells Fargo Clearing in 2018. Outside of his advisory role, Stolley is a lessor of a rental property in Swisher, Iowa. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering IPS-driven investment advice and both discretionary and non-discretionary services tailored to plan objectives and risk tolerances. The firm includes insurance-related vehicles and bank deposit sweep options among its investment offerings, distinguishing it from many large institutional advisers.

Michael Diers is a CFP® with 41 years of industry experience, currently serving at LPL Financial since 2021. His prior roles include positions at Midwest Financial Solutions, Ameritas Life Insurance Corp, and Hawkeye Brokerage Center. Outside of his advisory work, he is involved in real estate through ownership in investment property companies. 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 portfolios, third-party asset management, and institutional platforms, supported by extensive technology tools and a broad non-advisory financial services network.

Kael Adam is a financial advisor with Ameriprise, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Hogan-Hansen, CPAs and Consultants, and Washington State Bank. He is also involved with Flagship Partners Inc., where he manages an advisory business as part of a team practice affiliated with Ameriprise. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet certain asset criteria, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

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.

Karen Jackson is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and bringing 41 years of industry experience. Her prior roles include 11 years at RBC Capital Markets Corporation. Outside of advising, she owns a retail sales business called The Backstitch in Elkader, Iowa, and serves as a trustee for both her son's and mother's investment trusts. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm uses research and analytics to evaluate investment options and offers both brokerage and advisory solutions at scale.

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 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 Series 66-licensed financial advisor with Wells Fargo Clearing in Cedar Rapids, IA, bringing 14 years of industry experience. He previously worked at Edward Jones from 2012 to 2016. Outside of his advisory work, Johnson has a minority ownership interest in JDJ Farms, LLC, which is recreational land used for hunting and fishing. 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.

Christopher Leyden is a financial advisor with Ameriprise in Iowa City, IA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of advising, Leyden is involved in management roles with investment-related entities including Momentum Partners, LLC and Northstar Holdings, LLC, and is an investor in a biogas production company. Ameriprise provides retirement-income planning services primarily for individuals near or in retirement with substantial investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Brianna Waller is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and one year of industry experience. She previously served as Principal at Legacy Wealth Management and has held roles at Transamerica and MidWestOne Bank. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals using both proprietary and third-party strategies.

Jeremy James is a Series 66-licensed financial advisor with Raymond James Financial in Iowa City, IA, and has 19 years of industry experience. He has owned and managed James Investment Group, Inc. since 2016 and has held roles at the firm since 2007. Outside of his advisory work, he serves as a trustee on a family testamentary trust. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm employs non-discretionary planning and consulting tailored to client goals, utilizing analytical tools and risk profiling, and supports its offerings with specialized municipal and employer advisory services.

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.

Bradley Shelman is a financial advisor with Ameriprise in Crawfordsville, IA, holding a Series 63 designation and 32 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of advising, he serves on the board of directors and as treasurer for Olds United Church of Christ. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, providing detailed, tax-aware income and Social Security strategies. The firm combines research-driven modeling and algorithmic tools with advisor collaboration to deliver personalized, ongoing retirement income recommendations.