Calista Bergstrom is a financial advisor at OSAIC with two years of industry experience. She holds a Series 66 designation and has worked at Osaic Wealth, INC and Ameriprise. Outside of financial advising, she is licensed as an insurance agent with Kansas City Life and assists clients aged 65 and older with Medicare enrollment through Senior Market Sales. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools.

Shelly Woodley is an investment advisor representative at Cambridge Investment Research Advisors with 19 years of industry experience. She holds the Series 63 and Series 65 licenses and previously worked at Investment Centers of America before joining Cambridge in 2017. Outside of her advisory role, she is also an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base that includes individuals, institutions, pension plans, and charitable organizations. The firm provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals and offers access to multiple platforms, third-party advisers, and proprietary model strategies.

Todd Barker Sr. is a Wealth Management Advisor with Merrill Lynch Wealth Management. He works with companies, institutions, families, and individuals across the United States to address their financial matters. Todd applies his industry experience to determine clients' objectives, develop asset allocations, select and review professional investment managers, and make adjustments as necessary. His team assists clients with services including banking, lending through Bank of America, insurance, trust, and other financial solutions. He holds multiple professional designations, including Certified Private Wealth Advisor (CPWA), Certified Investment Management Analyst (CIMA), Certified Plan Fiduciary Advisor (CPFA), and Certified 401(k) Professional (CKP). Todd earned both a Bachelor of Science and Bachelor of Arts from the University of Iowa and obtained a Master of Business Administration with a concentration in finance and accounting from the Henry B. Tippie School of Management at the University of Iowa. His certifications were completed in collaboration with the UCLA Anderson School of Management and the University of Chicago Booth School of Management. Born and raised in Cedar Rapids, Iowa, Todd is involved in various community organizations such as the City of Cedar Rapids Board of Adjustment, the Cedar Rapids Country Club board, and the board of JDRF Iowa-Nebraska. He has also served on boards including the Cedar Rapids Area Chamber of Commerce and the Cedar Rapids Museum of Art. Todd supports a range of community initiatives and prioritizes client outcomes in his advisory approach.

Brian Brandt is a CFP® with 31 years of industry experience, currently affiliated with LPL Financial. His prior experience includes roles at Commonwealth Financial Network, Principal Securities Inc., Principal Life Insurance Company, and New England Securities. He is also involved in fixed insurance sales. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions, offering a range of advisory solutions including financial planning and model portfolio programs.

Madison Steger is a financial advisor at Edward Jones with a Series 66 credential and one year of industry experience. Madison has worked previously at Eide Bailly LLP, RSM US LLP, and Transamerica, and also spent two years at Wholistic Wellness Clinic. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices, managing approximately $1.01 trillion in assets under management.

Louise Holtz is a financial advisor with LPL Financial in Cedar Rapids, IA, holding Series 63, 65, and 66 licenses. She has 35 years of industry experience with prior roles at firms including Advantage Investment Management LLC and National Planning Corporation. Outside of her advisory work, she is involved in beekeeping and sells honey through Rocky's Backyard Honey. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of advisory services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by various operational tools and partnerships.

David Spanier is a CFP®-certified financial advisor with nine years of industry experience, currently with LPL Financial in Cedar Rapids, IA. He has previously worked at Strategic Financial Solutions, Commonwealth Financial Network, and Thrivent Financial. Spanier also engages in fixed insurance sales as an outside business activity. 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 financial planning and investment management services through a large network of advisors and utilizes a variety of strategies including model portfolios and third-party asset management.

David Peyton is a financial advisor with Wells Fargo Clearing in Cedar Rapids, IA, holding Series 65 and Series 66 credentials and 11 years of industry experience. His prior roles include positions at Creative Planning, LLC and BerganKDV Wealth Management, LLC. He has full ownership of Clarity Investors, LLC, though he does not have active duties there. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm combines research from Wells Fargo Investment Institute and third parties to support diversified portfolio solutions across a broad client base.

Erica Chavez is a financial advisor with LPL Financial based in Cedar Rapids, IA, holding Series 63 and Series 65 licenses and having five years of industry experience. She has prior experience with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc., and has operated her own advisory businesses including Edge Investment Solutions. Outside of advising, she is a licensed 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 portfolios, third-party asset management, and institutional platforms, supported by extensive resources and technology.

Jason Davis is a CFP® professional with 11 years of industry experience, currently advising clients at Edward Jones since 2014. He is based in Cedar Rapids, IA, and holds a Series 66 license. Outside of his advisory work, he operates a small side business buying and selling sports cards online. 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 large network of financial advisors and branch offices nationwide.

Stacy Cannoy is a financial advisor at Edward Jones in Cedar Rapids, IA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, Cannoy spent 19 years at Scintilla Holding - ESCO Group. 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 options supported by a large nationwide network of financial advisors and branch offices.

Marilyn Struchen is a financial advisor with LPL Financial in Cedar Rapids, IA, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. She has been with LPL Financial and its predecessor entities since 2004 and previously worked at Wells Fargo Investments. In addition to her advisory role, she serves as a trust administrative assistant at Cedar Rapids Bank & Trust Co., assisting trust officers with account operations. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies across various allocation styles and asset types.

Brian Bock is a financial advisor at LPL Financial with 33 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. Prior to joining LPL Financial in 2022, he worked at Cuna Mutual Group and CUNA Brokerage Services, Inc. since 1993. 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 advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Kyle Sorensen is a financial advisor at Edward Jones with two years of industry experience. He holds the Series 66 designation and has previously worked at Farm Bureau Financial Services and Adamantine Spine Moving. Based in Cedar Rapids, IA, Sorensen’s background includes roles both inside and outside the financial services sector. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Austin Lackey is a financial advisor with LPL Financial, holding a Series 66 license and based in Cedar Rapids, Iowa. He has experience working at multiple firms including Strategic Financial Solutions, Commonwealth Financial Network, and RSM US LLP. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions with a variety of financial planning and investment management solutions.

Coleman Eberly is a financial advisor at Thrivent Investment Management with the Series 66 designation and one year of industry experience. Prior to joining Thrivent, his work history includes positions at Cedar Rapids Country Club, Hy-Vee Grocery Store, and Door Dash. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers comprehensive planning across various topics, including retirement, income tax, and estate planning, with options to combine planning and managed-account services under a consolidated billing program called WealthPlan.

Elizabeth Moores is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. She previously worked at VOYA Financial Advisors, Inc. from 2014 to 2021 and has been with Cetera and its related entities since 2021. Outside of her advisory role, Moores owns and manages BMF Tax & Accounting LLC, providing tax preparation and bookkeeping services. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management and operates a multi-manager platform with access to various program structures and third-party money managers.

Adam Maske is a financial advisor with Morgan Stanley in Cedar Rapids, Iowa, holding a Series 66 designation and six years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2020, following prior roles at Wintrust Investments LLC and BMO Harris Bank NA. Outside of his advisory work, Maske serves as a board member and officer at the Cedar Rapids Country Club. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market analyses.

Heather Rinderknecht is a financial professional at Cetera with 22 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at firms including Guide Wealth Partners and Securian Advisor Midamerica. Outside of her advisory work, she serves as President of the Benton Community School Band Boosters, a nonprofit supporting local high school band programs. Cetera Investment Advisers LLC is a national SEC-registered advisor serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, managing over $256 billion in assets with more than 10,000 advisors across diverse program structures.

Nathan Fisher is a financial advisor at Raymond James Financial Services Advisors, Inc. with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Raymond James since 2009. Outside of his advisory role, he serves on the board of Tanager Place, a nonprofit organization, and participates on the finance and investment committee for Willis Dady Homeless Services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical tools, and supports municipal and public finance work through a unique affiliation with a municipal advisor.