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.

Lucas Prottsman is a financial advisor with Ameriprise in Iowa City, Iowa, holding a Series 66 designation and 27 years of industry experience. He has worked at Ameriprise and its affiliate since 2005. Prottsman serves on the boards of several organizations, including Successful Living and HFHC, LLC. Ameriprise Financial Services is a large diversified advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written Recommendation Reports and ongoing advice. The firm’s approach combines proprietary research, third-party data, and algorithmic tools to address asset allocation, withdrawal strategies, and Social Security options.

Nicholas Leyden is a financial advisor with Ameriprise in Iowa City, IA, holding a Series 66 designation and 15 years of industry experience. He has been with Ameriprise and its affiliated entities since 2011. Leyden serves as Treasurer on the Board of Directors for Timberhills Townhomes in Coralville, IA. Ameriprise offers retirement-income planning services primarily for clients with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

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.

Michael Mason Jr. is a financial advisor with LPL Financial, holding Series 66 and Series 63 licenses and 25 years of industry experience. His prior roles include 26 years at CUNA Mutual Group and Cuna Brokerage Services, Inc., as well as current positions at Collins Community Credit Union and LPL Financial. 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 advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supporting advisors with various investment tools and operational resources.

Jeremy Clark is a financial advisor at Edward Jones in Cedar Rapids, IA, holding a Series 66 designation with 12 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, offering a range of advisory programs, managed solutions, and affiliated investment products. The firm operates under a fiduciary standard and manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Dustin Elgersma is a financial advisor at LPL Financial with 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. 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 other institutions. The firm offers a range of financial planning and portfolio management solutions supported by research and technology, serving a network of over 22,800 advisors and managing more than $819 billion in discretionary assets.

Richard Arthur is a financial advisor with Cetera in Iowa City, IA, holding Series 63 and Series 65 licenses and eight years of industry experience. Prior to joining Cetera in 2025, he worked for Avantax Insurance Agency, Avantax Investment Services, and Avantax Advisory Services for a combined eight years. Outside of his advisory role, he owns and operates Tax Mex, Inc., an accounting and tax preparation business. Cetera Investment Advisers LLC is a national, SEC-registered advisor serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to a range of third-party money managers.

Lisa Tesar is a financial advisor at LPL Financial with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, RBC Capital Markets, and Wells Fargo Investments. Outside of her advisory role, she acts as a fiduciary for a family trust and owns a business entity established for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, 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, supporting advisors with various investment strategies and operational tools.

James Higgins is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 37 years of industry experience. He previously worked at RBC Capital Markets Corporation for 11 years before joining Wells Fargo Clearing in 2019. Outside of his advisory role, Higgins serves as president of the Island Pointe Owners Association in Lake Delton, WI, and is a member of the investment committee for the Kirkwood Community College Foundation. 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 IPS-driven advisory process incorporates modern portfolio theory and includes a broader range of financial products than typical institutional advisers, such as insurance-related vehicles and bank deposit sweep options.

Melanie Baird is a financial advisor at RBC Capital Markets with three years of industry experience. She holds the Series 66 designation. Prior to joining RBC Capital Markets, she worked with the Zach Johnson Foundation and Chattahoochee Riverkeeper. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and custody services, with investment strategies tailored to each client’s risk profile.

Joana Karl is a financial advisor at LPL Financial with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Clearing and Wells Fargo Bank, N.A. in addition to her current roles at LPL Financial and Cedar Rapids Bank & Trust. Karl is also a notary and operates Cedar Rapids Investment Consulting. 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, and institutional platforms, supported by both proprietary and third-party investment strategies.

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.

Michael Dawson is a financial advisor with LPL Financial based in Cedar Rapids, IA. He holds Series 65 and Series 66 licenses and has 17 years of industry experience. Prior to joining LPL Financial in 2018, he worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. Dawson also operates Selk Dawson Tax Services, a tax preparation and accounting business. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions delivered through a large network of advisors.

Devon Inman is a financial advisor with Ameriprise in Iowa City, IA, holding CFP® and ChFC® designations and seven years of industry experience. Prior to joining Ameriprise in 2024, he worked at Principal Financial Services and Principal Life Insurance Company from 2018 to 2024, and earlier at Elder Services Inc from 2015 to 2018. Inman owns a tax preparation business, Experience Tax Solutions, and serves as an internal accountant for Inman Home Health. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendation reports. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Chad Andrews is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and 27 years of industry experience. He has worked at Raymond James Financial since 2007, including a decade as Regional Finance Director, and previously held a position with the U.S. Department of Health. Outside of finance, he is the president of Andrews Aviation LLC, a business that manages aircraft ownership. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and organizations. The firm offers tailored, non-discretionary planning and investment consulting, supported by analytical tools and a broad network that includes municipal advisory and SIMPLE IRA employer consulting services.

Michelle Prybil is a financial advisor at Cambridge Investment Research Advisors with 21 years of industry experience. She holds Series 63 and Series 65 designations and has been with Cambridge Investment Research Advisors since 2012. Outside of advising, she serves as vice president and handles bookkeeping for Prybil Ventures Inc., a family-owned masonry business. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning and investment management through various platform arrangements, combining proprietary and third-party strategies tailored to client objectives.

Robert Robinson is a financial advisor with LPL Financial in Coralville, Iowa, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. Prior to joining LPL Financial in 2018, he spent 15 years at Sii Investments, Inc. and has been associated with Equitable Of Iowa since 1990. Outside of his advisory work, he operates a small business buying and selling baseball cards on eBay. 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 financial planning and investment management solutions, utilizing both proprietary and third-party models across discretionary and non-discretionary platforms.