Travis Whitmore is a CFP®-credentialed financial advisor with Edward Jones, based in North Liberty, IA, with 11 years of industry experience. He has been with Edward Jones since 2014 and also provides private hitting lessons outside of his advisory role. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad spectrum, offering various advisory programs and investment solutions supported by a nationwide network of over 23,000 financial advisors.

Brandon Rude is a financial advisor at Osaic with 15 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Securities America Advisors and Securities America, Inc. He is also involved with Kerndt Brothers Bank Wealth Management Services. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization supported by various tools and provides access to discretionary and third-party managed strategies.

Donna Jenkins is a financial advisor at OSAIC with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Securities America Advisors, Voya Financial Advisors, and MSI Financial Services. Outside of her advisory role, she operates a Medicare insurance business through her own LLC and acts as a general agent managing Medicare plans for clients. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients, offering both brokerage and advisory services across multiple programs. The firm’s investment process focuses on model-based asset allocation and portfolio optimization using proprietary tools and supports a wide range of managed strategies and third-party managers.

Robert Rittenhouse is a financial advisor with LPL Financial in Cedar Rapids, IA, holding a Series 66 designation and nine years of industry experience. He has been with LPL Financial since 2017 and also teaches at Mount Mercy University, where he has served as faculty since 1985 and is a faculty advisor to the Student Investment Club. 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 provides a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by advanced operational and research tools.

Joshua Luerkens is a financial advisor at RBC Capital Markets with 13 years of industry experience. He holds a Series 66 designation and previously worked for Wells Fargo Clearing for 10 years. Outside of his advisory role, he has ownership interests in a commercial real estate and ice cream business as well as a fitness gym in Iowa City. RBC Wealth Management serves a broad client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm provides customized portfolio management and financial planning through a variety of advisory programs, utilizing both in-house and third-party investment managers and offering options for tax management and responsible investing.

Francis Cretzmeyer III is a financial advisor with RBC Capital Markets in Cedar Rapids, IA, holding Series 63 and Series 66 credentials and 32 years of industry experience. He has been with RBC Capital Markets since 2008. Outside of his advisory role, he serves on the board of directors for the Coralville Public Library Foundation and the Coralville Public Library. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, and charitable organizations by providing discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm tailors investment strategies to each client’s risk profile using a combination of in-house and third-party managers, offering various advisory programs and emphasizing integrated capital markets and lending capabilities.

Jeffrey Johnson is a financial advisor at Edward Jones with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jacqueline Meyer is a financial advisor with Morgan Stanley in Cedar Rapids, IA, holding a Series 66 designation and one year of industry experience. She has worked at Morgan Stanley since 2023, including a role at Morgan Stanley Private Bank, N.A. since 2025. Prior to her financial industry career, she held positions at Corridor Business Journal and Graceann Boutique. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and advisory programs, managing approximately $2.74 trillion in client assets while providing a range of investment, planning, and wealth management services.

Leigh Cook is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. Prior to joining LPL Financial, Cook spent over two decades with Cuna Brokerage Services, Inc. and CUNA Mutual Group. Outside of advisory work, Cook serves as the City Council Finance Coordinator for the City of Robins, Iowa. 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 portfolios, third-party asset management, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Joann Masters is a Series 66 licensed financial advisor with Morgan Stanley in Cedar Rapids, Iowa, and has 17 years of industry experience. She has been with Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Benjamin Young is a financial advisor at LPL Financial with 10 years of industry experience. He holds a Series 66 designation and has worked with several firms, including Cambridge Investment Research Advisors, Securities Management and Research, and Berthel Fisher & Company Financial 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Allikan Martens is a financial advisor with LPL Financial holding Series 63 and Series 65 credentials and has four years of industry experience. He previously worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. for several years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions, offering a wide range of advisory and brokerage services including financial planning and model portfolio programs.

Elias Randel is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and seven years of industry experience. Prior to joining LPL Financial in 2020, he worked at Carpenters Local 308, Cambridge Investment Research Advisors, and Mutual of Omaha Investor Services. Outside of his advisory work, he serves as a college and high school football official. 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, utilizing model portfolios, third-party subadvisors, and customized strategies with a variety of investment approaches.

Alison Veldhuizen is a Series 66 licensed financial advisor with Merrill in Cedar Rapids, Iowa, bringing seven years of industry experience. She has been with Merrill and Bank of America since 2019 and previously worked as an independent contractor for five years. Outside of her advisory role, she serves as a board member for the Salvation Army Kroc Center of Camden, where she participates in nonprofit oversight and fundraising. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Peter Alepra is a financial advisor with RBC Capital Markets in Cedar Rapids, IA, holding Series 63 and Series 66 credentials and bringing 36 years of industry experience. He has worked at RBC Capital Markets since 2008 and was previously with City National Bank from 2019 to 2025. He volunteers with the Young Parenting Network, providing basic budgeting education to families and individuals. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individuals, institutions, and charitable organizations, offering tailored advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services.

John Locher is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Edward Jones for 16 years before joining Wells Fargo in 2016. Outside of his advisory role, he holds a 24% ownership interest in a commercial land development company based in Scottsdale, Arizona. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s IPS-driven approach incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options, tailored to plan objectives and risk tolerances.

Randall Mccright is a financial advisor at Wells Fargo Clearing with 32 years of industry experience. He has held positions at Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Investments, LLC from 2003 to 2011. He holds Series 63 and Series 65 credentials. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics to evaluate investment options.

Adam Springer is a financial advisor at Edward Jones in Cedar Rapids, IA, holding a Series 66 designation with 19 years of industry experience. He has been with Edward Jones since 2015 and also has a longstanding affiliation with Oxford International beginning in 2003. Outside of his advisory work, he is a guitar player and singer in a musical group called Wonderful Smiths LLC. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment options, supported by a large network of financial advisors and branch offices nationwide.

Jeffery Holmes is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has 17 years of industry experience. Prior to joining Raymond James in 2017, he worked at Edward Jones for eight years. 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, pension plans, corporations, and institutions. The firm offers non-discretionary planning tailored to client goals and supports municipal and public-finance work through its affiliation with a municipal advisor.