Amanda Lane is a financial advisor with Cetera Planning Partners in Cedar Rapids, IA, holding a Series 65 license and four years of industry experience. Prior to joining Cetera Planning Partners in 2026, she worked at Avantax Planning Partners, Inc. for four years. Outside of her advisory role, Lane serves as Board Treasurer for the Linn Christian Education Association and is an elected board member of the Greater Cedar Rapids Community Foundation. Cetera Planning Partners serves individual and high-net-worth clients, particularly pre-retirees and retirees, offering investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm provides additional services such as tax planning, bookkeeping, payroll support, and estate planning through third-party providers, with an investment approach focused on diversified allocations aligned to client objectives and risk tolerance.

Michael Russ is a financial advisor at Savant Wealth Management with 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Ausdal Financial Partners, Inc. and World Trend Financial Planning Services Ltd. Outside of his financial advisory role, he works as a pitching coach, developing techniques for athletes. Savant Wealth Management provides comprehensive wealth management and related services to individuals, families, charitable organizations, corporations, and high-net-worth clients. The firm employs a blend of evidence-based asset allocation and actively managed strategies, supported by affiliated entities offering accounting, legal, and trust services.

Kelly Steele is a financial advisor at OSAIC with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at OSAIC since 2018, following prior roles at Signator Investors, Inc. and his own firm, Steele Wealth Management, Inc. In addition to his financial advisory work, he practices law, representing clients in criminal and juvenile matters. He also serves as chair of the Rotary Champions Board in Colorado Springs, which organizes a yearly scholarship ceremony for student-athletes. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a range of portfolio management tools and access to third-party money managers and wrap programs.

Kelsey Drahos is a financial advisor at Cetera with a Series 66 designation and five years of industry experience. Her prior work includes roles at Guide Wealth Partners and Securian Advisors MidAmerica, as well as experience outside the financial sector with companies such as Butschi Real Estate and DJ's Pool and Spa. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management options and has over 10,000 advisors managing more than $256 billion in assets.

Jeffrey Netolicky is a financial advisor at Osaic with eight years of industry experience. He holds Series 66 and Series 63 licenses and has worked at firms including Parady Financial Group LLC and Global Atlantic Financial Group. Based in Cedar Rapids, IA, his career also includes roles at Brokers International and multiple distributor firms. Osaic Wealth, Inc. serves a diverse client base, including individuals, institutions, and charitable organizations, through a wide network of advisers and platforms. The firm provides integrated brokerage and advisory services with a focus on asset allocation, risk management, and access to third-party money managers and alternative investments.

Janet Beal is a CFP® professional with 29 years of industry experience currently with Cetera. She has worked at multiple firms including Securian Financial Services for over two decades and operates WinnerLynk Advisory as a financial professional. Outside of her advisory work, she volunteers on the CFP Board's disciplinary and ethics commission and serves as membership coordinator for the networking group Breakfast of Champions. Cetera Investment Advisers LLC provides a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a multi-manager platform with diverse program options and manages over $256 billion in assets.

Joel Hanson is a financial advisor with LPL Financial in Cedar Rapids, IA, holding Series 63 and Series 65 credentials and 11 years of industry experience. He previously worked at Cambridge Investment Research, Inc. for 10 years before joining LPL Financial in 2024. Hanson is also a commissioned notary in the State of Iowa and participates in the Dave Ramsey SmartVestor PRO program. 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 financial planning, model portfolios, third-party asset management, and institutional platforms, with advisory services delivered primarily through investment adviser representatives implementing a range of investment strategies.

Ryan Rader is a CFP® and Series 66 credentialed financial advisor with 13 years of experience, all with Edward Jones in Cedar Rapids, IA. He has worked at Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of investment strategies and affiliated capabilities, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and tax-efficient services, supported by a large network of advisors and branch offices nationwide.

Jon Bancks is a financial advisor with Morgan Stanley in Cedar Rapids, IA, holding a Series 66 designation and 19 years of industry experience. He has been with Morgan Stanley since 2011 and has worked specifically with Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is involved with CarePro Health Services as a director. Morgan Stanley Wealth Management offers a wide array of advisory programs to individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using proprietary tools and models.

Stephanie Anderson is a financial advisor at Cetera with 10 years of industry experience. She holds a Series 66 designation and has worked at Cetera and First Allied Advisory Services in various capacities since 2015. Outside of her advisory role, she serves as a board member for the nonprofit Cocktails and Chemo and volunteers to assist church participants with budgeting. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through discretionary and non-discretionary programs, leveraging affiliated and third-party managers across multiple investment platforms.

Jodi Tacker is a financial advisor at Cambridge Investment Research Advisors with 18 years of industry experience. She holds a Series 66 designation and previously worked at Berthel Fisher & Company Financial Services for eight years before joining Cambridge. Cambridge Investment Research Advisors is an 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 services through a network of independent Financial Professionals utilizing a variety of portfolio management and platform options.

Samuel Tvedt is a financial advisor with Robert Baird & Co. based in Cedar Rapids, IA. He holds Series 63 and Series 65 licenses and has 10 years of industry experience. Prior to joining Robert Baird, he worked at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. Outside of his advisory role, he manages basic finances for a veteran on a limited basis. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pension plans, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services using a combination of in-house and third-party managers, covering traditional and non-traditional investment strategies.

Scott England is a financial advisor with LPL Financial in Cedar Rapids, IA, holding Series 63 and Series 65 credentials and 23 years of industry experience. His prior work includes roles at Cambridge Investment Research, Symmetry Financial Group, Contemporary Concepts, VOYA Financial Advisors, and Locust Street Securities. Outside of his advisory work, he is involved in Advocare International, a multi-level marketing business. 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 variety of financial planning and portfolio management options, utilizing both in-house research and third-party strategies delivered through a large network of investment adviser representatives.

Raymond Boyum is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and bringing seven years of industry experience. He has worked at several firms, including Citigroup and Northwestern Mutual, before joining Cambridge in 2020. Outside of advisory roles, he is involved in youth sports coaching with the Iowa City School District and owns Apex Financial Group. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, and charitable organizations. The firm offers a range of financial planning and investment management services through a network of independent professionals, utilizing various portfolio management and advisory platforms tailored to client objectives.

Elyse De Corah is a financial professional with six years of industry experience, currently affiliated with Cetera. She holds the Series 66 credential and has previously worked at Securian Advisors MidAmerica Inc and Minnesota Life Insurance Company. Outside of advising, she serves as chair of the Iowa Ceramics Center and Glass Studio, a nonprofit organization, and co-owns Rivet Rentals, an Airstream rental business. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a nationwide network of independent advisors, employing multiple program structures and access to third-party managers.

Alex Warnke is an advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and no prior industry experience. His work history includes roles at PFS Investments Inc. and Primerica Financial Services since 2025, alongside nearly a decade of employment in various school districts. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm delivers advisory services through a network of nearly 3,700 advisors using model-driven strategies managed by third-party asset managers.

Todd Hutcheson is a financial advisor at Primerica Advisors with Series 63 and Series 65 credentials and eight years of industry experience. He has worked at Primerica Advisors since 2017 and has held roles at Primerica Financial Services since 2016. Prior to his financial services career, he spent over three decades at Rockwell Collins and has also been affiliated with Mount Mercy University. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of separately managed account options. The firm uses third-party asset managers and offers a tiered wrap-fee structure for its investment solutions.

Coy Sarsfield is a financial advisor at Osaic Wealth Inc. with one year of industry experience. He holds a Series 66 designation and previously worked at Ameriprise for two years. In addition to his advisory role, he has been affiliated with the University of Iowa since 2021. Osaic Wealth Inc. serves a wide range of retail and institutional clients, offering brokerage and investment advisory services, financial planning, and access to various managed-account solutions. The firm utilizes proprietary asset-allocation tools and supports both discretionary and non-discretionary portfolio management.

Kyle Mclaughlin is a CFP® professional with 11 years of industry experience, currently affiliated with OSAIC since 2018. He previously worked at Signator Investors, Inc. and has been involved with The Strellner Agency Group since 2015. Outside of his advisory role, he is the president and sole owner of an S-Corporation established for tax purposes. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of advisers. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to manage portfolios that include stocks, bonds, mutual funds, ETFs, and alternative investments.

Kelly Stobb is a CFP® and ChFC® with five years of industry experience. She has worked at Wells Fargo Clearing since 2022 and previously held roles at Private Wealth Asset Management, US Bank Wealth Management, and Transamerica Life Insurance. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm offers a range of brokerage and advisory solutions supported by research and analytics and operates with more than 14,000 financial advisors managing approximately $671 billion in assets.