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.

Kent Hennings is a financial advisor with Cambridge Investment Research Advisors in Cedar Rapids, IA, holding a Series 66 credential and over 22 years of industry experience. He has been with Cambridge Investment Research Advisors since 2010 and also owns Apex Financial Group, LLC and Mount Vernon Investment Center. Additionally, he has worked as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services. The firm offers various investment implementation options through proprietary and third-party model strategies and supports both discretionary and non-discretionary account management.

Luke Gradoville is a financial advisor with OSAIC and holds the Series 66 designation. He has two years of industry experience, including roles at Strellner Financial Group and Collective Data. Outside of advising, he has experience supporting client meetings, paperwork processing, and trading activities through Wealth Strategies. OSAIC serves a wide range of clients, including individuals, high-net-worth investors, and institutions, providing integrated brokerage and advisory services. The firm employs advanced portfolio construction tools and offers access to third-party managed accounts and wrap programs.

Eric Kaestner is a financial advisor with Osaic Wealth, Inc. based in Hiawatha, Iowa, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His previous roles include tenures at Transamerica Financial Advisors and Signator Investors, Inc. He is an equal share owner of FFK, LLC, which manages the Strellner Financial Group, where he is involved in agency operations, agent training, and marketing. Osaic Wealth, Inc. serves a diverse client base including individual investors, institutions, and charitable organizations through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and advisory services utilizing asset-allocation tools and access to various investment products, supported by complex corporate structures and third-party arrangements.

Amy Lee is a financial advisor with Wells Fargo Clearing in Cedar Rapids, IA, holding a Series 66 designation and 18 years of industry experience. She has worked at various Wells Fargo entities since 2013. Outside of her advisory role, she serves as power of attorney for a family member. 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 grounded in modern portfolio theory. The firm’s approach includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Halle Howard is a financial advisor at Wells Fargo Advisors with four years of industry experience. She holds Series 63 and Series 66 licenses and has worked in various roles within Wells Fargo entities since 2019. Outside of her advisory work, she serves as an assistant volleyball coach at Kirkwood Community College. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory solutions with other financial products and referral channels.

Natalie Wedeking is a financial advisor with Wells Fargo Clearing, holding Series 63, Series 65, and Series 66 designations and bringing 28 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2011 to 2016. 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 grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Thomas Burke is a financial advisor at OSAIC with 26 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Royal Alliance Associates and Transamerica Financial Advisors. Burke serves as President of Wealth Strategies Inc. and is the President of the Vinton Shellsburg School Board. Osaic Wealth, Inc. serves a broad range of clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering brokerage, advisory services, and access to third-party money managers. The firm employs asset-allocation tools and automated rebalancing to construct diversified portfolios, managing accounts on discretionary or non-discretionary bases.

Kaylee Montanez is a financial advisor at Robert Baird & Co. in Cedar Rapids, IA, holding a Series 66 designation with five years of industry experience. Her prior work includes roles at Ameriprise and Tractor Supply Company, as well as several years at Triple G Farms. She is part of the DDK Group within Baird’s Private Wealth Management department, which serves individual, corporate, pension, profit-sharing, and charitable clients through a variety of financial planning and portfolio management services. Baird employs a combination of manager-traded and model-traded strategies, tax management, and internal research tools, managing approximately $394 billion in regulatory assets as of year-end 2025.

Michael Rott is a financial advisor at Ameriprise with 26 years of industry experience and holds the ChFC® and Series 63 designations. He has worked at Ameriprise Financial Services LLC since 2021 and previously held roles at Securian Financial Services, Minnesota Life Insurance Company, and Securities Advisors MidAmerica. Outside of his advisory work, he is involved in independent insurance brokering through North Risk Partners. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that combine investment research, third-party data, and algorithmic tools to provide tax-aware withdrawal strategies and ongoing advice.

Isabella Steele is a financial advisor at Osaic Wealth, Inc. with two years of industry experience. She holds Series 66 and Series 63 licenses and has worked at Osaic Wealth, Steele Wealth Management, and The Vanguard Group, among others. Outside of her advisory work, she has also been involved in membership services at Mountainside Fitness. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients, offering integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers. The firm supports multiple advisory platforms and uses a range of tools and investment strategies to construct portfolios tailored to client risk tolerance and preferences.

Eric Palmer is a financial advisor at LPL Financial with three years of industry experience. He previously worked at NEXT Financial Group, Inc. for two years and spent thirteen years at Linn Area Credit Union. He holds Series 63 and Series 66 licenses. 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 portfolio programs, and institutional platforms.

Robert Eustice is a financial advisor at LPL Enterprise with 37 years of industry experience. He holds the ChFC® and Series 63 designations and has previously worked at firms including Edward Jones and The Prudential Insurance Company of America. His other business activities include serving as a writing agent for individual long-term care insurance policies. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Andrew Wegener is a financial advisor at Thrivent Investment Management with a Series 66 credential and one year of industry experience. His prior work includes roles at Thrivent Financial, Pro Lawns, the City of Cedar Rapids, and Jersey Mikes, as well as full-time education. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial analyses and written recommendations across various planning topics. The firm separates its planning services from managed-account programs and does not accept discretionary trading authority for its Dedicated Planning Service.

Matthew Rumery is a financial advisor with Edward Jones in Cedar Rapids, IA, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2014 and previously worked at Denver Mattress from 2014 to 2018. 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 through a network of more than 23,700 advisors and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Mark Hunter is a financial advisor with LPL Financial based in Cedar Rapids, IA, holding a Series 66 designation and eight years of industry experience. He previously worked at Cambridge Investment Research, Inc. and has been involved with Premier Investments of Iowa for over a decade. Hunter is also licensed as a non-variable insurance agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, and institutional platforms, supporting advisors with research and operational tools while managing over $819 billion in discretionary assets.

John Selk is a financial advisor with LPL Financial in Cedar Rapids, IA, holding a Series 66 designation and four years of industry experience. He has been affiliated with LPL Financial since 2021 and also owns Selk Insurance Advisors. Additionally, he has a background in financial and tax services through Acorn Financial Group, which he has been involved with since 2013. 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 both discretionary and non-discretionary investment strategies.

Roger Abel is a financial advisor with LPL Financial in Cedar Rapids, Iowa, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. His prior firms include Cambridge Investment Research Advisors and Ameritas Investment Company. Outside of his advisory work, Abel is also a professional fisherman. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, institutions, and retirement plan participants. The firm offers a range of financial planning and asset management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.

Kevin Patterson is a financial advisor at Cambridge Investment Research Advisors with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Cambridge in various capacities since 2016. 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 plan advisory services through a network of independent professionals, utilizing a range of portfolio management and model-based solutions tailored to client objectives.

Michael Dombroski is a financial advisor at Ameriprise in Iowa City, IA, holding a Series 63 designation with 50 years of industry experience. He has been with Ameriprise and its predecessor entities since 2005. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet certain asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored recommendations, primarily for clients with assets managed within Ameriprise.