John Evans is a financial advisor with LPL Financial in Coralville, IA, holding Series 63 and Series 66 credentials and 21 years of industry experience. He has been with LPL Financial since 2008 and previously worked at Midwestone Investment Services. Outside of his advisory role, Evans works as a play-by-play announcer for University of Iowa Hawkeye sports. 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 services, utilizing model portfolios, third-party subadvisors, and customized strategies.

Casie Sparks is a financial advisor with Wells Fargo Clearing in Cedar Rapids, IA, holding Series 63 and Series 66 licenses and 16 years of industry experience. She has worked at Wells Fargo Clearing since 2018 and previously at Diversified Investors Securities Corp. and Diversified Investment Advisors. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Elizabeth Duggan is a financial advisor with Robert W. Baird & Co. in Cedar Rapids, IA, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. Her prior roles include positions at Merrill and Northwestern Mutual Investment Management. Outside of her advisory work, she is involved as a customer and marketing executive for Melaleuca, a wellness store. She is part of The DDK Group at Baird, which serves individuals, families, pensions, corporations, and institutional clients with tailored financial planning and portfolio management services that include both traditional and complex investment strategies.

Crystal Everett is a financial advisor at Wells Fargo Clearing with a Series 66 designation and no prior industry experience. She worked at World Class Industries for 12 years before joining Wells Fargo Clearing. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm uses research and analytics to evaluate investment options and provides a range of brokerage and advisory solutions.

Ryan Panzer is a financial advisor with LPL Financial in Coralville, IA, holding Series 63 and Series 66 designations and 16 years of industry experience. He has worked at LPL Financial since 2018, following five years at Sii Investments and one year at Northwestern Mutual Investment Management. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, with advice delivered primarily through its network of investment adviser representatives.

James Vandenberg is a financial advisor with RBC Capital Markets in Cedar Rapids, IA, holding a Series 66 license and eight years of industry experience. He has worked at RBC Capital Markets since 2017 and previously at City National Bank and Beck's Hybrids. RBC Wealth Management serves a diverse client base including individuals, institutions, and charitable organizations, offering advisory programs that combine discretionary and non-discretionary portfolio management with financial planning and brokerage services. The firm utilizes a range of investment managers and strategies tailored to clients' risk profiles, supported by RBC Capital Markets' extensive capital-markets and asset management capabilities.

Cindy Meyer is a financial advisor at Wells Fargo Clearing with 22 years of industry experience. She holds the Series 66 designation and has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2011. Based in Cedar Rapids, IA, she has been with her current firm for 10 years. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

John Morgan is a financial advisor with LPL Financial in Cedar Rapids, IA, holding Series 65 and Series 63 designations and bringing 16 years of industry experience. Prior to joining LPL Financial in 2022, he worked at Valic Financial Advisors, Lawing Financial Inc, and Mutual Of Omaha Investor Services. Outside of his advisory role, he is employed as a high school track coach for Cedar Rapids Community Schools. 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, supported by a large network of investment adviser representatives and advanced operational tools.

Anthony Wessling is a financial advisor at Edward Jones with one year of industry experience. He previously worked for Southern Glazers Wine and Spirits for 13 years. Outside of his advisory role, he provides DJ and sound services for weddings and events in Iowa City. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs and affiliated financial services, operating under a fiduciary standard.

Scott Chipokas is a financial advisor with Robert Baird & Co. in Cedar Rapids, IA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Robert Baird & Co. since 1995. Outside of his advisory role, he is a partner in a real estate business. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services, employing a range of strategies from traditional equity and fixed-income to more complex allocations, and provides municipal advisory and public finance services alongside investment banking and trust-company capabilities.

Daniel Anderegg is a financial advisor with Cetera, holding the ChFC® designation and Series 66, 65, and 63 licenses, and has 14 years of industry experience. He has worked with Cetera and affiliated entities since 2016, including Securian Advisors Mid America Inc. In addition to his advisory role, he is involved with Guide Wealth Partners, a financial services business. Cetera Investment Advisers LLC operates as a multi-manager platform serving a diverse client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts, offering portfolio management, financial planning, and access to third-party managers.

Calista Bergstrom is a financial advisor at Osaic Wealth, Inc. with two years of industry experience. She holds the Series 66 designation and has prior experience at Ameriprise and U.S. Nameplate. In addition to her advisory role, she works as a licensed insurance agent with Kansas City Life and assists clients aged 65 and older with Medicare enrollment through Senior Market Sales. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party solutions to manage portfolios across various asset classes on a discretionary or non-discretionary basis.

Cody Hotman is a financial advisor with LPL Financial based in Iowa City, IA. He holds a Series 66 designation and has been with LPL Financial since 2025. Prior to joining LPL, he held positions at Greenstate Credit Union, the University of Iowa, DP Dough, Fenix Pest Control, Hy-Vee, and Indianola High School. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and extensive operational resources.

Kaylee Shelman is a financial advisor at Ameriprise with one year of industry experience. She holds a Series 66 designation and previously worked at University of Iowa Hospitals & Clinics. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning through written Recommendation Reports and ongoing advice.

Shelly Woodley is an advisor with Cambridge Investment Research Advisors in Mt Vernon, IA, holding Series 63 and Series 65 credentials and with 19 years of industry experience. She has worked at Cambridge Investment Research Advisors since 2017 and previously at Investment Centers of America from 2013 to 2017. Woodley also serves as an independent insurance agent for various companies in her local community. Cambridge Investment Research Advisors is a large 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 advisory services through a network of independent Financial Professionals, utilizing multiple portfolio management strategies and platform arrangements.

Anthony Schau is a financial professional based in Iowa City, IA, affiliated with Cetera. He holds Series 63, 65, and 66 licenses and has 34 years of industry experience. His work history includes longtime roles at North Star Resource Group and Securian Financial Services. Outside of advisory activities, he is involved as an agent/broker in fixed insurance sales through North Star Consultants. Cetera Investment Advisers LLC operates as a multi-manager platform that serves individual investors, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services, utilizing both affiliated and third-party managers across discretionary and non-discretionary programs.

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.

Cameron Tammen is a financial professional at Cetera with six years of industry experience. He holds the Series 66 designation and has worked at firms including Securian Financial Services and Minnesota Life Insurance Company. In addition to his advisory role, he offers group and employee benefits as a fixed insurance agent through North Star Consultants. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients. The firm provides various portfolio management and retirement services through a multi-manager platform, supporting discretionary and non-discretionary accounts with access to affiliated and third-party managers.

Riley Larson is a financial advisor at Raymond James Financial with 10 years of industry experience and holds a Series 66 designation. He has worked at Raymond James Financial Services Advisors Inc. since 2017 and previously spent a year at Securian Financial Advisors. Outside of his advisory role, Larson is an associate at James Investment Group, Inc., where he serves as a registered service associate. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse range of clients, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary consulting using analytical tools and supports municipal and public finance clients through a unique municipal advisor affiliation.

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.