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 credentials and has previously worked at Royal Alliance Associates, Inc. and Signator Investors, Inc. Outside of his advisory role, he serves as President of the Vinton Shellsburg School Board. OSAIC serves a diverse client base including individual investors, institutions, and charitable organizations, providing integrated brokerage and advisory services through a large network of affiliated advisers. The firm employs a range of portfolio construction tools and supports both discretionary and non-discretionary account management, with access to third-party money managers and wrap programs.

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 holds Series 63 and Series 66 credentials. Prior to joining LPL Financial in 2025, he worked at NEXT Financial Group, Inc. and Linn Area Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a variety of advisory programs, financial planning, and retirement plan consulting with access to both discretionary and non-discretionary management and a range of model portfolios and research resources.

Robert Eustice is a financial advisor at LPL Enterprise with 36 years of industry experience. He holds the ChFC® and Series 63 designations and has previously worked with firms including Edward Jones and The Prudential Insurance Company of America. He also serves as a writing agent on individual long-term care insurance policies. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, consulting, model wealth portfolios, third-party asset management, and a range of brokerage and insurance products, with investment advice delivered primarily by investment adviser representatives using LPL’s research and portfolio strategies.

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 Series 66 licensed financial advisor with LPL Financial in Cedar Rapids, IA, and has eight years of industry experience. He previously worked at Cambridge Investment Research and has been involved with Premier Investments of Iowa for over a decade. LPL Financial is a registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, and institutions. The firm provides a range of financial planning and advisory services through a national network of investment adviser representatives, offering both discretionary and non-discretionary management and access to various model portfolios and research resources.

John Selk is a financial advisor at LPL Financial with four years of industry experience. He holds a Series 66 designation and has worked in financial services since 2013, including roles at Acorn Financial Group and ownership of Selk Insurance Advisors. Outside of his advisory work, he has been involved in several golf-related businesses. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a variety of advisory programs, financial planning, and retirement consulting services, utilizing model portfolios and research from multiple sources.

Roger Abel is a financial advisor with LPL Financial in Cedar Rapids, IA, holding Series 63 and Series 65 credentials and 23 years of industry experience. Prior to joining LPL Financial in 2018, he worked at Cambridge Investment Research Advisors from 2012 to 2018. Outside of his advising role, Abel is a professional fisherman. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from internal and third-party sources.

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.

Scott Klahn is a financial advisor with LPL Financial in Cedar Rapids, IA, holding Series 63 and Series 65 licenses and 24 years of industry experience. His prior roles include positions at Private Client Services, Prime Capital Investment Advisors, and Cambridge Investment Research. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, and institutions through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services with a variety of portfolio management options and investment research support.

Scott Anderson is a financial advisor with OSAIC in Cedar Rapids, IA, holding Series 63 and Series 65 credentials and has 32 years of industry experience. He has been with OSAIC since 2018 and previously worked at Signator Investors, Inc. from 2016 to 2018. Anderson is also president of Anderson Financial Services, Inc. and serves as a board member of the Fortunaire Foundation. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services and employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to create portfolios across multiple asset classes, managing accounts on both discretionary and non-discretionary bases.

Joby Frey is a financial advisor with Equitable Advisors in Cedar Rapids, IA, holding a Series 66 designation and 11 years of industry experience. He has been with Equitable Advisors since 2014 and previously worked at Axa Advisors, LLC during the same period. Frey serves as a board member of the National Association of Insurance and Financial Advisors, Eastern Iowa Chapter. Equitable Advisors provides financial planning and retirement-plan support to individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm utilizes a hybrid referral and implementation model, offering access to asset management through LPL programs and third-party asset managers.

Lisa Olinger is a Senior Financial Advisor at Merrill Lynch Wealth Management. She has worked in the financial services industry for over thirty-five years and joined Merrill as a Financial Advisor in 2006. Lisa serves as a resource to a select group of businesses and families, providing services aligned with client goals and extending beyond traditional investment management. Lisa has extensive experience in the design, implementation, and evaluation of retirement plans for businesses, a focus she has maintained for over three decades. She also assists individuals with retirement income planning, portfolio construction, and investment management strategies to support their transition into retirement. Lisa holds a Bachelor of Arts degree from the University of Colorado at Boulder. She has earned multiple professional designations, including Chartered Retirement Plans Specialist (CRPS), Certified 401(k) Professional (C(k)P), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Her client focus areas include college education planning, divorce transition planning, personal retirement planning, portfolio management services, women and wealth, individual and corporate investment strategy, and retirement income.

Tyler Jacobs is a CFP® and holds a Series 66 license with two years of industry experience. He has worked with Cambridge Investment Research Advisors and Hawkeye Financial Group, and previously with RSM US LLP, Atlantic Coca-Cola Bottling Company, and Best Buy. Jacobs is also involved as an independent insurance agent affiliated with Hawkeye Financial Group. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals, offering a range of discretionary and non-discretionary investment solutions across multiple platforms.