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.

Jeremy Richardson is a financial advisor with Edward Jones in Solon, IA, holding a Series 66 designation. He has one year of experience in the financial industry, having joined Edward Jones in 2026. Prior to this, he worked for Grask Truck Group for one year and spent 26 years at McGrath Automotive. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets with a network of over 23,700 financial advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.

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.

Scott Klahn is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 24 years of industry experience. His prior roles include positions at Private Client Services, Prime Capital Investment Advisors, Lawing Financial, and Cambridge Investment Research. Klahn operates out of Cedar Rapids, Iowa. 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, delivering advice through a large network of investment adviser representatives using a range of discretionary and non-discretionary strategies.

Scott Anderson is a financial advisor at OSAIC with 32 years of industry experience. He holds Series 63 and Series 65 designations and has worked at OSAIC since 2018, following two years at Signator Investors, Inc. Anderson is also president of Anderson Financial Services, Inc. and serves on the board of the Fortunaire Foundation. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm integrates brokerage and advisory services with various advisory platforms, utilizing asset-allocation tools and risk-tolerance assessments to construct portfolios across multiple asset classes.

Joby Frey is a Series 66-registered financial advisor with Equitable Advisors in Cedar Rapids, IA, with 12 years of industry experience. He has worked at Equitable Advisors since 2014, including the period when it was known as Axa Advisors, LLC. He serves as a board member for the National Association of Insurance and Financial Advisors, Eastern Iowa Chapter. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm delivers advice through a network of Investment Adviser Representatives and offers a range of investment programs, including third-party asset manager referrals and LPL-sponsored advisory solutions.

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.

Casey Mushrush is a financial advisor with LPL Financial in Cedar Rapids, IA, holding Series 63 and Series 66 credentials and having 12 years of industry experience. Prior to joining LPL Financial in 2018, Mushrush worked at Cambridge Investment Research Advisors and Cambridge Investment Research Inc. Outside of advisory work, he is involved in legal services through Premier Trust and Estate, PLC, where he provides attorney services. 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 advanced research tools and a broad scope of financial activities.

Angela Etscheidt is a financial advisor with Thrivent Investment Management in Cedar Rapids, IA, holding a Series 66 credential and five years of industry experience. Her prior work includes roles at Principal Securities, LPL Financial, and ownership of InJOY Today, LLC, a business providing support services to families, including those experiencing dementia. She also maintains an independent consultant position with Arbonne International. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors. The firm focuses on holistic, goal-based planning across a range of topics, providing written recommendations without implementation, and offers clients the option to combine planning with managed-account services under a consolidated billing program called WealthPlan.

Ella Brazell is a financial advisor with LPL Financial in Cedar Rapids, IA, holding a Series 66 designation. She has one year of industry experience and a background that includes roles at Cedar Rapids Bank and Trust and other local organizations. Outside of her advisory work, she serves as a coach at the Dance Academy of Cedar Rapids. 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 management services, utilizing proprietary model portfolios, third-party subadvisors, and various strategic approaches.

Jordan Bohannon is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and having two years of industry experience. He has a background that includes roles with the NBA G-League and as a podcast host for Iowa Everywhere. Bohannon also engages in sales of non-investment products through affiliates of PFS Investments Inc. Primerica Advisors manages a wrap-fee asset management program that primarily serves individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable organizations. The firm relies on model-delivery strategies managed by unaffiliated asset managers and operates at scale with approximately 3,700 advisors and $15.5 billion in assets under management.

Spencer Reed is a financial advisor with Equitable Advisors in Cedar Rapids, IA, holding a Series 66 designation and nine years of industry experience. He has been with Equitable Advisors since 2017 and previously worked at Axa Advisors and Cedar Rapids Toyota. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to a diverse client base that includes individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm uses a combination of in-house and third-party advisory programs and emphasizes assessment of client information and risk tolerance to tailor investment solutions.

Maxwell Lampe is a financial advisor at Equitable Advisors with two years of industry experience. He holds the Series 66 designation. Outside of his advisory role, he works as a bartender at Big Grove Brewery. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives. The firm uses a range of advisory models and partners with third-party asset managers and LPL-sponsored programs to deliver investment solutions.

Samuel Hammes is a financial professional at Cetera with two years of industry experience. He holds the Series 66 designation and has worked at Cetera and affiliated entities since 2023. Outside of his advisory role, he is the owner of Hambeck Enterprises and serves as a board member for the nonprofit No Foot Too Small. Cetera Investment Advisers LLC is an SEC-registered adviser providing services through a nationwide network of independent advisors. The firm serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts, offering a range of portfolio management and financial planning solutions with access to multiple program platforms and third-party managers.

Stefan Christensen is a financial advisor with OSAIC Wealth Inc. based in Cedar Rapids, IA. He holds a Series 66 designation and has three years of industry experience, having previously worked at firms including Thrivent Financial and GreatAmerica Financial Services. Christensen serves on the boards of local nonprofits, including the Good Friday Prayer Breakfast and Bridgehaven Pregnancy Support Center. OSAIC Wealth Inc. serves a wide range of retail and institutional clients through an extensive network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers and wrap programs.

Samuel Rechkemmer is a financial advisor at Robert Baird & Co. with three years of industry experience. He holds a Series 66 designation and previously worked at GreenState Wealth Management, GreenState Credit Union, Eddie Bauer, and in education at North Central Junior High and Liberty High School. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, including high net worth clients, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services such as financial planning, portfolio management, separately managed accounts, wrap programs, and brokerage services, supported by internal research, overlay management, and a combination of manager-traded and model-traded strategies.