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.

Paul Binsfield is a financial advisor with Edward Jones in Mount Vernon, Iowa, holding a Series 66 designation and having 16 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, Binsfield coaches boys' golf and varsity tennis at Mount Vernon High School. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Dawn Frost is a financial advisor with J.P. Morgan Securities in Cedar Rapids, IA, holding Series 63 and Series 66 licenses and bringing six years of industry experience. She previously worked at Instacart and TruStage/LPL/Cuna, among other firms. Outside of her advisory role, she has worked as an Instacart shopper on a part-time basis. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence. The firm’s approach includes an ESG eligibility framework and offers customized performance reporting delivered on a non-discretionary basis.

Nathan Kounkel is a financial advisor with Cambridge Investment Research Advisors in Cedar Rapids, IA. He holds the Series 65 and Series 63 licenses and has experience with Executive Benefit Services, Inc. since 2016. Kounkel has been with Cambridge Investment Research Advisors since 2026. 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 advisory services through independent Financial Professionals using various custody platforms and investment strategies.

William Fleming is a financial advisor at Edward Jones with 21 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Edward Jones, he worked at Cambridge Investment Research Advisors for seven years and Broker Dealer Financial Services Corp for nine years. Edward Jones is a wealth management firm serving more than four million individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts. The firm manages approximately $1.01 trillion in assets under management through a large national network of advisors and branch offices.

Blake Helms is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. Prior to joining Osaic in 2018, he worked at Signator Investors, Inc. and has been involved with Strellner Agency Group since 2015. He is also the president and owner of Helms Wealth Management, Inc., an S-Corporation providing financial services, investment advisory, and retirement income planning. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm employs asset-allocation tools, risk-tolerance questionnaires, and efficient-frontier analysis to construct portfolios that may include a range of investment products, and supports both discretionary and non-discretionary account management.

Tara Rambo is a financial advisor at Edward Jones with 11 years at the firm and four years of industry experience. She holds a Series 66 designation. Outside of her advisory role, she has been involved with Nelson Construction since 2002. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary investment strategies, and affiliated investment products. The firm operates a nationwide network of over 23,000 financial advisors and manages approximately $1.01 trillion in assets under management.