Erica Chavez is a financial advisor with LPL Financial in Cedar Rapids, IA, holding Series 65 and Series 63 licenses and five years of industry experience. Her background includes roles at Cambridge Investment Research Advisors and Cambridge Investment Research, as well as self-employment through Edge Investment Solutions and The Life Group Financial Services. Outside her advisory work, she is also a notary and involved with Fidelis Financial Group, LLC, a non-investment related business entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning and access to various investment platforms, supported by machine-learning tools for operational and research purposes.

Michael Margolin is a financial advisor with Cetera, holding Series 63 and Series 65 designations and over 46 years of industry experience. His work history includes roles at Cetera Wealth Services, LLC, VOYA Financial Advisors, and self-employment since 1976. He serves on the cemetery committee for Agudas Achim Congregation and is a member of the synagogue’s ways and means committee. Cetera Investment Advisers LLC is an SEC-registered firm serving individual investors, retirement plans, corporate and charitable clients, and institutional accounts through a large network of independent advisors. The firm offers a multi-manager platform with a variety of portfolio management and financial planning services, managing over $256 billion in assets across more than 10,000 advisors.

William Montag is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He previously worked with Securian Financial Services, Inc. and C.R.I. Securities, Inc. for over two decades. Montag serves as treasurer of a nonprofit condominium association, assisting with budgeting and financial reporting. Cetera Investment Advisers LLC provides services through a large nationwide network of independent advisors, serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning solutions, including access to third-party money managers and various program structures.

Alicia Mitros is a CFP® professional with four years of experience, currently affiliated with Cambridge Investment Research Advisors. She has held roles at Cambridge Investment Research, Inc. since 2022. Outside of her advisory work, she serves as a volunteer president of the Wickham PTO in Coralville, IA. 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 offers a range of financial planning and investment management services delivered through independent Financial Professionals, with access to proprietary and third-party strategies tailored to client objectives.

Marilyn Struchen is a financial advisor with LPL Financial in Cedar Rapids, IA, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. She has been with LPL Financial and its predecessor entities since 2004 and previously worked at Wells Fargo Investments. In addition to her advisory role, she serves as a trust administrative assistant at Cedar Rapids Bank & Trust Co., assisting trust officers with account operations. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies across various allocation styles and asset types.

Kelly Barta is a CFP® and ChFC® credentialed financial advisor with Edward Jones in Iowa City, IA, with seven years of industry experience. Prior to joining Edward Jones in 2018, Barta worked for three years at University of Iowa Hospitals and Clinics. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies and affiliated investment products, supported by a nationwide network of more than 23,700 financial advisors and over 15,000 branch offices.

Hannah Taylor is a financial advisor at Ameriprise with one year of industry experience. She holds a Series 66 designation and has previously worked with several organizations, including the National Program for Playground Safety and the Financial Decisions Group. Outside of her advisory role, she assists other advisors at Flagship Partners Inc. as an associate financial advisor. Ameriprise Financial Services is a diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. The firm’s approach integrates research, third-party data, and algorithmic tools to deliver tailored recommendations focused on dependable income sources and tax-aware withdrawal strategies.

Coleman Eberly is a financial advisor at Thrivent Investment Management with the Series 66 designation and one year of industry experience. Prior to joining Thrivent, his work history includes positions at Cedar Rapids Country Club, Hy-Vee Grocery Store, and Door Dash. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers comprehensive planning across various topics, including retirement, income tax, and estate planning, with options to combine planning and managed-account services under a consolidated billing program called WealthPlan.

Elizabeth Moores is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. She previously worked at VOYA Financial Advisors, Inc. from 2014 to 2021 and has been with Cetera and its related entities since 2021. Outside of her advisory role, Moores owns and manages BMF Tax & Accounting LLC, providing tax preparation and bookkeeping services. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management and operates a multi-manager platform with access to various program structures and third-party money managers.

Adam Maske is a financial advisor with Morgan Stanley in Cedar Rapids, Iowa, holding a Series 66 designation and six years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2020, following prior roles at Wintrust Investments LLC and BMO Harris Bank NA. Outside of his advisory work, Maske serves as a board member and officer at the Cedar Rapids Country Club. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market analyses.

Tina McLaskey is a CFP® with 22 years of experience in the financial services industry. She is currently with LPL Financial, where she has worked since 2018, and has held roles at Sii Investments, Inc. and Todd Jacobson since 2003. In addition to her advisory work, she is involved in tax preparation and accounting services. 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 advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by technology and extensive asset management capabilities.

Heather Rinderknecht is a financial professional at Cetera with 22 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at firms including Guide Wealth Partners and Securian Advisor Midamerica. Outside of her advisory work, she serves as President of the Benton Community School Band Boosters, a nonprofit supporting local high school band programs. Cetera Investment Advisers LLC is a national SEC-registered advisor serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, managing over $256 billion in assets with more than 10,000 advisors across diverse program structures.

Robert Rindels is a financial advisor with Ameriprise in Iowa City, IA, holding a Series 63 designation and 29 years of industry experience. He has been with Ameriprise and its affiliated firms since 2005. Outside of his advisory role, Rindels serves on the boards of St. Marks United Methodist Church and Iowa City Boys Baseball, and is involved with Real Money Inc. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a Premier Retirement Income service that provides written recommendation reports and annual retirement income planning advice, with an emphasis on dependable income sources and tax-aware withdrawal strategies.

Margaret Grimmer is a financial advisor at Edward Jones with nine years of industry experience. She holds the CFP®, ChFC®, and Series 66 credentials and has worked previously at LPL Financial and Laura Mossakowski LLC. Outside of her advisory role, she has been involved in managing a rental real estate business. Edward Jones serves a wide range of clients, including individuals and institutions, offering various advisory programs and investment strategies supported by a large national network of advisors and branch offices.

Travis Whitmore is a CFP®-credentialed financial advisor with Edward Jones, based in North Liberty, IA, with 11 years of industry experience. He has been with Edward Jones since 2014 and also provides private hitting lessons outside of his advisory role. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad spectrum, offering various advisory programs and investment solutions supported by a nationwide network of over 23,000 financial advisors.

Donna Jenkins is a financial advisor at OSAIC with 26 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Securities America Advisors and VOYA Financial Advisors. Outside of her advisory role, she operates a Medicare insurance business through her LLC and serves as a general agent assisting with Medicare plans. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services through a large network of affiliated financial advisors and multiple platforms. The firm employs advanced asset-allocation tools and supports a range of portfolio management options including third-party money managers and wrap programs.

Robert Rittenhouse is a financial advisor with LPL Financial in Cedar Rapids, IA, holding a Series 66 designation and nine years of industry experience. He has been with LPL Financial since 2017 and also teaches at Mount Mercy University, where he has served as faculty since 1985 and is a faculty advisor to the Student Investment Club. 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 provides a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by advanced operational and research tools.

Joshua Luerkens is a financial advisor with RBC Capital Markets, holding a Series 66 designation and 13 years of industry experience. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing for a combined 13 years. Outside of his advisory role, he has ownership interests in a gym and an ice cream business. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse clientele including individual investors, institutions, and charitable organizations. The firm offers a variety of advisory programs featuring discretionary and non-discretionary portfolio management tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers.

Lary Feldkamp is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has previously worked with Cuna Brokerage Services Inc. and Cuna Mutual Group, among other firms. Feldkamp also owns Life Properties LLC, a business entity used for tax and investment purposes. 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 extensive operational and research tools.

Francis Cretzmeyer III is a financial advisor with RBC Capital Markets in Cedar Rapids, IA, holding Series 63 and Series 66 credentials and 32 years of industry experience. He has been with RBC Capital Markets since 2008. Outside of his advisory role, he serves on the board of directors for the Coralville Public Library Foundation and the Coralville Public Library. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, and charitable organizations by providing discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm tailors investment strategies to each client’s risk profile using a combination of in-house and third-party managers, offering various advisory programs and emphasizing integrated capital markets and lending capabilities.