Casey Mushrush is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. Before joining LPL Financial in 2018, he worked at Cambridge Investment Research Advisors and Cambridge Investment Research Inc. Outside of his advisory role, Mushrush is involved in referral-based speaking engagements related to health insurance and provides attorney services through a separate business entity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, financial institutions, and charitable organizations. The firm offers various advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by research from in-house and third-party sources.

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 been working in the financial services industry since 2026 with experience at LPL Financial and Cedar Rapids Bank and Trust. Outside of her advisory role, she is involved with the Dance Academy of Cedar Rapids as a coach. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and technology.

Daniel Newton is a financial advisor with Thrivent Investment Management and holds a Series 66 designation. He has 18 years of industry experience, all with Thrivent since 2008. Outside of his advisory role, Newton serves as a trustee for the Vinton Lutheran Home, providing oversight on budget and facility matters. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based financial planning without discretionary trading authority and providing ongoing or one-time engagement options.

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 at Equitable Advisors with nine years of industry experience. He holds the Series 66 designation and has worked at Equitable Advisors since 2017. Prior to that, he was employed at Axa Advisors and also has experience in the automotive sector at Cedar Rapids Toyota. Equitable Advisors serves a diverse clientele including individuals, high-net-worth clients, retirement plans, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, relying heavily on LPL-sponsored programs and endorsed third-party managers to deliver advisory and brokerage solutions.

Maxwell Lampe is a financial advisor with Equitable Advisors, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors in 2024, he worked in the hospitality sector, including roles at Big Grove Brewery and Zeppelins Bar and Grill. Outside of finance, he continues to work as a bartender at Big Grove Brewery. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through various third-party programs. The firm operates a hybrid referral and implementation model that utilizes multiple asset managers and offers both advisory and brokerage services.

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.

Dean Studer is a financial advisor with Edward Jones in Vinton, Iowa, holding Series 63 and Series 66 licenses and 37 years of industry experience. He has been with Edward Jones since 1991. Outside of advising, he is involved in farming and owns property in Vinton. 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, as well as pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets with a large nationwide network of advisors and offers a range of advisory programs, including discretionary and non-discretionary solutions, separately managed accounts, and affiliated mutual funds.

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.

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 in Cedar Rapids, IA, holding Series 63 and Series 65 credentials and over 11 years of industry experience. He has worked with OSAIC since 2018 and previously with Signator Investors, Inc. He is also President and Owner of Helms Wealth Management, Inc., a financial services and investment advisory firm. OSAIC Wealth, Inc. serves a broad range of retail and institutional clients, including high-net-worth investors and charitable organizations, offering integrated brokerage and investment advisory services along with access to third-party money managers and unified managed accounts. The firm employs various asset-allocation tools and supports multiple advisory platforms and legacy programs.

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.

Lainey Ford is a financial advisor at Robert W. Baird & Co. with one year of industry experience. She holds the Series 66 designation and has a background that includes positions at Evereve, Von Maur, and the University of Iowa. Lainey is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, and uses a combination of internal research and external manager oversight in its investment approach.

Monte Marti is a financial advisor with OSAIC, holding the ChFC® designation and a Series 63 license, and has 34 years of industry experience. He has worked with Wealthstore Financial and has been involved with his own entities, including Marti Capital LLC and Marti Corporation, for over two decades. Outside of his advisory role, he operates a family apple orchard that offers baked goods and apples seasonally and serves as a church trustee involved in maintenance and repair of church grounds. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, incorporating asset-allocation tools and access to third-party money managers, with portfolios constructed across various asset classes and managed on discretionary or non-discretionary bases.

Robert Milbrath is a CFP® with 34 years of industry experience, currently serving as a financial advisor at Edward Jones since 1991. Based in Cedar Rapids, IA, he has maintained a long tenure at the firm. Outside of his advisory role, he manages a farm acreage in Chelsea, IA, used partly as a secondary home. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of investment strategies and advisory services. The firm is notable for its extensive network of advisors and branches and offers diverse capabilities beyond traditional advisory services.

Brittney Davis is a financial advisor at Thrivent Investment Management with one year of industry experience. She holds the Series 66 designation and has prior experience working in physical therapy, including roles at Rock Valley Physical Therapy and Fit4Mom, where she coached fitness programs for mothers. She also provides physical therapy services for Broadway shows through NeuroTour. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing holistic, goal-based financial planning without discretionary portfolio management. The firm combines planning with managed-account options under a consolidated billing arrangement called “WealthPlan.”

Cory Schieltz is a financial advisor at OSAIC Wealth, Inc. with 17 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Royal Alliance Associates and Signator Investors. Schieltz is also involved in insurance sales and financial planning through his roles with several insurance agencies and as an owner of an S-corp focused on wealth management. OSAIC Wealth, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party platforms to construct portfolios across a range of asset classes.