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.

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 with OSAIC Wealth, Inc. and holds Series 63 and Series 65 licenses. He has 17 years of industry experience, with prior roles at Royal Alliance Associates, Signator Investors, and Strellner Agency Group. In addition to his advisory work, he is involved in insurance agency activities, including life and fixed insurance products. OSAIC Wealth, Inc. serves a diverse client base, including individual and institutional investors, and offers integrated brokerage, advisory, and financial planning services through a large network of affiliated advisers. The firm employs various asset-allocation tools and third-party platforms to manage portfolios across a broad range of investment types.

Brennen Dorighi is a financial advisor with Ameriprise in Cedar Rapids, IA, holding a Series 66 designation and over one year of industry experience. Prior to joining Ameriprise, he was associated with Osaic Wealth Inc and has experience outside the financial sector, including providing baseball lessons to high school players in Iowa City. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning services that include written recommendation reports and annual advice focused on income sources and tax-aware withdrawal strategies. The firm's investment approach incorporates proprietary research and third-party data within a defined product ecosystem.

Kara Prickett is a financial advisor at Robert Baird & Co. with one year of industry experience. Prior to joining Baird in 2025, she worked for 18 years at University of Iowa Hospitals and Clinics. Kara is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and custody and brokerage services, utilizing a mix of manager-traded and model-traded strategies alongside internal research and technology tools.

Corey Moore is a financial advisor with Primerica Advisors in Hiawatha, IA, holding Series 63 and Series 65 licenses and two years of industry experience. He has worked at Primerica Advisors since 2023 and has prior experience at Primerica Financial Services, Collins AeroSpace, and Transamerica Retirement Solutions. Outside of his advisory role, he is involved in sales of non-investment products, including mortgage loan products and home security and automation services through affiliates of PFS Investments Inc. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and a limited number of separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, with portfolio implementation delegated to BNY Mellon Advisors.

Ryan Nielsen is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 65 licenses and 14 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Private Wealth Asset Management, Royal Alliance Associates, and Signator Investors. He serves as Director of Advisor Development at Collective Financial Group and is Treasurer of the Cedar Valley Montessori School board. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through an extensive network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools, risk assessments, and automated rebalancing to manage diversified portfolios tailored to client needs.

Mark Rohloff is a financial advisor with Equitable Advisors in Cedar Rapids, IA. He holds Series 65 and Series 63 licenses and has been with Equitable Advisors since 2026. Prior to entering the financial industry, his work experience includes roles in the restaurant and retail sectors as well as time as a student at the University of Iowa. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs, utilizing both proprietary and third-party advisory models delivered through a network of Investment Adviser Representatives.

Nicole Davis is a financial advisor at LPL Financial with 13 years of industry experience. She holds a Series 66 designation and has previously worked with Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank NA between 2005 and 2024. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and other institutions with a range of financial planning, portfolio management, and institutional platforms.

Lucas Walker is a financial advisor at LPL Financial with a Series 65 designation and one year of industry experience. Prior to joining LPL Financial, he worked at Sadler Power Train and served in roles with Mount Mercy University and Solon Community School District. He is also involved in operating a lawn care business. 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, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Jessica Sanders is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 12 years of industry experience. She has worked with Cambridge Investment Research Advisors since 2020 and previously with Securities Management & Research, Inc. and Berthel Fisher & Company Financial Services, Inc. Sanders operates out of Cedar Rapids, IA. Cambridge Investment Research Advisors is a large SEC-registered adviser 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 Financial Professionals, employing a range of portfolio management strategies across multiple custody and platform arrangements.

Kevin Ciesielski is a financial advisor with LPL Financial in Marion, Iowa, holding Series 65 and Series 63 licenses and having 22 years of industry experience. His prior roles include positions at BMO Bank, Bank of the West, and US Bank. 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 and third-party asset management, supported by a large network of investment adviser representatives.