Ryne Schooley is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and two years of industry experience. He previously worked at Northwestern Mutual in various roles from 2022 to 2024. In addition to his advisory role, Schooley is an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing multiple custody platforms and proprietary as well as third-party model strategies.

Jeffrey Johnson is a financial advisor at Edward Jones with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jacqueline Meyer is a financial advisor with Morgan Stanley in Cedar Rapids, IA, holding a Series 66 designation and one year of industry experience. She has worked at Morgan Stanley since 2023, including a role at Morgan Stanley Private Bank, N.A. since 2025. Prior to her financial industry career, she held positions at Corridor Business Journal and Graceann Boutique. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and advisory programs, managing approximately $2.74 trillion in client assets while providing a range of investment, planning, and wealth management services.

Jordan Brown is a financial advisor with Ameriprise in Iowa City, IA, holding a Series 66 designation and four years of industry experience. Prior to joining Ameriprise in 2021, he worked at ACT, Inc. and held roles at The University of Iowa in Outreach and Engagement as well as Urban and Regional Planning. He is also involved in independent insurance brokering through Wellmark Insurance. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports, supported by a centralized retirement-income consulting team.

Derek Parker is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 designations and 15 years of industry experience. His career includes roles at Voya Financial Advisors and Diamond Dreams Sports Academy. He serves as a board member of the nonprofit organization 100+ Men Who Care. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, employing both proprietary and third-party model strategies across multiple platform arrangements.

Gracyn Steckly is a financial advisor at Edward Jones in Coralville, IA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, she worked in various roles including positions at Mickey's, Texas Roadhouse, and Frog Hollow. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of financial advisors and branch offices.

Alexander Zipse is a Series 66-licensed financial advisor with Raymond James Financial. He has three years of industry experience, including roles at Raymond James Financial Services Advisors, Inc. and Raymond James Financial Services, Inc. Prior to his current position, he worked at the University of Iowa Hospitals and Clinics and held various roles at Follett Corporation, Walmart, Aramark, and the University of Iowa. He is also involved with James Investment Group in a non-investment related capacity. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and consulting using analytical tools and supports municipal advisory work through a unique affiliation with a municipal advisor.

Joann Masters is a Series 66 licensed financial advisor with Morgan Stanley in Cedar Rapids, Iowa, and has 17 years of industry experience. She has been with Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Benjamin Young is a financial advisor at LPL Financial with 10 years of industry experience. He holds a Series 66 designation and has worked with several firms, including Cambridge Investment Research Advisors, Securities Management and Research, and Berthel Fisher & Company Financial Services. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Allikan Martens is a financial advisor with LPL Financial in Cedar Rapids, IA, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining LPL Financial, he worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. He also has experience in education and retail sectors earlier in his career. 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 wide range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by both proprietary and third-party investment strategies.

Greg McLaughlin is a financial advisor with Cambridge Investment Research Advisors in Coralville, IA, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2020 and previously at VOYA Financial Advisors from 2014 to 2020. Outside of advisory roles, he co-owns and operates a web-based proofreading service. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, and charitable organizations, providing financial planning, investment management, and retirement plan advisory services. The firm utilizes a variety of investment platforms and offers both proprietary and third-party model strategies tailored to client objectives.

Chad Reimers is a financial advisor at Edward Jones in Iowa City, IA, with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 2001. Reimers serves on several local boards, including the Johnson County Mutual Insurance Association and the Iowa Hawkeyes National I-Club. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Cory Yearian is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 15 years of industry experience. His prior roles include positions at NEXT Financial Group, Inc., Wells Fargo Clearing, and Wells Fargo Advisors LLC. He serves as vice president on the board of the Williamsburg, IA Lions Club. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a combination of discretionary and non-discretionary strategies.

Peter Alepra is a financial advisor with RBC Capital Markets in Cedar Rapids, IA, holding Series 63 and Series 66 credentials and bringing 36 years of industry experience. He has worked at RBC Capital Markets since 2008 and was previously with City National Bank from 2019 to 2025. He volunteers with the Young Parenting Network, providing basic budgeting education to families and individuals. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individuals, institutions, and charitable organizations, offering tailored advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services.

Ronda Baty is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. She holds a Series 66 designation and has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Outside of her advisory role, she is a notary public and co-owns an electrical services business with her spouse. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

John Locher is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Edward Jones for 16 years before joining Wells Fargo in 2016. Outside of his advisory role, he holds a 24% ownership interest in a commercial land development company based in Scottsdale, Arizona. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s IPS-driven approach incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options, tailored to plan objectives and risk tolerances.

Randall Mccright is a financial advisor at Wells Fargo Clearing with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment menu.

Dominique Lheureux is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and one year of industry experience. Prior to joining the financial sector, Lheureux worked for over a decade in the salon and spa industry. Lheureux is also involved in ownership of investment-related business entities. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals using a variety of portfolio management approaches and platform arrangements.

Jeffery Holmes is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has 17 years of industry experience. Prior to joining Raymond James in 2017, he worked at Edward Jones for eight years. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers non-discretionary planning tailored to client goals and supports municipal and public-finance work through its affiliation with a municipal advisor.

James Meehan is a CFP® professional with 34 years of experience in the financial services industry. He has been with LPL Financial since 2018 and previously worked at Sii Investments and Northwestern Mutual Investment Management. 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 access to third-party asset management, supported by a large network of investment adviser representatives.