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.

Mark Rohloff is a financial advisor with Equitable Advisors in Cedar Rapids, IA. He holds the Series 63 and Series 65 licenses and began his advisory career in 2026. Prior to joining Equitable Advisors, he worked in various roles including positions at Sammy's Pizza Restaurant & Tavern and the University of Iowa. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating as both an SEC-registered investment adviser and broker-dealer.

Nicole Davis is a Series 66-credentialed financial advisor at LPL Financial with 13 years of industry experience. She has held roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank NA prior to joining LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a wide range of financial planning, advisory programs, retirement plan consulting, and brokerage services, with a focus on both discretionary and non-discretionary management supported by extensive research and model portfolios.

Lucas Walker is a financial advisor with LPL Financial in Cedar Rapids, IA. He holds a Series 65 credential and has been in the industry for less than a year. Prior to joining LPL Financial, he worked at Sadler Power Train and has experience in lawn care through Walker Lawn Care. He also held positions at Mount Mercy University and the Solon Community School District. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and brokerage services supported by research and technology-driven portfolio management.

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, holding Series 65 and Series 63 licenses and bringing 22 years of industry experience. His prior roles include positions at BMO Bank, Bank of the West, and US Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by model portfolios and research from multiple sources.

Thomas Fox is a CFP® professional with 27 years of industry experience, currently serving as an advisor at OSAIC since 2018. He previously worked at Signator Investors, Inc. from 2016 to 2018. Fox is a board member of the Fortunaire Foundation, a charitable organization supporting CFG agents, their families, and communities. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm combines brokerage and investment advisory services with financial planning and retirement consulting, utilizing multiple advisory platforms and third-party solutions to construct portfolios tailored to clients’ risk tolerance and investment restrictions.

Daniel Mack is a financial advisor with Equitable Advisors in Cedar Rapids, IA, holding a Series 66 designation and eight years of industry experience. Prior to joining Equitable Advisors in 2018, he worked at Axa Advisors and Menards Inc. He serves as a board member of Little Bear Country Club. 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 LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels tailored through a client intake process that considers goals, risk tolerance, and time horizon.

John Westfall is a financial advisor at Edward Jones with 30 years of industry experience, including 26 years at Edward Jones. He holds Series 63 and Series 66 designations. Outside of his advisory work, he is the owner of Westfall Racing LLC, which invests in race horses. 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 through a nationwide network of over 23,700 financial advisors, offering a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and tax-efficient services.

Kristen Trovas is a Senior Resident Director at Merrill, bringing 24 years of experience in wealth management focused on helping business owners, women navigating wealth decisions, and NIL athletes managing new financial opportunities. She specializes in creating personalized financial strategies, particularly in assisting business owners with exit planning, whether preparing for a sale, transitioning to the next generation, or converting their largest asset into long-term financial security. Her expertise encompasses areas such as college education planning, family wealth management, retirement planning, and legacy planning. Kristen graduated from Mount Mercy University with a Bachelor's Degree in Business Administration and holds several professional designations including Chartered Retirement Planning Counselor™ (CRPC™), Certified 401(k) Professional (C(k)P®), Certified Plan Fiduciary Advisor® (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). She has been with the same firm for twenty years and emphasizes a collaborative, one-on-one approach to developing financial strategies aligned with her clients' long-term goals. Committed to community involvement, Kristen has served on the boards of several organizations including Waypoint Services, NewBo City Market, the National Council on Youth Leadership, Women Lead Change, Mount Mercy University, and Elmcrest Country Club. She is a graduate of the Leadership for Five Seasons program and a charter member of the United Way Women of Leadership Initiative. Outside of work, she enjoys playing tennis, where she participates in USTA teams, as well as cooking, golfing, skiing, and spending time with her family.

Charles Snook is a CFP® and ChFC® with 29 years of experience in financial advising. He is currently with Cetera and has held roles at Voya Financial Advisors and Signator Investors, among others. Outside of financial services, he serves as treasurer for the Linn County Pistol Club. Cetera Investment Advisers LLC is a national SEC-registered advisory firm that serves individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform utilizing both affiliated and third-party managers.

James Mcpartland is a financial advisor at Osaic with 38 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining Osaic, he worked for Securities America Advisors, Inc. and SECURITIES AMERICA, inc. for ten years. Outside of his advisory role, he is a licensed insurance agent selling life insurance, disability insurance, and fixed annuities through TrueNorth Companies. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage, investment advisory services, and access to third-party money managers. The firm employs asset-allocation tools and automated rebalancing to construct portfolios across multiple asset classes and supports various advisory platforms and transition programs.

Jared Hanstrom is a financial advisor at Thrivent Investment Management with one year of industry experience. He holds the Series 66 designation and has prior work history that includes service in the United States Navy and roles in medical waste management and consulting. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on a wide range of financial topics through a network of advisors. The firm emphasizes holistic, goal-based planning combined with managed-account options under its WealthPlan program, while maintaining a separation between planning and portfolio management services.

Sarah Buehler is a financial advisor at Cetera with 11 years of industry experience. She holds the CFP®, ChFC®, and Series 66 designations. Prior to joining Cetera in 2023, she worked at Securian Advisors MidAmerica Inc and related affiliates from 2015 to 2023. Outside of her advisory role, she serves as treasurer of the Cedar Rapids Jaycees and secretary of JCI Iowa, both nonprofit organizations. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services, operating a multi-manager platform that includes affiliated and third-party managers across various program structures and custodial relationships.

Bradley Fisher is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior work includes roles at NextEra Energy and Symmetry Financial. Outside of advising, he is a partner and instructor at Modern Defense Dynamics, a firearm instruction business, and serves as a public notary in Cedar Rapids, IA. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-based and separately managed account strategies under a wrap-fee structure.

Jacob Hubanks is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and three years of industry experience. His prior work includes roles at Cambridge Investment Research and State Farm. Outside of advising, he is employed at Bio Life Plasma Services and serves as a notary public. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, supported by diverse investment strategies and technology solutions.

Sean Rice is a financial advisor with Osaic Wealth, Inc. in Cedar Rapids, Iowa, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. He has been with Osaic since 2018 and previously worked at Signator Investors, Inc. from 2016 to 2018. Rice is also president of SMR Financial Services, Inc., a non-investment related entity. Osaic Wealth, Inc. serves a diverse client base, including individual investors, high-net-worth clients, pension plans, corporations, and nonprofits, through a large network of affiliated advisors. The firm provides integrated brokerage and advisory services, employing asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios that include various asset classes, with access to multiple third-party managed account solutions.

Gabe Rohwedder is a financial professional at Cetera with 26 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Securian Financial Services and Minnesota Life Insurance Company. Outside of his advisory role, he serves as a board member at large for Isaac Newton Christian Academy and volunteers with Financial Peace University. Cetera Investment Advisers LLC is a nationwide firm serving individual, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, retirement services, and access to third-party money managers.