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.

Thomas Fox is a CFP® professional with 28 years of industry experience, currently serving as an advisor at Osaic since 2018. He previously worked at Signator Investors, Inc. and Transamerica Financial Advisors. Fox is the president of Strellner Financial Group and holds a board member position at the Fortunaire Foundation, a charitable organization supporting CFG agents and their communities. Osaic Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and investment advisory services, employing asset-allocation tools and third-party money managers to offer customized portfolio solutions.

Daniel Mack is a Series 66 licensed financial advisor with eight years of industry experience. He has worked at Equitable Advisors since 2018, following a role at Axa Advisors and prior employment at Menards Inc. He serves as a board member of Little Bear Country Club in Wyoming, Iowa. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations. The firm delivers its services through a network of Investment Adviser Representatives, offering both proprietary and third-party investment programs tailored to clients’ risk profiles and objectives.

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.