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.

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 in Cedar Rapids, IA, holding Series 63 and Series 65 credentials and three years of industry experience. Prior to joining LPL Financial in 2024, he worked at Cambridge Investment Research and several other firms. Outside of his advisory role, he is employed with Bio Life Plasma Services and serves as a Notary Public. 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 financial planning and investment management services through a large network of advisors utilizing model portfolios, third-party subadvisors, and customized strategies.

Sean Rice is a financial advisor with OSAIC who holds Series 63 and Series 65 registrations and has 26 years of industry experience. He joined OSAIC in 2018 after working at Signator Investors, Inc. and Transamerica Financial Advisors. Rice is also President of SMR Financial Services, Inc., a non-investment-related business. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers and wrap programs.

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.

Laurie Copper is a financial advisor at Edward Jones with 13 years of industry experience and holds the Series 66 designation. She has been with Edward Jones since 1984, totaling 42 years with the firm. Laurie is a class B shareholder in her family's farm corporation, L & J Jordan Farm Corp, located in Marion, IA. 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 advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Stephanie Karr is a financial advisor with RBC Capital Markets in Cedar Rapids, IA. She holds a Series 66 designation and has 26 years of industry experience. She has been with RBC Capital Markets since 2013. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with personalized strategies implemented through a combination of in-house and third-party investment managers.

Devin Bettmann is a financial advisor at Edward Jones in Cedar Rapids, IA, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones in 2022, he worked with the Cincinnati Reds and held various roles in educational institutions including Mt. Healthy City Schools and Linn-Mar Community Schools. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a broad range of advisory programs and investment solutions, operating under a fiduciary standard with a large national presence through thousands of financial advisors and branch offices.

Damon Walker is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and over 24 years of industry experience. He previously worked at Cambridge Investment Research Advisors and VOYA Financial Advisors. Walker is also affiliated with the Dave Ramsey SmartVestor Pro program. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a variety of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Jonathan Maloney is a financial advisor with LPL Financial in Cedar Rapids, IA, holding a Series 66 license and 22 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC, with a total tenure at Wells Fargo bank spanning 24 years. 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 financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

Ryan Norton is a CFP® professional affiliated with Cambridge Investment Research Advisors with 13 years of industry experience. He has worked with Cambridge Investment Research Advisors and related firms since 2018. Norton serves as a board member for the Marion Independent School Foundation & Alumni Association and is the treasurer for the Marion Public Library Board. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, pension plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals utilizing various portfolio strategies and platform arrangements.

Andrew Haase is a financial advisor with Thrivent Investment Management in Cedar Rapids, IA. He holds the Series 66 designation and has recently begun his career in financial services. Prior to joining Thrivent, his work history includes roles in sales, insurance, and retail. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a broad network of Financial Advisors. The firm offers goal-based, holistic planning covering topics such as retirement, tax, estate, and business continuation, with planning services that can be combined with managed-account programs under a consolidated billing option.

Lisa Mcgrath is a CFP®-certified financial advisor with 17 years of industry experience, currently with Cambridge Investment Research Advisors since 2020. Before joining Cambridge, she worked at VOYA Financial Advisors from 2014 to 2020. Outside of her advisory role, Mcgrath serves as a board member of the Amana Colonies Historical Sites Foundation. Cambridge Investment Research Advisors serves a broad range of clients, including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services. The firm employs a variety of investment approaches through proprietary models and third-party strategies, delivering services via independent Financial Professionals and multiple platform arrangements.