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.

Michele Traver is a financial advisor at Thrivent Investment Management with 12 years of industry experience. She holds the Series 66 designation and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2013. Outside of her advisory role, she serves as president of Project of Hope Ghana, a nonprofit focused on providing food, water, clothing, and other assistance to those in need. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, providing written recommendations across a range of financial topics without managing client accounts directly. The firm’s approach combines holistic, goal-based analyses with flexible planning and managed-account options under a consolidated billing program called WealthPlan.

Dana Goshon is a CFP® professional with five years of industry experience currently advising at Edward Jones. Prior to joining Edward Jones in 2021, Dana spent nine years at Collins Community Credit Union. Outside of financial advising, Dana holds a vice president role at R&G Investments, a restaurant business in Pella, IA. 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 solutions supported by a large network of financial advisors and branch offices nationwide.

Mark Beckman is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 licenses and 27 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. In addition to his advisory role, Beckman works as an independent agent offering Medicare Supplement, Medicare Advantage, and Prescription Drug plans in Iowa. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based financial planning without discretionary portfolio management. The firm offers ongoing or one-time planning engagements that cover a wide range of financial topics and integrates these plans with managed-account programs under a consolidated billing option.

Jonas Everett is a financial advisor at LPL Financial with 31 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at Cambridge Investment Research and Provident Mutual. Outside of his advisory work, he serves as president of a tax-related business entity and is involved with a nonprofit organization for retired insurance agents. 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 variety of advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools and a broad range of non-advisory financial products.

Bradley Becker is a financial advisor with Primerica Advisors in Cedar Rapids, IA, holding Series 63 and Series 65 licenses and with 14 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 2012. Outside of his advisory role, Becker owns Shades and Shields, LLC, a business specializing in automotive, commercial, and residential window tinting. Primerica Advisors offers a wrap-fee asset management program primarily serving individual investors, including non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-delivery investment strategies managed by third-party asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Rusty Schlacke is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and one year of industry experience. His prior work includes roles at Tata Consultancy Services and the Cedar Rapids Community School District. He is also involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm emphasizes a wrap-fee structure and curates third-party asset managers for portfolio management.

Kyle Zimmerman is a CFP® professional with 17 years of industry experience. He is currently with Cetera and also serves as Partner and CEO of Guide Wealth Partners. His prior experience includes roles at Securian Advisors Midamerica Inc and Minnesota Life Insurance Company. Zimmerman is a board member of the Cedar Rapids Metro Economic Alliance, where he contributes to community initiatives. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with over 10,000 advisors and $256 billion in assets under management.