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 with Edward Jones in Cedar Rapids, IA, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, he has held various positions including a role with the Cincinnati Reds and several educational institutions. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, supported by a large nationwide network of financial advisors and branch offices.

Damon Walker is a financial advisor with LPL Financial in Cedar Rapids, IA, holding Series 63 and Series 66 designations and bringing 23 years of industry experience. He previously worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. for 14 years. Walker is also a SmartVestor Pro affiliated with Dave Ramsey. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party subadvisors, and proprietary research.

Jonathan Maloney is a financial advisor with LPL Financial in Cedar Rapids, IA, holding a Series 66 designation and having 22 years of industry experience. His prior career includes roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank, spanning from 2000 to 2024. 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 financial planning and advisory programs, including model portfolios and retirement plan consulting, utilizing both discretionary and non-discretionary management approaches.

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.

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 with LPL Financial in Cedar Rapids, IA, holding Series 63 and Series 66 credentials and over 31 years of industry experience. He previously worked at Cambridge Investment Research and Provident Mutual. Outside of his advisory role, he serves as president of a tax entity and is involved with the National Association of Retired Insurance Agents. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

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.

Todd Rausch is a financial advisor with Cambridge Investment Research Advisors and holds the CFP® designation along with a Series 63 license. He has 21 years of industry experience and has worked at Cambridge Investment Research Advisors since 2020 and at Voya Financial Advisors from 2014 to 2020. Outside of advising, he serves on the Planned Giving Committee at Kirkwood Community College. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse clientele, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers a range of financial planning and investment management services through a network of independent professionals and employs multiple custody arrangements and proprietary model strategies alongside access to unaffiliated managers.

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.

William Happel is a financial advisor with RBC Capital Markets in Cedar Rapids, IA, holding Series 63 and Series 66 designations and 39 years of industry experience. He has worked with RBC Capital Markets since 2008 and previously spent five years at City National Bank. Outside of his advisory role, Happel serves on the board of directors for the Iowa Football Club, a nonprofit organization. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles through a combination of in-house and third-party managers.

Ty Dinusson is a financial advisor at Equitable Advisors in Cedar Rapids, IA. He holds a Series 66 designation and has been with Equitable Advisors since 2026. His prior experience includes roles at Scheels, the University of Iowa, Mount Mercy University, and the Prairie College Community School District. Equitable Advisors serves a diverse range of clients, including individuals, high-net-worth investors, retirement plans, corporations, charities, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating as a dual-registered SEC investment adviser and broker-dealer.

Nile Studer is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and has worked in various roles including social media, SEO, marketing, and business planning as a part owner of an apparel company. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Kirk Haefner is a financial advisor at OSAIC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at OSAIC since 2018, following a two-year tenure at Signator Investors, Inc. Haefner serves as a trustee and officer for The Fortunaire Club Charitable Foundation and is president of the Africa Youth Now Foundation, a nonprofit focused on education, spirituality, and mentoring for youth in Africa. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable organizations through a broad network of affiliated advisers. The firm offers integrated brokerage and advisory services, utilizing asset allocation tools and third-party solutions to construct portfolios across multiple asset classes.

Jackson Walker is a financial advisor with LPL Financial in Cedar Rapids, IA, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial in 2024, he worked at Cambridge Investment Research, Inc. and has additional professional experience at Broken Wheel Farms and The Pub LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, using model portfolios and research from multiple sources to support both discretionary and non-discretionary management.

Brandon Van Nevel is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Transamerica Investors Securities Corporation, Transamerica Life Insurance Company, and Principal Life Insurance Company. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics to support its investment approach.