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.

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, holding a Series 66 designation with one year of industry experience. Prior to joining Equitable Advisors, he worked at Scheels and held positions at the University of Iowa, Mount Mercy University, and Prairie College Community School District. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm employs a range of third-party advisory models and provides ERISA fiduciary services to qualified plans.

Kirk Haefner is a financial advisor at OSAIC with 30 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Signator Investors, Inc. and Transamerica Financial Advisors. He serves as a trustee and officer of The Fortunaire Club Charitable Foundation, Inc., and is president of the Africa Youth Now Foundation, a nonprofit supporting education and mentoring for youth in Africa. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, employing various asset-allocation tools and access to multiple investment platforms and third-party money managers.

Jackson Walker is a financial advisor at LPL Financial with two years of industry experience. He holds a Series 66 designation and has prior experience at Cambridge Investment Research, Inc. Outside the financial industry, he co-owned and operated The Pub LLC for two years. 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, model portfolios, third-party asset management, and institutional platforms, and supports its advisors with technology and a broad range of non-advisory financial services.

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.

Barbara Wiltgen is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has been with Primerica Advisors since 2003 and also conducts sales activities under the name Bohannon Financial, including non-investment related referrals for home security and automation products. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options within a wrap-fee structure.

Stephen Johnson is a Series 66-licensed financial advisor with Wells Fargo Clearing in Cedar Rapids, IA, bringing 14 years of industry experience. He previously worked at Edward Jones from 2012 to 2016. Outside of his advisory work, Johnson has a minority ownership interest in JDJ Farms, LLC, which is recreational land used for hunting and fishing. 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.

Thomas Bark is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and having 21 years of industry experience. He has been associated with Primerica Advisors and related entities since 2003 and serves as president of Rl Thomas, Inc. outside of his advisory role. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited separately managed account options within a tiered wrap-fee structure.

Steven Walker is a financial advisor with Primerica Advisors in Hiawatha, IA, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has worked with Primerica Advisors since 2015 and has business interests including ownership of Walker's Pine View Farms, LLC and serving as president of On Our Own Inc., a non-investment related organization in Muscatine, IA. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and discretionary separately managed account options primarily to individual and high-net-worth clients. The firm uses a wrap-fee structure and curates third-party asset managers with oversight of model implementation and trading.

Ryan Koester is a financial advisor with Wells Fargo Clearing in Cedar Rapids, IA, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, Koester serves as treasurer for the Kennedy High School Basketball Parent Support Group. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a broader range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Teddy Steger is a financial advisor at Edward Jones with 21 years of industry experience. He has been with Edward Jones since 2004 and holds Series 63 and Series 66 licenses. Outside of his advisory work, he manages maintenance and upkeep for a commercial office building in Marion, Iowa, and officiates for various schools in Cedar Rapids. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors and over 15,000 branch offices.

Valerie Irvine is a Series 66-licensed advisor with Wells Fargo Clearing in Cedar Rapids, IA, where she has worked since 1992. She has 34 years of industry experience. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Michael Schooley is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 24 years of industry experience. He currently serves as Chief Investment Officer of Guide Wealth Partners and has held positions with Securian Advisor Midamerica and Securian Financial Services. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large nationwide network of independent advisors, serving individual clients, retirement plans, corporate and charitable entities, and institutional accounts with a multi-manager investment platform.