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 financial advisor with Wells Fargo Clearing in Cedar Rapids, IA, holding a Series 66 designation and 13 years of industry experience. He previously worked at Edward Jones from 2012 to 2016 before joining Wells Fargo Clearing. Outside of his advisory role, he has been an independent distributor for AdvoCare and holds a minority ownership in a recreational land investment entity. Wells Fargo Clearing provides retirement plan consulting services for qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

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.

Hayden Frank is a financial advisor with Cetera, holding Series 65 and Series 63 credentials and two years of industry experience. He has previously worked with Guide Wealth Partners and has experience as a financial analyst at Hawkeye Hotels Inc., where he supports financial modeling and acquisition analysis. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts, offering portfolio management, financial planning, and access to multiple investment managers through a multi-manager platform.

James Russell is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 39 years of industry experience. His career includes extensive tenure at Creative Financial Designs, Inc. and CFD Investments, Inc., and he has operated Jim Russell Financial Services since 1979. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charities nationwide through a large network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, supported by research and diversified investment strategies.

Christine Ferring is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds a Series 63 designation and has 26 years of industry experience. Prior to joining Raymond James, she worked at Morgan Stanley for nine years. Outside of her advisory role, she is associated with Jerry K. Ask Investment Services in a financial planning capacity. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports advisory programs across a large network, including specialized municipal and public-finance services.

Jeremy Clark is a financial advisor at Edward Jones in Cedar Rapids, IA, holding a Series 66 designation with 11 years of industry experience. He has been with Edward Jones since 2014. 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 under management through a nationwide network of advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and other services.

Dustin Elgersma is a financial advisor with LPL Financial in Cedar Rapids, IA, holding Series 63 and Series 65 credentials and having two years of industry experience. Prior to joining LPL Financial in 2024, he worked at Cambridge Investment Research, Inc. and spent several years at Atlantic Bottling Company in various roles. 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 of investment adviser representatives. The firm offers a range of advisory programs and financial planning services supported by model portfolios, research, and technology-based strategies.

Zachary Calef is a financial advisor with Primerica Advisors in Hiawatha, IA, holding Series 63 and Series 65 licenses and possessing 10 years of industry experience. He has been with Primerica Advisors since 2015 and has a longer tenure with Primerica Financial Services dating back to 2007. Outside of advisory services, he is involved in sales of loan products and home security and automation referrals through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-delivery strategies and a limited selection of separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Nicholas Grabe is a financial advisor with Edward Jones in Marion, IA, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Centro Incorporated and Happy Joes, as well as positions at the University of Iowa and Cedar Rapids Country Club. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of advisors and branch offices, offering discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

Mark Robinson is a financial advisor with Edward Jones in Cedar Rapids, IA, holding a Series 66 designation and nine years of industry experience. Prior to joining Edward Jones in 2017, he worked at Rational Surgical Solutions for one year. Outside of his advisory role, Robinson is an officer of Inspirations Salon & Spa, a hair styling salon in Cedar Rapids, where he assists with administrative duties periodically. 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 strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds.

Marc Banks is a financial advisor at Ameriprise with 25 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Royal Alliance Associates, Sii, Guaranty Investment Services, and Broker Dealer Financial Services. Outside of his advisory role, he is president and treasurer of Unified Wealth Solutions, a business entity that manages non-investment-related expenses, and is involved in independent insurance brokering specializing in term life. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a Premier Retirement Income service that provides tailored retirement planning advice focused on reliable income sources and tax-aware withdrawal strategies. The firm’s retirement offering uses a combination of internal research, third-party data, and algorithmic tools, with recommendations implemented non-discretionarily alongside client advisors.

Lisa Tesar is a financial advisor with LPL Financial in Cedar Rapids, IA, holding Series 63 and Series 65 credentials and 27 years of industry experience. Prior to joining LPL Financial in 2022, she spent a decade with Morgan Stanley, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Outside of her advisory role, she acts in a fiduciary capacity for a trust and owns a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Allison Dirks is a Series 66 licensed financial advisor with Edward Jones in Cedar Rapids, IA, with two years of industry experience. Her prior experience includes roles at Edward Jones and All Iowa Attack, as well as being a student-athlete at Drake University. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a network of over 23,000 advisors nationwide.

Melanie Baird is a financial advisor at RBC Capital Markets with three years of industry experience. She holds the Series 66 designation. Prior to joining RBC Capital Markets, she worked with the Zach Johnson Foundation and Chattahoochee Riverkeeper. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and custody services, with investment strategies tailored to each client’s risk profile.