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.

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 in Marion, Iowa, holding Series 63 and Series 65 credentials and 39 years of industry experience. He has worked at LPL Financial since 2019 and previously held roles at Creative Financial Designs, Inc. and CFD Investments, Inc. Additionally, he operates Jim Russell Financial Services, a business entity used for tax and investment purposes. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered primarily by investment adviser representatives using a range of discretionary and non-discretionary strategies.

Christine Ferring is a financial advisor with Raymond James Financial, holding a Series 63 designation and 27 years of industry experience. She has worked at Morgan Stanley from 2008 to 2017 and has been with Raymond James and its affiliated entities since 2017. Outside of her advisory role, she is also associated with Jerry K. Ask Investment Services, where she performs financial planning and investment duties. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm employs tailored, non-discretionary consulting using analytical tools to support client goals and maintains specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Jeremy Clark is a financial advisor at Edward Jones in Cedar Rapids, IA, holding a Series 66 designation with 12 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, offering a range of advisory programs, managed solutions, and affiliated investment products. The firm operates under a fiduciary standard and manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Dustin Elgersma is a financial advisor at LPL Financial with 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. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management solutions supported by research and technology, serving a network of over 22,800 advisors and managing more than $819 billion in discretionary assets.

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.

Ethan Rempel is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 licenses and three years of industry experience. His prior roles include positions at Cambridge Investment Research, LPL Financial, and Fidelity Investments. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations on a range of financial planning topics. The firm separates its planning services from managed accounts and does not accept discretionary trading authority for the Dedicated Planning Service.

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.