Steven Cherry is a CFP® professional with 10 years of industry experience. He is currently with Beacon Pointe Advisors, LLC and has held positions at Hemington Wealth Management, JMC Wealth Management, LPL Financial, Sequoia Wealth Management, Morgan Stanley, and Cambridge Investment Research. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, and retirement-plan services to individuals, corporations, pension plans, and institutional clients. The firm combines proprietary asset-allocation modeling with third-party independent managers and employs both active and passive strategies across various asset classes.

Kevin Castle is a financial advisor with Principal Financial Services in Iowa City, IA, holding the ChFC® designation and Series 63 and 65 licenses. He has 44 years of industry experience, including roles at Principal Life Insurance Company and Principal Securities Inc., and has operated Castle Financial Services Inc. since 2004. Outside of finance, he serves as a volunteer board member for the Neal Smith National Wildlife Refuge. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm’s advisory services include financial planning, retirement plan consulting, and access to third-party money manager programs through both advisory and promoter arrangements.

Gregory Huck is a financial advisor with NewEdge Advisors, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His career includes roles at LPL Financial and Securities America Advisors. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning, utilizing a range of investment strategies and regular portfolio reviews.

Brooke Cole is a financial advisor with Principal Financial Services holding a Series 66 designation and one year of industry experience. She has previously worked with the Retirement Resource Group and held roles outside finance at The University of Iowa and local schools. Brooke serves as a camp chair volunteer, coordinating communications to support girls attending camp. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers a range of advisory programs, financial planning, and access to third-party asset management solutions, with investment implementation typically managed on a discretionary basis by third-party money managers.

Larry Welder is a financial advisor with Ameritas Advisory Services, LLC based in West Des Moines, IA. He holds Series 63 and Series 65 credentials and has 20 years of industry experience. He is also the owner of Welder Consulting Group, LLC and Granite Healthcare Services, which provides temporary medical staffing and consulting services. Ameritas Advisory Services, LLC offers investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm provides fee-based asset management, retirement-plan advisory, and fiduciary services using model portfolios, third-party sub-advisers, and custom strategies.

James Smith is a financial advisor with Cetera, holding a Series 63 credential and over 33 years of industry experience. His prior roles include long tenures with Avantax Insurance Services, Avantax Advisory Services, and Avantax Investment Services. In addition to his advisory work, Smith operates Smith Accounting Service, a tax preparation and accounting business he has maintained since 1977. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform where advisors can implement model portfolios, select third-party managers, or create customized strategies, managing more than $256 billion in assets.

Timothy Negro is a financial advisor with Cetera, holding Series 63 and Series 65 designations and possessing 41 years of industry experience. He has been associated with Cetera and its affiliate, Cetera Wealth Services, LLC, since 2013. Outside of his advisory role, he is the owner of Tim Negro Investments, a retail stock brokerage. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with access to various portfolio management strategies and third-party managers, supporting both discretionary and non-discretionary accounts.

Brett Samuels is a financial advisor with LPL Enterprise and holds a Series 66 designation. He has two years of industry experience and prior work history that includes positions at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of his advisory role, Samuels is a business owner of a local mowing and general labor service and maintains part-time employment in police activities. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model portfolio management, and access to a range of investment and insurance products within an integrated platform.

Bruce Kout is a financial advisor with Ameriprise in Iowa City, IA, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement who meet specific asset criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a structured process supported by a centralized consulting team and employs algorithmic automation alongside committee oversight for its recommendations.

Brandon Sieben is a financial advisor with Cambridge Investment Research Advisors, holding the Series 66 designation and bringing six years of industry experience. Prior to joining Cambridge in 2020, he spent 25 years at HNI Corporation/Allsteel Inc. Sieben is chairman of the board and a director at Compass - finances God’s way and serves on the advisory council at Asbury University. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, and charitable organizations. The firm provides financial planning, investment management, and retirement plan advisory through independent Financial Professionals, offering a range of portfolio management solutions across multiple platforms with both discretionary and non-discretionary options.

Scott McGill is a financial advisor at Edward Jones with 18 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2007. McGill participates in a research study at the University of Iowa focused on osteoarthritis. 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 strategies, supported by a large network of financial advisors and branch offices across the United States.

Rian Yates is a financial advisor at Cambridge Investment Research Advisors with one year of industry experience. He holds a Series 66 designation. Prior to joining Cambridge, he was employed at Eastern Kentucky University and Oskaloosa High School. Yates is also involved as an agent in an insurance and benefits-related business outside of his advisory role. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals, utilizing multiple custody platforms and a range of proprietary and third-party investment strategies.

Martin Murrell is a financial advisor at Cetera with 29 years of industry experience. He holds a Series 63 designation and has served as treasurer for the Clinton County Conservation Foundation. Murrell is also a financial adviser and insurance officer at DeWitt Bank & Trust Co. and is commissioned as a notary public. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services using a multi-manager platform with various program options and custodial relationships.

Eric Shelangoski is a financial advisor with Edward Jones in Iowa City, IA, holding Series 63 and Series 66 credentials and 22 years of industry experience. He has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds. The firm reported approximately $1.01 trillion in assets under management, supported by a nationwide network of nearly 23,701 advisors.

Troy Pugh is a financial advisor at Edward Jones with 26 years of industry experience and holds Series 63 and Series 66 designations. He has been with Edward Jones since 1999. Outside of his advisory work, he serves on the Kaaba Shriners Board of Trustees and is an assistant wrestling coach for the Louisa-Muscatine Community School District. 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, including discretionary and non-discretionary strategies, and operates under a fiduciary standard.

Phuc Lovan is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds Series 66 and Series 63 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2022, following prior roles at U.S. Bank, Central State Bank, US Cellular, Sprint, and Billion Automotive. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Sean Tobin is a financial advisor with LPL Financial in Iowa City, IA, holding Series 63 and Series 66 designations and 22 years of industry experience. He has been with LPL Financial since 2010 and previously founded True Wealth Stewardship, where he worked from 2016 to 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base, including individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Heaven French is a financial professional with six years of industry experience, currently affiliated with Cetera. She holds a Series 66 designation and has worked at firms including Securian Financial Services and CRI Securities LLC. Outside of her advisory work, she is employed part-time in retail at Hy-Vee. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors, utilizing multiple program structures and a variety of investment solutions.

Marcela Brown is a financial advisor with UBS Financial Services in Iowa City, Iowa, holding a Series 66 designation and 10 years of industry experience. She has been with UBS since 2016. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

Eugene Dierking is a financial advisor with Cetera in Iowa City, IA, holding a Series 63 designation and 26 years of industry experience. He has been with Cetera and its affiliated entities since 1999. Outside of his advisory role, he serves as the treasurer for a local homeowners association. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, utilizing multiple program structures and a multi-manager platform.