Anthony Luneckas is a financial advisor with Centaurus Financial, Inc. He holds Series 63 and Series 65 licenses and has 27 years of industry experience. Prior to joining Centaurus Financial in 2026, he worked at Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. He is involved in community activities including serving on the finance team at Grace Community Church and as a board member and volunteer at Faith Academy in Iowa City. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management, and retirement-plan consulting, utilizing a blend of fundamental, technical, and top-down analysis with both discretionary and non-discretionary arrangements.

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 credentials and over 33 years of industry experience. He has worked at LPL Financial and Securities America before joining NewEdge Advisors in 2025. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent representatives. The firm offers a broad range of portfolio management and consulting services, combining in-house manager selection with third-party models and uses technology tools and centralized due diligence to support advisors and clients.

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, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has held roles at multiple firms, including his own Welder Consulting Group, LLC, and has involvement in medical staffing through ownership of Granite Healthcare Services. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, utilizing a range of investment strategies and platforms that include model portfolios, mutual funds, ETFs, and individual securities. The firm is part of a mutual holding company with affiliated broker-dealer and insurance entities, offering expanded investment options such as interval funds and private-credit 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 at LPL Enterprise with a Series 66 credential and two years of industry experience. Prior to his current role, he worked with Prudential Insurance Company of America and Pruco Securities LLC. Outside of advising, he maintains active employment in law enforcement and owns a local lawn care business. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, and institutional entities. The firm uses model-driven investment implementation and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

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 Mc Gill is a financial advisor with Edward Jones in Iowa City, IA, holding a Series 66 credential and 19 years of industry experience. He has been with Edward Jones since 2007. Outside of his advisory role, he participates as a study participant in the University of Iowa Multicenter Osteoarthritis Study. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its large retail advisor and branch network, affiliated capabilities beyond advisory services, and operating under a fiduciary standard.

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 designations and 23 years of industry experience. He has been with Edward Jones throughout his career since 2003. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management and operates a nationwide network of over 23,000 financial advisors and 15,000 branch offices.

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 with J.P. Morgan Securities in Iowa City, IA, holding Series 63 and Series 66 designations with four years of industry experience. His prior work includes 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 process.

Sean Tobin is a financial advisor with LPL Financial in Iowa City, IA, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. His prior experience includes roles at True Wealth Stewardship, Plan2Thrive Financial Services, and Edward Jones. 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 wide range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

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.