Sarah Berner is a Series 66-licensed financial advisor with 22 years of industry experience, currently with Cambridge Investment Research Advisors since 2018. Her prior experience includes roles at Berthel Fisher & Company Financial Services and Securities Management & Research. Outside of financial advising, she is involved in several local business ventures, including co-ownership of Wilkie Liquors and Beau Dylans Inc., and holds positions at Berner Concrete and Snow Removal and as an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement services through a network of independent advisors, employing a range of portfolio solutions and proprietary and third-party strategies tailored to client objectives.

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.

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 at LPL Financial with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, RBC Capital Markets, and Wells Fargo Investments. Outside of her advisory role, she acts as a fiduciary for a family trust and owns a business entity established for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with various investment strategies and operational tools.

Connor Rutledge is a Series 66-licensed financial advisor with Thrivent Investment Management, based in Hiawatha, IA. He has been with Thrivent since 2026, following prior roles at Calvary Christian Academy and experience in event tent rentals. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, delivering comprehensive, goal-based financial plans without discretionary trading authority. Their approach allows clients to combine planning with managed-account programs under a consolidated billing option called WealthPlan.

Allison Dirks is a financial advisor at Edward Jones in Cedar Rapids, IA, with three years of industry experience. She holds the Series 66 designation and has previously been affiliated with All Iowa Attack. Allison was also a student athlete at Drake University from 2018 to 2022. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and supporting a large nationwide network of financial advisors and branch offices.

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.

Kyle Hibbing is a financial advisor with Edward Jones in Marion, Iowa, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, Hibbing is involved in managing commercial real estate through his ownership and presidency of KJJB, LLC in Hiawatha, Iowa. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, investment options, and fiduciary services through a large nationwide network of financial advisors and branch offices.

Mark Hoffman is a financial advisor with Edward Jones in Cedar Rapids, Iowa, holding Series 63 and Series 66 credentials and 20 years of industry experience. He has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and affiliated investment products backed by a network of approximately 23,701 financial advisors.

Christopher Landherr is a financial advisor with LPL Financial, holding a Series 66 license and 12 years of industry experience. His prior work includes positions at Ameritas Investment Corp and Central Financial Group. He is also involved with Eastern Iowa Financial Group. Outside of advisory roles, he is engaged in forming real estate rental LLCs with family and friends. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides financial planning, model portfolios, third-party asset management, and institutional platforms, with extensive advisor resources and a broad range of non-advisory financial services.

Noah Nabb is a financial advisor at OSAIC with a Series 66 designation and one year of industry experience. His prior work includes roles outside of finance, such as positions at Meadows Golf Club and YMCA. He is involved with Strellner Financial Group as a financial paraplanner, supporting a financial advisor through tasks such as running reports and client account assistance. OSAIC serves a diverse client base, including retail and institutional investors, and offers integrated brokerage and advisory services through a large network of affiliated advisors. The firm employs various asset-allocation and portfolio management tools and utilizes multiple advisory platforms and third-party service providers.

Joana Karl is a financial advisor at LPL Financial with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Clearing and Wells Fargo Bank, N.A. in addition to her current roles at LPL Financial and Cedar Rapids Bank & Trust. Karl is also a notary and operates Cedar Rapids Investment Consulting. LPL Financial is a national broker‑dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by both proprietary and third-party investment strategies.