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-credentialed financial advisor with Thrivent Investment Management in Hiawatha, Iowa. He has been with Thrivent since 2026 and previously worked at Calvary Christian Academy and operated Premier Event Tent Rentals. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors. The firm offers holistic, goal-based planning across various financial topics and allows clients to combine planning with managed-account services while keeping them distinct.

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.

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 one year of industry experience and holds a Series 66 credential. Prior to joining OSAIC, he has held various roles including at Meadows Golf Club and Ohnward Bancshares. He is also involved with Strellner Financial Group as a financial paraplanner, where he assists with financial reporting and client account management. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a wide network of affiliated advisers. The firm offers integrated brokerage and investment advisory services, leveraging multiple platforms and tools such as asset-allocation models, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios.

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.

Rachel St. Andrews is a financial advisor with LPL Financial in Cedar Rapids, IA, holding a Series 66 designation and one year of industry experience. She has been affiliated with Acorn Group - Selk Dawson since 2013. Outside of her advisory role, she is involved with Selk Dawson Tax Services, which provides tax preparation, accounting, and notary services. 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 a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced advisor-facing tools and a large network of investment adviser representatives.

Jonah Beman is a Series 66 licensed financial advisor with Merrill in Cedar Rapids, IA, and has two years of industry experience. Before joining Merrill in 2023, he worked at Fidelity Investments and held various roles including positions with the University of Iowa Sport and Rec Program and Best Buy. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients via the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Michael Dawson is a financial advisor with LPL Financial in Cedar Rapids, Iowa, holding Series 65 and Series 66 licenses and bringing 17 years of industry experience. Before joining LPL Financial in 2018, he worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. He also operates Selk Dawson Tax Services and Mike Dawson Bookkeeping, providing tax preparation and accounting services. 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 a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Jeffrey Peterson is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 65 credentials and has 21 years of industry experience. He has been with Cambridge Investment Research Advisors and its related entities since 2018 and previously worked at Farmers Savings Bank for 12 years. Peterson is the owner of Stoney Arch Financial, an independent financial firm based in Vinton, Iowa. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base including individuals, pension plans, charities, trusts, and retirement-plan sponsors. The firm offers a range of financial planning and investment management services through independent financial professionals, utilizing various platform arrangements and proprietary and third-party model strategies tailored to client objectives.

Thomas Neff is a financial advisor with Edward Jones in Cedar Rapids, IA, holding a Series 66 designation and eight years of industry experience. He previously worked at Transamerica for ten years before joining Edward Jones in 2018. Outside of his advisory role, Neff coaches high school boys tennis for the Cedar Rapids School District. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment options, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm supports its advisory services with a nationwide network of advisors and branch offices, operating under a fiduciary standard.

Devon Alber is a CFP®-designated financial advisor with LPL Financial in Cedar Rapids, IA, and has five years of industry experience. Prior to joining LPL Financial, he worked at Morgan Stanley Private Bank, Morgan Stanley, and Bankers Life. Outside of his advisory role, Alber is also involved in tax preparation and accounting services and serves as a notary. 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 range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by advisor-facing tools and a broad suite of non-advisory financial services.

Issa Karadsheh is a Wealth Management Advisor and Vice President at Merrill Lynch Wealth Management. He has been active in the financial services industry since 2003 and joined Merrill Lynch in 2016. Issa's experience encompasses advising companies, institutions, high-net-worth individuals, entrepreneurs, and business owners on various financial matters including working capital management, investment strategies, retirement planning, and employee benefits. He holds several professional designations, including Certified Private Wealth Advisor® (CPWA®), Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Issa earned a Bachelor of Science degree in Construction Engineering from Iowa State University, as well as a Graduate Diploma and a Master of Science in Administrative Studies with a concentration in Financial Economics from Boston University. Issa is bilingual in Arabic and English and is involved in community organizations such as Big Brothers Big Sisters, Orchestra Iowa, and the Rotary Club. He resides in Cedar Rapids, Iowa, with his wife, Laila, and their two children, Gabriel and Farah.

Jillisa Hayward is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. She has worked at Merrill since 2014 and previously held various roles at the University of Phoenix from 2015 to 2023. Merrill provides managed account services through its Select Portfolio Solutions Program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutions. The firm integrates internal Chief Investment Office teams and third-party managers to deliver portfolio implementation and custody support.

Casie Sparks is a financial advisor with Wells Fargo Clearing in Cedar Rapids, IA, holding Series 63 and Series 66 licenses and 16 years of industry experience. She has worked at Wells Fargo Clearing since 2018 and previously at Diversified Investors Securities Corp. and Diversified Investment Advisors. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Elizabeth Duggan is a financial advisor with Robert W. Baird & Co. in Cedar Rapids, IA, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. Her prior roles include positions at Merrill and Northwestern Mutual Investment Management. Outside of her advisory work, she is involved as a customer and marketing executive for Melaleuca, a wellness store. She is part of The DDK Group at Baird, which serves individuals, families, pensions, corporations, and institutional clients with tailored financial planning and portfolio management services that include both traditional and complex investment strategies.

Todd Dimmer is a financial advisor at Cambridge Investment Research Advisors with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with several firms, including BFC Planning, Inc. and Compass Financial Strategies, where he is also involved in business consulting and independent insurance agency activities. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and trusts, offering financial planning, investment management, retirement plan advisory, and financial wellness services through a network of independent Financial Professionals. The firm provides a range of investment implementation options with both proprietary and third-party model strategies tailored to client objectives.