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.

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 based in Cedar Rapids, IA. He holds Series 65 and Series 66 licenses and has 17 years of industry experience. Prior to joining LPL Financial in 2018, he worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. Dawson also operates Selk Dawson Tax Services, a tax preparation and accounting business. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions delivered through a large network of advisors.

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 at Merrill Lynch Wealth Management. He began his career in the financial services industry in 2003 and joined Merrill Lynch in 2016. Issa provides customized financial advice by listening and understanding the needs and life goals of his clients, which include high-net-worth individuals, entrepreneurs, business owners, and corporate executives. His expertise spans working capital management, investment management, retirement planning, estate planning, succession strategies, and employee benefits. He uses the investment insights of Merrill Lynch and the banking capabilities of Bank of America to serve his clients. Issa holds the Certified Private Wealth Advisor® certification, administered by the Investments & Wealth Institute® and taught in conjunction with the Booth School of Management at the University of Chicago. He earned a Bachelor's degree in Construction Engineering from Iowa State University, a Graduate Diploma in Financial Services, and a Master's degree in Administrative Studies with a concentration in Financial Economics from Boston University. His professional designations also include Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Issa is involved in his community through organizations such as Big Brothers Big Sisters, Orchestra Iowa, and Rotary Club. He speaks Arabic and English and lives 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.