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.

Michelle Prybil is a financial advisor at Cambridge Investment Research Advisors with 21 years of industry experience. She holds Series 63 and Series 65 designations and has been with Cambridge Investment Research Advisors since 2012. Outside of advising, she serves as vice president and handles bookkeeping for Prybil Ventures Inc., a family-owned masonry business. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning and investment management through various platform arrangements, combining proprietary and third-party strategies tailored to client objectives.

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.

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.

Kyle Sleep is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has five years of industry experience and has worked with Cambridge Investment Research entities since 2020, as well as with Hawkeye Financial Group since 2017. In addition to his advisory role, he is employed with Financial Integrators Accounting & Tax, providing tax services. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals and provides access to both proprietary and third-party investment strategies across various platform arrangements.

Crystal Everett is a financial advisor at Wells Fargo Clearing with a Series 66 designation and no prior industry experience. She worked at World Class Industries for 12 years before joining Wells Fargo Clearing. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm uses research and analytics to evaluate investment options and provides a range of brokerage and advisory solutions.

Blair Shepherd is a financial advisor with Equitable Advisors, holding a Series 66 designation and 10 years of industry experience. He has worked at Equitable Advisors since 2016 and was previously employed at Axa Advisors, LLC. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by offering financial planning, retirement plan consulting, and various asset-management programs. The firm utilizes a range of advisory models implemented through third-party sponsors and provides ERISA fiduciary services through credentialed representatives.

James Vandenberg is a financial advisor with RBC Capital Markets in Cedar Rapids, IA, holding a Series 66 license and eight years of industry experience. He has worked at RBC Capital Markets since 2017 and previously at City National Bank and Beck's Hybrids. RBC Wealth Management serves a diverse client base including individuals, institutions, and charitable organizations, offering advisory programs that combine discretionary and non-discretionary portfolio management with financial planning and brokerage services. The firm utilizes a range of investment managers and strategies tailored to clients' risk profiles, supported by RBC Capital Markets' extensive capital-markets and asset management capabilities.

Gerald Ask is a CFP® professional with 42 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. in Cedar Rapids, IA, where he has worked since 2011. Aside from his advisory role, he owns and oversees a support company, Jerry K Ask Investment Services. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutional clients, offering tailored, non-discretionary advice supported by advanced analytical tools and specialized municipal and public finance services.

Cindy Meyer is a financial advisor at Wells Fargo Clearing with 22 years of industry experience. She holds the Series 66 designation and has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2011. Based in Cedar Rapids, IA, she has been with her current firm for 10 years. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

John Morgan is a financial advisor with LPL Financial in Cedar Rapids, IA, holding Series 65 and Series 63 designations and bringing 16 years of industry experience. Prior to joining LPL Financial in 2022, he worked at Valic Financial Advisors, Lawing Financial Inc, and Mutual Of Omaha Investor Services. Outside of his advisory role, he is employed as a high school track coach for Cedar Rapids Community Schools. 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, supported by a large network of investment adviser representatives and advanced operational tools.

Diane Martinsen is a financial advisor with Primerica Advisors in Monticello, IA, holding Series 63 and Series 65 licenses and having 27 years of industry experience. She has been with Primerica Advisors since 2011 and is also affiliated with Bohannon Financial and Fore Thought Inc. Outside of traditional advisory roles, she is involved in sales of loan products and home security and automation services through related companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which serves individual and high-net-worth clients with model-delivery strategies and separately managed account options under a wrap-fee structure. The firm curates third-party asset managers and uses an independent due diligence process while delegating trading responsibilities to BNY Mellon Advisors.

Scott Chipokas is a financial advisor with Robert Baird & Co. in Cedar Rapids, IA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Robert Baird & Co. since 1995. Outside of his advisory role, he is a partner in a real estate business. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services, employing a range of strategies from traditional equity and fixed-income to more complex allocations, and provides municipal advisory and public finance services alongside investment banking and trust-company capabilities.