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.

Daniel Anderegg is a financial advisor with Cetera, holding the ChFC® designation and Series 66, 65, and 63 licenses, and has 14 years of industry experience. He has worked with Cetera and affiliated entities since 2016, including Securian Advisors Mid America Inc. In addition to his advisory role, he is involved with Guide Wealth Partners, a financial services business. Cetera Investment Advisers LLC operates as a multi-manager platform serving a diverse client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts, offering portfolio management, financial planning, and access to third-party managers.

Calista Bergstrom is a financial advisor at Osaic Wealth, Inc. with two years of industry experience. She holds the Series 66 designation and has prior experience at Ameriprise and U.S. Nameplate. In addition to her advisory role, she works as a licensed insurance agent with Kansas City Life and assists clients aged 65 and older with Medicare enrollment through Senior Market Sales. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party solutions to manage portfolios across various asset classes on a discretionary or non-discretionary basis.

Shelly Woodley is an advisor with Cambridge Investment Research Advisors in Mt Vernon, IA, holding Series 63 and Series 65 credentials and with 19 years of industry experience. She has worked at Cambridge Investment Research Advisors since 2017 and previously at Investment Centers of America from 2013 to 2017. Woodley also serves as an independent insurance agent for various companies in her local community. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, utilizing multiple portfolio management strategies and platform arrangements.

Ian Robinson is a financial advisor with Edward Jones in Cedar Rapids, IA, holding Series 63, Series 65, and Series 66 licenses and over 26 years of industry experience. He has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

Allan (Gordy) Bohannon is a CFP® professional with over 42 years of experience in the financial services industry. He has been affiliated with Primerica Advisors since 1983 and currently operates Bohannon Financial. Outside of advisory work, he is involved in selling home security and automation products through part-time referrals and holds ownership in Mymerica LLC. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively managed accounts under a tiered wrap-fee structure.

Seth Willenborg is a CFP® professional with 24 years of experience, currently serving as a financial advisor at Edward Jones since 2001. He is based in Cedar Rapids, IA, and holds Series 63 and Series 66 licenses. Outside of his advisory work, he works as a bartender on weekends. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,700 financial advisors.

Todd Barker Sr. is a Wealth Management Advisor with Merrill Lynch Wealth Management. He works with companies, institutions, families, and individuals across the United States to address their financial matters. Todd applies his industry experience to determine clients' objectives, develop asset allocations, select and review professional investment managers, and make adjustments as necessary. His team assists clients with services including banking, lending through Bank of America, insurance, trust, and other financial solutions. He holds multiple professional designations, including Certified Private Wealth Advisor (CPWA), Certified Investment Management Analyst (CIMA), Certified Plan Fiduciary Advisor (CPFA), and Certified 401(k) Professional (CKP). Todd earned both a Bachelor of Science and Bachelor of Arts from the University of Iowa and obtained a Master of Business Administration with a concentration in finance and accounting from the Henry B. Tippie School of Management at the University of Iowa. His certifications were completed in collaboration with the UCLA Anderson School of Management and the University of Chicago Booth School of Management. Born and raised in Cedar Rapids, Iowa, Todd is involved in various community organizations such as the City of Cedar Rapids Board of Adjustment, the Cedar Rapids Country Club board, and the board of JDRF Iowa-Nebraska. He has also served on boards including the Cedar Rapids Area Chamber of Commerce and the Cedar Rapids Museum of Art. Todd supports a range of community initiatives and prioritizes client outcomes in his advisory approach.

Madison Steger is a financial advisor at Edward Jones with a Series 66 credential and one year of industry experience. Madison has worked previously at Eide Bailly LLP, RSM US LLP, and Transamerica, and also spent two years at Wholistic Wellness Clinic. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices, managing approximately $1.01 trillion in assets under management.