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.

Sean Patrick is a financial advisor with Equitable Advisors in Cedar Rapids, IA, holding a Series 66 designation and four years of industry experience. Prior to joining Equitable Advisors in 2022, he worked for Helitech/CNC Foundations, Inc. for six years. Outside of his advisory role, he is a private baseball and softball instructor. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to deliver tailored client services.

John Morgan is a financial advisor at LPL Financial with 16 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at VALIC Financial Advisors for seven years before joining LPL in 2022. Outside of his advisory role, he is a high school track coach for Cedar Rapids Community Schools. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

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.

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 is a Wealth Management Advisor with Merrill Lynch Wealth Management, serving clients across the United States. He works with companies, institutions, families, and individuals to address their financial needs, focusing on determining objectives, developing asset allocations, selecting and reviewing professional investment managers, and adjusting strategies as necessary. In addition to managing benefit plans, Todd and his team assist clients with banking, lending, insurance, trust services, and other financial solutions using both in-house and third-party providers. He also serves as a Portfolio Manager, providing discretionary management of personalized or defined strategies that may include individual securities, Merrill model portfolios, and third-party strategies. Todd holds a Bachelor of Science and a Bachelor of Arts degree, as well as an MBA with a concentration in finance and accounting, all from the University of Iowa’s Henry B. Tippie School of Management. He has earned several professional designations, including Certified Private Wealth Advisor (CPWA), Certified Investment Management Analyst (CIMA), Certified Plan Fiduciary Advisor (CPFA), and Certified 401(k) Professional (C(k)P). These credentials were awarded through programs affiliated with the Investments & Wealth Institute, UCLA Anderson School of Management, and the University of Chicago Booth School of Management, among others. Born and raised in Cedar Rapids, Iowa, Todd is actively involved in his community. He currently serves on the City of Cedar Rapids Board of Adjustment and the Finance Committee for First Lutheran Church, and holds board positions with the Cedar Rapids Country Club and JDRF of Iowa-Nebraska. Previous board service includes the Cedar Rapids Area Chamber of Commerce, Cedar Rapids Museum of Art, Orchestra Iowa, and Eastern Iowa Arts Academy. His community engagement extends to supporting organizations such as Habitat for Humanity, Cedar Rapids Community School District, and the University of Iowa.

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.

Louise Holtz is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and bringing 35 years of industry experience. She has worked at LPL Financial in two separate periods totaling 13 years and has held roles at several other firms including Advantage Investment Management LLC and Berthel, Fisher & Company Financial Services, Inc. Outside of her advisory work, she is involved in beekeeping and sells honey through Rocky's Backyard Honey. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services supported by proprietary and third-party research, with both discretionary and non-discretionary portfolio management options.

Michael Roling is a financial advisor with Edward Jones in Cedar Rapids, IA, holding a Series 66 designation and 19 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated financial products through a nationwide network of advisors and branch offices.

Lisa Mahr is a financial advisor with Primerica Advisors in Hiawatha, Iowa, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. Her prior work includes roles at Mid Iowa Cooperative, City of Dunkerton, and PFS Investments Inc. Outside of finance, she owns two small businesses: Lisa Mae Jewelry, LLC and Elm Tree, LLC, which focuses on woodworking and craft show sales. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-delivery investment strategies developed by unaffiliated asset managers and supported by custodial and trade execution services.

David Peyton is a financial advisor with Wells Fargo Clearing in Cedar Rapids, IA, holding Series 65 and Series 66 credentials and 11 years of industry experience. His prior roles include positions at Creative Planning, LLC and BerganKDV Wealth Management, LLC. He has full ownership of Clarity Investors, LLC, though he does not have active duties there. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm combines research from Wells Fargo Investment Institute and third parties to support diversified portfolio solutions across a broad client base.

John Mack is a financial advisor with Equitable Advisors in Cedar Rapids, IA, holding the ChFC® designation and Series 63 and 65 licenses. He has 44 years of industry experience, including 27 years with Equitable Advisors and AXA Advisors. Outside of his advisory work, he serves as a hunter safety instructor for the Iowa Department of Natural Resources and holds multiple volunteer leadership roles with the Boy Scouts of America. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, working through program sponsors and endorsed TAMPs to deliver a variety of advisory and brokerage solutions.

Kyle Mahoney is a financial advisor with LPL Financial in Cedar Rapids, IA, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at Waddell and Reed, Inc. and M & E Resources Group. Outside of his advisory work, he has been involved in several business ventures, including ownership interests in real estate and insurance agencies. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of adviser representatives. The firm offers a range of financial planning and advisory programs, combining discretionary and non-discretionary management with access to research and model portfolios.

Erica Chavez is a financial advisor with LPL Financial in Cedar Rapids, IA, holding Series 65 and Series 63 licenses and five years of industry experience. Her prior experience includes roles at Cambridge Investment Research Advisors, Emmaus Bible College, and self-employed advisory businesses. Outside of her advisory work, she is also a commissioned notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, and institutions. The firm provides a range of advisory programs, financial planning, and brokerage services supported by diverse investment research and portfolio management options.