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.

Louise Holtz is a financial advisor with LPL Financial in Cedar Rapids, IA, holding Series 63, 65, and 66 licenses. She has 35 years of industry experience with prior roles at firms including Advantage Investment Management LLC and National Planning Corporation. Outside of her advisory work, she is involved in beekeeping and sells honey through Rocky's Backyard Honey. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of advisory services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by various operational tools and partnerships.

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 21 years with AXA Advisors, LLC. Outside of his advisory work, he serves as a hunter safety instructor for the Iowa Department of Natural Resources and holds leadership roles with local Boy Scouts of America councils. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations. The firm works through a network of Investment Adviser Representatives and offers access to various third-party asset managers and advisory programs.

Kyle Mahoney is a financial advisor with LPL Financial, holding a Series 66 designation and 15 years of industry experience. He has worked with several firms, including Waddell and Reed, Inc., and M & E Resources Group, and has been with LPL Financial since 2021. Outside of advising, he has involvement in a building owner association in Cedar Rapids. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered through a large network of investment adviser representatives.

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 background includes roles at Cambridge Investment Research Advisors and Cambridge Investment Research, as well as self-employment through Edge Investment Solutions and The Life Group Financial Services. Outside her advisory work, she is also a notary and involved with Fidelis Financial Group, LLC, a non-investment related business entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning and access to various investment platforms, supported by machine-learning tools for operational and research purposes.

Michael Olinger is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and eight years of industry experience. Prior to his current role, he worked for Murdoch Funeral Homes for 24 years. Outside of his financial advising career, he serves as an ordained minister performing weddings and funerals, volunteers with a local community theater as an actor and crew member, and holds an emeritus position on the board of a nonprofit community foundation. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive planning on topics such as retirement, estate, and tax matters. The firm combines holistic, goal-based analyses with managed-account programs, while maintaining planning and portfolio management as separate services.

Jason Davis is a CFP® professional with 11 years of industry experience, currently advising clients at Edward Jones since 2014. He is based in Cedar Rapids, IA, and holds a Series 66 license. Outside of his advisory work, he operates a small side business buying and selling sports cards online. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Stacy Cannoy is a financial advisor at Edward Jones in Cedar Rapids, IA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, Cannoy spent 19 years at Scintilla Holding - ESCO Group. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment options supported by a large nationwide network of financial advisors and branch offices.

Marilyn Struchen is a financial advisor with LPL Financial in Cedar Rapids, IA, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. She has been with LPL Financial and its predecessor entities since 2004 and previously worked at Wells Fargo Investments. In addition to her advisory role, she serves as a trust administrative assistant at Cedar Rapids Bank & Trust Co., assisting trust officers with account operations. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies across various allocation styles and asset types.

Brian Bock is a financial advisor with LPL Financial in Cedar Rapids, IA, holding Series 63, 65, and 66 licenses and over 33 years of industry experience. He has worked at LPL Financial since 2022 and has been with Cuna Mutual Group and Cuna Brokerage Services, Inc. since 1993. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a range of investment options and technology tools.