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.

Matthew Bohannon is a financial advisor with Primerica Advisors who holds Series 63 and Series 65 credentials and has nine years of industry experience. He has worked with Primerica Financial Services since 2013 and established Bohannon Financial in 2018. In addition to advisory activities, he is involved in sales of mortgage loan products and home-related service referrals through Primerica-affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-driven strategies and discretionary management supported by third-party asset managers and custodians. The firm operates at scale with thousands of advisors and offices and manages approximately $15.5 billion in assets under management.

Kyle Sorensen is a financial advisor at Edward Jones with two years of industry experience. He holds the Series 66 designation and has previously worked at Farm Bureau Financial Services and Adamantine Spine Moving. Based in Cedar Rapids, IA, Sorensen’s background includes roles both inside and outside the financial services sector. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Coleman Eberly is a financial advisor at Thrivent Investment Management with the Series 66 designation and one year of industry experience. Prior to joining Thrivent, his work history includes positions at Cedar Rapids Country Club, Hy-Vee Grocery Store, and Door Dash. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers comprehensive planning across various topics, including retirement, income tax, and estate planning, with options to combine planning and managed-account services under a consolidated billing program called WealthPlan.

Jason Bohannon is a CFP® professional with 14 years of industry experience, currently affiliated with Primerica Advisors in Hiawatha, IA. He has worked with Bohannon Financial since 2018 and has been associated with PFS Investments Inc. and Primerica Financial Services since 2011 and 2010, respectively. Outside of advisory roles, he is involved in sales of loan products and home-related services through Primerica Mortgage, LLC and Primerica Client Services, Inc. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and employs a tiered wrap fee structure, focusing on a range of investment models implemented via BNY Mellon Advisors and custodians Pershing and Primerica Brokerage Services.

Elizabeth Moores is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. She previously worked at VOYA Financial Advisors, Inc. from 2014 to 2021 and has been with Cetera and its related entities since 2021. Outside of her advisory role, Moores owns and manages BMF Tax & Accounting LLC, providing tax preparation and bookkeeping services. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management and operates a multi-manager platform with access to various program structures and third-party money managers.

Adam Maske is a financial advisor with Morgan Stanley in Cedar Rapids, Iowa, holding a Series 66 designation and six years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2020, following prior roles at Wintrust Investments LLC and BMO Harris Bank NA. Outside of his advisory work, Maske serves as a board member and officer at the Cedar Rapids Country Club. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market analyses.

Heather Rinderknecht is a financial professional at Cetera with 22 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at firms including Guide Wealth Partners and Securian Advisor Midamerica. Outside of her advisory work, she serves as President of the Benton Community School Band Boosters, a nonprofit supporting local high school band programs. Cetera Investment Advisers LLC is a national SEC-registered advisor serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, managing over $256 billion in assets with more than 10,000 advisors across diverse program structures.

Kyle Goerdt is a financial advisor with Equitable Advisors in Cedar Rapids, IA, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at AXA Advisors, Master Packing & Rubber Company, Scheels, Farmers State Bank, and the University of Northern Iowa. Equitable Advisors serves a range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management programs. The firm utilizes a network of Investment Adviser Representatives and third-party managers to implement investment strategies covering mutual funds, ETFs, separately managed accounts, and select alternative investments.

Nathan Fisher is a financial advisor at Raymond James Financial Services Advisors, Inc. with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Raymond James since 2009. Outside of his advisory role, he serves on the board of Tanager Place, a nonprofit organization, and participates on the finance and investment committee for Willis Dady Homeless Services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical tools, and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Edmund Abodeely II is a financial advisor with Ameriprise, holding Series 63 and Series 66 credentials and 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Abodeely serves on the boards of Alle Breva through Orchestra Iowa and the Kirkwood Foundation, and is involved with St. George Orthodox Church in a liturgical capacity. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendations. The firm delivers a wide range of advisory, brokerage, and insurance solutions through its institutional platform.