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.

Brandon Rude is a financial advisor at OSAIC with 15 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Securities America Advisors and Securities America, Inc. He also provides financial advisory and insurance services through Kerndt Brothers Bank Wealth Management. OSAIC Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, using asset-allocation tools and third-party managers to construct diversified portfolios tailored to client risk tolerance and investment restrictions.

Donna Jenkins is a financial advisor at OSAIC with 26 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Securities America Advisors and VOYA Financial Advisors. Outside of her advisory role, she operates a Medicare insurance business through her LLC and serves as a general agent assisting with Medicare plans. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services through a large network of affiliated financial advisors and multiple platforms. The firm employs advanced asset-allocation tools and supports a range of portfolio management options including third-party money managers and wrap programs.

Sajra Hill is a financial advisor with Primerica Advisors in Marion, Iowa, holding Series 63 and Series 65 licenses and 13 years of industry experience. She has worked with PFS Investments Inc. and Primerica Financial Services since 2011 and 2012, respectively. Outside of advisory work, she is involved in the sale of home security and automation products through affiliated companies and owns SB & Associates, LLC, a legal entity formed for Primerica business purposes. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm curates third-party asset managers and implements portfolios via BNY Mellon Advisors, offering a wrap-fee solution rather than institutional plan management.

Robert Rittenhouse is a financial advisor with LPL Financial in Cedar Rapids, IA, holding a Series 66 designation and nine years of industry experience. He has been with LPL Financial since 2017 and also teaches at Mount Mercy University, where he has served as faculty since 1985 and is a faculty advisor to the Student Investment Club. 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 provides a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by advanced operational and research tools.

James Kiley is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and with 22 years of industry experience. He has worked at PFS Investment Inc. since 2020 and has a long history with Primerica Financial Services dating back to 1986. Kiley also engages in sales of investment-related products and receives compensation for referrals related to loan products and home security services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap fee structure, offering a range of investment models implemented in partnership with BNY Mellon Advisors.

Joshua Luerkens is a financial advisor with RBC Capital Markets, holding a Series 66 designation and 13 years of industry experience. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing for a combined 13 years. Outside of his advisory role, he has ownership interests in a gym and an ice cream business. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse clientele including individual investors, institutions, and charitable organizations. The firm offers a variety of advisory programs featuring discretionary and non-discretionary portfolio management tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers.

Lary Feldkamp is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has previously worked with Cuna Brokerage Services Inc. and Cuna Mutual Group, among other firms. Feldkamp also owns Life Properties LLC, a business entity used for tax and investment purposes. 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 extensive operational and research tools.

Francis Cretzmeyer III is a financial advisor with RBC Capital Markets in Cedar Rapids, IA, holding Series 63 and Series 66 credentials and 32 years of industry experience. He has been with RBC Capital Markets since 2008. Outside of his advisory role, he serves on the board of directors for the Coralville Public Library Foundation and the Coralville Public Library. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, and charitable organizations by providing discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm tailors investment strategies to each client’s risk profile using a combination of in-house and third-party managers, offering various advisory programs and emphasizing integrated capital markets and lending capabilities.

Jeremy Landa is a financial advisor with Primerica Advisors in Hiawatha, IA, holding Series 63 and Series 65 licenses and possessing eight years of industry experience. He has been with Primerica Advisors since 2018 and has been affiliated with Primerica Financial Services since 2017. Outside of advising, he has involvement in sales related to mortgage products and home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors, delivering advisory services largely through model-based strategies managed by third-party asset managers.

Jeffrey Johnson is a financial advisor at Edward Jones with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.