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.

Jacqueline Meyer is a financial advisor with Morgan Stanley in Cedar Rapids, IA, holding a Series 66 designation and one year of industry experience. She has worked at Morgan Stanley since 2023, including a role at Morgan Stanley Private Bank, N.A. since 2025. Prior to her financial industry career, she held positions at Corridor Business Journal and Graceann Boutique. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and advisory programs, managing approximately $2.74 trillion in client assets while providing a range of investment, planning, and wealth management services.

Beth Ulbrich is a financial advisor with Primerica Advisors in New Vienna, IA, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. She has worked with PFS Investments Inc. since 2013 and has been affiliated with Primerica Financial Services since 2010. Outside of financial advising, she operates an embroidery business. 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 an operational model based on tiered wrap fees rather than fixed fees.

Broderick Robinson is a financial advisor with Edward Jones in Cedar Rapids, IA, holding a Series 66 designation and six years of industry experience. His work history includes multiple roles at Edward Jones, as well as positions at State Farm VP Management Corp, Doug Valentine Insurance Agency, Equitable Advisors, and Hills Bank and Trust. Outside of advising, he has worked part-time as a bank teller at Hills Bank and Trust. 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 and investment options, supported by a large network of financial advisors and branch offices nationwide.

Austin Banks is a financial advisor with Ameriprise in Cedar Rapids, IA, holding a Series 66 designation and eight years of industry experience. He previously worked at Royal Alliance Associates, Inc. and Signator Investors Inc., and has a background with the University of Iowa. Banks serves on the board of directors for the Cedar Valley Humane Society. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, delivering written recommendations that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to support its clients, with a centralized consulting team generating tailored reports.

Leigh Cook is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. Prior to joining LPL Financial, Cook spent over two decades with Cuna Brokerage Services, Inc. and CUNA Mutual Group. Outside of advisory work, Cook serves as the City Council Finance Coordinator for the City of Robins, Iowa. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Joann Masters is a Series 66 licensed financial advisor with Morgan Stanley in Cedar Rapids, Iowa, and has 17 years of industry experience. She has been with Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Benjamin Young is a financial advisor at LPL Financial with 10 years of industry experience. He holds a Series 66 designation and has worked with several firms, including Cambridge Investment Research Advisors, Securities Management and Research, and Berthel Fisher & Company Financial Services. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Chadwic Sarsfield is a financial advisor at Osaic Wealth, Inc. with 28 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Ameriprise Financial Services, Royal Alliance Associates, Strellner Agency Group, and Signator Investors. Outside of his advisory role, he is involved with Sarsfield Financial Services, Inc., which provides accounting and tax services to a CPA firm. Osaic Wealth, Inc. serves a diverse range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers brokerage and advisory services supported by asset-allocation tools, third-party money managers, and a variety of investment solutions, managing accounts on both discretionary and non-discretionary bases.