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 licenses and bringing 28 years of industry experience. He has worked at LPL Financial since 2022 and has been associated with Cuna Brokerage Services Inc. and the Cuna Mutual Group since 2011. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services with access to model portfolios, third-party subadvisors, and research support.

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 credentials and seven years of industry experience. He has been with Primerica Advisors since 2018 and also has a long-term engagement with GoDaddy since 2011. In addition to his advisory role, he receives compensation for referring home security and automation products through Primerica Client Services, Inc. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm uses an independent due-diligence consultant to select asset managers and employs a tiered wrap-fee structure, managing third-party models with oversight of potential conflicts.

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 Series 66-licensed financial advisor with Edward Jones in Cedar Rapids, IA, with five years of industry experience. His career includes roles at Edward Jones, State Farm VP Management Corp, Doug Valentine Insurance Agency, Equitable Advisors, LLC, and Hills Bank and Trust, where he also worked as a bank teller. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

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 in Cedar Rapids, IA, holding Series 63 and Series 65 credentials and 27 years of industry experience. Prior to joining LPL Financial in 2022, Cook worked at Cuna Brokerage Services, Inc. and CUNA Mutual Group for over two decades. Outside of financial advising, Cook serves as a City Council Finance Coordinator for the City of Robins. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm provides a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and advanced technology-driven investment solutions.

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 the Series 66 designation and has previously worked at Cambridge Investment Research Advisors, Inc., Cambridge Investment Research, Inc., Securities Management and Research, Inc., and Berthel Fisher & Company Financial Services, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party research, and both discretionary and non-discretionary management approaches.

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.

Allikan Martens is a financial advisor at LPL Financial with three years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining LPL Financial, he worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. Martens also has experience outside finance, including roles at The Sanctuary Spa and The Weather Vane. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of advisory programs and services, including financial planning, model portfolios, and retirement plan consulting.

Jeffrey Hilleman is a financial advisor with OSAIC Wealth, Inc. in Cedar Rapids, IA, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has worked at OSAIC since 2018 and previously at Signator Investors, Inc. and Strellner Agency Group. Hilleman is also involved with the Strellner Agency Group and Strellner Financial Group, where he engages in fixed insurance product and securities sales. OSAIC Wealth, Inc. serves a diverse clientele, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations, offering integrated brokerage and investment advisory services, financial planning, and access to various managed-account solutions. The firm utilizes proprietary asset-allocation tools and multiple third-party platforms to construct diversified portfolios tailored to clients' risk tolerances.

Elias Randel is a financial advisor with LPL Financial in Cedar Rapids, IA, holding Series 63, 65, and 66 designations and seven years of industry experience. He worked at Carpenters Local 308 for five years prior to joining LPL Financial in 2020. Outside of his advisory role, Randel serves as a football official for both college and high school games. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and corporations across the United States. The firm provides a range of advisory programs, financial planning, and brokerage services, offering discretionary and non-discretionary portfolio management supported by in-house and third-party research.

William Jump is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors since 2020. He previously worked at Voya Financial Advisors from 2014 to 2020. Outside of his advisory role, Jump volunteers as a firefighter and EMT and serves as treasurer for a local chapter of the National Wild Turkey Federation. Cambridge Investment Research Advisors is a large SEC-registered firm that provides financial planning, investment management, retirement plan advisory, and financial-wellness services to a diverse client base, including individuals, pension plans, and charitable organizations. The firm offers multiple investment implementation options through a network of independent Financial Professionals and maintains proprietary and third-party model strategies.

Ryan Bosch is a financial advisor with Equitable Advisors in Cedar Rapids, IA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Equitable Advisors since 2011 and previously worked at Axa Advisors. Outside of his advisory role, Bosch serves as treasurer for a local homeowners association and participates on the Cedar Rapids Community School District’s School Improvement Advisory Committee. Equitable Advisors provides financial planning and retirement-plan support to individual investors, corporations, and charitable organizations, utilizing a hybrid referral and implementation model with access to multiple third-party asset managers and advisory programs.

Samuel Moreland is a Series 66-licensed financial advisor at Edward Jones in Cedar Rapids, IA, with six years of industry experience. His prior work includes roles at Ottumwa Public Works and Winger Companies, as well as a decade in full-time education before joining Edward Jones. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management and a large network of financial advisors and branch offices nationwide. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard.

Brady Dicks is a financial advisor with Primerica Advisors holding Series 65 and Series 63 licenses and has one year of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 2024 and has prior experience in education and community service roles. Beyond his advisory work, he is the sole owner of Lake Lectric Rides LLC, a non-investment related business. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-driven strategies managed by third-party asset managers and supports trades through BNY Mellon Advisors and Pershing custody.