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.

Allikan Martens is a financial advisor with LPL Financial in Cedar Rapids, IA, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining LPL Financial, he worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. He also has experience in education and retail sectors earlier in his career. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by both proprietary and third-party investment strategies.

Jeffrey Hilleman is a financial advisor with OSAIC Wealth, Inc. He holds Series 63 and Series 65 licenses and has 26 years of industry experience. His prior roles include positions at Signator Investors, Inc. and the Strellner Agency Group, where he has been involved for over two decades. OSAIC Wealth, Inc. serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides a range of brokerage and advisory services, using asset-allocation tools and third-party solutions to construct and manage portfolios across various asset classes.

Elias Randel is a financial advisor with LPL Financial in Cedar Rapids, IA, holding Series 65, 63, and 66 licenses and seven years of industry experience. He has worked at LPL Financial since 2020 and previously held roles at Carpenters Local 308, Cambridge Investment Research Advisors, and Mutual of Omaha Investor Services. Outside of his advisory work, Randel serves as a football official for both college and high school games. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides financial planning, model portfolios, third-party asset management access, and institutional platforms, supporting advisors with both discretionary and non-discretionary investment strategies.

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 registrations and bringing 24 years of industry experience. He has worked at Equitable Advisors since 2011 and previously held roles at Axa Advisors, LLC and VOYA Financial Advisors, Inc. Outside of his advisory role, Bosch serves as treasurer for his local homeowners association and is a member of the Cedar Rapids Community School District’s School Improvement Advisory Committee. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party advisory platforms.

Samuel Moreland is a financial advisor at Edward Jones in Hiawatha, IA, holding a Series 66 designation with six years of industry experience. His prior work includes roles at Ottumwa Public Works, Winger Companies, and ten years as a full-time school employee before joining Edward Jones. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Brady Dicks is a financial advisor with Primerica Advisors in Hiawatha, IA, holding Series 63 and Series 65 licenses and two years of industry experience. His background includes roles in education with Spirit Lake Community Schools and South Central Calhoun Community Schools, as well as ownership of a non-investment-related business, Lake Lectric Rides LLC. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-delivery investment strategies managed by unaffiliated asset managers and supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Alison Veldhuizen is a Series 66 licensed financial advisor with Merrill in Cedar Rapids, Iowa, bringing seven years of industry experience. She has been with Merrill and Bank of America since 2019 and previously worked as an independent contractor for five years. Outside of her advisory role, she serves as a board member for the Salvation Army Kroc Center of Camden, where she participates in nonprofit oversight and fundraising. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Jacob Robinson is a financial advisor with Edward Jones in Cedar Rapids, IA, holding a Series 66 designation and eight years of industry experience. Prior to joining Edward Jones in 2025, he worked at Equitable Advisors for seven years and Axa Advisors, LLC for two years. He also has experience with Mount Mercy University and Perfect Game. Edward Jones is a full-service wealth management firm that serves a broad client base, including individual and institutional clients. The firm offers a range of advisory programs and investment solutions, managing over $1 trillion in assets through a nationwide network of financial advisors and branch offices.

Peter Alepra is a financial advisor with RBC Capital Markets in Cedar Rapids, IA, holding Series 63 and Series 66 credentials and bringing 36 years of industry experience. He has worked at RBC Capital Markets since 2008 and was previously with City National Bank from 2019 to 2025. He volunteers with the Young Parenting Network, providing basic budgeting education to families and individuals. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individuals, institutions, and charitable organizations, offering tailored advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services.

Peyton Weber is a financial advisor with OSAIC holding a Series 66 designation and two years of industry experience. Prior to joining OSAIC, he worked at Farmers State Bank and Anderson Financial Services. His other business activities include serving as an insurance agent specializing in fixed insurance options. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and nonprofits, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers through a wide network of affiliated advisors. The firm utilizes asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct portfolios across various asset classes, provided on discretionary or non-discretionary bases.

John Locher is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Edward Jones for 16 years before joining Wells Fargo in 2016. Outside of his advisory role, he holds a 24% ownership interest in a commercial land development company based in Scottsdale, Arizona. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s IPS-driven approach incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options, tailored to plan objectives and risk tolerances.