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 at Osaic Wealth, Inc. with two years of industry experience. He holds the Series 66 designation and previously worked at Farmers State Bank and Anderson Financial Services. In addition to his advisory role, Weber is involved as an insurance agent, assisting clients with fixed insurance options through multiple agencies. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisors and offers integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm utilizes asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios across various investment vehicles.

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.

Stacey Feldman is a financial advisor with Primerica Advisors in Hiawatha, IA, holding Series 63 and Series 65 licenses and having 14 years of industry experience. Her prior work includes roles at PFS Investments Inc. and Primerica Financial Services, among others. Outside of advisory work, she is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-based investment strategies managed by third parties and supports execution and custody through established providers.

Randall Mccright is a financial advisor at Wells Fargo Clearing with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment menu.

Adam Springer is a financial advisor at Edward Jones in Cedar Rapids, IA, holding a Series 66 designation with 19 years of industry experience. He has been with Edward Jones since 2015 and also has a longstanding affiliation with Oxford International beginning in 2003. Outside of his advisory work, he is a guitar player and singer in a musical group called Wonderful Smiths LLC. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment options, supported by a large network of financial advisors and branch offices nationwide.

Patrick Gorkow Sr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and possessing 33 years of industry experience. His prior roles include a decade at Securities America Advisors and Securities America Inc., in addition to managing his own practice since 2010. Outside of his advisory work, he serves as the mayor of Van Horne, Iowa, and is involved in tax preparation and accounting services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a wide range of financial planning and advisory programs, utilizing model portfolios and research from various sources, and provides both discretionary and non-discretionary management across its platforms.

Chad Hoffmann is a financial advisor with LPL Financial based in Hiawatha, IA, holding Series 63 and Series 66 licenses and 27 years of industry experience. He previously worked at Next Financial Group Inc for 23 years before joining LPL Financial in 2025. Outside of his advisory role, Hoffmann is involved in several business activities including non-variable insurance services and real estate rental operations. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary portfolio management, utilizing model portfolios and research from multiple sources.

Rebecca Kruckenberg is a financial advisor at Edward Jones with 21 years at the firm and 12 years of industry experience. She holds a Series 66 designation. Outside of her advisory role, she is an independent consultant and district manager for a skincare and wellness company. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large national network of financial advisors and branch offices.

Jeffery Holmes is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has 17 years of industry experience. Prior to joining Raymond James in 2017, he worked at Edward Jones for eight years. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers non-discretionary planning tailored to client goals and supports municipal and public-finance work through its affiliation with a municipal advisor.

Matthew Carlisle is a financial advisor with LPL Financial in Cedar Rapids, IA, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial in 2024, he worked at Cedar Rapids Bank & Trust and Bank of the West. He also serves as a Notary of Iowa. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and services, including financial planning, retirement plan consulting, and brokerage services, utilizing model portfolios and research from multiple sources.

Derek Schroder is a financial advisor at Raymond James Financial with eight years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at NYLIFE Securities LLC and New York Life Insurance. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and investment consulting to client goals.