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.

Chad Hoffmann is a financial advisor with LPL Financial who holds Series 63 and Series 66 credentials and has 27 years of experience in the industry. He previously worked at Next Financial Group Inc for 23 years and Transamerica Financial Advisors for three years. Hoffmann is involved in several business activities, including ownership of a non-investment insurance business and a notary service. 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 technology and a broad network of over 22,800 advisors.

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 at LPL Financial with a Series 66 designation and one year of industry experience. He previously worked at Cedar Rapids Bank & Trust for eight years and Bank of the West for one year. He is also a commissioned Notary of Iowa. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research and operational tools across a broad range of investment strategies.

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.