Bryce Shelman is a financial advisor at Ameriprise with eight years of industry experience. He holds a Series 66 designation and has worked at Ameriprise Financial Services since 2019, previously working at Cambridge Investment Research. Outside of advising, he is a solo practitioner at Shelman Law, PLLC, focusing on estate law, and serves on the WACO Community School District Board of Directors. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on retirement income strategies, utilizing both internal research and third-party data.

Jordan Meyer is a financial advisor at Thrivent Investment Management, holding a Series 66 designation. He has been with Thrivent since 2024 and has prior experience working at Wartburg College and Wright County Conservation Board. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on goal-based financial planning without discretionary trading authority. The firm combines planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Johann Smith is a financial advisor at Cetera with 26 years of industry experience. He holds Series 65 and Series 63 designations. Prior to joining Cetera, he worked at Avantax Insurance Agency and Avantax Investment Services for over two decades and has operated Smith Accounting since 2000. He has also been affiliated with Brigham Young University since 1998. Cetera Investment Advisers LLC serves a broad range of clients, including individuals, retirement plans, corporate and charitable accounts, and institutions. The firm offers various portfolio management and financial planning services through a large network of independent advisors, providing access to affiliated and third-party managers and multiple program structures.

Alec Feller is a financial advisor with Edward Jones in Iowa City, IA, holding a Series 66 designation and nine years of industry experience. Prior to joining Edward Jones in 2017, he worked at Jet Air, Inc. for five years and spent time in full-time education. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large national network of advisors and branch offices.

Zachary Payne is a financial advisor with LPL Financial in Iowa City, IA, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors and Edward Jones. Outside of his advisory work, he serves as a pastor at Two Timbers Church of Christ. 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 retirement plan consulting, supporting both discretionary and non-discretionary management with access to model portfolios and research.

Kevin Mc Cauley is a financial advisor with Ameriprise in Muscatine, IA, holding a Series 66 designation and 20 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendation reports, delivered through a centralized consulting team in partnership with financial advisors like Mc Cauley.

Bradley Baldes is a financial advisor at Ameriprise with 29 years of industry experience. He holds the CFP®, ChFC®, and Series 63 designations and has worked with Ameriprise and Ameriprise Financial Services, Inc. since 1996. Outside of his advisory role, he is involved in managing advisors within a franchise structure through Northstar Holdings, LLC. Ameriprise provides a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets, offering personalized, tax-smart withdrawal strategies and income planning. The firm combines research, modeling, and automated tools to deliver tailored recommendations and offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Sara Sedlacek is a financial advisor at Edward Jones with six years of industry experience. She holds the CFP® and Series 66 designations and has been with Edward Jones since 2019. Prior to her advisory role, she worked for Community Crisis Services and Food Bank for four years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including non-high-net-worth and high-net-worth households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices, offering a range of advisory programs and investment solutions under a fiduciary standard.

Benjamin Brown is a financial advisor at Cetera with over 32 years of industry experience. He has worked at Cetera Wealth Services, LLC since 2014 and at Dewitt Bank & Trust Company dba Wilton Bank since 2018. Brown serves as vice-chairperson of the board of directors for the American Mutual Insurance Association and holds a treasurer position at Peace United Methodist Church. Cetera Investment Advisers LLC is an SEC-registered adviser offering portfolio management, financial planning, and retirement services to individuals, employer-sponsored plans, corporate, charitable, and institutional clients. The firm operates a multi-manager platform that provides access to affiliated and third-party managers across various program structures and custodial relationships.

Kael Adam is a financial advisor with Ameriprise, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Hogan-Hansen, CPAs and Consultants, and Washington State Bank. He is also involved with Flagship Partners Inc., where he manages an advisory business as part of a team practice affiliated with Ameriprise. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet certain asset criteria, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Christopher Leyden is a financial advisor with Ameriprise in Iowa City, IA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of advising, Leyden is involved in management roles with investment-related entities including Momentum Partners, LLC and Northstar Holdings, LLC, and is an investor in a biogas production company. Ameriprise provides retirement-income planning services primarily for individuals near or in retirement with substantial investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Jeremy James is a Series 66-licensed financial advisor with Raymond James Financial in Iowa City, IA, and has 19 years of industry experience. He has owned and managed James Investment Group, Inc. since 2016 and has held roles at the firm since 2007. Outside of his advisory work, he serves as a trustee on a family testamentary trust. 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, institutions, and charitable organizations. The firm employs non-discretionary planning and consulting tailored to client goals, utilizing analytical tools and risk profiling, and supports its offerings with specialized municipal and employer advisory services.

Bradley Shelman is a financial advisor with Ameriprise in Crawfordsville, IA, holding a Series 63 designation and 32 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of advising, he serves on the board of directors and as treasurer for Olds United Church of Christ. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, providing detailed, tax-aware income and Social Security strategies. The firm combines research-driven modeling and algorithmic tools with advisor collaboration to deliver personalized, ongoing retirement income recommendations.

Lucas Prottsman is a financial advisor with Ameriprise in Iowa City, IA, holding a Series 66 designation and 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Prottsman serves on the boards of Successful Living and HFHC, LLC. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with substantial investable assets, providing tailored recommendation reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with algorithmic tools to deliver personalized advice within a broad range of advisory, brokerage, and insurance solutions.

Nicholas Leyden is a financial advisor with Ameriprise in Iowa City, IA, holding a Series 66 designation and 15 years of industry experience. He has been with Ameriprise and its affiliated entities since 2011. Leyden serves as Treasurer on the Board of Directors for Timberhills Townhomes in Coralville, IA. Ameriprise offers retirement-income planning services primarily for clients with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Richard Arthur is a financial advisor with Cetera in Iowa City, IA, holding Series 63 and Series 65 licenses and eight years of industry experience. Prior to joining Cetera in 2025, he worked for Avantax Insurance Agency, Avantax Investment Services, and Avantax Advisory Services for a combined eight years. Outside of his advisory role, he owns and operates Tax Mex, Inc., an accounting and tax preparation business. Cetera Investment Advisers LLC is a national, SEC-registered advisor serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to a range of third-party money managers.

Sharon Elgatian is a Series 66 licensed financial advisor with 24 years of experience, currently with LPL Financial since 2022. Her prior experience includes over two decades at Cambridge Investment Research and related entities, as well as a one-year role at JBS Live Pork LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, 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 management, and utilizes model portfolios and research from internal and third-party sources.

Anthony Luneckas is a financial advisor with Cambridge Investment Research Advisors in Iowa City, IA. He holds Series 63 and Series 65 licenses and has 27 years of industry experience. His prior experience includes roles at Cambridge Investment Research, Inc. and Integrity Insurance & Investments, where he has acted as an insurance agent since 2003. Outside of his advisory work, Luneckas contributes to the finance team at Grace Community Church and serves on the board of Faith Academy in Iowa City. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, employing a range of portfolio management approaches tailored to client objectives.

Devon Inman is a financial advisor with Ameriprise in Iowa City, IA, holding CFP® and ChFC® designations and seven years of industry experience. Prior to joining Ameriprise in 2024, he worked at Principal Financial Services and Principal Life Insurance Company from 2018 to 2024, and earlier at Elder Services Inc from 2015 to 2018. Inman owns a tax preparation business, Experience Tax Solutions, and serves as an internal accountant for Inman Home Health. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendation reports. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Michael Gaeta is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has a long tenure with Prudential Insurance Company of America and Pruco Securities, LLC, spanning over four decades. Outside of his advisory role, he serves on the board of the Kiwanis of Muscatine and volunteers for the Million Dollar Round Table Legacy nonprofit. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to various investment and insurance products through an integrated platform.