Eugene Dierking is a financial advisor with Cetera in Iowa City, IA, holding a Series 63 designation and 26 years of industry experience. He has been with Cetera and its affiliated entities since 1999. Outside of his advisory role, he serves as the treasurer for a local homeowners association. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, utilizing multiple program structures and a multi-manager platform.

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 with Cetera, holding Series 63 and Series 65 credentials and over 26 years of industry experience. His career includes long-term roles at Avantax Insurance Agency and Avantax Investment Services, as well as experience running Smith Accounting. He has been based in Iowa City, IA throughout his career. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform that includes model portfolios, third-party managers, and customized strategies.

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 who holds a Series 66 designation and has eight years of industry experience. He previously worked at Cambridge Investment Research Advisors and Edward Jones. Outside of his advisory work, he serves as a pastor at Two Timbers Church of Christ in Iowa. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of investment solutions, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Kevin Mc Cauley is a Series 66-licensed financial advisor with Ameriprise, based in Muscatine, Iowa, and has 21 years of industry experience. He has worked with Ameriprise and its affiliate firms since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning through written Recommendation Reports and ongoing annual advice, utilizing proprietary research and third-party data.

Bradley Baldes is a financial advisor with Ameriprise based in Iowa City, IA. He holds the CFP® and ChFC® designations and has 30 years of industry experience, including over two decades with Ameriprise Financial Services, Inc. In addition to advising clients, he is involved in managing advisors within the franchise through his role at Northstar Holdings, LLC. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies. The firm uses proprietary research and third-party data to provide tailored recommendations within a defined investment universe that includes affiliated product options.

Sara Sedlacek is a financial advisor at Edward Jones in West Liberty, IA, holding CFP® and Series 66 designations with seven years of industry experience. Prior to joining Edward Jones in 2019, she worked for Community Crisis Services and Food Bank for four years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branches.

Benjamin Brown is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 33 years of industry experience. He has worked at Cetera since 2014 and also serves as a registered representative at Dewitt Bank & Trust Company. Brown is involved outside of his advisory role as vice-chairperson of the board of directors for the American Mutual Insurance Association and serves as treasurer at Peace United Methodist Church. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a multi-manager platform. The firm offers a variety of portfolio management, financial planning, and consulting services with access to affiliated and third-party managers under multiple program structures.

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 financial advisor with Raymond James Financial, holding a Series 66 designation and 19 years of industry experience. He is the sole owner and branch manager of James Investment Group, Inc., which he purchased in 2016, and has also served as 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, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting that incorporates risk profiling and modeling tools.

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, Iowa, holding a Series 66 designation and 27 years of industry experience. He has worked at Ameriprise and its affiliate since 2005. Prottsman serves on the boards of several organizations, including Successful Living and HFHC, LLC. Ameriprise Financial Services is a large diversified advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written Recommendation Reports and ongoing advice. The firm’s approach combines proprietary research, third-party data, and algorithmic tools to address asset allocation, withdrawal strategies, and Social Security options.

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 financial advisor at LPL Financial with 24 years of industry experience and holds a Series 66 designation. Her prior experience includes roles at Cambridge Investment Research and JBS Live Pork LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions, offering various financial planning and investment management solutions.

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 who holds Series 63 and Series 65 licenses and has 44 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC from 1979 until joining LPL Enterprise in 2024. He serves on the board of the Kiwanis Club of Muscatine and volunteers with the Million Dollar Round Table Legacy, contributing articles for their magazine. LPL Enterprise provides investment advisory and brokerage services to individual and institutional clients, including high-net-worth investors and retirement plans. The firm employs a model-driven investment approach using portfolios developed by in-house research and third-party strategists, and also provides access to third-party asset managers, insurance products, and custody and trust services.