Alexandra Lynch is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and nine years of industry experience. She has been with Ameriprise since 2016. Outside of her advisory role, Lynch is co-owner of The McCright Agency, which provides vehicle, property, and casualty insurance. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement-income planning through written recommendations and ongoing advice.

Austin Hamer is a financial advisor at Stifel with a Series 66 designation and three years of industry experience. His prior work includes roles at Businessolver and Scheels. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies.

Matthew Untiedt is a financial advisor with Edward Jones in Waterloo, IA, holding the CFP® designation and Series 66 license. He has 10 years of experience, all with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kelly Goreham is an investment advisor representative at LPL Financial with 28 years of industry experience. She holds the Series 63 and Series 65 designations and has worked previously at Cetera and Scheid's. Goreham is also involved with Financial Resource Advisors, a business focused on securities, advisory, and insurance services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of advisors. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Kari Schaffer is a financial advisor with Osaic Wealth, Inc. in Waterloo, Iowa, holding Series 63 and Series 65 credentials with 26 years of industry experience. She previously worked for L.M. Kohn & Company for 24 years and leads a third-party administration firm, Paradigm Benefits, LLC, since 1998. She also serves as trustee for a revocable trust for her parents. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, employs a variety of asset-allocation tools, and provides access to third-party money managers and wrap programs.

Ronald Kiewiet is a financial advisor with Cetera who has 56 years of industry experience and holds a Series 63 designation. His work history includes roles at Cetera Wealth Services, LLC and VOYA Financial Advisors. He serves as a board member for Friends of Faith Retirement Homes, Inc. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser offering a multi-manager platform that supports individuals, retirement plans, corporate and charitable clients, and institutional accounts with a range of portfolio management and financial planning services.

Rick Schwartz is a financial advisor with Ameriprise in Cedar Falls, IA, holding a Series 63 designation and 50 years of industry experience. He has worked with Ameriprise and its affiliated entities since 2005. Outside of advisory services, he receives income through a compensation-sharing agreement with K & S Operations LLC, though he holds no ownership or management responsibilities there. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written retirement planning recommendations focused on reliable income and tax-aware withdrawal strategies.

Nolan Farwell is a financial advisor with LPL Financial in Waterloo, IA, holding a Series 66 designation and 18 years of industry experience. He has previously worked at Cetera and participated in a project writing an application for national historic designation of a mining site near Hahn's Peak, Colorado. Farwell is also involved as a finance committee member at a local church and has self-published a book through his own publishing business. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, supported by proprietary and third-party research and tools.

Joshua Mercurio is a financial advisor with LPL Financial in Waterloo, Iowa, holding a Series 66 credential and 11 years of industry experience. His prior work includes roles at Cetera and Financial Resource Advisors, and he is owner of Mercurio Financial Inc. Outside of advising, he has been involved in ownership of a bar and grill and holds partial ownership in commercial real estate entities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory and brokerage services supported by model portfolios, research, and technology-driven strategies.

Jonathan Larson is a financial advisor with Stifel in Waterloo, Iowa, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Stifel since 2009 and previously at UBS Financial Services and Piper Jaffray Inc., with tenures beginning in 1992 and 2006 respectively. Larson serves as a board member of Friendship Village, a nonprofit retirement community, and participates on its Foundation Finance Committee. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services grounded in proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group. The firm provides episodic, fee-based financial planning and supports client discretion in implementation and monitoring.

Katrina Helle is a financial advisor with Edward Jones in Waterloo, IA, holding Series 63 and Series 65 licenses and 15 years of industry experience. Her career includes roles at LPL Financial, GreenState Credit Union, TDAmeritrade, Prudential, Farm Bureau Financial Services, and Bank of the West Investment Services. She has served as a FINRA arbitrator since 2019. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Noah Brown is a CFA® charterholder with two years of industry experience, currently affiliated with LPL Financial in Waterloo, IA. His prior experience includes roles at Cetera and Principal Global Investors. Outside of his advisory work, he held a position at The Commons Church, Inc. for five years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients 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, model portfolios, and retirement plan consulting.

Jesse Meehan is a CFP® professional with 21 years of experience in financial advisory. He is currently with OSAIC and has held prior roles at Signator Investors, Inc. and Advisors Advantage Network. Meehan also serves as president of Financial Decisions Group, an S-corp engaged in securities transactions and fixed insurance sales. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and nonprofits through a broad network of affiliated advisers. The firm offers integrated brokerage and advisory services, employing various asset-allocation tools and third-party solutions to manage portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Thomas Tjaden is an investment advisor representative at LPL Financial with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Cetera and Financial Resource Advisors. In addition to his advisory role, he is involved in fixed insurance sales. LPL Financial serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Jessica Purcell is a financial advisor with Ameriprise in Cedar Falls, IA, holding Series 65 and Series 63 licenses and with 13 years of industry experience. She has been with Ameriprise and its affiliated entities since 2002. Outside of her advisory work, she manages a cattle farm operation associated with her personal property. Ameriprise Financial Services is a diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored retirement-income planning and recommendations based on proprietary research and algorithmic tools.

Isaiah Mundell is a CFP® certificant affiliated with OSAIC in Waterloo, IA, with seven years of industry experience. He has worked previously at Wells Fargo Advisors, Robinhood Financial, and USAA Investment Services, among others. Mundell owns and operates Mundell Financial Planning Inc. as an additional business activity. Osaic Wealth, Inc. serves a diverse clientele including individual, high-net-worth, institutional, and charitable investors through a large network of affiliated advisers and advisory platforms. The firm offers integrated brokerage and advisory services, employing firm-provided asset-allocation tools and risk-assessment techniques to develop portfolios across various asset classes, managed on discretionary or non-discretionary bases.

Todd Havel is a financial advisor with Edward Jones in Grundy Center, Iowa, holding Series 63 and Series 66 licenses and with 21 years of industry experience. He has worked at Edward Jones since 2005. Havel serves as a committee member helping to manage funds for the Don Bosco and IC/St Joes endowments in Gilbertville, Iowa. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs with both discretionary and non-discretionary strategies, supported by a large network of advisors and branch offices nationwide.

Corey Joens is a financial advisor at Edward Jones with 10 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2015. The firm is a full-service wealth management company serving over four million individual and institutional clients, including a wide range of households and organizations. Edward Jones manages approximately $1.01 trillion in assets under management through a large network of advisors and branch offices and offers a variety of investment strategies and affiliated financial services under a fiduciary standard.

Michael Huisman is a CFP® and Series 66-registered financial advisor with Edward Jones, based in Waterloo, IA. He has seven years of industry experience, including three years at Atlantic Bottling Company prior to joining Edward Jones in 2019. Huisman is involved with Cardone Equity Fund V, LLC, a real estate multifamily fund in Aventura, FL. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs supported by a large network of financial advisors and branch offices nationwide.

Justin Dams is a financial advisor at LPL Financial with 20 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2022. Prior to that, he has been with Cuna Brokerage Services, Inc. and the Cuna Mutual group since 1998. 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 financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios from internal and third-party sources.