Anthony Wessling is a financial advisor at Edward Jones with one year of industry experience. He previously worked for Southern Glazers Wine and Spirits for 13 years. Outside of his advisory role, he provides DJ and sound services for weddings and events in Iowa City. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs and affiliated financial services, operating under a fiduciary standard.

Kaylee Shelman is a financial advisor at Ameriprise with one year of industry experience. She holds a Series 66 designation and previously worked at University of Iowa Hospitals & Clinics. Ameriprise Financial Services is a large, diversified 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 advice.

Anthony Schau is a financial professional based in Iowa City, IA, affiliated with Cetera. He holds Series 63, 65, and 66 licenses and has 34 years of industry experience. His work history includes longtime roles at North Star Resource Group and Securian Financial Services. Outside of advisory activities, he is involved as an agent/broker in fixed insurance sales through North Star Consultants. Cetera Investment Advisers LLC operates as a multi-manager platform that serves individual investors, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services, utilizing both affiliated and third-party managers across discretionary and non-discretionary programs.

Cameron Tammen is a financial professional at Cetera with six years of industry experience. He holds the Series 66 designation and has worked at firms including Securian Financial Services and Minnesota Life Insurance Company. In addition to his advisory role, he offers group and employee benefits as a fixed insurance agent through North Star Consultants. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients. The firm provides various portfolio management and retirement services through a multi-manager platform, supporting discretionary and non-discretionary accounts with access to affiliated and third-party managers.

Riley Larson is a financial advisor at Raymond James Financial with 10 years of industry experience and holds a Series 66 designation. He has worked at Raymond James Financial Services Advisors Inc. since 2017 and previously spent a year at Securian Financial Advisors. Outside of his advisory role, Larson is an associate at James Investment Group, Inc., where he serves as a registered service associate. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse range of clients, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary consulting using analytical tools and supports municipal and public finance clients through a unique municipal advisor affiliation.

Roberta Becker is a financial advisor at Edward Jones in Muscatine, IA, holding a Series 66 designation with 16 years of industry experience, all at Edward Jones. Outside of her advisory role, she owns a Mary Kay cosmetics business, occasionally selling products to family members. 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 solutions supported by a large nationwide network of financial advisors and branch offices.

William Montag is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He previously worked with Securian Financial Services, Inc. and C.R.I. Securities, Inc. for over two decades. Montag serves as treasurer of a nonprofit condominium association, assisting with budgeting and financial reporting. Cetera Investment Advisers LLC provides services through a large nationwide network of independent advisors, serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning solutions, including access to third-party money managers and various program structures.

Kelly Barta is a CFP® and ChFC® credentialed financial advisor with Edward Jones in Iowa City, IA, with seven years of industry experience. Prior to joining Edward Jones in 2018, Barta worked for three years at University of Iowa Hospitals and Clinics. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies and affiliated investment products, supported by a nationwide network of more than 23,700 financial advisors and over 15,000 branch offices.

Hannah Taylor is a financial advisor at Ameriprise with a Series 66 credential and one year of industry experience. Her prior roles include positions at the National Program for Play Area Safety and Financial Decisions Group. She has also worked in community and educational settings, including the Marshalltown Community School District. Ameriprise is a large institutional firm offering retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide personalized, non-discretionary recommendations delivered through a centralized retirement-income consulting team.

Robert Rindels is a financial advisor with Ameriprise in Iowa City, IA, holding a Series 63 designation and 29 years of industry experience. He has been with Ameriprise and its affiliated firms since 2005. Outside of his advisory role, Rindels serves on the boards of St. Marks United Methodist Church and Iowa City Boys Baseball, and is involved with Real Money Inc. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a Premier Retirement Income service that provides written recommendation reports and annual retirement income planning advice, with an emphasis on dependable income sources and tax-aware withdrawal strategies.

Alan Raskie is a financial advisor with Ameriprise in Muscatine, IA, holding a Series 63 designation and 29 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets, offering tailored written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver non-discretionary recommendations, primarily for clients with assets managed within Ameriprise accounts.

Jordan Brown is a financial advisor with Ameriprise in Iowa City, IA, holding a Series 66 designation and four years of industry experience. Prior to joining Ameriprise in 2021, he worked at ACT, Inc. and held roles at The University of Iowa in Outreach and Engagement as well as Urban and Regional Planning. He is also involved in independent insurance brokering through Wellmark Insurance. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports, supported by a centralized retirement-income consulting team.

Alexander Zipse is a Series 66-licensed financial advisor with Raymond James Financial. He has three years of industry experience, including roles at Raymond James Financial Services Advisors, Inc. and Raymond James Financial Services, Inc. Prior to his current position, he worked at the University of Iowa Hospitals and Clinics and held various roles at Follett Corporation, Walmart, Aramark, and the University of Iowa. He is also involved with James Investment Group in a non-investment related capacity. 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, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and consulting using analytical tools and supports municipal advisory work through a unique affiliation with a municipal advisor.