Anne Brown is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. She has worked at Transamerica Investors Securities Corporation and Transamerica Life Insurance Company since 2019 and held positions at Nations Financial Group and Robert W Baird & Co., Incorporated earlier in her career. Outside of finance, Anne is the owner and operator of a bakery in Marion, Iowa. Transamerica Retirement Advisors serves participants in employer‑sponsored retirement plans and IRA owners through programs that provide managed advice, advisor-managed advice, and investment education. The firm’s investment approach heavily integrates Morningstar Investment Management’s proprietary software and model portfolios to offer personalized asset allocation and retirement guidance.

Kelly Hester is a financial advisor with VOYA Financial Advisors, Inc. holding Series 63 and Series 66 licenses and has five years of industry experience. Prior to joining Voya, Hester worked at AGIA and Valic Financial Advisors, among other firms. She is also appointed as an agent to sell non-securities insurance products for AGIA. VOYA Financial Advisors, Inc. is an enterprise-scale firm providing financial planning, portfolio management, and retirement advisory services to individuals, plans, and corporate clients through a wide network of representatives. The firm combines in-house and external strategists with technology-enabled tools to manage a range of investment programs, operating primarily on a non-discretionary basis with some discretionary account options.

Nicole Adesina is a financial advisor with Transamerica Financial Advisors in Cedar Rapids, IA, holding Series 63 and Series 66 licenses and possessing 17 years of industry experience. She has been with Transamerica Financial Advisors since 2021 and also serves as a notary. Outside of finance, she is associated with GWP Construction Management LLC. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, employer-sponsored plans, and charitable organizations. The firm utilizes model portfolios and third-party managers to implement its advisory services across multiple program platforms.

Amber Koutny is a financial advisor with Carson Wealth, holding a Series 66 designation and two years of industry experience. She has previously worked at Cetera Advisor Networks and Linn Area Credit Union, where she spent over two decades. Carson Wealth is an SEC-registered investment adviser that manages approximately $50.6 billion through a network of more than 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, with investment strategies guided by an Investment Committee that utilizes fundamental and technical analysis.

Thomas Kaiser is a Series 65-credentialed advisor with TLG Advisors, Inc. in Marion, IA, where he has been since 2026. His prior experience includes roles at JH Pierce Wealth Management and Lundahl, Hatt, and Austad Tax Services Inc. TLG Advisors serves a wide range of clients, including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm focuses on manager selection and monitoring using fundamental analysis and Modern Portfolio Theory, offering both sub-advisor managed portfolios and a direct-to-consumer digital program called Starlight Portfolios.

Joel Hanson is a financial advisor at LPL Financial with 12 years of industry experience. He previously worked for Cambridge Investment Research, Inc. for 10 years before joining LPL Financial. He is a licensed notary in the State of Iowa and participates in the Dave Ramsey SmartVestor PRO program. 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 access to third-party asset managers, supported by a broad platform of technology and non-advisory financial products.

Ryan Rader is a CFP® and Series 66 credentialed financial advisor with 13 years of experience, all with Edward Jones in Cedar Rapids, IA. He has worked at Edward Jones since 2013. 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 investment strategies and affiliated capabilities, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and tax-efficient services, supported by a large network of advisors and branch offices nationwide.

Jodi Tacker is a financial advisor at Cambridge Investment Research Advisors with 18 years of industry experience. She holds a Series 66 designation and previously worked at Berthel Fisher & Company Financial Services for eight years before joining Cambridge. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals utilizing a variety of portfolio management and platform options.

Scott England is a financial advisor with LPL Financial in Cedar Rapids, IA, holding Series 63 and Series 65 credentials and 23 years of industry experience. His prior work includes roles at Cambridge Investment Research, Symmetry Financial Group, Contemporary Concepts, VOYA Financial Advisors, and Locust Street Securities. Outside of his advisory work, he is involved in Advocare International, a multi-level marketing business. 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 other institutions. The firm offers a variety of financial planning and portfolio management options, utilizing both in-house research and third-party strategies delivered through a large network of investment adviser representatives.

Raymond Boyum is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and bringing seven years of industry experience. He has worked at several firms, including Citigroup and Northwestern Mutual, before joining Cambridge in 2020. Outside of advisory roles, he is involved in youth sports coaching with the Iowa City School District and owns Apex Financial Group. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, and charitable organizations. The firm offers a range of financial planning and investment management services through a network of independent professionals, utilizing various portfolio management and advisory platforms tailored to client objectives.

Jeffrey Kreinbring is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 21 years of industry experience. He has been with Cambridge Investment Research Advisors since 2012 and with its affiliated firm since 2011. Outside of advising, he works as an independent insurance agent and is involved in the sales and service of fixed insurance products through his business, Integrity Financial Services. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory services. The firm supports its network of independent Financial Professionals with multiple platform choices and proprietary and third-party investment strategies tailored to client objectives.

Shelbey Lyons is a financial advisor at LPL Financial with one year of industry experience. She holds the Series 66 designation and previously worked for Hy-Vee for seven years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive operational tools and resources.

Robert Eustice is a financial advisor at LPL Enterprise with 37 years of industry experience. He holds the ChFC® and Series 63 designations and has previously worked at firms including Edward Jones and The Prudential Insurance Company of America. His other business activities include serving as a writing agent for individual long-term care insurance policies. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Matthew Rumery is a financial advisor with Edward Jones in Cedar Rapids, IA, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2014 and previously worked at Denver Mattress from 2014 to 2018. 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 through a network of more than 23,700 advisors and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Mark Hunter is a financial advisor with LPL Financial in Cedar Rapids, IA, holding a Series 66 designation and nine years of industry experience. He has worked at LPL Financial since 2018 and previously spent one year at Cambridge Investment Research, Inc. Hunter is also involved with Premier Investments of Iowa, where he has been active since 2014. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by advisor-facing tools and a broad platform of affiliated financial services.

Jeffery Duytschaver is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. His prior roles include positions at Legacy Wealth Management, Principal Securities Inc, JMD Consulting, the Federal Deposit Insurance Company, Mercy Medical Center, and Transamerica. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with a network of approximately 23,701 advisors and $1.01 trillion in assets under management. The firm offers a range of advisory strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jeremy Richardson is a financial advisor with Edward Jones in Solon, IA, holding a Series 66 designation. He has one year of experience in the financial industry, having joined Edward Jones in 2026. Prior to this, he worked for Grask Truck Group for one year and spent 26 years at McGrath Automotive. 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 approximately $1.01 trillion in assets with a network of over 23,700 financial advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.

Roger Abel is a financial advisor with LPL Financial in Cedar Rapids, Iowa, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. His prior firms include Cambridge Investment Research Advisors and Ameritas Investment Company. Outside of his advisory work, Abel is also a professional fisherman. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, institutions, and retirement plan participants. The firm offers a range of financial planning and asset management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.

Scott Klahn is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 24 years of industry experience. His prior roles include positions at Private Client Services, Prime Capital Investment Advisors, Lawing Financial, and Cambridge Investment Research. Klahn operates out of Cedar Rapids, Iowa. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, delivering advice through a large network of investment adviser representatives using a range of discretionary and non-discretionary strategies.

Casey Mushrush is a financial advisor with LPL Financial in Cedar Rapids, IA, holding Series 63 and Series 66 credentials and having 12 years of industry experience. Prior to joining LPL Financial in 2018, Mushrush worked at Cambridge Investment Research Advisors and Cambridge Investment Research Inc. Outside of advisory work, he is involved in legal services through Premier Trust and Estate, PLC, where he provides attorney services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced research tools and a broad scope of financial activities.