Gabriel Groothuis is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and six years of industry experience. He has worked at Thrivent Financial and Thrivent Investment Management since 2019, with earlier roles including positions at Stifel Nicholas and the University of Northern Iowa. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering detailed written recommendations on topics such as retirement, estate, and special needs planning. The firm uses holistic, goal-based analyses and allows clients to combine planning with managed-account services under a consolidated billing option.

Alexandra Lynch is a Series 66 credentialed financial advisor with Ameriprise in Cedar Falls, IA, bringing 10 years of industry experience. She has been with Ameriprise Financial Services since 2016. Outside of her advisory role, Lynch is co-owner of The McCright Agency, a vehicle and property casualty insurance business. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement-income planning advice focused on dependable income and tax-aware withdrawal strategies.

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 with LPL Financial, holding Series 63 and Series 65 licenses and possessing 28 years of industry experience. She has previously worked at Cetera, Scheid's, and CUNA Brokerage Services. Goreham is also involved in insurance activities through a related business operation. 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 wide range of financial planning and investment management services, utilizing various strategies and technology tools across a large network of advisors.

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.

Patricia Monat is a CFP® professional with 38 years of industry experience, currently serving at OSAIC since 2024. She has held various roles throughout her career, including leadership positions at Woodbury Financial Services and ownership of Monat Financial Services. Monat is a board member of the Community Foundation of Northeast Iowa, where she participates on the investment committee. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage, advisory services, and access to third-party money managers. The firm employs a range of portfolio construction tools and supports multiple advisory platforms and managed-account solutions.

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.

Bradford Lee is a financial advisor with LPL Financial who holds a Series 63 designation and has 41 years of industry experience. He has been with LPL Financial since 1992. Outside of his advisory work, he contributes articles to royalsreview.com, a baseball website. 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, with advisory services delivered through a large network of investment adviser representatives using various investment strategies.

Glen Henry is a financial advisor with Cambridge Investment Research Advisors in Cedar Falls, IA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His career includes positions at American Financial Securities, Investors Professional Services, and American Financial Management. He also serves as president of Glen Henry Financial Group LLC, an independent insurance agency. Cambridge Investment Research Advisors is a large SEC-registered firm providing financial planning, investment management, retirement plan advisory, and financial-wellness services to a diverse client base. The firm supports independent Financial Professionals through multiple platform and custody options, offering both proprietary and third-party model strategies tailored to client objectives.

Nolan Farwell is a Series 66 credentialed financial advisor with 18 years of industry experience. He is currently affiliated with LPL Financial and has prior experience at Cetera and Financial Resource Advisors. Outside of advising, he has engaged in historic preservation projects and is involved in self-publishing. 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 variety of investment solutions including model portfolios, third-party asset management access, and institutional platforms, supported by extensive advisor tools and a broad range of non-advisory financial services.

Adam Steenblock is a CFP® professional with 19 years of industry experience. He has worked at OSAIC since 2024 and previously spent seven years at Woodbury Financial Services, along with roles at MONAT Financial Services and SII Investments. He is also president of Milestones Planning, an S-Corporation that manages his firm’s fixed insurance business. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs various asset-allocation tools and investment platforms to construct diversified portfolios tailored to client risk profiles.

Joshua Mercurio is a financial advisor at LPL Financial with 11 years of industry experience. He holds a Series 66 designation and has held roles at Cetera and Financial Resource Advisors, where he is a partner and investment advisor representative. He is also the owner of Mercurio Financial Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, providing a range of discretionary and non-discretionary investment strategies supported by advisor-facing technology.

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 and financial advisor at LPL Financial with two years of industry experience. He has worked at several firms including Cetera and Principal Global Investors and has also been involved with The Commons Church, Inc. Noah serves as a financial professional and analyst at Financial Resource Advisors, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide range of financial planning and investment management solutions delivered through a large network of investment adviser representatives.

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.

Todd Glaw is a financial advisor with Ameriprise in Washburn, Iowa, holding a Series 63 designation and 38 years of industry experience. He has worked at Ameriprise and its predecessor firms since 1989. Outside of his advisory role, he serves as Vice President of Summit Management Group, LLC, where he manages non-licensed operational activities including staff oversight and administrative support. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement who meet specific asset criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver personalized, algorithm-supported advice primarily for clients with assets in Ameriprise-managed accounts.

Thomas Tjaden is an investment advisor representative with LPL Financial, holding Series 63 and Series 65 credentials and over 31 years of industry experience. His career includes positions at Cetera Advisors LLC, Financial Resource Advisors, and CUNA Brokerage Services, Inc. Outside of his advisory role, he is involved in fixed insurance sales. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with research tools and a broad array of financial products.

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.