Garrett Akins is a CFP® with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to joining Edward Jones, he worked for 13 years at Quad/Graphics. He is involved with the Community Foundation of Northeast Iowa’s Investment Policy Committee and serves as a board member for the Kiwanis Club of Greater Waverly. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals and institutions. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branches nationwide.

David Stern is a Series 66-credentialed financial advisor with 26 years of industry experience. He has worked at LPL Financial since 2022 and previously spent 22 years with Cuna Mutual Group and CUNA Brokerage Services, Inc. He is based in Cedar Falls, Iowa. 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 portfolios, third-party asset management, and institutional platforms, supporting advisors with multiple investment options and operational tools.

Mark Mccombs is a financial advisor at Ameriprise with 30 years of industry experience and holds the CFP® and Series 63 designations. Before joining Ameriprise in 2024, he worked at LSB Capital Management, Inc., LPL Financial, and Lincoln Savings Bank. He serves on the board of the Cedar Bend Humane Society and teaches a Financial Literacy course at the University of Northern Iowa. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service focused on retirement-income planning, combining investment research and algorithmic analysis to provide tailored recommendations within a specialized product ecosystem.

Logan Wolf is a financial advisor at LPL Financial with one year of industry experience. He holds a Series 66 designation and has worked with Jacobson Financial Services and True North Restoration of Iowa. Outside of his advisory role, Wolf has been involved in business activities related to Jacobson Financial Services, LLC. 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 broad range of advisory and brokerage services, including financial planning and access to model portfolios, third-party asset management, and institutional platforms.

Cody Solverson is a financial advisor at Cambridge Investment Research Advisors with 14 years of industry experience. He holds the Series 66 designation and has been with Cambridge Investment Research in various capacities since 2016. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services. The firm offers multiple investment implementation options through a network of independent Financial Professionals, combining proprietary models with access to third-party strategists.

David Hassman is a financial advisor with Edward Jones in Sumner, Iowa, holding Series 63 and Series 66 registrations and 22 years of industry experience. He has been with Edward Jones since 2003. Outside of his advisory work, Hassman manages a small agricultural operation, including ownership of 20 head of feed cattle. 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 discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Brandon Pedersen is a financial advisor with Thrivent Investment Management in Cedar Falls, IA, holding a Series 66 designation and 14 years of industry experience. He has worked with Thrivent Financial for Lutherans and Thrivent Investment Management since 2013. Outside of advisory work, he serves as a board member for LOVE INC, a nonprofit that connects churches with people in need and coordinates community support programs, and is involved in farming through ownership and crop sharing. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on comprehensive goal-based analyses and written financial recommendations without direct implementation. The firm offers planning alongside managed-account services through a consolidated billing option called “WealthPlan,” and does not act as a portfolio manager for institutional clients.

Joshua Katcher is a CFP® professional with 22 years of experience in the financial services industry, currently with Ameriprise since 2012. He holds Series 63 and Series 65 licenses and is based in Cedar Falls, Iowa. Outside of advising, he owns K and S Operations, LLC, an entity formed to manage operational and expense practices, and Joshua J. Katcher, LLC, which manages his Ameriprise business. Ameriprise Financial Services is a large, diversified advisory firm that serves both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.