Bradley Haverback is a CFP® with 16 years of experience in financial advising. He is currently with Savant Wealth Management and previously worked at Ausdal Financial Partners, INC and World Trend Financial Planning Services Ltd. He holds Series 63 and Series 65 licenses. Savant Wealth Management provides comprehensive wealth management and related services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with actively managed strategies, supported by extensive in-house resources and affiliated accounting, legal, and trust services.

Amber Koutny is a financial advisor with CWM, LLC, holding a Series 66 designation and two years of industry experience. She previously worked at Cetera Advisor Networks and Carson Wealth and spent over two decades at Linn Area Credit Union. Outside of her advisory role, she is employed as a client relationship associate with Galt Wealth Partners. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a large network of advisors. The firm provides portfolio management, financial planning, and retirement plan services, managing accounts primarily on a discretionary basis using model portfolios and a blend of fundamental and technical analysis.

Lori Bouska is a financial advisor with Empower Advisory Group in Cedar Rapids, IA. She holds Series 63 and Series 66 credentials and has five years of industry experience. Her prior experience includes roles at Edward Jones and Auxiant, among others. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and retail brokerage account holders through an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns, annual rebalancing, and savings rates in its proprietary financial planning service.

Michael Russ is a financial advisor at Savant Wealth Management with 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Ausdal Financial Partners, Inc. and World Trend Financial Planning Services Ltd. Outside of his financial advisory role, he works as a pitching coach, developing techniques for athletes. Savant Wealth Management provides comprehensive wealth management and related services to individuals, families, charitable organizations, corporations, and high-net-worth clients. The firm employs a blend of evidence-based asset allocation and actively managed strategies, supported by affiliated entities offering accounting, legal, and trust services.

Kelly Steele is a financial advisor at OSAIC with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at OSAIC since 2018, following prior roles at Signator Investors, Inc. and his own firm, Steele Wealth Management, Inc. In addition to his financial advisory work, he practices law, representing clients in criminal and juvenile matters. He also serves as chair of the Rotary Champions Board in Colorado Springs, which organizes a yearly scholarship ceremony for student-athletes. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a range of portfolio management tools and access to third-party money managers and wrap programs.

Kelsey Drahos is a financial advisor at Cetera with a Series 66 designation and five years of industry experience. Her prior work includes roles at Guide Wealth Partners and Securian Advisors MidAmerica, as well as experience outside the financial sector with companies such as Butschi Real Estate and DJ's Pool and Spa. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management options and has over 10,000 advisors managing more than $256 billion in assets.

Janet Beal is a CFP® professional with 29 years of industry experience currently with Cetera. She has worked at multiple firms including Securian Financial Services for over two decades and operates WinnerLynk Advisory as a financial professional. Outside of her advisory work, she volunteers on the CFP Board's disciplinary and ethics commission and serves as membership coordinator for the networking group Breakfast of Champions. Cetera Investment Advisers LLC provides a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a multi-manager platform with diverse program options and manages over $256 billion in assets.

Joel Hanson is a financial advisor with LPL Financial in Cedar Rapids, IA, holding Series 63 and Series 65 credentials and 11 years of industry experience. He previously worked at Cambridge Investment Research, Inc. for 10 years before joining LPL Financial in 2024. Hanson is also a commissioned 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 financial planning, model portfolios, third-party asset management, and institutional platforms, with advisory services delivered primarily through investment adviser representatives implementing a range of investment strategies.

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.

Jon Bancks is a financial advisor with Morgan Stanley in Cedar Rapids, IA, holding a Series 66 designation and 19 years of industry experience. He has been with Morgan Stanley since 2011 and has worked specifically with Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is involved with CarePro Health Services as a director. Morgan Stanley Wealth Management offers a wide array of advisory programs to individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using proprietary tools and models.

Samuel Tvedt is a financial advisor with Robert Baird & Co. based in Cedar Rapids, IA. He holds Series 63 and Series 65 licenses and has 10 years of industry experience. Prior to joining Robert Baird, he worked at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. Outside of his advisory role, he manages basic finances for a veteran on a limited basis. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pension plans, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services using a combination of in-house and third-party managers, covering traditional and non-traditional investment strategies.

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.

Elyse De Corah is a financial professional with six years of industry experience, currently affiliated with Cetera. She holds the Series 66 credential and has previously worked at Securian Advisors MidAmerica Inc and Minnesota Life Insurance Company. Outside of advising, she serves as chair of the Iowa Ceramics Center and Glass Studio, a nonprofit organization, and co-owns Rivet Rentals, an Airstream rental business. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a nationwide network of independent advisors, employing multiple program structures and access to third-party managers.

Kelly Stobb is a CFP® and ChFC® with five years of industry experience. She has worked at Wells Fargo Clearing since 2022 and previously held roles at Private Wealth Asset Management, US Bank Wealth Management, and Transamerica Life Insurance. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm offers a range of brokerage and advisory solutions supported by research and analytics and operates with more than 14,000 financial advisors managing approximately $671 billion in assets.

Kent Hennings is a financial advisor with Cambridge Investment Research Advisors in Cedar Rapids, IA, holding a Series 66 credential and over 22 years of industry experience. He has been with Cambridge Investment Research Advisors since 2010 and also owns Apex Financial Group, LLC and Mount Vernon Investment Center. Additionally, he has worked as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services. The firm offers various investment implementation options through proprietary and third-party model strategies and supports both discretionary and non-discretionary account management.

Amy Lee is a financial advisor with Wells Fargo Clearing in Cedar Rapids, IA, holding a Series 66 designation and 18 years of industry experience. She has worked at various Wells Fargo entities since 2013. Outside of her advisory role, she serves as power of attorney for a family member. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions grounded in modern portfolio theory. The firm’s approach includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Halle Howard is a financial advisor at Wells Fargo Advisors with four years of industry experience. She holds Series 63 and Series 66 licenses and has worked in various roles within Wells Fargo entities since 2019. In addition to her advisory work, she serves as an assistant volleyball coach at Kirkwood Community College. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using Wells Fargo research and planning tools, with a focus on tailored recommendations and optional implementation through brokerage or advisory programs.

Natalie Wedeking is a financial advisor with Wells Fargo Clearing, holding Series 63, Series 65, and Series 66 designations and bringing 28 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Kaylee Montanez is a financial advisor at Robert Baird & Co. in Cedar Rapids, IA, holding a Series 66 designation with five years of industry experience. Her prior work includes roles at Ameriprise and Tractor Supply Company, as well as several years at Triple G Farms. She is part of the DDK Group within Baird’s Private Wealth Management department, which serves individual, corporate, pension, profit-sharing, and charitable clients through a variety of financial planning and portfolio management services. Baird employs a combination of manager-traded and model-traded strategies, tax management, and internal research tools, managing approximately $394 billion in regulatory assets as of year-end 2025.

Isabella Steele is a financial advisor with Osaic Wealth, Inc. in Cedar Rapids, Iowa. She holds Series 63 and Series 66 licenses and has two years of industry experience, including prior work at The Vanguard Group and self-employed advisory roles. Outside of financial services, she has worked as a sales representative at Mountainside Fitness. Osaic Wealth, Inc. serves a diverse client base ranging from individual investors to institutional entities and offers a broad suite of advisory and brokerage services. The firm employs various asset-allocation tools and third-party platforms to deliver tailored portfolio solutions across multiple investment vehicles.