James Smith is a financial advisor with Cetera, holding a Series 63 credential and over 33 years of industry experience. His prior roles include long tenures with Avantax Insurance Services, Avantax Advisory Services, and Avantax Investment Services. In addition to his advisory work, Smith operates Smith Accounting Service, a tax preparation and accounting business he has maintained since 1977. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform where advisors can implement model portfolios, select third-party managers, or create customized strategies, managing more than $256 billion in assets.

Dale Handley is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. He has been with Cambridge since 2020 and previously worked at VOYA Financial Advisors and Bridge Community Bank Investment Services. Outside of his advisory work, Handley is involved in entrepreneurial activities including ownership roles in food and beverage services and retail businesses. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a broad range of clients, including individuals, pension and profit-sharing plans, trusts, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, providing tailored strategies via multiple custody platforms and both discretionary and non-discretionary approaches.

Timothy Negro is a financial advisor with Cetera, holding Series 63 and Series 65 designations and possessing 41 years of industry experience. He has been associated with Cetera and its affiliate, Cetera Wealth Services, LLC, since 2013. Outside of his advisory role, he is the owner of Tim Negro Investments, a retail stock brokerage. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with access to various portfolio management strategies and third-party managers, supporting both discretionary and non-discretionary accounts.

Brian Kelso is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. He has been with Cambridge since 2007 and also operates as an independent insurance agent. Outside of advising, Kelso is the president of Vel-Donna, Inc., a storage rental business, and is active as a member of the Rotary Club in Kalona, IA. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals using a variety of portfolio management strategies and platform arrangements.

Bruce Kout is a financial advisor with Ameriprise in Iowa City, IA, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. 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-efficiency analysis in a structured process supported by a centralized consulting team and employs algorithmic automation alongside committee oversight for its recommendations.

James Wachendorf is a financial advisor at LPL Financial with 15 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Cambridge Investment Research Advisors and MidAmerica Securities. Based in Iowa City, IA, Wachendorf is also associated with GreenState Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management options, utilizing model portfolios, third-party subadvisors, and customized strategies.

Scott Mc Gill is a financial advisor with Edward Jones in Iowa City, IA, holding a Series 66 credential and 19 years of industry experience. He has been with Edward Jones since 2007. Outside of his advisory role, he participates as a study participant in the University of Iowa Multicenter Osteoarthritis Study. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its large retail advisor and branch network, affiliated capabilities beyond advisory services, and operating under a fiduciary standard.

Adela Hunter is a financial advisor at Edward Jones with six years of industry experience. She has been with Edward Jones since 2019 and previously worked at US Foods for 13 years. Outside of her financial advisory role, she is involved in dog sitting in North Liberty, Iowa. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad spectrum, including pension plans and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of more than 23,700 advisors and offers a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

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.

Wade Nash is a CFP® professional with nine years of experience, currently serving at Edward Jones since 2014. He has a background that includes work at the University of Iowa from 2013 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, supported by a large network of financial advisors and branch offices across the United States.

Eric Shelangoski is a financial advisor with Edward Jones in Iowa City, IA, holding Series 63 and Series 66 designations and 23 years of industry experience. He has been with Edward Jones throughout his career since 2003. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management and operates a nationwide network of over 23,000 financial advisors and 15,000 branch offices.

Marvin Cook is a financial advisor at Wells Fargo Advisors with 28 years of industry experience. He holds a Series 66 credential and has been with Wells Fargo Advisors Financial Network LLC since 2010. In addition to his role at Wells Fargo, he has a 50% ownership stake in Marsh Cook Investment Group, LLC, an investment-related business based in Coralville, Iowa. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce.

Tamara Jakl is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 10 years of industry experience. She has a background working at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Tanner Kelch is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he held roles at CH Robinson, Enterprise Rent-A-Car, Pear Deck, and Schmitt Construction Inc. 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 and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Joshua Oswald is a financial advisor at LPL Financial with 24 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. Prior to joining LPL Financial in 2018, he worked at Northwestern Mutual Investment Management from 2008 to 2016 and has been associated with SII Investments, Inc since 2016. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and other institutions with a variety of financial planning and investment management solutions.

Phuc Lovan is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds Series 66 and Series 63 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2022, following prior roles at U.S. Bank, Central State Bank, US Cellular, Sprint, and Billion Automotive. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Sean Tobin is a financial advisor with LPL Financial in Iowa City, IA, holding Series 63 and Series 66 licenses and with 22 years of industry experience. He has worked at LPL Financial since 2010 and previously at Edward Jones. Tobin is also involved with True Wealth Stewardship, where he has served as a financial advisor and producer. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of financial planning and investment management solutions, including access to model portfolios, third-party asset managers, and institutional platforms.

Olivia O’Bryan is a financial advisor at Wells Fargo Clearing with five years of industry experience. She holds the Series 66 designation and has worked at several firms, including LPL Financial, Waddell & Reed, and Mass Mutual. In addition to her advisory role, she has been involved with Clark and Meiss Group LLC since 2020. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

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.