Dareth Wynes is a financial advisor with Commonwealth Financial Network in Iowa City, IA, holding Series 63 and Series 65 licenses and possessing 12 years of industry experience. He has worked at Commonwealth Financial Network since 2016 and is also affiliated with United Iowa Financial, where he conducts fixed insurance sales as an agent. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages over $212 billion in client assets. The firm offers a comprehensive platform including managed-account programs, access to third-party asset managers, and custody services, serving individual and institutional clients across the United States.

Christopher Harris is a financial advisor with TIAA-CREF based in Coralville, Iowa. He holds Series 63 and Series 66 licenses and has 35 years of industry experience. Harris has been with TIAA-CREF since 2001. He also serves as an adjunct instructor at the University of Iowa’s Tippie College of Business, teaching a wealth management class to upper-level undergraduate students. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with pre-existing relationships through TIAA-administered employer retirement plans.

Larry Welder is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has held roles at multiple firms, including his own Welder Consulting Group, LLC, and has involvement in medical staffing through ownership of Granite Healthcare Services. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, utilizing a range of investment strategies and platforms that include model portfolios, mutual funds, ETFs, and individual securities. The firm is part of a mutual holding company with affiliated broker-dealer and insurance entities, offering expanded investment options such as interval funds and private-credit strategies.

Angela Rummel is a financial advisor at Wealth Enhancement Advisory Services, LLC with nine years of industry experience. She holds the Series 65 designation and previously worked at Hawkins Wealth Management for seven years before joining Wealth Enhancement Group in 2022. Angela also maintains a role as a financial advisor specializing in fixed insurance. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a broad mix of clients including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting through a network of advisors, employing a strategic investment approach that combines passive and active management with quantitative and fundamental research.

Baoli Guo is a financial advisor at TIAA-CREF with seven years of industry experience. He has held roles at Wells Fargo Clearing and Wells Fargo Bank, N.A., accumulating nine years total at Wells Fargo before joining TIAA-CREF. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing employer retirement relationships. The firm offers model portfolio management as well as customized portfolio services under a fiduciary standard.

Carter River is a CFP®-credentialed financial advisor with five years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He has prior experience at TD Ameritrade, Community Health Systems, and Workiva. River is also a registered client service associate with Andrews Financial Group, which operates under the name Pilot Wealth. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers non-discretionary planning and consulting tailored to client goals, supported by analytical tools and a broad advisor network.

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.

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.

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.

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.

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.

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 in Coralville, IA, holding a Series 66 designation with seven years of industry experience. Prior to joining Edward Jones in 2019, she worked for US Foods for 13 years. Outside of her advisory role, she is involved in dog sitting services in North Liberty, IA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

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.