Stefan Christensen is a financial advisor with OSAIC Wealth Inc. based in Cedar Rapids, IA. He holds a Series 66 designation and has three years of industry experience, having previously worked at firms including Thrivent Financial and GreatAmerica Financial Services. Christensen serves on the boards of local nonprofits, including the Good Friday Prayer Breakfast and Bridgehaven Pregnancy Support Center. OSAIC Wealth Inc. serves a wide range of retail and institutional clients through an extensive network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers and wrap programs.

Vance Glaser is a financial advisor with Cambridge Investment Research Advisors and holds the PFS™ designation. He has two years of industry experience and has previously worked at Avantax Planning Partners, LattaHarris LLP, Opportune LLP, and PwC. Outside of his advisory role, he serves as Treasurer for the Wahkonsa Country Club in Durant, Iowa. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement-plan sponsors, and charitable organizations, offering financial planning, investment management, and retirement plan advisory services. The firm utilizes multiple custody platforms and offers both proprietary and third-party model strategies tailored to client objectives.

Paul Binsfield is a financial advisor with Edward Jones in Mount Vernon, Iowa, holding a Series 66 designation and having 16 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, Binsfield coaches boys' golf and varsity tennis at Mount Vernon High School. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

William Fleming is a financial advisor at Edward Jones with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms, including Cambridge Investment Research Advisors, Broker Dealer Financial Services Corp, Wintrust Investments LLC, and Country Trust Bank. Fleming is based in Cedar Rapids, IA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Monte Marti is a financial advisor with OSAIC, holding the ChFC® designation and a Series 63 license, and has 34 years of industry experience. He has worked with Wealthstore Financial and has been involved with his own entities, including Marti Capital LLC and Marti Corporation, for over two decades. Outside of his advisory role, he operates a family apple orchard that offers baked goods and apples seasonally and serves as a church trustee involved in maintenance and repair of church grounds. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, incorporating asset-allocation tools and access to third-party money managers, with portfolios constructed across various asset classes and managed on discretionary or non-discretionary bases.

Ryan Nielsen is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 65 licenses and 14 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Private Wealth Asset Management, Royal Alliance Associates, and Signator Investors. He serves as Director of Advisor Development at Collective Financial Group and is Treasurer of the Cedar Valley Montessori School board. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through an extensive network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools, risk assessments, and automated rebalancing to manage diversified portfolios tailored to client needs.

Lucas Walker is a financial advisor at LPL Financial with a Series 65 designation and one year of industry experience. Prior to joining LPL Financial, he worked at Sadler Power Train and served in roles with Mount Mercy University and Solon Community School District. He is also involved in operating a lawn care business. 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, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Kevin Ciesielski is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His prior work includes roles at BMO Bank, Bank of the West, and US Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a broad range of advisory and brokerage services. The firm offers various investment options, including model portfolios and third-party management, supported by technology tools, and oversees more than $819 billion in discretionary assets.

John Westfall is a financial advisor at Edward Jones with 30 years of industry experience, including 26 years at Edward Jones. He holds Series 63 and Series 66 designations. Outside of his advisory work, he is the owner of Westfall Racing LLC, which invests in race horses. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors, offering a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and tax-efficient services.

Jacob Hubanks is a financial advisor with LPL Financial in Cedar Rapids, IA, holding Series 63 and Series 65 credentials and three years of industry experience. Prior to joining LPL Financial in 2024, he worked at Cambridge Investment Research and several other firms. Outside of his advisory role, he is employed with Bio Life Plasma Services and serves as a Notary Public. 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 and investment management services through a large network of advisors utilizing model portfolios, third-party subadvisors, and customized strategies.

Laurie Copper is a financial advisor at Edward Jones with 13 years of industry experience and holds the Series 66 designation. She has been with Edward Jones since 1984, totaling 42 years with the firm. Laurie is a class B shareholder in her family's farm corporation, L & J Jordan Farm Corp, located in Marion, IA. 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, operating under a fiduciary standard.

Devin Bettmann is a financial advisor at Edward Jones in Cedar Rapids, IA, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones in 2022, he worked with the Cincinnati Reds and held various roles in educational institutions including Mt. Healthy City Schools and Linn-Mar Community Schools. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a broad range of advisory programs and investment solutions, operating under a fiduciary standard with a large national presence through thousands of financial advisors and branch offices.

Damon Walker is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and over 24 years of industry experience. He previously worked at Cambridge Investment Research Advisors and VOYA Financial Advisors. Walker is also affiliated with the Dave Ramsey SmartVestor Pro program. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a variety of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Ryan Norton is a CFP® professional affiliated with Cambridge Investment Research Advisors with 13 years of industry experience. He has worked with Cambridge Investment Research Advisors and related firms since 2018. Norton serves as a board member for the Marion Independent School Foundation & Alumni Association and is the treasurer for the Marion Public Library Board. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, pension plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals utilizing various portfolio strategies and platform arrangements.

Dana Goshon is a CFP® professional with five years of industry experience currently advising at Edward Jones. Prior to joining Edward Jones in 2021, Dana spent nine years at Collins Community Credit Union. Outside of financial advising, Dana holds a vice president role at R&G Investments, a restaurant business in Pella, IA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Jonas Everett is a financial advisor at LPL Financial with 31 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at Cambridge Investment Research and Provident Mutual. Outside of his advisory work, he serves as president of a tax-related business entity and is involved with a nonprofit organization for retired insurance agents. 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 variety of advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools and a broad range of non-advisory financial products.

Jackson Walker is a financial advisor at LPL Financial with two years of industry experience. He holds a Series 66 designation and has prior experience at Cambridge Investment Research, Inc. Outside the financial industry, he co-owned and operated The Pub LLC for two 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 financial planning, model portfolios, third-party asset management, and institutional platforms, and supports its advisors with technology and a broad range of non-advisory financial services.

Teddy Steger is a financial advisor at Edward Jones with 21 years of industry experience. He has been with Edward Jones since 2004 and holds Series 63 and Series 66 licenses. Outside of his advisory work, he manages maintenance and upkeep for a commercial office building in Marion, Iowa, and officiates for various schools in Cedar Rapids. 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 solutions supported by a nationwide network of more than 23,700 financial advisors and over 15,000 branch offices.

Sarah Berner is a Series 66-licensed financial advisor with 22 years of industry experience, currently with Cambridge Investment Research Advisors since 2018. Her prior experience includes roles at Berthel Fisher & Company Financial Services and Securities Management & Research. Outside of financial advising, she is involved in several local business ventures, including co-ownership of Wilkie Liquors and Beau Dylans Inc., and holds positions at Berner Concrete and Snow Removal and as an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement services through a network of independent advisors, employing a range of portfolio solutions and proprietary and third-party strategies tailored to client objectives.

James Russell is a financial advisor with LPL Financial in Marion, Iowa, holding Series 63 and Series 65 credentials and 39 years of industry experience. He has worked at LPL Financial since 2019 and previously held roles at Creative Financial Designs, Inc. and CFD Investments, Inc. Additionally, he operates Jim Russell Financial Services, a business entity used for tax and investment purposes. 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 portfolio programs, third-party asset management, and institutional platforms, with advice delivered primarily by investment adviser representatives using a range of discretionary and non-discretionary strategies.