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.

Christopher Perez is a financial advisor at Edward Jones in Williamsburg, Iowa, holding a Series 66 designation with five years of industry experience. Prior to Edward Jones, he worked at U.S. Bank, University of Iowa Community Credit Union, and Farmers Trust and Savings Bank. Outside of his advisory role, he partners in a property management business where he assists with tenant issues and property management as needed. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

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.

John Selk is a financial advisor with LPL Financial in Cedar Rapids, IA, holding a Series 66 designation and four years of industry experience. He has been affiliated with LPL Financial since 2021 and also owns Selk Insurance Advisors. Additionally, he has a background in financial and tax services through Acorn Financial Group, which he has been involved with since 2013. 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 both discretionary and non-discretionary investment strategies.

Kevin Patterson is a financial advisor at Cambridge Investment Research Advisors with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Cambridge in various capacities since 2016. 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 plan advisory services through a network of independent professionals, utilizing a range of portfolio management and model-based solutions tailored to client objectives.

Angela Etscheidt is a financial advisor with Thrivent Investment Management in Cedar Rapids, IA, holding a Series 66 credential and five years of industry experience. Her prior work includes roles at Principal Securities, LPL Financial, and ownership of InJOY Today, LLC, a business providing support services to families, including those experiencing dementia. She also maintains an independent consultant position with Arbonne International. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors. The firm focuses on holistic, goal-based planning across a range of topics, providing written recommendations without implementation, and offers clients the option to combine planning with managed-account services under a consolidated billing program called WealthPlan.

Ella Brazell is a financial advisor with LPL Financial in Cedar Rapids, IA, holding a Series 66 designation. She has one year of industry experience and a background that includes roles at Cedar Rapids Bank and Trust and other local organizations. Outside of her advisory work, she serves as a coach at the Dance Academy of Cedar Rapids. 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 range of financial planning and investment management services, utilizing proprietary model portfolios, third-party subadvisors, and various strategic approaches.

Daniel Newton is a financial advisor with Thrivent Investment Management and holds a Series 66 designation. He has 18 years of industry experience, all with Thrivent since 2008. Outside of his advisory role, Newton serves as a trustee for the Vinton Lutheran Home, providing oversight on budget and facility matters. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based financial planning without discretionary trading authority and providing ongoing or one-time engagement options.

Samuel Hammes is a financial professional at Cetera with two years of industry experience. He holds the Series 66 designation and has worked at Cetera and affiliated entities since 2023. Outside of his advisory role, he is the owner of Hambeck Enterprises and serves as a board member for the nonprofit No Foot Too Small. Cetera Investment Advisers LLC is an SEC-registered adviser providing services through a nationwide network of independent advisors. The firm serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts, offering a range of portfolio management and financial planning solutions with access to multiple program platforms and third-party managers.

Samuel Rechkemmer is a financial advisor at Robert Baird & Co. with three years of industry experience. He holds a Series 66 designation and previously worked at GreenState Wealth Management, GreenState Credit Union, Eddie Bauer, and in education at North Central Junior High and Liberty High School. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, including high net worth clients, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services such as financial planning, portfolio management, separately managed accounts, wrap programs, and brokerage services, supported by internal research, overlay management, and a combination of manager-traded and model-traded strategies.

Dawn Frost is a financial advisor with J.P. Morgan Securities in Cedar Rapids, IA, holding Series 63 and Series 66 licenses and bringing six years of industry experience. She previously worked at Instacart and TruStage/LPL/Cuna, among other firms. Outside of her advisory role, she has worked as an Instacart shopper on a part-time basis. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence. The firm’s approach includes an ESG eligibility framework and offers customized performance reporting delivered on a non-discretionary basis.

Tara Rambo is a financial advisor at Edward Jones with 11 years at the firm and four years of industry experience. She holds a Series 66 designation. Outside of her advisory role, she has been involved with Nelson Construction since 2002. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary investment strategies, and affiliated investment products. The firm operates a nationwide network of over 23,000 financial advisors and manages approximately $1.01 trillion in assets under management.

Lainey Ford is a financial advisor at Robert W. Baird & Co. with one year of industry experience. She holds the Series 66 designation and has a background that includes positions at Evereve, Von Maur, and the University of Iowa. Lainey is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, and uses a combination of internal research and external manager oversight in its investment approach.

Robert Milbrath is a CFP® with 34 years of industry experience, currently serving as a financial advisor at Edward Jones since 1991. Based in Cedar Rapids, IA, he has maintained a long tenure at the firm. Outside of his advisory role, he manages a farm acreage in Chelsea, IA, used partly as a secondary home. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of investment strategies and advisory services. The firm is notable for its extensive network of advisors and branches and offers diverse capabilities beyond traditional advisory services.

Kara Prickett is a financial advisor at Robert Baird & Co. with one year of industry experience. Prior to joining Baird in 2025, she worked for 18 years at University of Iowa Hospitals and Clinics. Kara is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and custody and brokerage services, utilizing a mix of manager-traded and model-traded strategies alongside internal research and technology tools.

Nicole Davis is a financial advisor at LPL Financial with 13 years of industry experience. She holds a Series 66 designation and has previously worked with Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank NA between 2005 and 2024. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides 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 range of financial planning, portfolio management, and institutional platforms.

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.

Jessica Sanders is a financial advisor at Cambridge Investment Research Advisors with 12 years of industry experience. She holds the Series 66 designation and previously worked at Berthel Fisher & Company Financial Services, Inc. Jessica is based in Cedar Rapids, IA. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and estates. The firm offers a range of services such as financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals, utilizing proprietary and third-party strategies across multiple platform arrangements.

Charles Snook is a financial advisor at Cetera with 29 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. His prior experience includes roles at Voya Financial Advisors, Inc. and Signator Investors, Inc., along with running his own advisory business since 1997. Outside of his advisory work, he serves as treasurer for the Linn County Pistol Club. Cetera Investment Advisers LLC is an SEC-registered firm serving individual and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, combining affiliated and third-party managers across various program structures.

James Mcpartland is a financial advisor at Osaic with 38 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining Osaic, he worked for Securities America Advisors, Inc. and SECURITIES AMERICA, inc. for ten years. Outside of his advisory role, he is a licensed insurance agent selling life insurance, disability insurance, and fixed annuities through TrueNorth Companies. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage, investment advisory services, and access to third-party money managers. The firm employs asset-allocation tools and automated rebalancing to construct portfolios across multiple asset classes and supports various advisory platforms and transition programs.