Steven Golber is a financial advisor at Wells Fargo Clearing with 49 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. He is based in Iowa City, IA. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering a range of services including investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with options for discretionary management and a broader set of financial products than typical institutional advisers.

Jeremy Richardson is a financial advisor with Edward Jones in Solon, IA, holding a Series 66 designation. He has one year of experience in the financial industry, having joined Edward Jones in 2026. Prior to this, he worked for Grask Truck Group for one year and spent 26 years at McGrath Automotive. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets with a network of over 23,700 financial advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.

Heaven French is a financial professional with six years of industry experience, currently affiliated with Cetera. She holds a Series 66 designation and has worked at firms including Securian Financial Services and CRI Securities LLC. Outside of her advisory work, she is employed part-time in retail at Hy-Vee. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors, utilizing multiple program structures and a variety of investment solutions.

Marcela Brown is a financial advisor with UBS Financial Services in Iowa City, Iowa, holding a Series 66 designation and 10 years of industry experience. She has been with UBS since 2016. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

Tyler Fridrich is a financial advisor at LPL Financial with a Series 66 credential and eight years of industry experience. His prior roles include positions at HJR Financial Group, SII Investments, Inc., and the University of Iowa Tippie College of Business. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Eugene Dierking is a financial advisor with Cetera in Iowa City, IA, holding a Series 63 designation and 26 years of industry experience. He has been with Cetera and its affiliated entities since 1999. Outside of his advisory role, he serves as the treasurer for a local homeowners association. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, utilizing multiple program structures and a multi-manager platform.

Bryce Shelman is a financial advisor at Ameriprise with eight years of industry experience. He holds a Series 66 designation and has worked at Ameriprise Financial Services since 2019, previously working at Cambridge Investment Research. Outside of advising, he is a solo practitioner at Shelman Law, PLLC, focusing on estate law, and serves on the WACO Community School District Board of Directors. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on retirement income strategies, utilizing both internal research and third-party data.

Michael Brown is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. His prior roles include positions at VOYA Financial Advisors and Western Fraternal Life Association. Brown also operates as an independent insurance agent for various companies. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement plan advisory services through a network of independent professionals who tailor strategies using a variety of platform arrangements and both proprietary and third-party models.

Jeffrey Rudolph is a CFP®-certified financial advisor with Edward Jones in Coralville, IA, and has 24 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory role, he serves as President of the Iowa City Noon Lions Club and works as a voice-over talent through Spokeadot LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory strategies and affiliated investment products supported by a nationwide network of more than 23,700 financial advisors.

Jordan Meyer is a financial advisor at Thrivent Investment Management, holding a Series 66 designation. He has been with Thrivent since 2024 and has prior experience working at Wartburg College and Wright County Conservation Board. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on goal-based financial planning without discretionary trading authority. The firm combines planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Johann Smith is a financial advisor at Cetera with 26 years of industry experience. He holds Series 65 and Series 63 designations. Prior to joining Cetera, he worked at Avantax Insurance Agency and Avantax Investment Services for over two decades and has operated Smith Accounting since 2000. He has also been affiliated with Brigham Young University since 1998. Cetera Investment Advisers LLC serves a broad range of clients, including individuals, retirement plans, corporate and charitable accounts, and institutions. The firm offers various portfolio management and financial planning services through a large network of independent advisors, providing access to affiliated and third-party managers and multiple program structures.

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.

David Andrew is a financial advisor with LPL Financial in Coralville, Iowa, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. His prior work includes roles at CUNA Brokerage Services, Inc. and Signator Investors, Inc. In addition to his advisory work, he is involved with Dupaco Financial Services, focusing on insurance and fixed annuities. 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 broad range of advisory platforms, including financial planning, third-party asset management, and institutional programs, supported by a large network of investment adviser representatives.

Jeffrey Pacha is a financial advisor with Cambridge Investment Research Advisors, holding Series 65 and Series 63 credentials and bringing 15 years of industry experience. He previously worked at Voya Financial Advisors and has been involved with Regina High School and Diamond Dreams Sports Academy. His outside activities include volunteering with the Regina Foundation and serving as a board member of the Johnson County I-Club, as well as ownership roles in several business entities. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, and charitable organizations, offering financial planning, investment management, and retirement plan advisory services through a network of independent professionals. The firm provides various investment solutions, including proprietary model strategies and access to unaffiliated strategists, with customizable discretionary and non-discretionary implementation options.

Kurt Vitense is a CFP® professional with 22 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. His prior experience includes six years with VOYA Financial Advisors. Outside of his advisory role, he serves as a high school baseball coach with the Iowa City Community School District and is a co-owner of a fitness club. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement services through independent financial professionals using a variety of portfolio management strategies and platforms.

Alec Feller is a financial advisor with Edward Jones in Iowa City, IA, holding a Series 66 designation and nine years of industry experience. Prior to joining Edward Jones in 2017, he worked at Jet Air, Inc. for five years and spent time in full-time education. 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 strategies supported by a large national network of advisors and branch offices.

Zachary Payne is a financial advisor with LPL Financial who holds a Series 66 designation and has eight years of industry experience. He previously worked at Cambridge Investment Research Advisors and Edward Jones. Outside of his advisory work, he serves as a pastor at Two Timbers Church of Christ in Iowa. 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 institutions. The firm offers a range of investment solutions, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Bradley Baldes is a financial advisor with Ameriprise based in Iowa City, IA. He holds the CFP® and ChFC® designations and has 30 years of industry experience, including over two decades with Ameriprise Financial Services, Inc. In addition to advising clients, he is involved in managing advisors within the franchise through his role at Northstar Holdings, LLC. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies. The firm uses proprietary research and third-party data to provide tailored recommendations within a defined investment universe that includes affiliated product options.

James Wachendorf is a CFP®-credentialed financial advisor with 44 years of industry experience. He is currently with LPL Financial in Iowa City, IA, where he has worked since 2020. His prior experience includes over two decades at Nations Financial Group and roles at Cambridge Investment Research Advisors and GreenState Credit Union. 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 range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and technology tools.

Tad Stolley is a financial advisor with Wells Fargo Clearing in Coralville, IA, holding Series 63 and Series 66 licenses and having 20 years of industry experience. He worked at Edward Jones from 2005 to 2018 before joining Wells Fargo Clearing in 2018. Outside of his advisory role, Stolley is a lessor of a rental property in Swisher, Iowa. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering IPS-driven investment advice and both discretionary and non-discretionary services tailored to plan objectives and risk tolerances. The firm includes insurance-related vehicles and bank deposit sweep options among its investment offerings, distinguishing it from many large institutional advisers.