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 with LPL Financial, holding a ChFC® designation along with Series 63 and Series 66 licenses. He has 24 years of industry experience, including eight years at LPL Financial, two years at SII Investments, Inc., and eight years at Northwestern Mutual Investment Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. Its platform offers financial planning, model portfolios, third-party asset management, and institutional services, supported by technology tools for research and operational support.

Phuc Lovan is a financial advisor with J.P. Morgan Securities in Iowa City, IA, holding Series 63 and Series 66 designations with four years of industry experience. His prior work includes 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 process.

Sean Tobin is a financial advisor with LPL Financial in Iowa City, IA, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. His prior experience includes roles at True Wealth Stewardship, Plan2Thrive Financial Services, and Edward Jones. 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 wide range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, 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.

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 with LPL Financial, holding a Series 66 designation and six years of industry experience. His prior roles include positions at HJR Financial Group and SII Investments, Inc., as well as a tenure at the University of Iowa Tippie College of Business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a network of over 22,800 advisors.

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.

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.

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 with Cetera, holding Series 63 and Series 65 credentials and over 26 years of industry experience. His career includes long-term roles at Avantax Insurance Agency and Avantax Investment Services, as well as experience running Smith Accounting. He has been based in Iowa City, IA throughout his career. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform that includes model portfolios, third-party managers, and customized strategies.