Jeremy Clark is a financial advisor at Edward Jones in Cedar Rapids, IA, holding a Series 66 designation with 12 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products. The firm operates under a fiduciary standard and manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Dustin Elgersma is a financial advisor at LPL Financial with two years of industry experience. Prior to joining LPL Financial in 2024, he worked at Cambridge Investment Research, Inc. and spent several years at Atlantic Bottling Company. 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 range of financial planning and portfolio management solutions supported by research and technology, serving a network of over 22,800 advisors and managing more than $819 billion in discretionary assets.

Nicholas Grabe is a financial advisor with Edward Jones in Marion, IA, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Centro Incorporated and Happy Joes, as well as positions at the University of Iowa and Cedar Rapids Country Club. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of advisors and branch offices, offering discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

Marc Banks is a financial advisor at Ameriprise with 25 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Royal Alliance Associates, Sii, Guaranty Investment Services, and Broker Dealer Financial Services. Outside of his advisory role, he is president and treasurer of Unified Wealth Solutions, a business entity that manages non-investment-related expenses, and is involved in independent insurance brokering specializing in term life. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a Premier Retirement Income service that provides tailored retirement planning advice focused on reliable income sources and tax-aware withdrawal strategies. The firm’s retirement offering uses a combination of internal research, third-party data, and algorithmic tools, with recommendations implemented non-discretionarily alongside client advisors.

Allison Dirks is a financial advisor at Edward Jones in Cedar Rapids, IA, with three years of industry experience. She holds the Series 66 designation and has previously been affiliated with All Iowa Attack. Allison was also a student athlete at Drake University from 2018 to 2022. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and supporting a large nationwide network of financial advisors and branch offices.

Kyle Hibbing is a financial advisor with Edward Jones in Marion, Iowa, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, Hibbing is involved in managing commercial real estate through his ownership and presidency of KJJB, LLC in Hiawatha, Iowa. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, investment options, and fiduciary services through a large nationwide network of financial advisors and branch offices.

Mark Hoffman is a financial advisor with Edward Jones in Cedar Rapids, Iowa, holding Series 63 and Series 66 credentials and 20 years of industry experience. He has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and affiliated investment products backed by a network of approximately 23,701 financial advisors.

Christopher Landherr is a financial advisor with LPL Financial, holding a Series 66 license and 12 years of industry experience. His prior work includes positions at Ameritas Investment Corp and Central Financial Group. He is also involved with Eastern Iowa Financial Group. Outside of advisory roles, he is engaged in forming real estate rental LLCs with family and friends. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides financial planning, model portfolios, third-party asset management, and institutional platforms, with extensive advisor resources and a broad range of non-advisory financial services.

Thomas Neff is a financial advisor with Edward Jones in Cedar Rapids, IA, holding a Series 66 designation and eight years of industry experience. He previously worked at Transamerica for ten years before joining Edward Jones in 2018. Outside of his advisory role, Neff coaches high school boys tennis for the Cedar Rapids School District. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment options, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm supports its advisory services with a nationwide network of advisors and branch offices, operating under a fiduciary standard.

Michelle Prybil is a financial advisor at Cambridge Investment Research Advisors with 21 years of industry experience. She holds Series 63 and Series 65 designations and has been with Cambridge Investment Research Advisors since 2012. Outside of advising, she serves as vice president and handles bookkeeping for Prybil Ventures Inc., a family-owned masonry business. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning and investment management through various platform arrangements, combining proprietary and third-party strategies tailored to client objectives.

Devon Alber is a CFP®-designated financial advisor with LPL Financial in Cedar Rapids, IA, and has five years of industry experience. Prior to joining LPL Financial, he worked at Morgan Stanley Private Bank, Morgan Stanley, and Bankers Life. Outside of his advisory role, Alber is also involved in tax preparation and accounting services and serves as a notary. 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, third-party asset management, and institutional platforms, supported by advisor-facing tools and a broad suite of non-advisory financial services.

Todd Dimmer is a financial advisor at Cambridge Investment Research Advisors with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with several firms, including BFC Planning, Inc. and Compass Financial Strategies, where he is also involved in business consulting and independent insurance agency activities. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and trusts, offering financial planning, investment management, retirement plan advisory, and financial wellness services through a network of independent Financial Professionals. The firm provides a range of investment implementation options with both proprietary and third-party model strategies tailored to client objectives.

Shelly Woodley is an advisor with Cambridge Investment Research Advisors in Mt Vernon, IA, holding Series 63 and Series 65 credentials and with 19 years of industry experience. She has worked at Cambridge Investment Research Advisors since 2017 and previously at Investment Centers of America from 2013 to 2017. Woodley also serves as an independent insurance agent for various companies in her local community. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, utilizing multiple portfolio management strategies and platform arrangements.

Madison Steger is a financial advisor at Edward Jones with a Series 66 credential and one year of industry experience. Madison has worked previously at Eide Bailly LLP, RSM US LLP, and Transamerica, and also spent two years at Wholistic Wellness Clinic. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices, managing approximately $1.01 trillion in assets under management.

Erica Chavez is a financial advisor with LPL Financial in Cedar Rapids, IA, holding Series 63 and Series 65 licenses and five years of industry experience. She has worked at Cambridge Investment Research and has been self-employed through Edge Investment Solutions since 2020. Chavez is also a notary and involved in a separate non-investment-related business entity, Fidelis Financial Group, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions, offering diverse portfolio management options and utilizing technology tools to support advisors.

Jason Davis is a CFP® professional with 11 years of industry experience, currently advising clients at Edward Jones since 2014. He is based in Cedar Rapids, IA, and holds a Series 66 license. Outside of his advisory work, he operates a small side business buying and selling sports cards online. 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 large network of financial advisors and branch offices nationwide.

Stacy Cannoy is a financial advisor at Edward Jones in Cedar Rapids, IA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, Cannoy spent 19 years at Scintilla Holding - ESCO Group. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment options supported by a large nationwide network of financial advisors and branch offices.

Brian Bock is a financial advisor at LPL Financial with 33 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. Prior to joining LPL Financial in 2022, he worked at Cuna Mutual Group and CUNA Brokerage Services, Inc. since 1993. 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 advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Kyle Sorensen is a financial advisor at Edward Jones with two years of industry experience. He holds the Series 66 designation and has previously worked at Farm Bureau Financial Services and Adamantine Spine Moving. Based in Cedar Rapids, IA, Sorensen’s background includes roles both inside and outside the financial services sector. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Elizabeth Moores is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. She previously worked at VOYA Financial Advisors, Inc. from 2014 to 2021 and has been with Cetera and its related entities since 2021. Outside of her advisory role, Moores owns and manages BMF Tax & Accounting LLC, providing tax preparation and bookkeeping services. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management and operates a multi-manager platform with access to various program structures and third-party money managers.