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.

Michael Diers is a CFP® with 41 years of industry experience, currently serving at LPL Financial since 2021. His prior roles include positions at Midwest Financial Solutions, Ameritas Life Insurance Corp, and Hawkeye Brokerage Center. Outside of his advisory work, he is involved in real estate through ownership in investment property companies. 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 portfolios, third-party asset management, and institutional platforms, supported by extensive technology tools and a broad non-advisory financial services network.

Kael Adam is a financial advisor with Ameriprise, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Hogan-Hansen, CPAs and Consultants, and Washington State Bank. He is also involved with Flagship Partners Inc., where he manages an advisory business as part of a team practice affiliated with Ameriprise. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet certain asset criteria, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Karen Jackson is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and bringing 41 years of industry experience. Her prior roles include 11 years at RBC Capital Markets Corporation. Outside of advising, she owns a retail sales business called The Backstitch in Elkader, Iowa, and serves as a trustee for both her son's and mother's investment trusts. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm uses research and analytics to evaluate investment options and offers both brokerage and advisory solutions at scale.

Christopher Leyden is a financial advisor with Ameriprise in Iowa City, IA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of advising, Leyden is involved in management roles with investment-related entities including Momentum Partners, LLC and Northstar Holdings, LLC, and is an investor in a biogas production company. Ameriprise provides retirement-income planning services primarily for individuals near or in retirement with substantial investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Brianna Waller is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and one year of industry experience. She previously served as Principal at Legacy Wealth Management and has held roles at Transamerica and MidWestOne Bank. 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 plan advisory through a network of independent Financial Professionals using both proprietary and third-party strategies.

Jeremy James is a Series 66-licensed financial advisor with Raymond James Financial in Iowa City, IA, and has 19 years of industry experience. He has owned and managed James Investment Group, Inc. since 2016 and has held roles at the firm since 2007. Outside of his advisory work, he serves as a trustee on a family testamentary trust. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm employs non-discretionary planning and consulting tailored to client goals, utilizing analytical tools and risk profiling, and supports its offerings with specialized municipal and employer advisory services.

Bradley Shelman is a financial advisor with Ameriprise in Crawfordsville, IA, holding a Series 63 designation and 32 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of advising, he serves on the board of directors and as treasurer for Olds United Church of Christ. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, providing detailed, tax-aware income and Social Security strategies. The firm combines research-driven modeling and algorithmic tools with advisor collaboration to deliver personalized, ongoing retirement income recommendations.

Lucas Prottsman is a financial advisor with Ameriprise in Iowa City, Iowa, holding a Series 66 designation and 27 years of industry experience. He has worked at Ameriprise and its affiliate since 2005. Prottsman serves on the boards of several organizations, including Successful Living and HFHC, LLC. Ameriprise Financial Services is a large diversified advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written Recommendation Reports and ongoing advice. The firm’s approach combines proprietary research, third-party data, and algorithmic tools to address asset allocation, withdrawal strategies, and Social Security options.

Nicholas Leyden is a financial advisor with Ameriprise in Iowa City, IA, holding a Series 66 designation and 15 years of industry experience. He has been with Ameriprise and its affiliated entities since 2011. Leyden serves as Treasurer on the Board of Directors for Timberhills Townhomes in Coralville, IA. Ameriprise offers retirement-income planning services primarily for clients with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Michael Mason Jr. is a financial advisor with LPL Financial, holding Series 66 and Series 63 licenses and 25 years of industry experience. His prior roles include 26 years at CUNA Mutual Group and Cuna Brokerage Services, Inc., as well as current positions at Collins Community Credit Union and LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supporting advisors with various investment tools and operational resources.

Richard Arthur is a financial advisor with Cetera in Iowa City, IA, holding Series 63 and Series 65 licenses and eight years of industry experience. Prior to joining Cetera in 2025, he worked for Avantax Insurance Agency, Avantax Investment Services, and Avantax Advisory Services for a combined eight years. Outside of his advisory role, he owns and operates Tax Mex, Inc., an accounting and tax preparation business. Cetera Investment Advisers LLC is a national, SEC-registered advisor serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to a range of third-party money managers.

James Higgins is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 37 years of industry experience. He previously worked at RBC Capital Markets Corporation for 11 years before joining Wells Fargo Clearing in 2019. Outside of his advisory role, Higgins serves as president of the Island Pointe Owners Association in Lake Delton, WI, and is a member of the investment committee for the Kirkwood Community College Foundation. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader range of financial products than typical institutional advisers, such as insurance-related vehicles and bank deposit sweep options.

Devon Inman is a financial advisor with Ameriprise in Iowa City, IA, holding CFP® and ChFC® designations and seven years of industry experience. Prior to joining Ameriprise in 2024, he worked at Principal Financial Services and Principal Life Insurance Company from 2018 to 2024, and earlier at Elder Services Inc from 2015 to 2018. Inman owns a tax preparation business, Experience Tax Solutions, and serves as an internal accountant for Inman Home Health. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendation reports. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Chad Andrews is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and 27 years of industry experience. He has worked at Raymond James Financial since 2007, including a decade as Regional Finance Director, and previously held a position with the U.S. Department of Health. Outside of finance, he is the president of Andrews Aviation LLC, a business that manages aircraft ownership. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and organizations. The firm offers tailored, non-discretionary planning and investment consulting, supported by analytical tools and a broad network that includes municipal advisory and SIMPLE IRA employer consulting services.

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.

Robert Robinson is a financial advisor with LPL Financial in Coralville, Iowa, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. Prior to joining LPL Financial in 2018, he spent 15 years at Sii Investments, Inc. and has been associated with Equitable Of Iowa since 1990. Outside of his advisory work, he operates a small business buying and selling baseball cards on eBay. 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 financial planning and investment management solutions, utilizing both proprietary and third-party models across discretionary and non-discretionary platforms.

John Evans is a financial advisor with LPL Financial in Coralville, IA, holding Series 63 and Series 66 credentials and 21 years of industry experience. He has been with LPL Financial since 2008 and previously worked at Midwestone Investment Services. Outside of his advisory role, Evans works as a play-by-play announcer for University of Iowa Hawkeye sports. 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 services, utilizing model portfolios, third-party subadvisors, and customized strategies.

Ryan Panzer is a financial advisor with LPL Financial in Coralville, IA, holding Series 63 and Series 66 designations and 16 years of industry experience. He has worked at LPL Financial since 2018, following five years at Sii Investments and one year at Northwestern Mutual Investment Management. 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 and brokerage services, including financial planning, model portfolio programs, and institutional platforms, with advice delivered primarily through its network of investment adviser representatives.

Anthony Wessling is a financial advisor at Edward Jones with one year of industry experience. He previously worked for Southern Glazers Wine and Spirits for 13 years. Outside of his advisory role, he provides DJ and sound services for weddings and events in Iowa City. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs and affiliated financial services, operating under a fiduciary standard.