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 licenses and 26 years of industry experience. His prior work includes roles at CUNA Brokerage Services and Signator Investors. He is also associated with Dupaco Financial Services, where he is involved in the sale of insurance and fixed annuities. LPL Financial is a national broker-dealer and 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.

Jeffrey Pacha is a financial advisor at Cambridge Investment Research Advisors with 15 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Voya Financial Advisors and in educational and sports academy roles. He is involved in nonprofit and community organizations, including serving as a volunteer committee member for the Regina Foundation and a board member of the Johnson County I-Club. 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, investment management, and retirement advisory services through a network of independent professionals using a variety of portfolio management and model-based solutions tailored to client objectives.

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.

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.

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.

Jacob Hubanks is a financial advisor with LPL Financial in Cedar Rapids, IA, holding Series 63 and Series 65 credentials and three years of industry experience. Prior to joining LPL Financial in 2024, he worked at Cambridge Investment Research and several other firms. Outside of his advisory role, he is employed with Bio Life Plasma Services and serves as a Notary Public. 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 financial planning and investment management services through a large network of advisors utilizing model portfolios, third-party subadvisors, and customized strategies.

Damon Walker is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and over 24 years of industry experience. He previously worked at Cambridge Investment Research Advisors and VOYA Financial Advisors. Walker is also affiliated with the Dave Ramsey SmartVestor Pro program. 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 variety of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

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.

Lisa Mcgrath is a CFP® professional with 18 years of industry experience. She is currently with Cambridge Investment Research Advisors, where she has been since 2020. Prior to that, she worked at VOYA Financial Advisors from 2014 to 2020. Mcgrath serves as a board member of the Amana Colonies Historical Sites Foundation and is involved in independent insurance and tax preparation services through Longview Financial Services, Inc. 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 a range of financial planning and investment management services delivered through a network of independent professionals using multiple custody and platform options, with both discretionary and non-discretionary strategies.

Tad Stolley is a financial advisor with Wells Fargo Clearing in Coralville, IA, holding Series 63 and Series 66 designations and bringing 21 years of industry experience. He previously worked at Edward Jones for 13 years before joining Wells Fargo Clearing in 2018. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

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.

Jackson Walker is a financial advisor at LPL Financial with two years of industry experience. He holds a Series 66 designation and has prior experience at Cambridge Investment Research, Inc. Outside the financial industry, he co-owned and operated The Pub LLC for two years. 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 financial planning, model portfolios, third-party asset management, and institutional platforms, and supports its advisors with technology and a broad range of non-advisory financial services.

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.