Alexander Whalen is a financial advisor with Principal Financial Services in Hiawatha, IA. He holds a Series 66 designation and has one year of industry experience. His prior work includes roles at Principal Securities, Principal Life Insurance Company, Central State Bank, and experience in the food service industry. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and business entities. The firm’s advisory services include financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Brian Burns is a financial advisor with Integrity Alliance, LLC, holding a Series 63 designation and 42 years of industry experience. His prior work includes roles at Lion Street Financial and Securities America Advisors, Inc. Outside of advising, Brian is involved as an insurance agent with True North and manages a small farm through Shade Tree Acres, LLC. Integrity Alliance is a large advisory network with over 300 independent representatives managing approximately $5.4 billion in client assets. The firm serves a diverse client base, offering portfolio management, financial planning, and a range of investment approaches through both discretionary and non-discretionary accounts.

Barry Frantz is a financial advisor at Savant Wealth Management with three years of industry experience. He holds Series 63 and Series 65 licenses and previously spent 21 years at Terry, Lockridge & Dunn Inc. Savant Wealth Management provides comprehensive wealth management, financial planning, and family office services to a diverse client base including individuals, families, pension plans, and high-net-worth clients. The firm employs a blend of evidence-based asset allocation and actively managed strategies supported by integrated accounting, legal, and trust services.

Kandace Gordy is a financial advisor with Carson Wealth in Cedar Rapids, IA, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. Her career includes roles at Private Advisor Group, LPL Financial, and Robert Baird & Co. From 2021 to 2023, she worked as a health coach with Optavia. She is also a commissioned notary public. CWM, LLC is an SEC-registered investment adviser operating an enterprise platform with over 650 advisors and approximately $50.6 billion in assets under management. The firm serves corporate, institutional, and high-net-worth clients through discretionary asset management, financial planning, and retirement plan services, employing a model portfolio approach overseen by an Investment Committee.

Bradley Haverback is a CFP® with 16 years of experience in financial advising. He is currently with Savant Wealth Management and previously worked at Ausdal Financial Partners, INC and World Trend Financial Planning Services Ltd. He holds Series 63 and Series 65 licenses. Savant Wealth Management provides comprehensive wealth management and related services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with actively managed strategies, supported by extensive in-house resources and affiliated accounting, legal, and trust services.

Amber Koutny is a financial advisor with Carson Wealth, holding a Series 66 designation and two years of industry experience. She has previously worked at Cetera Advisor Networks and Linn Area Credit Union, where she spent over two decades. Carson Wealth is an SEC-registered investment adviser that manages approximately $50.6 billion through a network of more than 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, with investment strategies guided by an Investment Committee that utilizes fundamental and technical analysis.

Thomas Kaiser is a Series 65-credentialed advisor with TLG Advisors, Inc. in Marion, IA, where he has been since 2026. His prior experience includes roles at JH Pierce Wealth Management and Lundahl, Hatt, and Austad Tax Services Inc. TLG Advisors serves a wide range of clients, including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm focuses on manager selection and monitoring using fundamental analysis and Modern Portfolio Theory, offering both sub-advisor managed portfolios and a direct-to-consumer digital program called Starlight Portfolios.

Lori Bouska is a financial advisor with Empower Advisory Group in Cedar Rapids, IA. She holds Series 63 and Series 66 credentials and has five years of industry experience. Her prior experience includes roles at Edward Jones and Auxiant, among others. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and retail brokerage account holders through an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns, annual rebalancing, and savings rates in its proprietary financial planning service.

Faith Daehlin is a financial advisor with Principal Financial Services holding a Series 66 designation. She has one year of industry experience, including roles at Principal Securities, Inc. and Principal Life Insurance Company. Outside of her financial career, she has worked in diverse roles such as supporting NDSU softball camps and managing operations at Sunnyside Stables. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, and corporations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Amanda Lane is a financial advisor with Cetera Planning Partners in Cedar Rapids, IA, holding a Series 65 license and four years of industry experience. Prior to joining Cetera Planning Partners in 2026, she worked at Avantax Planning Partners, Inc. for four years. Outside of her advisory role, Lane serves as Board Treasurer for the Linn Christian Education Association and is an elected board member of the Greater Cedar Rapids Community Foundation. Cetera Planning Partners serves individual and high-net-worth clients, particularly pre-retirees and retirees, offering investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm provides additional services such as tax planning, bookkeeping, payroll support, and estate planning through third-party providers, with an investment approach focused on diversified allocations aligned to client objectives and risk tolerance.

Michael Russ is a financial advisor at Savant Wealth Management with 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Ausdal Financial Partners, Inc. and World Trend Financial Planning Services Ltd. Outside of his financial advisory role, he works as a pitching coach, developing techniques for athletes. Savant Wealth Management provides comprehensive wealth management and related services to individuals, families, charitable organizations, corporations, and high-net-worth clients. The firm employs a blend of evidence-based asset allocation and actively managed strategies, supported by affiliated entities offering accounting, legal, and trust services.

Kelly Steele is a financial advisor with OSAIC in Cedar Rapids, IA, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. Prior to joining OSAIC in 2018, Steele worked at Signator Investors, Inc. and has been associated with Steele Wealth Management, Inc. since 2003. Outside of financial advising, Steele is also a practicing attorney focusing on juvenile and basic will matters and serves as board chair for the Rotary Champions Board in Colorado Springs. OSAIC Wealth serves a diverse mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services across various programs, including comprehensive financial planning and retirement consulting. The firm emphasizes model-based asset allocation and portfolio optimization and is notable for its scale, complex affiliate network, and recent consolidation activity.

Kelsey Drahos is a financial advisor with Cetera in Cedar Rapids, IA, holding a Series 66 designation and having one year of industry experience. Kelsey has worked with Cetera and its affiliated entities since 2023 and has prior experience with Guide Wealth Partners and Securian Advisors MidAmerica. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform that provides a range of portfolio management and financial planning services through various program structures and a nationwide network of over 10,000 advisors.

Janet Beal is a CFP® professional with 29 years of industry experience currently with Cetera. She has worked at multiple firms including Securian Financial Services for over two decades and operates WinnerLynk Advisory as a financial professional. Outside of her advisory work, she volunteers on the CFP Board's disciplinary and ethics commission and serves as membership coordinator for the networking group Breakfast of Champions. Cetera Investment Advisers LLC provides a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a multi-manager platform with diverse program options and manages over $256 billion in assets.

Joel Hanson is a financial advisor at LPL Financial with 12 years of industry experience. He previously worked for Cambridge Investment Research, Inc. for 10 years before joining LPL Financial. He is a licensed notary in the State of Iowa and participates in the Dave Ramsey SmartVestor PRO program. 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, model portfolio programs, and access to third-party asset managers, supported by a broad platform of technology and non-advisory financial products.

Ryan Rader is a CFP® and Series 66 credentialed financial advisor with 13 years of experience, all with Edward Jones in Cedar Rapids, IA. He has worked at Edward Jones since 2013. 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 investment strategies and affiliated capabilities, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and tax-efficient services, supported by a large network of advisors and branch offices nationwide.

Steven Bragg is a financial advisor with LPL Financial, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Commonwealth Financial Network, Principal Life Insurance Company, and Edward Jones. He is also engaged in fixed insurance sales as a part of his other business activities. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research tools and diverse investment strategies.

Jon Bancks is a financial advisor with Morgan Stanley in Cedar Rapids, IA, holding a Series 66 designation and 19 years of industry experience. He has been with Morgan Stanley since 2011 and has worked specifically with Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is involved with CarePro Health Services as a director. Morgan Stanley Wealth Management offers a wide array of advisory programs to individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using proprietary tools and models.

Stephanie Anderson is a financial advisor at Cetera with 10 years of industry experience. She holds a Series 66 designation and has worked at Cetera and First Allied Advisory Services in various capacities since 2015. Outside of her advisory role, she serves as a board member for the nonprofit Cocktails and Chemo and volunteers to assist church participants with budgeting. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large 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 through discretionary and non-discretionary programs, leveraging affiliated and third-party managers across multiple investment platforms.

Jodi Tacker is a financial advisor at Cambridge Investment Research Advisors with 18 years of industry experience. She holds the Series 66 designation and previously worked at Berthel Fisher & Company Financial Services, Inc. for eight years before joining Cambridge Investment Research in 2020. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a broad network of Financial Professionals. The firm provides access to multiple platforms and custodians, proprietary model strategies, and third-party advisers.