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.

Sarah Berner is a Series 66-licensed financial advisor with 22 years of industry experience, currently with Cambridge Investment Research Advisors since 2018. Her prior experience includes roles at Berthel Fisher & Company Financial Services and Securities Management & Research. Outside of financial advising, she is involved in several local business ventures, including co-ownership of Wilkie Liquors and Beau Dylans Inc., and holds positions at Berner Concrete and Snow Removal and as an independent insurance agent. 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 financial planning, investment management, and retirement services through a network of independent advisors, employing a range of portfolio solutions and proprietary and third-party strategies tailored to client objectives.

Michael Mason Jr. is a financial advisor with LPL Financial in North Liberty, IA, holding Series 63 and Series 66 licenses and possessing 26 years of industry experience. Prior to joining LPL Financial and Collins Community Credit Union in 2023, he worked at CUNA Mutual Group and Cuna Brokerage Services, Inc. for 26 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement participants, banks, trust companies, and institutions. The firm offers a broad range of financial planning and investment management services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies.

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.

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 in Iowa City, IA, with two years 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. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a wide range of investment strategies and affiliated financial services. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of advisors and branch offices.

Cody Hotman is a financial advisor with LPL Financial based in Iowa City, IA. He holds a Series 66 designation and has been with LPL Financial since 2025. Prior to joining LPL, he held positions at Greenstate Credit Union, the University of Iowa, DP Dough, Fenix Pest Control, Hy-Vee, and Indianola High School. 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 portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and extensive operational resources.

Kaylee Shelman is a financial advisor at Ameriprise with one year of industry experience. She holds a Series 66 designation and previously worked at University of Iowa Hospitals & Clinics. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning through written Recommendation Reports and ongoing advice.

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.

Anthony Schau is a financial professional based in Iowa City, IA, affiliated with Cetera. He holds Series 63, 65, and 66 licenses and has 34 years of industry experience. His work history includes longtime roles at North Star Resource Group and Securian Financial Services. Outside of advisory activities, he is involved as an agent/broker in fixed insurance sales through North Star Consultants. Cetera Investment Advisers LLC operates as a multi-manager platform that serves individual investors, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services, utilizing both affiliated and third-party managers across discretionary and non-discretionary programs.

Cameron Tammen is a financial professional at Cetera with six years of industry experience. He holds the Series 66 designation and has worked at firms including Securian Financial Services and Minnesota Life Insurance Company. In addition to his advisory role, he offers group and employee benefits as a fixed insurance agent through North Star Consultants. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients. The firm provides various portfolio management and retirement services through a multi-manager platform, supporting discretionary and non-discretionary accounts with access to affiliated and third-party managers.