Samuel Tvedt is a financial advisor with Robert Baird & Co. based in Cedar Rapids, IA. He holds Series 63 and Series 65 licenses and has 10 years of industry experience. Prior to joining Robert Baird, he worked at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. Outside of his advisory role, he manages basic finances for a veteran on a limited basis. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pension plans, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services using a combination of in-house and third-party managers, covering traditional and non-traditional investment strategies.

Scott England is a financial advisor with LPL Financial in Cedar Rapids, IA, holding Series 63 and Series 65 credentials and 23 years of industry experience. His prior work includes roles at Cambridge Investment Research, Symmetry Financial Group, Contemporary Concepts, VOYA Financial Advisors, and Locust Street Securities. Outside of his advisory work, he is involved in Advocare International, a multi-level marketing business. 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 variety of financial planning and portfolio management options, utilizing both in-house research and third-party strategies delivered through a large network of investment adviser representatives.

Raymond Boyum is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior roles include positions at Northwestern Mutual and Citigroup. Outside of his advisory work, he coaches youth sports for the Iowa City School District. Cambridge Investment Research Advisors serves a diverse client base, including individual and institutional investors, offering financial planning, investment management, and retirement-plan advisory services through various platforms and proprietary model strategies.

Elyse De Corah is a financial professional with six years of industry experience, currently affiliated with Cetera. She holds the Series 66 credential and has previously worked at Securian Advisors MidAmerica Inc and Minnesota Life Insurance Company. Outside of advising, she serves as chair of the Iowa Ceramics Center and Glass Studio, a nonprofit organization, and co-owns Rivet Rentals, an Airstream rental business. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a nationwide network of independent advisors, employing multiple program structures and access to third-party managers.

Kelly Stobb is a CFP® and ChFC® with five years of industry experience. She has worked at Wells Fargo Clearing since 2022 and previously held roles at Private Wealth Asset Management, US Bank Wealth Management, and Transamerica Life Insurance. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm offers a range of brokerage and advisory solutions supported by research and analytics and operates with more than 14,000 financial advisors managing approximately $671 billion in assets.

Amy Lee is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 18 years of industry experience. Her work history includes multiple roles with Wells Fargo Clearing and Northwestern Mutual Investment Management. Outside of her advisory work, she serves as a power of attorney for a family member. 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 offers a broad range of brokerage and advisory solutions.

Jeffrey Kreinbring is a financial advisor at Cambridge Investment Research Advisors with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cambridge since 2011, with prior experience at VOYA Financial Advisors. In addition to advisory services, he operates as an independent insurance agent and is involved with Integrity Financial Services, focusing on fixed insurance products. Cambridge Investment Research Advisors serves a diverse client base, including individuals and institutions such as pension and charitable organizations. The firm offers financial planning, investment management, and retirement-plan advisory services through multiple platforms and proprietary model strategies.

Shelbey Lyons is a financial advisor at LPL Financial with one year of industry experience. She holds the Series 66 designation and previously worked for Hy-Vee for seven 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 a broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive operational tools and resources.

Jordan Kuehner is a CFP®-certified financial advisor with nine years of industry experience. He is currently with LPL Financial and previously worked at Commonwealth Financial Network, Principal Life Insurance Company, Strategic Financial Solutions, Principal Securities, Inc., and Goldman Sachs. Kuehner is also involved in fixed insurance sales as an additional business activity. 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 financial planning and portfolio management services utilizing both proprietary research and third-party strategies, supported by various technology tools.

Halle Howard is a financial advisor with Wells Fargo Advisors in Cedar Rapids, IA, holding Series 66 and Series 63 licenses and four years of industry experience. Prior to joining Wells Fargo Advisors Financial Network in 2026, Howard held roles within Wells Fargo Clearing Services, Wells Fargo Bank, and other financial and educational institutions. Outside of finance, Howard serves as an assistant volleyball coach at Kirkwood Community College. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using Wells Fargo research and tools, delivering tailored recommendations through advisors and supporting optional implementation through brokerage or advisory programs.

Natalie Wedeking is a financial advisor with Wells Fargo Clearing, holding Series 63, Series 65, and Series 66 credentials. She has 29 years of industry experience, including 10 years with Wells Fargo Clearing. 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 employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Jeffrey Haugse is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 23 years of industry experience. His previous roles include positions at Commonwealth Financial Network, Principal Securities INC, and Principal Life Insurance Company. He is also involved in fixed insurance sales during business hours at his branch location. 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 financial planning and investment services delivered through a large network of advisors using both proprietary and third-party strategies.

Kaylee Montanez is a financial advisor at Robert Baird & Co. in Cedar Rapids, IA, holding a Series 66 designation with five years of industry experience. Her prior work includes roles at Ameriprise and Tractor Supply Company, as well as several years at Triple G Farms. She is part of the DDK Group within Baird’s Private Wealth Management department, which serves individual, corporate, pension, profit-sharing, and charitable clients through a variety of financial planning and portfolio management services. Baird employs a combination of manager-traded and model-traded strategies, tax management, and internal research tools, managing approximately $394 billion in regulatory assets as of year-end 2025.

Michael Rott is a financial advisor at Ameriprise with 26 years of industry experience and holds the ChFC® and Series 63 designations. He has worked at Ameriprise Financial Services LLC since 2021 and previously held roles at Securian Financial Services, Minnesota Life Insurance Company, and Securities Advisors MidAmerica. Outside of his advisory work, he is involved in independent insurance brokering through North Risk Partners. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that combine investment research, third-party data, and algorithmic tools to provide tax-aware withdrawal strategies and ongoing advice.

Isabella Steele is a financial advisor with OSAIC Wealth, Inc. based in Cedar Rapids, IA. She holds Series 66 and Series 63 licenses and has two years of industry experience. Prior to joining OSAIC, she worked at The Vanguard Group and has administrative experience at Steele Wealth Management. Outside of finance, she has worked in membership services at a fitness center. OSAIC Wealth, Inc. serves a diverse client base including individual investors, retirement plans, charities, and corporations through a multi-advisor platform offering brokerage and advisory services. The firm’s investment process involves model-based asset allocation and portfolio optimization, with options for discretionary management and third-party managers, supported by a complex affiliate network and a range of custodial and alternative investment platforms.

Robert Eustice is a financial advisor at LPL Enterprise with 37 years of industry experience. He holds the ChFC® and Series 63 designations and has previously worked at firms including Edward Jones and The Prudential Insurance Company of America. His other business activities include serving as a writing agent for individual long-term care insurance policies. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Matthew Rumery is a financial advisor with Edward Jones in Cedar Rapids, IA, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2014 and previously worked at Denver Mattress from 2014 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a network of more than 23,700 advisors and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Mark Hunter is a financial advisor with LPL Financial in Cedar Rapids, IA, holding a Series 66 designation and nine years of industry experience. He has worked at LPL Financial since 2018 and previously spent one year at Cambridge Investment Research, Inc. Hunter is also involved with Premier Investments of Iowa, where he has been active since 2014. 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 management services, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by advisor-facing tools and a broad platform of affiliated financial services.

Jeffery Duytschaver is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. His prior roles include positions at Legacy Wealth Management, Principal Securities Inc, JMD Consulting, the Federal Deposit Insurance Company, Mercy Medical Center, and Transamerica. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with a network of approximately 23,701 advisors and $1.01 trillion in assets under management. The firm offers a range of advisory strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jeremy Richardson is a financial advisor with Edward Jones in Solon, IA, holding a Series 66 designation. He has one year of experience in the financial industry, having joined Edward Jones in 2026. Prior to this, he worked for Grask Truck Group for one year and spent 26 years at McGrath Automotive. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets with a network of over 23,700 financial advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.