Michael Russ is a financial advisor at Savant Wealth Management with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Ausdal Financial Partners, Inc. and World Trend Financial Planning Services Ltd. Outside of finance, he coaches pitching techniques to athletes in Cedar Rapids, IA. Savant Wealth Management provides comprehensive wealth management and financial planning services to a diverse client base, including individuals, families, and institutions. The firm employs a blend of evidence-based, model-driven asset allocation and actively managed strategies, supported by integrated accounting, legal, and trust services.

Kelly Steele is a financial advisor at OSAIC with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at OSAIC since 2018, following prior roles at Signator Investors, Inc. and his own firm, Steele Wealth Management, Inc. In addition to his financial advisory work, he practices law, representing clients in criminal and juvenile matters. He also serves as chair of the Rotary Champions Board in Colorado Springs, which organizes a yearly scholarship ceremony for student-athletes. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a range of portfolio management tools and access to third-party money managers and wrap programs.

Kelsey Drahos is a financial advisor at Cetera with a Series 66 designation and five years of industry experience. Her prior work includes roles at Guide Wealth Partners and Securian Advisors MidAmerica, as well as experience outside the financial sector with companies such as Butschi Real Estate and DJ's Pool and Spa. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management options and has over 10,000 advisors managing more than $256 billion in assets.

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 with LPL Financial in Cedar Rapids, IA, holding Series 63 and Series 65 licenses. He has 11 years of industry experience, including a decade at Cambridge Investment Research prior to joining LPL Financial in 2024. He is also a licensed notary in the State of Iowa and participates in the Dave Ramsey SmartVestor PRO program. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management, supported by proprietary and third-party research and a range of portfolio management tools.

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.

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 a Series 66 designation and previously worked at Berthel Fisher & Company Financial Services for eight years before joining Cambridge. Cambridge Investment Research Advisors is an 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 services through a network of independent Financial Professionals utilizing a variety of portfolio management and platform options.

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 at LPL Financial with 23 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Cambridge Investment Research, Symmetry Financial Group, and Contemporary Concepts. Outside of his advisory work, he is involved with Advocare International L.P., a multi-level marketing business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including model portfolios and research support, and provides both discretionary and non-discretionary management across its offerings.

Raymond Boyum is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and six years of industry experience. His prior work includes roles at Northwestern Mutual, Marine Credit Union, Thrivent Investment Management, and Citigroup. Outside of his advisory duties, he is involved in youth sports coaching within the Iowa City School District and owns Apex Financial Group. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement solutions through a network of independent Financial Professionals, utilizing various portfolio management strategies and platform arrangements tailored to client objectives.

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 financial advisor at Wells Fargo Clearing with CFP®, ChFC®, and Series 66 credentials and four years of industry experience. Prior to joining Wells Fargo in 2022, Stobb worked at Private Wealth Asset Management, US Bank Wealth Management, and Transamerica Life Insurance. Outside of advising, Stobb holds full ownership of an investment-related entity jointly with a spouse. 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 advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Amy Lee is a financial advisor with Wells Fargo Clearing in Cedar Rapids, IA, holding a Series 66 designation and 18 years of industry experience. She has worked at various Wells Fargo entities since 2013. Outside of her advisory role, she serves as power of attorney for a family member. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions grounded in modern portfolio theory. The firm’s approach includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Jeffrey Kreinbring is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 21 years of industry experience. He has been with Cambridge Investment Research Advisors since 2012 and with its affiliated firm since 2011. Outside of advising, he works as an independent insurance agent and is involved in the sales and service of fixed insurance products through his business, Integrity Financial Services. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory services. The firm supports its network of independent Financial Professionals with multiple platform choices and proprietary and third-party investment strategies tailored to client objectives.

Shelbey Lyons is a financial advisor with LPL Financial, holding a Series 66 designation and bringing one year of industry experience. Prior to joining LPL Financial, Lyons worked for seven years at Hy-Vee. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services utilizing both discretionary and non-discretionary management strategies.

Halle Howard is a financial advisor at Wells Fargo Advisors with four years of industry experience. She holds Series 63 and Series 66 licenses and has worked in various roles within Wells Fargo entities since 2019. Outside of her advisory work, she serves as an assistant volleyball coach at Kirkwood Community College. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory solutions with other financial products and referral channels.

Natalie Wedeking is a financial advisor with Wells Fargo Clearing, holding Series 63, Series 65, and Series 66 designations and bringing 28 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2011 to 2016. 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 advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

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.