Adam Maske is a financial advisor with Morgan Stanley in Cedar Rapids, Iowa, holding a Series 66 designation and six years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2020, following prior roles at Wintrust Investments LLC and BMO Harris Bank NA. Outside of his advisory work, Maske serves as a board member and officer at the Cedar Rapids Country Club. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market analyses.

Justin Gingerich is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and having three years of industry experience. Prior to his current role, he worked in various positions including freelance grant writing and roles with nonprofit organizations, and he is involved in community activities such as serving on the board of directors for United We March Forward, Inc., and as a grant committee member for the Iowa County Community Foundation. He is also active as a musician and assists periodically on his family farm. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial planning without portfolio management or discretionary trading authority, delivered through a large network of financial advisors.

Heather Rinderknecht is a financial professional at Cetera with 22 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at firms including Guide Wealth Partners and Securian Advisor Midamerica. Outside of her advisory work, she serves as President of the Benton Community School Band Boosters, a nonprofit supporting local high school band programs. Cetera Investment Advisers LLC is a national SEC-registered advisor serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, managing over $256 billion in assets with more than 10,000 advisors across diverse program structures.

Nathan Fisher is a financial advisor at Raymond James Financial Services Advisors, Inc. with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Raymond James since 2009. Outside of his advisory role, he serves on the board of Tanager Place, a nonprofit organization, and participates on the finance and investment committee for Willis Dady Homeless Services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical tools, and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Travis Whitmore is a CFP®-credentialed financial advisor with Edward Jones, based in North Liberty, IA, with 11 years of industry experience. He has been with Edward Jones since 2014 and also provides private hitting lessons outside of his advisory role. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad spectrum, offering various advisory programs and investment solutions supported by a nationwide network of over 23,000 financial advisors.

Donna Jenkins is a financial advisor at OSAIC with 26 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Securities America Advisors and VOYA Financial Advisors. Outside of her advisory role, she operates a Medicare insurance business through her LLC and serves as a general agent assisting with Medicare plans. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services through a large network of affiliated financial advisors and multiple platforms. The firm employs advanced asset-allocation tools and supports a range of portfolio management options including third-party money managers and wrap programs.

Robert Rittenhouse is a financial advisor with LPL Financial in Cedar Rapids, IA, holding a Series 66 designation and nine years of industry experience. He has been with LPL Financial since 2017 and also teaches at Mount Mercy University, where he has served as faculty since 1985 and is a faculty advisor to the Student Investment Club. 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 provides a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by advanced operational and research tools.

Joshua Luerkens is a financial advisor with RBC Capital Markets, holding a Series 66 designation and 13 years of industry experience. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing for a combined 13 years. Outside of his advisory role, he has ownership interests in a gym and an ice cream business. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse clientele including individual investors, institutions, and charitable organizations. The firm offers a variety of advisory programs featuring discretionary and non-discretionary portfolio management tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers.

Lary Feldkamp is a financial advisor with LPL Financial in Cedar Rapids, Iowa, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include positions at Cuna Mutual Group, Cuna Brokerage Services Inc., Capital Financial Services, Inc., and JESUP & LAMONT Advisors. 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 advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms, with a network of over 22,800 investment adviser representatives.

Francis Cretzmeyer III is a financial advisor with RBC Capital Markets in Cedar Rapids, IA, holding Series 63 and Series 66 credentials and 32 years of industry experience. He has been with RBC Capital Markets since 2008. Outside of his advisory role, he serves on the board of directors for the Coralville Public Library Foundation and the Coralville Public Library. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, and charitable organizations by providing discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm tailors investment strategies to each client’s risk profile using a combination of in-house and third-party managers, offering various advisory programs and emphasizing integrated capital markets and lending capabilities.

Jeffrey Johnson is a financial advisor at Edward Jones with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 2006. 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 and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jacqueline Meyer is a financial advisor with Morgan Stanley in Cedar Rapids, IA, holding a Series 66 designation and one year of industry experience. She has worked at Morgan Stanley since 2023, including a role at Morgan Stanley Private Bank, N.A. since 2025. Prior to her financial industry career, she held positions at Corridor Business Journal and Graceann Boutique. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and advisory programs, managing approximately $2.74 trillion in client assets while providing a range of investment, planning, and wealth management services.

Joann Masters is a Series 66 licensed financial advisor with Morgan Stanley in Cedar Rapids, Iowa, and has 17 years of industry experience. She has been with Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Benjamin Young is a financial advisor at LPL Financial with 10 years of industry experience. He holds a Series 66 designation and has worked with several firms, including Cambridge Investment Research Advisors, Securities Management and Research, and Berthel Fisher & Company Financial Services. 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, supported by a large network of investment adviser representatives.

Allikan Martens is a financial advisor with LPL Financial holding Series 63 and Series 65 credentials and has four years of industry experience. He previously worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. for several years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions, offering a wide range of advisory and brokerage services including financial planning and model portfolio programs.

Peter Alepra is a financial advisor with RBC Capital Markets in Cedar Rapids, IA, holding Series 63 and Series 66 credentials and bringing 36 years of industry experience. He has worked at RBC Capital Markets since 2008 and was previously with City National Bank from 2019 to 2025. He volunteers with the Young Parenting Network, providing basic budgeting education to families and individuals. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individuals, institutions, and charitable organizations, offering tailored advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services.

John Locher is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Edward Jones for 16 years before joining Wells Fargo in 2016. Outside of his advisory role, he holds a 24% ownership interest in a commercial land development company based in Scottsdale, Arizona. 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. The firm’s IPS-driven approach incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options, tailored to plan objectives and risk tolerances.

Randall Mccright is a financial advisor at Wells Fargo Clearing with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans 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 menu.

Jeffery Holmes is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has 17 years of industry experience. Prior to joining Raymond James in 2017, he worked at Edward Jones for eight years. 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, pension plans, corporations, and institutions. The firm offers non-discretionary planning tailored to client goals and supports municipal and public-finance work through its affiliation with a municipal advisor.

Matthew Carlisle is a financial advisor at LPL Financial with a Series 66 designation and one year of industry experience. He previously worked at Cedar Rapids Bank & Trust for eight years and Bank of the West for one year. He is also a commissioned Notary of Iowa. 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 provides financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research and operational tools across a broad range of investment strategies.