Alexander Zipse is a Series 66-licensed financial advisor with Raymond James Financial. He has three years of industry experience, including roles at Raymond James Financial Services Advisors, Inc. and Raymond James Financial Services, Inc. Prior to his current position, he worked at the University of Iowa Hospitals and Clinics and held various roles at Follett Corporation, Walmart, Aramark, and the University of Iowa. He is also involved with James Investment Group in a non-investment related capacity. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and consulting using analytical tools and supports municipal advisory work through a unique affiliation with a municipal advisor.

Greg McLaughlin is a financial advisor with Cambridge Investment Research Advisors in Coralville, IA, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2020 and previously at VOYA Financial Advisors from 2014 to 2020. Outside of advisory roles, he co-owns and operates a web-based proofreading service. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, and charitable organizations, providing financial planning, investment management, and retirement plan advisory services. The firm utilizes a variety of investment platforms and offers both proprietary and third-party model strategies tailored to client objectives.

Chad Reimers is a financial advisor at Edward Jones in Iowa City, IA, with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 2001. Reimers serves on several local boards, including the Johnson County Mutual Insurance Association and the Iowa Hawkeyes National I-Club. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Cory Yearian is a financial advisor with LPL Financial, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at Wells Fargo Advisors and NEXT Financial Group, Inc. He serves as a vice president on the board of the Williamsburg, IA Lions Club. 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, supporting advisors with a range of discretionary and non-discretionary strategies and technology tools.

Ronda Baty is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. She holds a Series 66 designation and has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Outside of her advisory role, she is a notary public and co-owns an electrical services business with her spouse. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Dominique Lheureux is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and one year of industry experience. Prior to joining the financial sector, Lheureux worked for over a decade in the salon and spa industry. Lheureux is also involved in ownership of investment-related business entities. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals using a variety of portfolio management approaches and platform arrangements.

James Meehan is a CFP® professional with 34 years of experience in the financial services industry. He has been with LPL Financial since 2018 and previously worked at Sii Investments and 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 range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by a large network of investment adviser representatives.