Lori Bouska is a financial advisor with Empower Advisory Group in Cedar Rapids, IA. She holds Series 63 and Series 66 credentials and has five years of industry experience. Her prior experience includes roles at Edward Jones and Auxiant, among others. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and retail brokerage account holders through an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns, annual rebalancing, and savings rates in its proprietary financial planning service.

Christopher Harris is a financial advisor with TIAA-CREF based in Coralville, Iowa. He holds Series 63 and Series 66 licenses and has 35 years of industry experience. Harris has been with TIAA-CREF since 2001. He also serves as an adjunct instructor at the University of Iowa’s Tippie College of Business, teaching a wealth management class to upper-level undergraduate students. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with pre-existing relationships through TIAA-administered employer retirement plans.

Michael Russ is a financial advisor at Savant Wealth Management with 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Ausdal Financial Partners, Inc. and World Trend Financial Planning Services Ltd. Outside of his financial advisory role, he works as a pitching coach, developing techniques for athletes. Savant Wealth Management provides comprehensive wealth management and related services to individuals, families, charitable organizations, corporations, and high-net-worth clients. The firm employs a blend of evidence-based asset allocation and actively managed strategies, supported by affiliated entities offering accounting, legal, and trust services.

Larry Welder is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He is the owner of Welder Consulting Group, LLC and has held various roles in financial services firms such as Midwest Financial Solutions, LLC and Granite Financial Solutions, LLC. In addition to his advisory work, he is involved in healthcare staffing and medical consulting through Granite Healthcare Services. Ameritas Advisory Services, LLC provides investment advisory and financial planning to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a range of managed account programs and utilizes multiple custodial and execution platforms, supported by an Investment Committee and third-party partners to assist in portfolio construction and ongoing monitoring.

Angela Rummel is a financial advisor at Wealth Enhancement Advisory Services, LLC with nine years of industry experience. She holds the Series 65 designation and previously worked at Hawkins Wealth Management for seven years before joining Wealth Enhancement Group in 2022. Angela also maintains a role as a financial advisor specializing in fixed insurance. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a broad mix of clients including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting through a network of advisors, employing a strategic investment approach that combines passive and active management with quantitative and fundamental research.

Baoli Guo is a financial advisor at TIAA-CREF with seven years of industry experience. He has held roles at Wells Fargo Clearing and Wells Fargo Bank, N.A., accumulating nine years total at Wells Fargo before joining TIAA-CREF. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing employer retirement relationships. The firm offers model portfolio management as well as customized portfolio services under a fiduciary standard.

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.

Carter River is a CFP®-credentialed financial advisor with five years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He has prior experience at TD Ameritrade, Community Health Systems, and Workiva. River is also a registered client service associate with Andrews Financial Group, which operates under the name Pilot Wealth. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers non-discretionary planning and consulting tailored to client goals, supported by analytical tools and a broad advisor network.

Joel Hanson is a financial advisor with LPL Financial in Cedar Rapids, IA, holding Series 63 and Series 65 credentials and 11 years of industry experience. He previously worked at Cambridge Investment Research, Inc. for 10 years before joining LPL Financial in 2024. Hanson is also a commissioned notary in the State of Iowa and participates in the Dave Ramsey SmartVestor PRO program. 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 financial planning, model portfolios, third-party asset management, and institutional platforms, with advisory services delivered primarily through investment adviser representatives implementing a range of investment strategies.

James Smith is a financial advisor with Cetera, holding a Series 63 credential and over 33 years of industry experience. His prior roles include long tenures with Avantax Insurance Services, Avantax Advisory Services, and Avantax Investment Services. In addition to his advisory work, Smith operates Smith Accounting Service, a tax preparation and accounting business he has maintained since 1977. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform where advisors can implement model portfolios, select third-party managers, or create customized strategies, managing more than $256 billion in assets.

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.

Dale Handley is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. He has been with Cambridge since 2020 and previously worked at VOYA Financial Advisors and Bridge Community Bank Investment Services. Outside of his advisory work, Handley is involved in entrepreneurial activities including ownership roles in food and beverage services and retail businesses. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a broad range of clients, including individuals, pension and profit-sharing plans, trusts, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, providing tailored strategies via multiple custody platforms and both discretionary and non-discretionary approaches.

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.

Timothy Negro is a financial advisor with Cetera, holding Series 63 and Series 65 designations and possessing 41 years of industry experience. He has been associated with Cetera and its affiliate, Cetera Wealth Services, LLC, since 2013. Outside of his advisory role, he is the owner of Tim Negro Investments, a retail stock brokerage. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with access to various portfolio management strategies and third-party managers, supporting both discretionary and non-discretionary accounts.

Raymond Boyum is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and bringing seven years of industry experience. He has worked at several firms, including Citigroup and Northwestern Mutual, before joining Cambridge in 2020. Outside of advisory roles, he is involved in youth sports coaching with the Iowa City School District and owns Apex Financial Group. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, and charitable organizations. The firm offers a range of financial planning and investment management services through a network of independent professionals, utilizing various portfolio management and advisory platforms 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.