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 at Osaic Wealth, Inc. with two years of industry experience. She holds Series 66 and Series 63 licenses and has worked at Osaic Wealth, Steele Wealth Management, and The Vanguard Group, among others. Outside of her advisory work, she has also been involved in membership services at Mountainside Fitness. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients, offering integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers. The firm supports multiple advisory platforms and uses a range of tools and investment strategies to construct portfolios tailored to client risk tolerance and preferences.

Robert Eustice is a financial advisor at LPL Enterprise with 36 years of industry experience. He holds the ChFC® and Series 63 designations and has previously worked with firms including Edward Jones and The Prudential Insurance Company of America. He also serves as a writing agent on individual long-term care insurance policies. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, consulting, model wealth portfolios, third-party asset management, and a range of brokerage and insurance products, with investment advice delivered primarily by investment adviser representatives using LPL’s research and portfolio strategies.

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 Series 66 licensed financial advisor with LPL Financial in Cedar Rapids, IA, and has eight years of industry experience. He previously worked at Cambridge Investment Research and has been involved with Premier Investments of Iowa for over a decade. LPL Financial is a registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, and institutions. The firm provides a range of financial planning and advisory services through a national network of investment adviser representatives, offering both discretionary and non-discretionary management and access to various model portfolios and research resources.

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.

John Selk is a financial advisor at LPL Financial with four years of industry experience. He holds a Series 66 designation and has worked in financial services since 2013, including roles at Acorn Financial Group and ownership of Selk Insurance Advisors. Outside of his advisory work, he has been involved in several golf-related businesses. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a variety of advisory programs, financial planning, and retirement consulting services, utilizing model portfolios and research from multiple sources.

Roger Abel is a financial advisor with LPL Financial in Cedar Rapids, IA, holding Series 63 and Series 65 credentials and 23 years of industry experience. Prior to joining LPL Financial in 2018, he worked at Cambridge Investment Research Advisors from 2012 to 2018. Outside of his advising role, Abel is a professional fisherman. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from internal and third-party sources.

Kevin Patterson is a financial advisor at Cambridge Investment Research Advisors with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Cambridge in various capacities since 2016. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a range of portfolio management and model-based solutions tailored to client objectives.

Scott Klahn is a financial advisor with LPL Financial in Cedar Rapids, IA, holding Series 63 and Series 65 licenses and 24 years of industry experience. His prior roles include positions at Private Client Services, Prime Capital Investment Advisors, and Cambridge Investment Research. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, and institutions through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services with a variety of portfolio management options and investment research support.

Lisa Olinger is a Senior Financial Advisor at Merrill Lynch Wealth Management. She has worked in the financial services industry for over thirty-five years and joined Merrill as a Financial Advisor in 2006. Lisa serves as a resource to a select group of businesses and families, providing services aligned with client goals and extending beyond traditional investment management. Lisa has extensive experience in the design, implementation, and evaluation of retirement plans for businesses, a focus she has maintained for over three decades. She also assists individuals with retirement income planning, portfolio construction, and investment management strategies to support their transition into retirement. Lisa holds a Bachelor of Arts degree from the University of Colorado at Boulder. She has earned multiple professional designations, including Chartered Retirement Plans Specialist (CRPS), Certified 401(k) Professional (C(k)P), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Her client focus areas include college education planning, divorce transition planning, personal retirement planning, portfolio management services, women and wealth, individual and corporate investment strategy, and retirement income.

Casey Mushrush is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. Before joining LPL Financial in 2018, he worked at Cambridge Investment Research Advisors and Cambridge Investment Research Inc. Outside of his advisory role, Mushrush is involved in referral-based speaking engagements related to health insurance and provides attorney services through a separate business entity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, financial institutions, and charitable organizations. The firm offers various advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by research from in-house and third-party sources.

Angela Etscheidt is a financial advisor with Thrivent Investment Management in Cedar Rapids, IA, holding a Series 66 credential and five years of industry experience. Her prior work includes roles at Principal Securities, LPL Financial, and ownership of InJOY Today, LLC, a business providing support services to families, including those experiencing dementia. She also maintains an independent consultant position with Arbonne International. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors. The firm focuses on holistic, goal-based planning across a range of topics, providing written recommendations without implementation, and offers clients the option to combine planning with managed-account services under a consolidated billing program called WealthPlan.

Ella Brazell is a financial advisor with LPL Financial in Cedar Rapids, IA, holding a Series 66 designation. She has been working in the financial services industry since 2026 with experience at LPL Financial and Cedar Rapids Bank and Trust. Outside of her advisory role, she is involved with the Dance Academy of Cedar Rapids as a coach. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and technology.

Samuel Hammes is a financial professional at Cetera with two years of industry experience. He holds the Series 66 designation and has worked at Cetera and affiliated entities since 2023. Outside of his advisory role, he is the owner of Hambeck Enterprises and serves as a board member for the nonprofit No Foot Too Small. Cetera Investment Advisers LLC is an SEC-registered adviser providing services through a nationwide network of independent advisors. The firm serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts, offering a range of portfolio management and financial planning solutions with access to multiple program platforms and third-party managers.

Stefan Christensen is a financial advisor with OSAIC Wealth Inc. based in Cedar Rapids, IA. He holds a Series 66 designation and has three years of industry experience, having previously worked at firms including Thrivent Financial and GreatAmerica Financial Services. Christensen serves on the boards of local nonprofits, including the Good Friday Prayer Breakfast and Bridgehaven Pregnancy Support Center. OSAIC Wealth Inc. serves a wide range of retail and institutional clients through an extensive network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers and wrap programs.

Samuel Rechkemmer is a financial advisor at Robert Baird & Co. with three years of industry experience. He holds a Series 66 designation and previously worked at GreenState Wealth Management, GreenState Credit Union, Eddie Bauer, and in education at North Central Junior High and Liberty High School. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, including high net worth clients, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services such as financial planning, portfolio management, separately managed accounts, wrap programs, and brokerage services, supported by internal research, overlay management, and a combination of manager-traded and model-traded strategies.

Paul Binsfield is a financial advisor with Edward Jones in Mount Vernon, Iowa, holding a Series 66 designation and having 16 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, Binsfield coaches boys' golf and varsity tennis at Mount Vernon High School. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

William Fleming is a financial advisor at Edward Jones with 21 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Edward Jones, he worked at Cambridge Investment Research Advisors for seven years and Broker Dealer Financial Services Corp for nine years. Edward Jones is a wealth management firm serving more than four million individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts. The firm manages approximately $1.01 trillion in assets under management through a large national network of advisors and branch offices.

Lainey Ford is a financial advisor at Robert W. Baird & Co. with one year of industry experience. She holds the Series 66 designation and has a background that includes positions at Evereve, Von Maur, and the University of Iowa. Lainey is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, and uses a combination of internal research and external manager oversight in its investment approach.