Mary Hines is a financial advisor with Nicolet Wealth Management, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. She previously worked at LPL Financial LLC from 2016 to 2026 before joining Nicolet Wealth Management. Nicolet Wealth Management provides retirement plan consulting and investment management services primarily for 401(k) and 403(b) plan sponsors and fiduciaries. The firm’s investment process includes research and manager selection performed by an internal team and overseen by an investment committee, utilizing both fundamental and technical analysis alongside third‑party research sources.

Bryce Williams is a financial advisor with Stratos Wealth Partners, Ltd, holding a Series 66 designation and six years of industry experience. His prior work includes roles at LPL Financial, Shazam, and Wells Fargo. Stratos Wealth Partners serves a diverse client base, including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, advisor-managed wrap and non-wrap programs, and specialized consulting through a large network of investment adviser representatives using both proprietary and third-party strategies.

William Wirin is a financial advisor at Edward Jones with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices across the country.

Elisabeth Bieber is a financial advisor with Edward Jones in Marshalltown, IA, holding a Series 66 designation and five years of industry experience. Prior to her current role at Edward Jones, she worked in academic settings at Wartburg College, the University of Northern Iowa, and the University of Iowa. Outside of finance, she operated Equilibrio Voice Studio, providing classical voice instruction to middle and high school students for over a decade. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including varied household segments and corporate entities. The firm offers a range of advisory strategies and affiliated investment products, with a large national presence of advisors and branches.

Nathan Blayer is a Series 66 licensed financial advisor with Edward Jones in Marshalltown, IA, where he has worked since 2016. He has 10 years of industry experience. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a variety of investment strategies and advisory services supported by a large network of financial advisors and branch offices nationwide.

Rodney Decker is a CFP® with 29 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. His prior experience includes roles at Northwestern Mutual Wealth Management and Farm Bureau Financial Services. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm provides financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, offering both proprietary and third-party investment strategies with discretionary and non-discretionary options.

Anthony Everman is a financial advisor with Edward Jones in Marshalltown, IA. He holds a Series 66 designation and has professional experience at Edward Jones since 2025, following previous roles at Whipstick, Iowa Valley Community College District, Oakland Athletics, and Benedictine College. 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 advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Thomas McCoy is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been with MML Investor Services, LLC and MassMutual Life Insurance Co since 2016. McCoy serves as a trustee for the MDRT Foundation. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes ongoing, collaborative financial planning engagements using firm-approved analytical tools and offers specialized services such as estate-settlement and employer-sponsored planning programs.

Paul Barr is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and over 33 years of industry experience. He previously worked at FSC Securities Corporation for 23 years before joining LPL Financial in 2022. Outside of his advisory work, he is a partner in a family farm partnership. 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 and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors.

Laurie Dowd Gowdy is a financial advisor with Thrivent Investment Management in Melbourne, Iowa, holding a Series 66 credential and nine years of industry experience. She has been with Thrivent and its related entities since 2016. Outside of her advisory role, she serves as the corresponding secretary for the local chapter of P.E.O., a women's community group promoting educational opportunities for women, and participates in her local church finance committee. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic planning across multiple topics, with an option to combine planning with managed accounts under a consolidated billing program called WealthPlan, while maintaining separate service structures.

Jose Herrera is a financial advisor at Wells Fargo Clearing with Series 65 and Series 63 licenses and two years of industry experience. His prior work includes roles at Wells Fargo Bank and various local businesses. Outside of his advisory role, he is involved with Cartee Logistics LLC, a company focused on package delivery. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

James Hunt is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 22 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm follows an IPS-driven advisory process grounded in modern portfolio theory and offers both discretionary and non-discretionary services, including investment policy statement preparation, investment recommendations, performance reporting, and participant education.

Alycemay Quastad is a financial advisor with LPL Financial, holding a Series 66 designation and 13 years of industry experience. Her work history includes roles at Central Iowa Capital Advisors, SagePoint Financial, and Great Western Bank. She is also a commissioned public notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions, providing a range of advisory and brokerage services through a broad network of investment adviser representatives.

Christian Mc Murray is a financial advisor with LPL Financial, holding a Series 66 designation and six years of industry experience. He has worked at First National Bank and United Bank & Trust and has been affiliated with LPL Financial since 2019. In addition to his advisory role, Mc Murray serves as a Wealth Advisor at First National Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by advanced operational and research technologies.

Russell Feldman is a financial advisor at Osaic Wealth, Inc. with 32 years of industry experience. He has been with Osaic since 2018 and also holds ownership in FFK LLC dba Strellner Financial Group since 2017. Feldman maintains a range of business activities, including ownership roles in office building properties and serving as a notary public. Osaic Wealth, Inc. serves a diverse client base including retail and institutional investors, offering brokerage and advisory services along with financial planning and retirement consulting. The firm utilizes various asset-allocation tools and third-party platforms to provide customized investment solutions through a large network of affiliated advisers.

Zachary Wahl is a financial advisor at Edward Jones with 18 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2007. Outside of his advisory role, he serves as vice president on the board of OKTEMBERFEST, assisting with the Pancake Breakfest event. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of investment strategies and fiduciary advisory services, supported by a nationwide network of over 23,700 advisors and extensive affiliated capabilities.

Gary Schaudt is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 22 years of industry experience. He has worked at several firms including SagePoint Financial, Cetera, and Spectrum Capital, with his current roles at LPL Financial and Central Iowa Capital Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services through a large network of investment adviser representatives, offering various portfolio programs, third-party management access, and institutional platforms.

Jeffrey Isgrig is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 32 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as a power of attorney for his 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 a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.