Mark Guilliatt is the Owner and President of AFSC Advisors, Inc. in Council Bluffs, IA, with 32 years of industry experience. He holds the CFP®, ChFC®, and Series 63 designations and previously worked at Great Point Capital, LLC. In addition to his advisory work, he has been involved in Medicaid planning for over 20 years. AFSC Advisors provides portfolio management and financial planning services to individuals and institutional clients, including pension plans and charitable organizations. The firm combines fundamental and cyclical analysis to tailor portfolios to client objectives and manages accounts according to personalized investment policies.

Robert Dodson is a financial advisor with Alba Financial LLC in Council Bluffs, IA, holding Series 63 and Series 66 credentials and 10 years of industry experience. He has previously worked at FBL Financial Group, Edward Jones, and several other financial services firms. Dodson also engages in investment advisory and financial planning through FBL Wealth Management, LLC. Alba Financial provides advisory services to individuals, charitable organizations, corporations, and employers, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs asset-allocation principles and modern portfolio theory, may use ESG screening upon request, and includes management of 401(k) assets and a wrap fee program among its notable offerings.

Deanna Weidner is a financial advisor with BCG Securities, Inc. She holds Series 63, 65, and 66 licenses and has 15 years of industry experience. Her prior employment includes roles at AE Financial Services, Securities America, and Woodmen Financial Services. BCG Securities serves institutional retirement plans and individual clients with accounts typically above $25,000, offering portfolio management, financial planning, pension consulting, and wealth management services. The firm emphasizes tailored investment policy statements and frequently implements advice on a non-discretionary basis while using third-party managers and comprehensive investment analysis.

David Piatkowski is a financial advisor at Waverly Advisors, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at RE Dickinson Investment Advisors for multiple years. Waverly Advisors is a multi-team registered investment adviser with approximately 224 advisors and $29.9 billion in regulatory assets under management. The firm serves individuals, retirement plans, and pooled investment vehicles through a combination of traditional equity, fixed-income, alternative, and private-market strategies, and offers both discretionary and non-discretionary portfolio management along with financial planning and multi-family office services.

Ronny Dickinson is a CFP® with 27 years of industry experience, currently with Waverly Advisors, LLC. He has spent the majority of his career leading Dickinson Investment Advisors and concurrently operates Dickinson & Clark CPAs, PC, an accounting firm. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations and offers a broad range of investment management and financial planning services.

Paul Larkin is a financial advisor with Waverly Advisors, LLC in Council Bluffs, IA, holding Series 63 and Series 65 credentials and nine years of industry experience. His prior roles include positions at RE Dickinson Investment Advisors, Mutual of Omaha Investor Services, and Union Pacific Streamline. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm integrates traditional equity and fixed-income strategies with alternative and private markets, serving both non-high-net-worth and high-net-worth clients through discretionary and non-discretionary portfolio management.

Chase Klusman is a financial advisor with Simplicity Wealth in Council Bluffs, IA, holding a Series 65 designation and three years of industry experience. His prior work includes roles at Yaman Financial Group, OWLFI, and Grant Thornton. Outside of advisory work, he owns and operates an insurance sales business focused on annuities and indexed universal life insurance products. Simplicity Wealth serves a diverse client base including individual investors, retirement plans, institutions, and other financial firms. The firm employs a fund-of-funds investment approach primarily using ETFs and mutual funds, offers model portfolios with ongoing monitoring and rebalancing, and provides technology and operational services to other advisers through its managed account platform.

Casey Walters is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 66 and Series 63 credentials and 10 years of industry experience. His prior work includes roles at TDAmeritrade, Charles Schwab, Claraphi Advisory Network LLC, and Transamerica Investors Securities Corporation. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering managed and non-discretionary advice focused on asset allocation, contribution rates, and retirement timing. The firm utilizes Morningstar Investment Management’s technology and portfolio oversight to support its advice programs and serves a large client base primarily through non-discretionary asset management.

Amy Owens is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. She has held roles at several firms, including First Allied Securities, Summit Brokerage Services, and multiple entities within Cetera since 2015. Cetera Investment Advisers LLC serves a broad client base ranging from individual investors to institutional accounts, offering a range of portfolio management and retirement services. The firm operates a multi-manager platform that allows advisors to implement diverse investment strategies supported by an extensive network of advisors and significant assets under management.

Gable Andrews is a financial advisor with Edward Jones in Council Bluffs, IA, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Mark Barrientos is a Series 65-licensed financial advisor at Edelman Financial Engines with one year of experience in the industry. His prior roles include positions at Mariner Wealth Advisors, Cobalt Credit Union, and Barney Financial Services. He has also held academic and retail positions at the University of Nebraska at Kearney and Menards. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and supports a large client base through advisor-led and online offerings.

Ross Jensen is a financial advisor at Edward Jones in Council Bluffs, IA, with 18 years of industry experience and a Series 66 credential. He has been with Edward Jones since 2007. Outside of his advisory role, Jensen serves as an assistant varsity tennis coach at Lewis Central High School and is a board member of the Waupun Charitable Fund. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad spectrum, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 advisors, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Andrew Fetter is a financial advisor with Primerica Advisors in Council Bluffs, IA, holding Series 65 and Series 63 licenses and bringing 13 years of industry experience. His background includes work at Primerica Financial Services since 2003 and roles outside financial services in the restaurant industry. He is also the owner of Unfettered Wealth, LLC, an investment-related business based in Council Bluffs. Primerica Advisors sponsors a wrap-fee asset management program that primarily serves individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers advisory services through a large network of advisors and relies on model-driven investment strategies managed by third-party asset managers.

Jeremy Buhr is a financial advisor with Edward Jones in Council Bluffs, IA, holding Series 63 and Series 66 licenses and totaling 10 years of industry experience. His prior roles include positions at Charles Schwab & Co., Inc., Principal Financial Group, CLS Investments, LLC, Northern Lights Distributors, LLC, and TD Ameritrade, Inc. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operates under a fiduciary standard, and supports a large network of financial advisors and branch offices across the country.

Linda Yates is a CFP® professional with 38 years of industry experience, currently serving at Cetera since 2021. Her prior experience includes seven years at VOYA Financial Advisors. In addition to her advisory work, she operates as an independent insurance agent specializing in fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management, financial planning, and retirement services through multiple program structures and affiliated managers.

Rian Mcgill is a financial advisor at OSAIC with 21 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked for Securities America Advisors and Securities America Inc for ten years. Outside of his advisory work, he assists with the Iowa Western football chain gang on game days. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services utilizing asset-allocation tools, risk assessments, and automated rebalancing to construct portfolios that include a range of investment products.

Alek Murphy is a financial advisor at OSAIC with eight years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Woodbury Financial Services and Mutual of Omaha. Outside of his advisory role, he serves as a board member for Habitat for Humanity of Council Bluffs and is a council member at St. Paul’s Lutheran Church. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to manage portfolios across multiple asset classes.

David Lawrence Jr. is a financial advisor at Edward Jones with 17 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Edward Jones since 2017, previously working at Pacific Select Distributors and Pacific Life Insurance Company from 2008 to 2017. He serves on the board of Sail On and Fly High, Inc., a nonprofit organization, where he advises on growth, budgeting, and management. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, with assets under management of approximately $1.01 trillion. The firm offers a range of advisory programs and investment solutions and operates a large network of financial advisors and branch offices across the country.

Troy Arthur is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has 11 years of experience in the financial services industry. His prior roles include positions at Edward Jones, LPL Financial LLC, BMO Bank N.A., BancWest Investment Services, Inc., TS Bank, and Bank of the West. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients, pension plans, corporations, and institutional clients. The firm employs a non-discretionary approach using risk profiling and analytical tools, and it offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Timothy Cortney is a financial advisor at Edward Jones in Council Bluffs, IA, holding a Series 66 designation with 16 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,000 financial advisors and 15,000 branch offices.

Todd Carlson is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and having 27 years of industry experience. He has worked at firms including Securities America Advisors, Spectrum Capital, and Ameriprise prior to joining Cambridge in 2014. Carlson is also the owner of Carlson Wealth Management. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services through a network of independent professionals. The firm offers a range of investment solutions including proprietary model strategies and collaborates with third-party managers, implementing strategies across various platform arrangements tailored to client objectives.

Jeanette Kenny is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 designations and possessing 39 years of industry experience. She has worked with PFS Investments Inc. since 1987 and Primerica Financial Services since 1986. Kenny is involved in the sale of investment-related products as well as loan products and home security referrals through affiliated companies. Primerica Advisors sponsors and manages a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, alongside corporate and charitable clients. The firm utilizes model-delivery strategies created by unaffiliated asset managers and operates at scale with thousands of advisors and billions in assets under management.

Andrew Meyers is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2022, he worked at Conagra Brands for 11 years. 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 operates a nationwide network of more than 23,700 financial advisors, offering a range of advisory programs and affiliated investment products.

Leia Farmer is a financial advisor with Raymond James & Associates in Council Bluffs, IA, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. She has worked with multiple firms including Summit Brokerage Services and Cetera Financial Specialists. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional investors, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions through a variety of portfolio management styles and affiliated research.

Stephen Urlaub is a financial advisor at Edward Jones with seven years of industry experience. He holds the Series 66 designation and previously worked at Laker Planning Service for Hoy-Kilnoski Funeral Home from 2016 to 2018. Urlaub is also involved in managing rental property in Council Bluffs, Iowa. Edward Jones is a full-service wealth management firm serving more than 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 United States.

John Bracker is a financial advisor at OSAIC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Woodbury Financial Services, Inc. for 13 years. Outside of his advisory role, he serves on the board of the West Fair nonprofit organization and is involved in managing group benefits and insurance for small to medium-sized employers. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms, offering integrated brokerage and investment advisory services across various asset classes. The firm employs asset-allocation tools and automated rebalancing and makes use of third-party services for model and managed-account solutions.

Keith Jones is a CFP® professional with 12 years of experience at Edward Jones, where he has worked since 2014. He is a minority owner of Fresh Air Enterprises, a restaurant in Council Bluffs, IA. 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 and a network of more than 23,700 financial advisors. 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.

Steven Nelson is a financial advisor with Ameriprise in Carter Lake, IA, holding a Series 66 designation and seven years of industry experience. He has been with Ameriprise and its affiliate since 2018 and also serves on the Board of Directors and as Board President of the Centennial Rotary Club. Outside of finance, he has been involved with Speedy Release Bail Bonds and Telmon, Inc. for over a decade. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research-driven, algorithm-assisted recommendations with a broad range of advisory and insurance solutions.

Tyler Johnson is a financial advisor with LPL Financial, holding a Series 66 designation and six years of industry experience. He has been with LPL Financial since 2017 and also has a background in agricultural business through his ongoing involvement with Lynn F. Johnson Farm Corp. 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 financial planning and investment management solutions, utilizing both proprietary research and third-party strategies across discretionary and non-discretionary accounts.