Kacy Bass is a CFP® with 10 years of industry experience, currently serving as an advisor at Clarity Asset Management, Inc. since 2015. She holds a Series 65 license and is based in Ames, Iowa. Clarity Asset Management provides discretionary investment management, financial planning, and consulting to a diverse client base, including individuals, high-net-worth clients, families, trusts, estates, charitable organizations, and corporations. The firm employs a fundamentals-driven, long-term investment approach utilizing diversified mutual funds, ETFs, and individual equities, supported by institutional tools and a multi-office service model.

Jon Christensen is a financial advisor at Christensen Capital, LLC with 27 years of industry experience. He holds a Series 63 designation and has been involved with both Christensen Capital and the Target 3 Fund, LP for over three decades. Christensen Capital provides discretionary investment management to a private pooled investment vehicle and separately managed individual accounts. The firm primarily serves high-net-worth individuals, focusing on value stocks and special situations through detailed fundamental analysis and a low-turnover investment approach.

Nevin Conlon is a CFP® with eight years of industry experience, currently serving as an advisor at Clarity Asset Management, Inc. since 2016. Prior to joining Clarity, he worked for four years with Cedar Falls Community Schools. Clarity Asset Management provides discretionary investment management, financial planning, and consulting services to a diverse client base including individuals, families, trusts, charitable organizations, and corporations. The firm employs a fundamentals-driven, long-term investment approach using diversified mutual funds, ETFs, and individual equities, supported by institutional tools and multiple office locations.

Donald Erickson is a ChFC® with 26 years of industry experience. He has been with Clarity Asset Management, Inc. since 2013. Clarity Asset Management provides discretionary investment management, financial planning, and consulting services to individuals, families, trusts, charitable organizations, and corporations. The firm manages approximately $222 million in client assets using a fundamentals-driven, long-term investment approach that incorporates diversified mutual funds, ETFs, and individual equities.

Steven Larson is a Series 65-licensed financial advisor at Clarity Asset Management, Inc. in Ames, Iowa, with 24 years of industry experience. He has been with Clarity Asset Management since 2013, including the firm's current iteration since 2022. Clarity Asset Management provides discretionary investment management, financial planning, and consulting services to individuals, families, trusts, estates, charitable organizations, and corporations. The firm employs a fundamentals-driven, long-term investment approach using diversified mutual funds, ETFs, and individual equities, supported by institutional tools for portfolio construction and performance reporting.

Jeffrey Gibbons is a financial advisor with RIA Advisory Group, LLC, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at RIA Advisory Group since 2017 and previously at Visionpoint Advisory Group from 2014 to 2017. Gibbons serves on the Iowa State University Athletics Letterwinners Board, a community and charitable organization. RIA Advisory Group is a multi-team registered investment adviser serving individuals, trusts, estates, corporations, and other entities. The firm manages diversified portfolios using discretionary strategies based on charting, fundamental, and technical analysis, and maintains formal affiliations with legal and accounting professionals alongside operating affiliated technology and research businesses.

Jeremy Fernandez is a financial advisor with Principal Advised Services in Ames, IA, holding Series 63, Series 65, and Series 66 licenses and possessing 12 years of industry experience. He has worked with Principal Life Insurance Company and Principal Securities Inc. since 2019 and has held prior roles in education and retail. Outside his advisory work, he and his spouse serve as caregivers for an adult with special needs through Easterseals Iowa. Principal Advised Services provides investment advice mainly to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary wrap-fee management program called SimpleInvest. The firm leverages both third-party methodologies and proprietary models and operates within the Principal Financial Group family, enabling access to affiliated financial products and services.

Michelle Blenderman is a Series 66-credentialed financial advisor with 23 years of industry experience. She has been with Nations Financial Group, Inc. since 2007. Nations Financial Group, Inc. provides investment advisory services to a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm offers a range of portfolio management and consulting services, employing proprietary model portfolios alongside outside managers to tailor strategies based on client objectives, risk tolerance, and liquidity needs.

Jeffrey Johnson is a financial advisor with Calton & Associates, Inc., holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Calton & Associates since 2019 and previously spent 16 years with Capital Financial Services, Inc. Outside of his advisory role, Johnson serves as a Division 1 college football official in the MAC and Big Ten Conferences. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by offering portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm provides both discretionary and non-discretionary management options through various program structures and combines retail broker-dealer and insurance operations alongside advisory services.

Neal Gudmunson is a CFP® professional at Mercer Global Advisors Inc. with experience spanning multiple roles across various industries since 2018. His background includes positions at Mindful Asset Planning, Schmitty and Sons, and involvement with Iowa State University and the City of Ames. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based investment approach focused on globally diversified, risk-appropriate portfolios using low-cost index vehicles and multi-factor tilts.

Darren Gauck is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and over 31 years of industry experience. He has worked with Ameritas Advisory Services since 2021 and has longstanding roles at affiliated firms including Ameritas Life Insurance Corp and Midwest Financial Solutions, where he is also licensed as an independent insurance agent specializing in fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary services, utilizing model portfolios, third-party sub-advisers, and custom strategies.

Noel Lagneaux is a financial advisor with TIAA-CREF in Ames, IA, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He has been with TIAA and TIAA-CREF since 2014. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals—often those connected to TIAA-administered employer retirement plans—as well as trusts, estates, and small retirement plans. The firm offers model and customized portfolio management and serves as adviser to a donor-advised fund while applying a fiduciary standard across its advisory services.

Andra Reason is a CFP® professional with nine years of experience in financial advising. She has worked primarily at Mercer Global Advisors Inc., with prior experience at Marrs Wealth Management. Reason is based in Omaha, NE. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, business owners, and nonprofit organizations. The firm employs a globally diversified, risk-appropriate investment approach grounded in Modern Portfolio Theory, utilizing low-cost index vehicles and multi-factor strategies.

Sarah Koth is a Series 66-licensed financial advisor at TIAA-CREF with 27 years of industry experience. Her prior roles include positions at Athene Securities, Powell Financial Partners, Cetera Advisor Networks, and VOYA Financial Advisors. Outside of finance, she serves as a brand ambassador for Thelma's Treats, a manufacturer and distributor of specialty ice cream sandwiches. 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 TIAA-administered employer retirement plans. The firm offers both point-in-time financial planning and ongoing portfolio management through model and customized portfolios.

Jay Black is a financial advisor with Eagle Strategies (NY Life) based in Ames, IA, holding Series 63 and Series 66 credentials and bringing 14 years of industry experience. He has worked at Eagle Strategies since 2019 and also operates under the DBA Innovative Financial Solutions Group, brokering non-registered insurance products. Jay has been affiliated with New York Life and related entities since 2011. Eagle Strategies LLC serves individuals, retirement plans, trusts, charitable organizations, and corporate clients by providing financial planning, investment advisory, and retirement plan consulting services through a large network of advisers. The firm emphasizes client-directed solutions using third-party managers and model portfolios, managing approximately $25.4 billion in regulatory assets as of December 2024.

Peter Flora is a financial advisor at Ameritas Advisory Services, LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including TFB Advisors, LLC and Ameritas Life Insurance Corp. He is also licensed as an independent insurance agent and is involved in retirement plan administration through his role at Tax Favored Benefits, Inc. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary services, utilizing model portfolios, third-party sub-advisers, and custom strategies.

Kelsey Summers is a financial advisor at TIAA-CREF with 16 years of industry experience. She holds a Series 66 designation and has been with TIAA-CREF since 2015. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm combines point-in-time planning services with ongoing discretionary management, offering model and customized portfolios under a fiduciary standard.

Lane Sires is a financial advisor at TIAA-CREF with 24 years of industry experience. He holds a Series 66 designation and previously worked at Principal Securities Inc. and Principal Life Insurance Company for over two decades. Outside of his advisory role, Lane serves on the boards of the Johnston Little League, the Hyperion Field Club, and the Johnston Community School Foundation, where he helps organize community activities and fundraising events. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm provides discretionary portfolio management and maintains a fiduciary standard within its advisory services.

De Ann Thompson is a Certified Financial Planner® with 40 years of industry experience, currently serving as a financial advisor at Edward Jones since 2003. She holds Series 63, 65, and 66 licenses. Outside of her advisory role, she participates as a member of the outreach team at Grace Evangelical Free Church. Edward Jones is a full-service wealth management firm serving individual and institutional clients across various segments. The firm manages approximately $1.01 trillion in assets through a large network of advisors and branch offices, offering a range of advisory programs and affiliated financial services.

Jonathan Close is a financial advisor at Edward Jones based in Ames, IA, holding CFP® and Series 66 designations with 13 years of industry experience. He worked at Wells Fargo Advisors from 2015 to 2020 before joining Edward Jones in 2020. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment strategies and advisory services, managing approximately $1.01 trillion in assets with a nationwide network of more than 23,700 advisors.