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Chase N

Series 66

Ankeny, IA

Raymond James Financial

Chase Netusil is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and five years of industry experience. His career includes roles at Raymond James Financial Services Inc. and All Iowa Attack. He is also associated with Netusil Financial Services, Inc., where he works as a financial advisor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and consulting to client goals and supports municipal and public finance work through a unique municipal advisor affiliation.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Ronald B

Series 63, Series 65

Des Moines, IA

Equitable Advisors

Ronald Bristow is a financial advisor with Equitable Advisors in Des Moines, IA, holding Series 63 and Series 65 licenses and having 26 years of industry experience. He has worked at Equitable Advisors since 2010, following prior roles at AxA Advisors, UBS Financial Services, and Morgan Stanley Dw Inc. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm offers various advisory programs and emphasizes matching clients to appropriate models or discretionary managers, utilizing both proprietary and third-party solutions.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Stephani G

Series 63, Series 65

Carlisle, IA

Cetera

Stephani Garrison is a financial advisor with Cetera, holding Series 63 and Series 65 designations and six years of industry experience. Her work history includes roles at Cetera-affiliated firms since 2023, as well as previous positions at BFC Planning, Inc. and Berthel Fisher & Company Financial Services, Inc. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a diverse client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, overseeing more than $256 billion in assets through a nationwide network of over 10,000 advisors.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Deborah M

Series 66

Altoona, IA

Edward Jones

Deborah Mc Reynolds is a financial advisor with Edward Jones in Altoona, IA, holding a Series 66 designation and 17 years of experience with the firm. She has worked at Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of investment strategies and affiliated services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and tax-efficient services, supported by a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Melanie H

Series 66

Des Moines, IA

Wells Fargo Clearing

Melanie Hart is a financial advisor at Wells Fargo Clearing with a Series 66 credential and over 15 years of experience within Wells Fargo-affiliated entities, including Wells Fargo Bank and Wells Fargo Investment Institute. She is based in Des Moines, IA. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs to individual, corporate, and institutional clients. The firm manages roughly $671 billion in assets and provides both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Retired Founder/Business Owner
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Christopher S

Series 66

Bondurant, IA

Edward Jones

Christopher Schonridge is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2019. His prior experience includes roles at Central Standard, Star Destinations, Pinstripes, and Schon Feedlots. 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 services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, while operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Todd L

Series 63, Series 66

Indianola, IA

Edward Jones

Todd Lappe is a financial advisor with Edward Jones in Indianola, IA, holding Series 63 and Series 66 designations and 22 years of industry experience. He has been with Edward Jones since 2004. 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 under management and offers a range of advisory programs and investment strategies, operating under a fiduciary standard.

College savings (529s, UTMA, etc.) General estate planning guidance Multi-generational wealth transfer Retirement income strategy General retirement planning Retired Founder/Business Owner Executive
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Penny H

Series 63

Des Moines, IA

Edward Jones

Penny Hein is a financial advisor at Edward Jones with 36 years of industry experience. She holds a Series 63 designation and has worked at Edward Jones since 2019. Prior to that, she was with Broker Dealer Financial Services Inc and Spectrum Financial Services. 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 offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Kent P

Series 66

Ankeny, IA

Edward Jones

Kent Patterson is a financial advisor at Edward Jones in Ankeny, Iowa, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2015. 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 under management through a nationwide network of more than 23,700 advisors and offers a range of discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Retirement income strategy General retirement planning Retirement withdrawal strategies Wealth management ESG / Sustainable investing Retired Founder/Business Owner Executive Religious/faith focused
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Lucas S

Series 66

Altoona, IA

Edward Jones

Lucas Sibley is a financial advisor with Edward Jones in Altoona, Iowa, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory work, he is involved as a member in several local rental property ventures. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and affiliated financial services, supported by a nationwide network of more than 23,700 advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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James W

Series 63, Series 65

Runnells, IA

LPL Financial

James Wilterdink is a financial advisor at LPL Financial with 21 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms including Wells Fargo Clearing, Charles Schwab, Edward Jones, and Principal Financial Services. Outside of his advisory role, he is the owner of X Factor Labs LLC, a vitamin and supplement business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, wrap and model portfolio programs, third-party asset management, and institutional platforms, with investment strategies implemented through a network of investment adviser representatives.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Lori B

Series 66

Altoona, IA

Edward Jones

Lori Baldwin is a Series 66-licensed financial advisor with Edward Jones in Altoona, Iowa, where she has worked since 2011, totaling 15 years of industry experience. Outside of her advisory role, she is involved in agricultural business as the owner of a farmland operation and serves as a bookkeeper for a transportation LLC in Mingo, Iowa. Edward Jones is a full-service wealth management firm that serves a broad client base including individual, institutional, and charitable clients, managing over $1 trillion in assets with a nationwide network of advisors. The firm offers a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and tax-efficient services under a fiduciary standard.

Divorce financial planning Business ownership considerations Business exit / sale strategy Retirement income strategy General estate planning guidance Founder/Business Owner
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Letitia A

Series 65, Series 66

Des Moines, IA

Cambridge Investment Research Advisors

Letitia Anderson is a financial advisor with Cambridge Investment Research Advisors in Des Moines, IA, holding Series 65 and Series 66 licenses and bringing 27 years of industry experience. She worked previously at Broker Dealer Financial Services Corp. for 19 years before joining Cambridge Investment Research Advisors in 2018. Anderson serves on the boards of the Fort Dodge Daybreak Rotary and the Almost Home Humane Society of North Central Iowa and is treasurer of the Fort Dodge Fine Arts Association. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through independent Financial Professionals who use both proprietary and third-party strategies tailored to client objectives.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Kolby M

Series 66

Indianola, IA

Edward Jones

Kolby Moore is a Series 66-licensed financial advisor with Edward Jones in Indianola, IA, with eight years of industry experience. He has been with Edward Jones since 2017 and previously worked with Primerica, Triplett Lawn Care LLC, Lake Erie Crushers, and Home Improvers Inc. 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 nationwide.

Retirement income strategy Wealth management Retirement withdrawal strategies Business ownership considerations Founder/Business Owner
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Karl R

CFP®, Series 66

Pleasant Hill, IA

Edward Jones

Karl Ritland is a CFP® professional with 25 years of industry experience. He has been with Edward Jones since 2002, following a one-year tenure at Equitable Advisors. Karl is based in Pleasant Hill, IA, and holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory strategies and maintains a large network of financial advisors and branch offices across the country.

Retirement plans for business owners (SEP, solo 401k) Divorce financial planning Charitable giving & philanthropy Wealth management ESG / Sustainable investing Retired Founder/Business Owner Executive LGBTQIA
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Thomas D

Series 63, Series 66

Des Moines, IA

LPL Financial

Thomas Desousa is a financial advisor with LPL Financial in Des Moines, IA, holding Series 63 and Series 66 credentials and five years of industry experience. His prior roles include positions at Royal Alliance Associates, Heartland Retirement Group, and Northwestern Mutual. Outside of advisory work, he is involved with insurance-related businesses. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory services including financial planning, model portfolios, and institutional platforms, supported by advanced operational tools and oversight of substantial discretionary assets.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Suzanne R

Series 66

Altoona, IA

Edward Jones

Suzanne Runyon is a Series 66 licensed financial advisor with Edward Jones in Altoona, IA, and has three years of industry experience. She has been with Edward Jones since 2009, including her current role starting in 2024. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and affiliated funds supported by a large national network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Joseph S

Series 63, Series 66

Carlisle, IA

Edward Jones

Joseph Schettler is a financial advisor with Edward Jones in Carlisle, IA, holding Series 63 and Series 66 registrations and 26 years of industry experience. He has been with Edward Jones since 1999. Outside of advising, Schettler owns and operates a farm in Carlisle. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and has a nationwide network of more than 23,700 financial advisors.

Charitable giving & philanthropy Business ownership considerations General estate planning guidance General retirement planning Wealth management Founder/Business Owner
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Darcy S

Series 63, Series 66

Altoona, IA

Cetera

Darcy Stroinski is a financial advisor at Cetera with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Community State Bank since 2000, alongside roles at Cetera and Cetera Wealth Services. Outside of his advisory work, Stroinski volunteers with Iowa Bird Rehabilitation and serves as a statistician for the Central Iowa D League adult hockey league. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management, financial planning, and retirement services, operating a multi-manager platform with both discretionary and non-discretionary account options.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Andrew D

Series 66

Carlisle, IA

Edward Jones

Andrew Dietz is a financial advisor with Edward Jones in Carlisle, IA, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2015. 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 under management and offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy General retirement planning College savings (529s, UTMA, etc.) Wealth management Retired Founder/Business Owner Executive
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