Kristen De Joseph is a financial advisor with Edward Jones in Des Moines, IA, holding a CFP® certification and Series 66 license, with nine years of industry experience. She has been with Edward Jones since 2016. 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 access to separately managed accounts and affiliated mutual funds.

Christian Rogers is a financial advisor with Equitable Advisors in Des Moines, IA. He holds the Series 66 designation and has one year of industry experience. Prior to joining Equitable Advisors, he worked for Maverik Convenience Stores for 12 years. Equitable Advisors serves a diverse client base, including individuals, high-net-worth clients, retirement plans, corporations, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing various program sponsors and endorsed third-party managers to deliver advisory and brokerage solutions.

David Bondura is a financial advisor at Cetera with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Community State Bank and Bank of the West. In addition to his advisory role, he is an insurance agent selling life, health, disability, annuities, and long-term care products. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary options.

Kevin Hook is a financial advisor with Thrivent Investment Management in Des Moines, IA, holding a Series 66 designation and four years of industry experience. His career includes multiple roles within Thrivent Financial and Thrivent Investment Management since 2022. Outside of finance, he has spent six years involved with Greater Iowa Youth For Christ. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses and written recommendations across various financial planning topics. The firm offers planning services separate from portfolio management and allows clients to combine planning with managed accounts through a consolidated billing option called “WealthPlan.”

Richard Yoder is a financial advisor at LPL Financial with 28 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and previously worked at Ameriprise Financial Services for 10 years before joining LPL Financial in 2020. Outside of his advisory work, he is also a notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers diverse advisory programs, retirement plan consulting, and brokerage services, with discretionary and non-discretionary management supported by internal and third-party research.

Douglas Schulte is a financial advisor with LPL Financial in Des Moines, IA, holding Series 63 and Series 66 credentials and 28 years of industry experience. His prior roles include positions at Royal Alliance Associates, INC., Sii, First American Bank, and Ameritas Investment Corp. He also serves as a board member of Fossing Farm LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, combining discretionary and non-discretionary management with model portfolios, research, and technology-driven strategies.

Lucas Peterson is a financial advisor at LPL Enterprise with Series 63 and Series 65 credentials and four years of industry experience. Prior to joining LPL Enterprise in 2026, he worked at Cambridge Investment Research Advisors and Brokers International Financial Services. He is also an independent insurance agent operating Luke Peterson Insurance since 2019 and owns LSP Vending LLC. LPL Enterprise serves a broad client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model wealth portfolios, third-party asset management, and access to a range of brokerage and insurance products, with investment advice primarily delivered by its investment adviser representatives.

Ryleah Cross is a CERTIFIED FINANCIAL PLANNER™ professional with 13 years of experience, all with Edward Jones since 2013. She holds a Series 66 license and serves as Vice President of the Grimes Chamber and Economic Development in Grimes, IA. 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, managing approximately $1.01 trillion in assets with a nationwide network of over 23,000 advisors.

David Green is a financial advisor with Cetera, holding Series 63 and Series 66 designations and 19 years of industry experience. His prior roles include positions with VOYA Financial Advisors and VOYA Financial from 2014 to 2021, before joining Cetera Wealth Services in 2021. He is based in Ankeny, Iowa. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes 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 a variety of program structures and third-party managers.

Shalini Babu is a financial advisor at LPL Enterprise with two years of industry experience. She holds a Series 66 designation and has previously worked at Prudential Insurance Company of America, PRUCO Securities, Nourish, Global Conservation Force, Great Southern Bank, and Blank Park Zoo. 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, model wealth portfolios, third-party asset management, and access to a range of brokerage and insurance products.

Mark Mclaughlin is a financial advisor at LPL Financial with 21 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Lincoln Financial Securities Corporation for nine years. In addition to his advisory role, he is involved in several farming-related business ventures, including ownership and management positions in multiple farm and agricultural entities. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a wide range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by in-house and third-party research and investment strategies.

Jeffery Lohmeier is a financial advisor with Edward Jones in Des Moines, IA, holding a Series 66 designation and bringing 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients across a wide range of needs. The firm manages approximately $1.01 trillion in assets and offers both discretionary and non-discretionary investment strategies, along with affiliated mutual funds and tax-efficient services, operating under a fiduciary standard.

Maria Hackett is a CFP® professional at LPL Financial with one year of industry experience. Prior to joining LPL Financial, she worked for Crossroads Beef and spent over a decade at Gilbert & Cook, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of advisory and brokerage services, including financial planning, retirement plan consulting, and access to model portfolios and research from various sources.

Michael Van Heiden is a financial advisor at Cetera with 15 years of industry experience. He holds a Series 66 designation and has worked at Cetera and its related entities since 2018, with prior experience at Directed Services, LLC. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers portfolio management, financial planning, and retirement services through a multi-manager platform that includes model portfolios, third-party managers, and customized strategies.

Mitch Seiberling is a financial advisor at Edward Jones with six years of industry experience, including seven years at Edward Jones and nine years at Estes Express Lines. He holds a Series 66 designation. Outside of his advisory role, he is involved in managing and auditing the books for Seiberling Real Estate Group LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with a focus on providing a range of advisory services through a large network of financial advisors and branch offices nationwide.

Aaron Plaskas is a financial advisor with OSAIC in Des Moines, IA, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Lincoln Financial Advisors Corporation, Park Avenue Securities LLC, and Guardian Life Insurance Co of America. In addition to his advisory work, he is co-owner and agent at Inspired DSM, LLC, where he is involved in the sale and service of property and casualty insurance as well as accident, health, and group benefits insurance. OSAIC serves a diverse clientele including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services and employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct portfolios comprising various asset types, managed on discretionary or non-discretionary bases.

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.

Jackson Rozenboom is a Series 66-registered financial advisor with Edward Jones, based in Ankeny, IA, and has one year of industry experience. Before joining Edward Jones, he held roles at LPL Financial, Lincoln Savings Bank, and Principal, and has experience outside finance working at a smoothie bar and in various service positions. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages more than $1 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Ronald Bristow is a financial advisor with Equitable Advisors in West Des Moines, IA, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has been with Equitable Advisors since 2010, including ten years with its predecessor, AxA Advisors. Equitable Advisors serves individual investors, retirement plan sponsors and participants, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management through LPL programs and a broad range of third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

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.