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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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Emily S

Series 66

Des Moines, IA

Edward Jones

Emily Stover is a financial advisor at Edward Jones in Des Moines, IA, holding a Series 66 designation with 10 years of experience at the firm. 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, operating under a fiduciary standard and managing approximately $1.01 trillion in assets nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer 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 Wealth management General estate planning guidance Charitable giving & philanthropy ESG / Sustainable investing Retired Founder/Business Owner Executive
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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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Brian H

CFP®, Series 63, Series 66

Ankeny, IA

Edward Jones

Brian Herbel is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at Edward Jones since 2000. He is based in Ankeny, IA, and holds Series 63 and Series 66 licenses. Outside of his advisory work, he is involved as a member and organizer of Spirit of Truth, a real estate business in Ankeny. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and offers a range of advisory programs and investment options under a fiduciary standard.

Charitable giving & philanthropy Multi-generational wealth transfer Retirement income strategy General retirement planning Wealth management 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 with LPL Financial and holds Series 63 and Series 65 licenses. He has 21 years of industry experience, including roles at LPL Financial since 2015 and previously at Vision Point Advisory Group. Outside of his advisory work, he is an owner of X Factor Labs LLC, a vitamin and supplement business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs with discretionary and non-discretionary management, supported by in-house and third-party research and technology.

College savings (529s, UTMA, etc.)
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Allison V

CFP®, ChFC®, Series 66

Ankeny, IA

Edward Jones

Allison Ver Steegt is a financial advisor at Edward Jones in Ankeny, IA, holding CFP®, ChFC®, and Series 66 designations with nine years of industry experience. Her prior work includes roles at doTERRA and Grinnell Mutual Reinsurance Company. 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 with a large network of advisors and offers a variety of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Retirement income strategy General estate planning guidance Wealth management Retirement withdrawal strategies Retirement plans for business owners (SEP, solo 401k) Retired Founder/Business Owner Executive
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Stacey K

CFP®, Series 66

Ankeny, IA

Edward Jones

Stacey Koeppen is a CFP® with 12 years of industry experience and has been with Edward Jones since 2013. She serves as a board member for Community Champions in Ankeny, IA, helping to connect charitable needs with local nonprofits. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its extensive advisor and branch network as well as its affiliated capabilities beyond traditional advisory services.

Charitable giving & philanthropy Divorce financial planning Retirement income strategy Multi-generational wealth transfer Wealth management 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. She has 14 years of industry experience. Outside of her advisory role, she is involved in agriculture as the owner of a farmland operation and acts as a bookkeeper for a transportation business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of advisors and offers a range of advisory programs and investment solutions 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 66, Series 65

Des Moines, IA

Cambridge Investment Research Advisors

Letitia Anderson is a financial advisor at Cambridge Investment Research Advisors with 27 years of industry experience. She holds Series 65 and Series 66 credentials and previously worked at Broker Dealer Financial Services Corp. for 19 years. Anderson serves on the boards of the Fort Dodge Daybreak Rotary and the Almost Home Humane Society of North Central Iowa and acts as treasurer for 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, trusts, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, employing a variety of investment platforms and 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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Karl R

CFP®, Series 66

Pleasant Hill, IA

Edward Jones

Karl Ritland is a CFP® professional with 24 years of experience in the financial industry, all spent at Edward Jones since 2002. He holds the Series 66 designation and is based in Pleasant Hill, Iowa. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients across various segments, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

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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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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Hunter V

Series 66

Ankeny, IA

Wells Fargo Clearing

Hunter Vanderwaal is a financial advisor at Wells Fargo Clearing with three years of industry experience. He holds a Series 66 designation and has prior experience at Principal Securities Inc, Principal Life Insurance Company, and First Heartland Financial Group. Outside of finance, he works as a laborer for local lawn care businesses in Indianola, Iowa. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm utilizes research and analytics to support diversified investment strategies and operates with a large network of over 14,000 financial advisors.

Retired Founder/Business Owner
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Brandt H

CFP®, Series 66

Ankeny, IA

Edward Jones

Brandt Hockman is a CFP® professional with seven years of industry experience, currently advising clients at Edward Jones since 2018. Prior to joining Edward Jones, he worked in home mortgage at Wells Fargo from 2015 to 2018. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a comprehensive range of investment advisory programs and affiliated financial services. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors and offers both discretionary and non-discretionary strategies under a fiduciary standard.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner
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