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.

Brian Herbel is a CFP® professional with 26 years of industry experience, currently serving as a financial advisor at Edward Jones since 2000. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he is a member and organizer of a real estate venture called Spirit Of Truth in Ankeny, IA. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

Melanie Skelton is a financial advisor with Ameriprise in Pleasant Hill, IA, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. She has worked with Ameriprise and its affiliated entities since 2006. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Wayne Christ is a financial advisor at Cetera with 44 years of industry experience. He holds the ChFC® designation and has worked previously at Concourse Financial Group Securities Inc for over two decades. In addition to his advisory work, he is involved with the Iowa State University Delta Chi Alumni Board of Trustees, advising college students. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients through a multi-manager platform that offers a variety of portfolio management and consulting services. The firm supports diverse investment approaches ranging from model portfolios to bespoke strategies, with oversight across multiple program structures and custodians.

Christopher Janda is a financial advisor with OSAIC in Des Moines, IA, holding Series 63 and Series 65 licenses and having 12 years of industry experience. His prior roles include positions at Lincoln Financial Advisors and Park Avenue Securities. Janda is also the owner of several insurance-related businesses and serves as president of the Bull Moose Club DSM, a networking organization for conservatives aged 45 and under. OSAIC serves a diverse range of retail and institutional clients through an extensive network of advisors, offering integrated brokerage and advisory services, financial planning, and access to various managed account solutions. The firm employs a range of asset-allocation tools and third-party platforms to construct portfolios tailored to client risk preferences.

Dana Kiene is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She previously worked with Waddell & Reed, Inc. and various insurance carriers for two decades. Outside of financial services, she is involved with Peterson Funeral Services, Inc. in a non-investment role. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios, supported by a large network of investment adviser representatives.

Graciela Van Wyk is a financial advisor at Edward Jones with 19 years of industry experience. She holds Series 66 and Series 63 licenses and previously worked at Principal Securities and Principal Life Insurance for 17 years. Van Wyk is also the owner of EmpowerED Voices, a business focused on English/Spanish interpretation and Spanish tutoring. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated investment products through a nationwide network of financial advisors and branch offices.

Dillon Miller is a financial advisor at J.P. Morgan Securities with two years of industry experience. His prior work includes positions at U.S. Bank and service in the Army Reserves from 2016 to 2024. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and a manager-solutions team to deliver non-discretionary advice. The firm incorporates an ESG eligibility framework in its investment recommendations and offers access to a broad range of product types through its registrations and affiliations.