Anthony Fisette is a financial advisor at Edward Jones in Des Moines, IA, with four years of industry experience. He previously worked at State Farm/James Lunders Insurance Agency for six years and NCMIC for four years. Anthony holds Series 63, Series 65, and Series 66 credentials. 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 solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Tam Le is a financial advisor with Edward Jones in Ankeny, IA, holding Series 63 and Series 66 credentials and has 11 years of industry experience. Prior to joining Edward Jones in 2021, Tam worked for Wells Fargo Clearing from 2014 to 2021. 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 strategies, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

Crystal Edwards is a financial advisor at Cetera with 15 years of industry experience. She holds a Series 66 designation and has worked at Cetera and its associated firms since 2017. Edwards is also a co-owner of Southlawn Catering Company, a local catering business in Ankeny, Iowa. 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 multiple portfolio management options and financial planning services through a national network of over 10,000 advisors managing more than $256 billion in assets.

Amy Wright is a financial advisor with Cetera Wealth Services LLC, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. Her prior experience includes roles at Avantax Investment Services, LSB Wealth Management, Lincoln Savings Bank, and LPL Financial. She is also the owner of Wright Financial Solutions, her financial services business. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services delivered through a large network of independent advisors, utilizing multiple program structures and investment options.

Joseph Greenfield is a Series 66-licensed financial advisor with Cambridge Investment Research Advisors in Des Moines, IA, where he has worked since 2013. He has 13 years of industry experience and serves as an adjunct mathematics instructor at Iowa Central Community College since 2010. Greenfield is also involved in community activities, holding board positions with homeowners associations in Iowa and Nebraska. Cambridge Investment Research Advisors is a large SEC-registered firm providing financial planning, investment management, and retirement advisory services to a diverse client base. The firm offers a range of investment solutions through independent financial professionals, including proprietary models and access to third-party managers, with options for discretionary and non-discretionary management tailored to client objectives.

Lyndon Crawford is a Series 66-licensed financial advisor with 11 years of industry experience. He is currently with Cambridge Investment Research Advisors and has previous experience at Principal Securities, Principal Life Insurance, Cetera Advisors, and Waddell & Reed. Outside of his advisory work, Crawford serves as a coach at Lincoln High School in Des Moines, IA. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers a range of financial planning and investment management services through a network of independent professionals, utilizing multiple platform arrangements and proprietary as well as third-party strategies.

Jakeb Bakken is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2020. His prior work includes roles at Nationwide Insurance and the City of North Liberty. He also serves in the Iowa Army National Guard, where he has been a member since 2014. Edward Jones is a full-service wealth management firm with over $1 trillion in assets under management, serving individual and institutional clients through a nationwide network of more than 23,000 financial advisors. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and proprietary funds, operating under a fiduciary standard.

Katrina Ellis is a financial advisor at Wells Fargo Advisors with eight years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing Services, LLC from 2015 to 2022 before joining Wells Fargo Advisors. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services. The firm provides tailored recommendations using proprietary research and planning tools, with services covering areas such as retirement, education, risk management, and specialized planning for business owners and unique client needs.

Steven Hustedt is a financial advisor with LPL Enterprise who holds Series 63 and Series 65 licenses and has 36 years of industry experience. Prior to joining LPL Enterprise in 2024, he worked at Prudential Insurance Company of America since 1990 and at Pruco Securities, LLC from 1990 to 2024. Outside of advisory work, he is involved with health insurance brokerage through multiple entities offering group and individual health insurance products. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, and institutional entities. The firm’s investment approach is model-driven, utilizing portfolios developed by internal and third-party strategists, and it offers financial planning, third-party asset manager access, and insurance product sales through affiliated entities.

Brooke Martin is a financial advisor with LPL Financial in Ankeny, IA, holding a Series 66 designation and 11 years of industry experience. Her previous roles include positions at Wealthcare Advisory Partners, CUNA Brokerage Services, CUNA Mutual Group, INVEST Financial Corporation, and Deere Employees Credit Union. 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, model portfolio programs, third-party asset management, and institutional platforms.

Curtis Brooks is a financial advisor with Edward Jones in Ankeny, IA, holding Series 63 and Series 65 licenses and 14 years of industry experience. His prior roles include positions at Bankers Life Securities, ProEquities, and Bankers Life & Casualty. He has been with Edward Jones since 2017. 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 wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient services, operating under a fiduciary standard.

Jaila Skinner is a Series 66-licensed advisor at Edward Jones with 23 years of experience at the firm, located in Carlisle, IA. She has worked exclusively with Edward Jones since 2003. 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 across the country.

Connor Hogan is a financial advisor at Edward Jones in Des Moines, IA, holding the CFP® and ChFC® designations with 31 years of industry experience. He has worked at Edward Jones since 2019 and previously held roles at Russell Investments and Transamerica Capital Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Christine Korte is a CFP® professional with 28 years of experience, currently serving as a financial advisor at Ameriprise since 2020. She previously worked at Ameriprise Financial Services, Inc. for 15 years. Outside of her advisory role, she serves as treasurer on the board of the St Vincent de Paul Society Des Moines District Council and is a foundation member of the Des Moines AM Rotary Foundation. She also contributes to the Loras College CFP Advisory Council, providing insights into the financial planning profession. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, delivering annual written recommendations that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to tailor plans and provides a broad range of advisory, brokerage, and insurance solutions.

James Odson is a financial advisor with LPL Enterprise in Ankeny, Iowa, holding Series 63 and Series 65 credentials and 31 years of industry experience. He has worked at Prudential Insurance Company of America since 1995 and was affiliated with Pruco Securities, LLC until 2024. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors as well as institutional clients. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Mitchem Clefisch is a financial advisor at Edward Jones with 13 years of industry experience. He has been with Edward Jones since 2011 and holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and operates under a fiduciary standard, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices.

Kornmueng Baccam is a financial advisor with LPL Financial in Des Moines, Iowa, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at Voya Financial Advisors and Princor, as well as time spent as a self-employed advisor. 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 a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Justin Bjerke is a CFP® and ChFC® with 14 years of industry experience, currently serving as a financial advisor at Edward Jones since 2011. He is based in Ankeny, IA. Outside of his advisory role, he owns and manages a rental property. Edward Jones is a full-service wealth management firm with over 23,700 advisors serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Cooper Schettler is a Series 66-credentialed financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he worked in various roles including positions at Renewal By Andersen and Carlisle High School. 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 options supported by a large network of financial advisors and branch offices across the United States.

Adam Kline is a CFP®-certified financial advisor with Edward Jones, where he has worked since 2004, accumulating 21 years of industry experience. He holds Series 63 and 66 licenses and is based in Bondurant, IA. Outside of his advisory role, he serves as president of the Bondurant Chamber of Commerce. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and affiliated investment products supported by a nationwide network of financial advisors and branch offices.