Kenneth Martin is a CFP® professional with six years of experience, currently affiliated with Cambridge Investment Research Advisors. He has worked at Cambridge Investment Research Advisors and Voya Financial Advisors and maintains a business presence at Vision Financial Group. Martin serves as a board member of the Iowa Psychological Foundation. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. It offers financial planning, investment management, and retirement advisory services through independent Financial Professionals using a range of portfolio management and model-based solutions.

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.

Danielle Snyder is a financial advisor at Ameriprise with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Ameriprise since 2023. Her prior experience includes roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank NA. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service that focuses on dependable income sources and tax-aware withdrawal strategies. The firm uses proprietary investment research and algorithmic tools to develop personalized recommendations within a defined investment universe.

Brody Everitt is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and based in Des Moines, IA. He has been in the industry since 2025, with prior experience at Compass Financial Services and volunteer work with the Volunteer Income Tax Assistance program. Outside of finance, he has associations with Iowa State University and local golf clubs. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing various portfolio management platforms and proprietary model strategies.

Kelli Brix is a CFP® and holds a Series 66 license with four years of industry experience. She is currently with Cambridge Investment Research Advisors and has prior experience at Emerson, Renewable Energy Group, and the University of Iowa. Outside of financial advising, she is involved in youth sports as a coach at Ankeny Centennial School. Cambridge Investment Research Advisors serves a broad range of clients, including individuals, pension plans, and charitable organizations, offering financial planning, investment management, and retirement plan advisory services. The firm provides various investment solutions through a network of independent Financial Professionals, utilizing both proprietary and third-party strategies tailored to client objectives.

Jeffrey W Inslow is a Series 66-licensed financial advisor with Edward Jones, based in Norwalk, IA. He has one year of industry experience and previously worked for City State Bank, EBank, and Farm Credit Services of America. 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 managed strategies, separate accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices across the country.

Alan Bentley is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and previously worked at Ixonia Bank and JB Hunt Transport. Outside of advising, he is the owner and president of InvestRite Group, LLC, a real estate business based in West Des Moines. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a wide range of advisory services and investment options through a nationwide network of over 23,000 financial advisors.

Joseph Tursi Jr. is a financial advisor at OSAIC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Securities America Inc. and Principal Securities. He is also a registered representative and employee of Bankers Trust. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm offers a wide range of brokerage and advisory services, utilizing asset-allocation tools and third-party money managers to construct portfolios across various asset classes.

Patrick Franke is a CFP® with 38 years of industry experience, currently serving as a financial advisor at Edward Jones since 1997. He holds the Series 63 designation and is based in Des Moines, IA. Outside of his advisory role, he is involved as a joint trustee in a commercial rental business. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors, with approximately $1.01 trillion in assets under management and a nationwide network of more than 23,000 advisors. The firm offers a range of advisory programs, including discretionary wrap fee strategies and access to separately managed accounts, operating under a fiduciary standard.

Jeanie Martin is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and bringing 11 years of industry experience. She has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2021 and previously spent over three decades at Wells Fargo in various roles. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage and investment management capabilities.

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.

Alison Mitts is a financial advisor at Edward Jones based in Des Moines, IA. She holds a Series 66 designation and has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and affiliated services, with approximately $1.01 trillion in assets under management supported by a large network of financial advisors and branch offices.

Anthony Zollman is a financial advisor with Ameriprise, holding Series 63 and Series 65 designations and 17 years of industry experience. He has worked at Ameriprise and its affiliated entities since 2008. Outside of his advisory role, he serves as president of Iowans for Adoption. Ameriprise provides retirement-income planning services primarily for individuals with at least $1 million in investable assets, offering tailored recommendation reports that incorporate income analysis, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and automated tools to support its advice, with a focus on Ameriprise-managed accounts and affiliated investment products.

Deniz Franke is a CFP®-credentialed financial advisor with Ameriprise, based in Waukee, IA, and has 39 years of industry experience. He has worked at Ameriprise and its affiliated entities since 2005. Outside of advising, he serves on the Board of Trustees for the Boys and Girls Club of Iowa and has partial ownership in a tax preparation business. Ameriprise provides a range of advisory, brokerage, and insurance solutions, with a specialized retirement-income planning service for clients approaching or in retirement, combining research-driven modeling and tax-efficient strategies to support income planning.

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.

Garrett Miller is a CFP®-certified financial advisor with 11 years of industry experience. He is currently with Ameriprise, where he has worked since 2018, following prior roles at Cole Capital Corporation and Equity Fund Advisors. Miller also owns G Reiman LLC, an investment-related business supporting his advisory practice. Ameriprise serves individuals approaching or in retirement, offering a retirement-income planning service that combines research, modeling, and tax-efficiency analysis to provide customized, non-discretionary recommendations. The firm integrates advisory, brokerage, and insurance solutions through its extensive institutional platform.

Ryan Brooks is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and 20 years of industry experience. He has been with Cambridge Investment Research Advisors since 2018 and previously worked at Broker Dealer Financial Services Corp. Brooks is also an independent insurance agent and owner of a financial planning business. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services, utilizing a range of portfolio management strategies and platform arrangements tailored to client objectives.

Dennis Way is a financial advisor with Primerica Advisors in West Des Moines, IA, holding Series 63 and Series 65 licenses and possessing 45 years of industry experience. He has been with Primerica Advisors since 1982 and Primerica Financial Services since 1991. Outside of his advisory role, he is involved in selling home security and automation products through affiliated companies and holds ownership interests in several related business entities. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients via a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors.