Jordan Ritland is a financial advisor at Edward Jones in Pleasant Hill, IA, holding a Series 66 designation. He has one year of industry experience, having previously worked at Zirous Inc and Iowa State University. 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 nationwide network of financial advisors and branch offices.

Ricky Kiel is a financial advisor with LPL Financial in Johnston, Iowa, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked with several firms, including Royal Alliance Associates, INC., and Ameritas Investment Corp. Outside of his advisory work, he owns a machine shop business, B&K Machining LLC, and serves as a notary public in Iowa. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment solutions, incorporating both proprietary and third-party strategies across various asset classes.

Ronald Gottl II is a financial advisor with Equitable Advisors in Johnston, IA, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His prior work includes roles at Axa Advisors LLC, MSI Financial Services, Inc., and M HOLDINGS SECURITIES, Inc. He also has various outside insurance appointments. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients with financial planning, retirement plan consulting, and asset-management programs. The firm utilizes both proprietary and third-party models, focusing on risk assessment and tailored investment solutions without sponsoring its own wrap fee program.

Jared Sutton is a CFP® and CFA® with 17 years of industry experience, currently affiliated with Cambridge Investment Research Advisors in Des Moines, IA. His prior roles include positions at VOYA Financial Advisors and leadership in multiple business ventures, including insurance, financial services, and online certification companies. He is also involved with the Disque Foundation, a nonprofit focused on technology training. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, and charitable organizations, providing financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm offers a range of investment solutions, including proprietary model strategies and access to unaffiliated managers, with flexibility in implementation across various platforms and custody arrangements.

Luke Boyd is a financial advisor with Edward Jones in Ankeny, IA, holding CFP® and Series 66 designations and eight years of industry experience. He previously worked at CO-OP Financial Services for two years before joining Edward Jones in 2018. 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, managing approximately $1.01 trillion in assets with a nationwide network of over 23,000 financial advisors.

Mark Ellison is a financial advisor with Edward Jones in Ankeny, IA, holding Series 63 and Series 66 credentials and 22 years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory role, he has property ownership interests in rental real estate. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including managed solutions and separately managed accounts. The firm is notable for its large network of advisors and branches and offers affiliated mutual funds, trust services, and securities-based lending options.

Kevin Lehman is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 18 years of industry experience. His prior roles include positions at Edward Jones, Voya Financial Advisors, and Securities America. He serves as a board member of the Ankeny Instrumental Music Foundation and owns KJL Capital LLC. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals, utilizing a variety of portfolio management platforms and proprietary as well as third-party strategies.

Jacob Chenchar is a financial advisor at Fidelity with 11 years of industry experience. He holds a Series 66 designation and has been with Fidelity Brokerage Services LLC since 2015. Prior to joining Fidelity Investments in 2025, he spent several years within the Fidelity organization in various roles. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a systematic investment process that integrates proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, with oversight of sub-advisers and a focus on model portfolio delivery.

Stephen Canakes is a financial advisor with Cetera, holding the CFP® designation and Series 63 license, with 44 years of industry experience. He has worked at Cetera Advisors LLC since 2013 and also provides financial services through Key Financial Services, where he assists clients with transferring assets into trusts. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management and consulting services, supporting a network of over 10,000 advisors and approximately 800,000 clients.

Rachel Loxterman is a financial advisor at Cetera with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Cetera Wealth Services, Summit Financial Group, Summit Brokerage Services, and Coleman Quiner Ltd, where she is also President and Director. In addition to her advisory role, she serves as the bookkeeper and administrator for the Toy Box Storage Condominium Owner's Association and is a licensed notary public. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporations, 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.

Joshua Klyn is a financial advisor with LPL Enterprise, holding a Series 66 designation and seven years of industry experience. His prior work includes roles at Prudential Insurance Company of America and Pruco Securities, LLC. Based in Ankeny, IA, he also serves as an associate financial planner at Iowa Financial Partners, a DBA for LPL Business. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individual 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 access to third-party asset managers and insurance products through affiliated entities.

Michael Oetken is a financial advisor with Cambridge Investment Research Advisors in West Des Moines, IA. He holds a Series 66 designation and has 10 years of industry experience. Prior to his current role since 2018, he worked at Broker Dealer Financial Services Corp. from 2015 to 2018. Oetken is also involved with Capital Financial Planning as an independent insurance agent and advisory representative. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement plan advisory services. The firm employs a range of investment approaches, including proprietary models and third-party strategies, tailored by independent financial professionals to client objectives.

Caitlyn Pec is a financial advisor with Edward Jones in Johnston, IA, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she held positions at multiple senior living communities, including Grand Living and Journey Senior Living. 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 options, supported by a large network of financial advisors and branch offices nationwide.

Geoffrey Ingram is a financial advisor with Cambridge Investment Research Advisors in Des Moines, IA, holding Series 63 and Series 66 licenses and possessing 50 years of industry experience. He has been with Cambridge Investment Research Advisors since 2012 and operates Ingram Insurance, an independent insurance agency. Additionally, he owns a tax preparation service, Geoffrey Ingram Tax Service. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through independent professionals, utilizing a variety of portfolio management approaches and platform arrangements tailored to client objectives.

Randy Sefrit is a CFP® and Series 66-licensed financial advisor with three years of industry experience. He is currently with Cambridge Investment Research Advisors and has held prior roles within Cambridge Investment Research, Inc. He also has experience at Farmers Mutual Telephone Company, Southwestern Community College, and State Savings Bank. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm offers a range of investment solutions, including proprietary models and access to third-party managers, with both discretionary and non-discretionary strategies tailored to client objectives.

Kevin Pearson is a financial advisor with Edward Jones in Des Moines, IA, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1994. Outside of his advisory role, Pearson is involved in seasonal agricultural labor with Smith Fertilizer and Grain. 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 and investment options under a fiduciary standard.

Grant Heddinger is a CFP® with 12 years of industry experience, currently serving as an advisor at OSAIC since 2018. He has previously worked at Signator Investors Inc and Ameritas Investment Corp. Heddinger holds roles at Central Financial Group involving sales and marketing of fixed annuities, insurance, and securities, and is a board member of the NAIFA Central Iowa Chapter. OSAIC Wealth, Inc. serves a wide range of retail and institutional clients, offering integrated brokerage and advisory services, financial planning, and access to third-party managers. The firm employs various portfolio construction tools and supports both discretionary and non-discretionary accounts through multiple advisory platforms.

Roger Ruden is a financial advisor with Equitable Advisors in Des Moines, IA, holding Series 63 and Series 66 designations and 32 years of industry experience. He has been with Equitable Advisors since 2008 and previously worked at Axa Advisors, LLC and VOYA Financial Advisors, Inc. His outside business activities include various outside insurance brokerage. Equitable Advisors serves individual clients across wealth levels, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs. The firm uses a combination of proprietary and third-party advisory models and offers ERISA fiduciary services through credentialed representatives.

Savannah Halva is a financial advisor at Ameriprise with two years of industry experience. She holds a Series 66 designation and has previously worked in various roles including at The Cafe and Iowa State University. Outside of her advisory work, she is employed as a Support Advisor on the Sales & Advice Team at Integrity Point LLC. Ameriprise serves clients primarily through its retirement-income planning service designed for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, written recommendation reports delivered in partnership with its financial advisors.

Ryan Dezwarte is a financial advisor with LPL Financial based in Johnston, Iowa. He holds Series 63 and Series 65 licenses and has 17 years of industry experience, all of which have been with LPL Financial since 2008. Outside of his advisory role, he is involved in non-variable insurance and farming activities. 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 financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by technology and a broad network of over 22,800 advisors.