Charles Orngard is a financial advisor with LPL Financial, holding Series 63, 65, and 66 designations and 27 years of industry experience. He has been with LPL Financial and its predecessor firms since 2007. Outside of advisory services, he operates Orngard Tax Services, LLC, which provides tax preparation and accounting services. 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 portfolios, third-party asset management, and institutional platforms.

Richard Nelson is a financial advisor with LPL Financial in Ames, Iowa, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with LPL Financial since 2001. 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 portfolio programs, third-party asset management, and institutional platforms.

Stephen Kester is a financial advisor with LPL Financial in Ames, Iowa, holding a Series 66 designation and 13 years of industry experience. He has worked at LPL Financial and First National Bank, Ames since 2012. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a diverse network of investment adviser representatives managing over $819 billion in discretionary assets.

Austin Woodin is a financial advisor with Edward Jones in Ames, IA, holding Series 63 and Series 66 licenses and 22 years of industry experience. He has been with Edward Jones since 2003. Outside of his advisory role, Woodin is a shareholder in the Woodin Family Farm, participating in periodic management meetings with family members. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households of varied net worth, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors and offers a range of advisory programs and investment options under a fiduciary standard.

Alexander Murphy is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and eight years of industry experience. He has been with Wells Fargo Clearing Services LLC since 2017 and has worked at Wells Fargo Bank NA since 2013. Outside of his advisory role, he has a minority ownership interest in a family estate entity used for wealth planning. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering IPS-driven investment advice and both discretionary and non-discretionary services. The firm includes insurance-related products and bank deposit sweep options in its investment menus, serving institutional clients with tailored solutions.

Thomas Geist is a financial advisor at Edward Jones with 11 years of industry experience. He holds the CFP® designation and the Series 66 license, and 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 offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets under management.

Jason Zehr is a Series 66 licensed financial advisor with 21 years of industry experience. He has been with Stifel since 2026 and previously worked at TIAA-CREF for 15 years. Outside of his advisory role, he serves as Vice President of the Congregation and Chair of the Stewardship Board at Trinity Lutheran Church, and he is a member of the church’s Trust Committee overseeing investment policies for its endowment funds. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach incorporates proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group to support asset allocation and financial planning.

Terry Cross is a financial advisor at OSAIC with 37 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Woodbury Financial Services and Questar Asset Management. He is also president and owner of Cross Wealth Management, Inc., a corporation offering fixed annuities and various insurance products. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage, investment advisory services, financial planning, and access to multiple third-party money managers and managed-account solutions.

Michaela Stewart is a financial advisor with Edward Jones in Story City, IA. She holds the Series 66 designation and has five years of industry experience, including prior roles at Great Western Bank and retail positions at Target and Best Buy. Stewart has been with Edward Jones since 2021. 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 through a nationwide network of financial advisors and branch offices.

Rebecca Mills is a financial advisor with Thrivent Investment Management in Ames, IA, holding a Series 66 designation and one year of industry experience. She has worked with Thrivent Financial and its investment management division since 2024. Outside of her advisory role, Mills owns and manages LYSY LLC, a residential rental property business. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients. The firm offers goal-based analyses and written recommendations on a wide range of financial topics, with planning and managed-account services delivered separately.

Alan Metz is a financial advisor with Thrivent Investment Management in Ames, Iowa. He holds Series 63 and Series 66 credentials and has 27 years of industry experience. Metz has worked at Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory role, he serves on the boards of Perry Lutheran Home and the Gilbert Lutheran Church Foundation and owns a bed-and-breakfast and meeting venue business. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering holistic, goal-based analyses and planning without discretionary portfolio management or direct institutional advisory services.

John Tillo is a financial advisor with Edward Jones in Ames, IA, holding Series 63 and Series 66 designations and bringing 28 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1997. 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.

Mason David Grove is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and three years of industry experience. His work history includes roles at Wells Fargo Bank, nA and Hy-Vee. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Preston Pickar is a Series 66-licensed financial advisor with LPL Financial, based in Ames, Iowa, with two years of industry experience. His prior work history includes roles at Primerica and Door Dash, along with extensive experience in full-time education. 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, and institutional platforms, supported by both proprietary research and third-party subadvisors.

Matthew Heller is a financial advisor with Thrivent Investment Management in Ames, IA. He holds a Series 66 designation and has 16 years of industry experience. Heller has been with Thrivent Financial for Lutherans since 2010 and Thrivent Investment Management since 2009. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan,” while keeping services separate.

Andrew Grube is a financial advisor at Wells Fargo Clearing with six years of industry experience. He holds the Series 63 and Series 65 designations. His prior work includes roles at J.P. Morgan Securities and Wells Fargo Bank, N.A. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering investment policy development, performance reporting, participant education, and plan benchmarking. The firm’s advisory process is IPS-driven and incorporates a range of financial products, including insurance-related vehicles and bank deposit sweep options.

Blake Illg is a financial advisor with J.P. Morgan Securities in Ames, IA, holding a Series 66 designation and three years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2026, he worked at Edward Jones and Fidelity Investments. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Jeffrey Gatchel is a Series 66-licensed financial advisor with Equitable Advisors in Ames, Iowa, and has 20 years of industry experience. He has worked with Equitable Advisors and its predecessor, Axa Advisors, LLC, since 2006. Outside of his advisory role, he is involved in various outside insurance activities. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm utilizes a range of investment programs and works with both proprietary and third-party asset managers to tailor solutions based on clients’ risk tolerance and objectives.

Karla Sexton is a financial advisor at Stifel with 24 years of industry experience. She has held her position at Stifel since 2009 and holds a Series 66 designation. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering both brokerage and advisory services supported by proprietary investment analysis and allocation methodologies.

Eric Bryan is a Certified Financial Planner (CFP®) with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, he worked at CustomOne CFO and Controllers from 2010 to 2017 and Accu-Mold LLC in 2017. Outside of his advisory role, he is an investor and handles bookkeeping for Bryan Bros Homes, a real estate business based in Ankeny, IA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a network of more than 23,000 financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.