Samuel Byriel is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2020. Prior to his current role, he was involved in service business ownership and operated Byriel Window Washing. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households and corporate entities. The firm offers a variety of advisory programs and investment strategies supported by a large nationwide network of advisors and branches.

Jonathan Close is a financial advisor at Edward Jones based in Ames, IA, holding CFP® and Series 66 designations with 13 years of industry experience. He worked at Wells Fargo Advisors from 2015 to 2020 before joining Edward Jones in 2020. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment strategies and advisory services, managing approximately $1.01 trillion in assets with a nationwide network of more than 23,700 advisors.

Douglas Dodgen is a financial advisor at Edward Jones in Ames, IA, holding Series 63 and Series 66 designations with 24 years of industry experience. He has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Katie Regan is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 designations and eight years of industry experience. She has worked at Thrivent Financial and Thrivent Investment Management since 2017 and previously worked at Koerner Whipple Pharmacy from 2009 to 2017. 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 analyses and allows clients to combine planning with managed-account programs while keeping services separate.

Roseann Johnson is a financial advisor with Cambridge Investment Research Advisors holding a Series 66 designation and three years of industry experience. She previously worked at Peraton for over three decades before joining Cambridge. Johnson volunteers in customer experience roles outside of her advisory work. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, and charitable organizations, offering financial planning and investment management through a network of independent professionals. The firm provides multiple investment platforms and a variety of discretionary and non-discretionary strategies tailored to client objectives.

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.

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.

Adam Good is a financial advisor with LPL Financial in Ogden, Iowa, holding a Series 66 designation and 18 years of industry experience. Prior to joining LPL Financial in 2017, he spent 11 years with Investment Centers of America. He is also co-owner of GOOD ONE, LLC, a local office building in Ogden. 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.

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.

Shawn Shindelar is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial, he worked at Goodwealth Financial Partners and RE/MAX Real Estate Center. He also holds a notary commission in Ames, 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 institutions. The firm offers a range of financial planning and investment management solutions, utilizing various portfolio strategies and supporting tools.

Keith Berg is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He worked at Investment Centers of America, Inc. for 28 years before joining LPL Financial in 2017. Outside of his advisory role, he is a co-owner of an office building in Ogden, Iowa. 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, and institutional platforms, with advice and account management provided by a large network of investment adviser representatives.

Megan Niffenegger is a financial advisor at Ameriprise with 13 years of industry experience. She holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2009. Outside of her advisory role, Megan manages a vintage items booth at an antique mall in Des Moines. Ameriprise provides a retirement-income planning service that targets individuals approaching or in retirement who meet certain asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to deliver written, non-discretionary recommendation reports, emphasizing assets held in Ameriprise Managed Accounts and utilizing algorithmic automation overseen by a dedicated committee.

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.