Patrick Franke is a CFP®-certified financial advisor with Edward Jones in Des Moines, IA, bringing 39 years of industry experience. He has been with Edward Jones since 1997. Outside of his advisory work, he serves as a joint trustee for a commercial rental business in Johnston, IA. 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 programs and maintains a large nationwide network of financial advisors and branch offices.

Mark Mclaughlin is a financial advisor with LPL Financial in Ankeny, IA, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior experience includes nine years with Lincoln Financial Securities Corporation. Outside of his advisory role, he is involved in agricultural and consulting activities, including ownership in Farm Estate GPS, LLC and L&S Livestock, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with a broad range of portfolio management options supported by proprietary research and technology.

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.

Maria Hackett is a CFP®-certified financial advisor with LPL Financial in Ankeny, IA, and has one year of industry experience. Her prior work includes roles at Crossroads Beef and Gilbert & Cook, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning and institutional platforms, supported by a large network of investment adviser representatives and advanced operational tools.

Michael Van Heiden is a financial advisor at Cetera with 15 years of industry experience. He holds a Series 66 designation and has worked at Cetera and its related entities since 2018, with prior experience at Directed Services, LLC. 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 portfolio management, financial planning, and retirement services through a multi-manager platform that includes model portfolios, third-party managers, and customized strategies.

Kyle Matzen is a financial advisor at Edward Jones with 12 years of industry experience. He has been with Edward Jones since 2013 and holds a Series 66 designation. Outside of his advisory role, he is the owner of a vacation rental property in Lake Ozark, Missouri. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets with a large network of advisors and branch offices, offering various advisory programs, separately managed accounts, and affiliated investment products.

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.

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.

Chase Netusil is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and five years of industry experience. His career includes roles at Raymond James Financial Services Inc. and All Iowa Attack. He is also associated with Netusil Financial Services, Inc., where he works as a financial advisor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and consulting to client goals and supports municipal and public finance work through a unique municipal advisor affiliation.

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.

Jackson Rozenboom is a Series 66-registered financial advisor with Edward Jones, based in Ankeny, IA, and has one year of industry experience. Before joining Edward Jones, he held roles at LPL Financial, Lincoln Savings Bank, and Principal, and has experience outside finance working at a smoothie bar and in various service positions. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages more than $1 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Matthew Corley is a financial advisor at Edelman Financial Engines with one year of industry experience. He holds a Series 65 designation and has previously worked at A Place For Mom, Flagstar Bank, and Wells Fargo Home Mortgage. Edelman Financial Engines provides technology-enabled investment advisory services for workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios and serves a large client base through both advisor-led and online platforms.

Ronald Bristow is a financial advisor with Equitable Advisors in Des Moines, IA, holding Series 63 and Series 65 licenses and having 26 years of industry experience. He has worked at Equitable Advisors since 2010, following prior roles at AxA Advisors, UBS Financial Services, and Morgan Stanley Dw Inc. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm offers various advisory programs and emphasizes matching clients to appropriate models or discretionary managers, utilizing both proprietary and third-party solutions.

Bradley Sterk is a financial advisor at Cambridge Investment Research Advisors with 40 years of industry experience. He holds the ChFC® designation and Series 63 license and has been with Cambridge since 2009. In addition to his advisory role, he is an independent insurance agent and a commissioned notary. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory services. The firm provides a range of portfolio management options through various custody platforms, utilizing both proprietary models and third-party strategies tailored to client goals.

Julie Jones is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 designations and 27 years of industry experience. She previously worked at Voya Financial Partners, LLC and Directed Services, LLC. Jones is based in Des Moines, IA. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent financial professionals, utilizing proprietary models and access to third-party strategists across multiple platform arrangements.

Matthew Boehnke is a CFP® professional with 24 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2020. His prior experience includes six years at Voya Financial Advisors and long-term involvement with Billion Dollar Mentor and Gremler Financial Group. Outside of his advisory role, he is active in several business ventures including ownership positions in Boehnke Financial LLC and Vision Holdings LLC. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing a range of portfolio management and model-based solutions tailored to client objectives.

Nathan Kneifl is a financial advisor at Edward Jones with the CFP® designation and four years of industry experience. He has worked at Edward Jones since 2021 and has prior experience at Ameriprise Financial and Olive Garden, where he worked as a server. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory strategies, including discretionary and non-discretionary solutions, and manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,700 financial advisors.

Daniel Porter is a CFP® professional with 36 years of experience in the financial services industry. He is currently affiliated with Raymond James Financial Services Advisors, Inc., where he has worked since 2026. Prior to this, he spent ten years at Commonwealth Financial Network and five years at Legacy Capital Partners. Outside of his advisory role, he is a founder and manager of ComPort, a real estate business associated with Two Oaks Wealth in West Des Moines, IA. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth investors, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using advanced analytical tools and supports a broad network of advisors with services that include municipal and public finance advisory as well as specialized retirement plan consulting.