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Bianca R

Series 63, Series 66

West Des Moines, IA

Ameriprise

Bianca Rowland is a financial advisor with Ameriprise in West Des Moines, IA, holding Series 63 and Series 66 designations and bringing 10 years of industry experience. She has been with Ameriprise since 2011, including her current tenure beginning in 2020, and previously operated businesses such as Farrell's Extreme Bodyshaping and Speak Life. Rowland also owns B Rowland LLC, which she uses to manage her business expenses related to her advisory work. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning services that focus on dependable income sources and tax-aware withdrawal strategies through a structured Recommendation Report process.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Michael H

CFP®, PFS™, Series 63

West Des Moines, IA

Raymond James Financial

Michael Hefner is a CFP® and PFS™ credentialed advisor with 28 years of industry experience. He currently works at Raymond James Financial Services Advisors, Inc. and previously spent 22 years with Commonwealth Financial Network. Outside of advising, Hefner owns a tax preparation and planning business and is a founding owner of Hefner Financial Inc. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Jeffrey F

Series 63, Series 65

West Des Moines, IA

Ameriprise

Jeffrey Franke is a financial advisor at Ameriprise with 31 years of industry experience. He has been with Ameriprise since 1996, serving in various capacities within the firm. Franke holds Series 63 and Series 65 designations and is involved in compliance supervision as a Registered Principal Delegate for another advisory business. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes written recommendation reports and ongoing advice focused on reliable income sources and tax-aware withdrawal strategies. The firm’s retirement income service integrates proprietary research and third-party data within a non-discretionary implementation framework.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Kimberly G

Series 66

Indianola, IA

Edward Jones

Kimberly Guilford is a financial advisor at Edward Jones with 11 years of industry experience. She holds the 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 advisory programs and related services, operating under a fiduciary standard and supported by a network of over 23,000 financial advisors nationwide.

College savings (529s, UTMA, etc.) Divorce financial planning General estate planning guidance Retirement income strategy Early retirement planning Retired Founder/Business Owner Executive
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Anthony F

Series 63, Series 65, Series 66

Des Moines, IA

Edward Jones

Anthony Fisette is a financial advisor at Edward Jones in Des Moines, IA, with four years of industry experience. He previously worked at State Farm/James Lunders Insurance Agency for six years and NCMIC for four years. Anthony holds Series 63, Series 65, and Series 66 credentials. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Matthew K

CFP®, Series 63, Series 66

Windsor Heights, IA

Edward Jones

Matthew Kneifl is a financial advisor with Edward Jones in Windsor Heights, IA, holding the CFP® designation and Series 63 and 66 licenses. He has 23 years of industry experience, all with Edward Jones since 2002. Outside of his advisory work, he manages farmland and residential properties in Iowa. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment advisory and wealth management solutions supported by a large nationwide network of financial advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Joseph H

Series 66

Des Moines, IA

Edward Jones

Joseph Harrell is a Series 66-licensed financial advisor with Edward Jones in Des Moines, IA, and has one year of industry experience. His prior work includes roles at Bison Transport, BlueGrace Logistics, Enterprise Fleet Management, and a previous tenure at Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 financial advisors and 15,100 branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Eric J

Series 63, Series 66

Norwalk, IA

Raymond James & Associates

Eric Johnson is a financial advisor at Raymond James & Associates with 14 years of industry experience. He holds the Series 63 and Series 66 credentials and has worked at several firms, including Cetera Financial Specialists, Principal Securities, and Voya. Johnson is based in Norwalk, Iowa. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional and pension plans, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary solutions.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Thomas A

Series 63, Series 65

West Des Moines, IA

LPL Financial

Thomas Alexander is a financial advisor at LPL Financial with 26 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Principal Securities and Principal Life Insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Luke A

Series 66

West Des Moines, IA

Cambridge Investment Research Advisors

Luke Aduddell is a financial advisor at Cambridge Investment Research Advisors with two years of industry experience. He holds a Series 66 designation and has prior work history that includes roles at Bristol and ownership of Aduddell Consulting, LLC. Outside of his advisory work, he is involved in operating multiple business entities, including sports-related ventures and daycare services. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals. The firm offers a range of investment solutions across various platforms, combining proprietary and third-party strategies tailored to client objectives.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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William Z

Series 66

Des Moines, IA

Cambridge Investment Research Advisors

William Ziegler is a financial advisor with Cambridge Investment Research Advisors in Des Moines, IA. He holds the Series 66 designation and has been with Cambridge and related entities since 2024. His prior work includes roles at Central Iowa Sports and Bentonville Parks and Recreation. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, using both proprietary and third-party model strategies tailored to client objectives.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Joseph G

Series 66

Des Moines, IA

Cambridge Investment Research Advisors

Joseph Greenfield is a Series 66-licensed financial advisor with Cambridge Investment Research Advisors in Des Moines, IA, where he has worked since 2013. He has 13 years of industry experience and serves as an adjunct mathematics instructor at Iowa Central Community College since 2010. Greenfield is also involved in community activities, holding board positions with homeowners associations in Iowa and Nebraska. Cambridge Investment Research Advisors is a large SEC-registered firm providing financial planning, investment management, and retirement advisory services to a diverse client base. The firm offers a range of investment solutions through independent financial professionals, including proprietary models and access to third-party managers, with options for discretionary and non-discretionary management tailored to client objectives.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Kent P

CFP®, Series 63, Series 65

Indianola, IA

LPL Financial

Kent Powgnas is a CFP® professional with 38 years of industry experience, currently serving as a financial advisor at LPL Financial since 2008. His prior roles include positions at Principal Financial Services and SII Investments, Inc. outside of his advisory work, he is involved with Legacy Asset Management, Inc. LPL Financial is a national broker-dealer and registered investment adviser providing advisory and brokerage services through a large network of representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions with a range of financial planning and investment management solutions.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Timmy P

Series 63, Series 66

Des Moines, IA

LPL Financial

Timmy Papadopoulos is a financial advisor at LPL Financial with 24 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at several firms, including Bearence Management Group and Securities America Advisors, Inc., for 15 years each. His prior experience also includes roles at Brokers Clearing House and Nationwide Provident. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset managers, and supports its advisors with model portfolios and advanced operational tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Lyndon C

Series 66

Des Moines, IA

Cambridge Investment Research Advisors

Lyndon Crawford is a Series 66-licensed financial advisor with 11 years of industry experience. He is currently with Cambridge Investment Research Advisors and has previous experience at Principal Securities, Principal Life Insurance, Cetera Advisors, and Waddell & Reed. Outside of his advisory work, Crawford serves as a coach at Lincoln High School in Des Moines, IA. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers a range of financial planning and investment management services through a network of independent professionals, utilizing multiple platform arrangements and proprietary as well as third-party strategies.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Katrina E

Series 66

Altoona, IA

Wells Fargo Advisors

Katrina Ellis is a financial advisor at Wells Fargo Advisors with eight years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing Services, LLC from 2015 to 2022 before joining Wells Fargo Advisors. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services. The firm provides tailored recommendations using proprietary research and planning tools, with services covering areas such as retirement, education, risk management, and specialized planning for business owners and unique client needs.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Jason S

CFP®, Series 66

Norwalk, IA

Edward Jones

Jason Siemens is a Certified Financial Planner™ (CFP®) with eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at the Indianola Police Department from 2006 to 2017. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

General estate planning guidance Multi-generational wealth transfer General retirement planning Wealth management Retired Founder/Business Owner Executive
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William S

Series 66

West Des Moines, IA

Ameriprise

William Schmidt is a financial advisor with Ameriprise, holding a Series 66 designation and 25 years of industry experience. He has worked with Ameriprise and Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, Schmidt consults for a hunting lodge that offers guided tours and rentals. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, offering tailored reports that include income, Social Security, and tax strategies. The firm combines research and modeling with a centralized consulting team to deliver non-discretionary recommendations and offers a broad range of advisory, brokerage, and insurance solutions.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Timothy C

Series 63, Series 66

Des Moines, IA

LPL Financial

Timothy Cox is a financial advisor with LPL Financial based in Des Moines, IA, holding Series 63 and Series 66 credentials and 12 years of industry experience. He previously worked at Securities America Advisors and Securities America Inc for nine years. 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.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Jaila S

Series 66

Carlisle, IA

Edward Jones

Jaila Skinner is a Series 66-licensed advisor at Edward Jones with 23 years of experience at the firm, located in Carlisle, IA. She has worked exclusively with Edward Jones since 2003. 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 large network of financial advisors and branch offices across the country.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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