Jonathon Mcfall is a financial advisor at LPL Financial in West Des Moines, IA, holding a Series 66 designation with 11 years of industry experience. His prior roles include positions at Cadaret Grant & Co., SAGEPOINT FINANCIAL, and Capital Financial Services, Inc., along with 14 years in insurance. 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 a large network of advisors and advanced operational tools.

Ryan Riviere is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds the Series 63 and Series 66 designations. His prior experience includes roles at NYLIFE Securities LLC, New York Life Insurance Co, Bank of The West, and running Riviere Jenison Securities Ltd. for over a decade. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG eligibility framework and delivers services on a non-discretionary basis, with clients retaining final decision-making authority.

Lucas Sibley is a financial advisor with Edward Jones in Altoona, Iowa, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory work, he is involved as a member in several local rental property ventures. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and affiliated financial services, supported by a nationwide network of more than 23,700 advisors.

Jeffrey Townsend is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Thrivent Investment Management and Wells Fargo Home Mortgage. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm’s Institutional Consulting Services program delivers customized, non-discretionary advice primarily through a select group of Wealth Advisors.

Brian Herbel is a CFP® professional with 26 years of industry experience, currently serving as a financial advisor at Edward Jones since 2000. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he is a member and organizer of a real estate venture called Spirit Of Truth in Ankeny, IA. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Peter Hill is a ChFC®-designated financial advisor with 32 years of industry experience. He is currently with Cambridge Investment Research Advisors and previously worked at VOYA Financial Advisors. Hill serves as a committee member for the MDRT Foundation and its Main Platform/Special Sessions Committee. Cambridge Investment Research Advisors is a large SEC-registered firm that provides financial planning, investment management, and retirement plan advisory services to a diverse client base, including individuals, pension and profit-sharing plans, and charitable organizations. The firm offers multiple portfolio management solutions through a network of independent Financial Professionals, employing both proprietary and third-party strategies.

James Wilterdink is a financial advisor at LPL Financial with 21 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms including Wells Fargo Clearing, Charles Schwab, Edward Jones, and Principal Financial Services. Outside of his advisory role, he is the owner of X Factor Labs LLC, a vitamin and supplement business. 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 financial planning, wrap and model portfolio programs, third-party asset management, and institutional platforms, with investment strategies implemented through a network of investment adviser representatives.

Allison Ver Steegt is a financial advisor at Edward Jones in Ankeny, IA, holding CFP®, ChFC®, and Series 66 designations with nine years of industry experience. Her prior work includes roles at doTERRA and Grinnell Mutual Reinsurance Company. 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 with a large network of advisors and offers a variety of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Dawn Stephens Collins is a CFP® professional with over 10 years of experience in the financial industry. She has been with Edward Jones in Des Moines, IA since 2015. Collins serves on the volunteer Board of Directors for the Iowa Coalition Against Sexual Assault, contributing to leadership and strategic planning for the organization. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual and institutional investors. The firm offers a range of investment advisory programs and maintains a large nationwide network of financial advisors and branch offices.

Stacey Koeppen is a CFP® with 12 years of industry experience and has been with Edward Jones since 2013. She serves as a board member for Community Champions in Ankeny, IA, helping to connect charitable needs with local nonprofits. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its extensive advisor and branch network as well as its affiliated capabilities beyond traditional advisory services.

Lori Baldwin is a Series 66-licensed financial advisor with Edward Jones in Altoona, Iowa, where she has worked since 2011, totaling 15 years of industry experience. Outside of her advisory role, she is involved in agricultural business as the owner of a farmland operation and serves as a bookkeeper for a transportation LLC in Mingo, Iowa. Edward Jones is a full-service wealth management firm that serves a broad client base including individual, institutional, and charitable clients, managing over $1 trillion in assets with a nationwide network of advisors. The firm offers a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and tax-efficient services under a fiduciary standard.

Nicholas Lensing is a Series 66 credentialed financial advisor with nine years of industry experience. He has worked at Edward Jones since 2019 and previously held roles at Principal Securities, Inc., Principal Life Insurance Company, Easter Seals Iowa, 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 broad range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Letitia Anderson is a financial advisor at Cambridge Investment Research Advisors with 27 years of industry experience. She holds Series 65 and Series 66 credentials and previously worked at Broker Dealer Financial Services Corp. for 19 years. Anderson serves on the boards of the Fort Dodge Daybreak Rotary and the Almost Home Humane Society of North Central Iowa and acts as treasurer for the Fort Dodge Fine Arts Association. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, pension plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, employing a variety of investment platforms and strategies tailored to client objectives.

Noah Holthaus is a financial advisor at Edward Jones in Windsor Heights, IA, with three years of industry experience. He holds the Series 66 designation and previously owned an automotive detailing business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions, supported by a large national network of financial advisors and branch offices.

Justin Ryan is a CERTIFIED FINANCIAL PLANNER™ professional with 21 years of industry experience, currently associated with Cambridge Investment Research Advisors since 2020. He previously worked at VOYA Financial Advisors from 2014 to 2020. Outside of his advisory role, he owns and operates several businesses including an independent insurance agency and financial planning firms, and is involved in farming operations through a family-owned LLC. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory services. The firm supports a wide range of investment strategies and platforms, combining proprietary models with access to third-party managers and is known for its institutional features such as advisor transition programs and documented business relationships with attorneys and CPAs.

Byron Williamson is a financial advisor with LPL Financial, holding a Series 66 designation and 20 years of industry experience. He has worked at Morgan Stanley and Merrill prior to joining LPL Financial in 2013. Outside of his advisory role, he has interests in family-owned farming through Lost Hills Farm, LLC. 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 a large network of investment adviser representatives.

Sarah Dols is a financial advisor at Cambridge Investment Research Advisors with 26 years of industry experience. She has held positions at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2020 and previously worked at Voya Financial Advisors from 2015 to 2020. Outside of her advisory roles, she has been involved with WineStyles Tasting Station since 2015. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent professionals, utilizing a variety of portfolio management solutions and both proprietary and third-party investment strategies.

Brock Norton is a financial advisor at OSAIC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Ameritas Investment Corp and Sii. Outside of his advisory role, Norton is a managing partner in several LLCs that oversee commercial properties leased to Central Financial Group, where he also assists in managing the Fort Dodge office. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage, investment advisory services, and access to third-party money managers. The firm employs asset-allocation tools and automated rebalancing to construct diversified portfolios across various investment vehicles.

Karl Ritland is a CFP® professional with 25 years of industry experience. He has been with Edward Jones since 2002, following a one-year tenure at Equitable Advisors. Karl is based in Pleasant Hill, IA, and holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory strategies and maintains a large network of financial advisors and branch offices across the country.

Lisa Thai is a financial advisor with Edward Jones in Des Moines, IA, holding a Series 66 designation and nine years of industry experience. She has worked exclusively with Edward Jones since 2016. 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 strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.