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.

Kaley Fleig is a financial advisor with Thrivent Investment Management in Johnston, IA, holding a Series 66 credential and 18 years of industry experience. Her prior work includes roles at Raymond James, Farm Bureau Financial Services, and Iowa State Bank & Trust Company. She also served with the Fairfield Fire Department for 13 years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations across various financial planning topics without implementation or discretionary portfolio management.

John Denny is a financial advisor at Thrivent Investment Management with 20 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Thrivent, FBL Marketing Services, Farm Bureau Financial Services, Mid America National Bank, and LPL Financial. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering goal-based analyses across a range of planning topics without discretionary trading authority or institutional portfolio management.

Andrew Pick is a financial advisor with Ameriprise Financial Services, LLC in West Des Moines, IA, holding a Series 66 designation and eight years of industry experience. Prior to joining Ameriprise in 2020, he worked at Bank of America and Merrill from 2018 to 2020, and served in the United States Navy from 2016 to 2017. He is also the owner of Andrew M. Pick LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning with written Recommendation Reports and ongoing advice. The firm’s approach incorporates investment research, algorithmic tools, and partner product offerings with an emphasis on tax-aware withdrawal strategies and asset allocation.

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.

Stephani Garrison is a financial advisor with Cetera, holding Series 63 and Series 65 designations and six years of industry experience. Her work history includes roles at Cetera-affiliated firms since 2023, as well as previous positions at BFC Planning, Inc. and Berthel Fisher & Company Financial Services, Inc. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a diverse client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, overseeing more than $256 billion in assets through a nationwide network of over 10,000 advisors.

David Sommers is a financial advisor at LPL Financial with 46 years of industry experience. He holds a Series 63 designation and has worked at LPL Financial since 1992, with prior experience at Premier Bank from 2010 to 2019. Outside of advisory work, he is involved in breeding and training polo ponies through his ownership of Kicking Horse Ranch. 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, supporting more than 22,800 advisors and overseeing over $819 billion in discretionary assets.

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.

Brad Whitman is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has held positions at Central Financial Group since 2005 and has managed multiple real estate investment LLCs, serving as a managing partner responsible for building oversight. OSAIC serves a diverse range of clients, including individual and institutional investors, offering integrated brokerage and advisory services with access to multiple platforms and third-party money managers. The firm employs various portfolio construction tools and supports both discretionary and non-discretionary account management.

Corey Day is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at Principal Financial Group and Voya Financial Partners. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals using a variety of direct portfolio management and model-based strategies.

John Freeman is a financial advisor at Merrill in Des Moines, IA, holding a Series 66 designation. He has one year of industry experience and has previously worked at Bankers Life and Bank of America. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model‑based and discretionary investment strategies for individuals, high‑net‑worth clients, and institutional accounts.

Aaron Brandsfield is a financial advisor with Cetera who holds a Series 66 credential and has 24 years of industry experience. His career includes roles at Avantax Advisory Services, 1ST Global Advisors, and other financial firms. Outside of advising, he serves as president and CEO of Brandsfield Financial Group LLC and provides tax preparation and accounting services through Brandsfield Company II, LLC. He also acts as a tax preparer and financial advisor for the WG Community School Foundation, which supports teacher grants and student scholarships. Cetera Investment Advisers LLC is an SEC-registered firm serving individual clients, retirement plans, corporations, charitable organizations, and institutions. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, supporting a wide range of program options and investment strategies.

Sean Phillips is a CFA® charterholder and holds a Series 66 license with 10 years of industry experience. He is currently with Cambridge Investment Research Advisors and has prior experience at Vision Financial Group and Voya Financial Advisors. Outside of his advisory role, he serves as treasurer on the board of a Montessori school and is a board member of a food-related public entity. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through independent financial professionals, providing a range of portfolio management options and model-based strategies tailored to client objectives.

Deborah Mc Reynolds is a financial advisor with Edward Jones in Altoona, IA, holding a Series 66 designation and 17 years of experience with the firm. She has worked at Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of investment strategies and affiliated services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and tax-efficient services, supported by a large network of financial advisors and branch offices nationwide.

Melanie Hart is a financial advisor at Wells Fargo Clearing with a Series 66 credential and over 15 years of experience within Wells Fargo-affiliated entities, including Wells Fargo Bank and Wells Fargo Investment Institute. She is based in Des Moines, IA. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs to individual, corporate, and institutional clients. The firm manages roughly $671 billion in assets and provides both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Christopher Larson is a financial advisor with Edward Jones in Norwalk, Iowa, holding a Series 66 designation and four years of industry experience. Before joining Edward Jones in 2022, he worked at Flyby LLC, where he owned a small aerial photography business, as well as roles at Sun Country Airlines, Abbott Laboratories, and Medtronic. His aerial photography business is operated on a limited, hobby basis outside of his advisory work. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm provides a wide range of investment advisory programs and managed solutions through a large network of financial advisors and branch offices across the United States.

Michael Compiano is a financial advisor with Raymond James Financial Services Advisors, Inc., holding the ChFC® designation and Series 63 license. He has 39 years of industry experience, including ten years at Commonwealth Financial Network and five years with Legacy Capital Partners. Compiano is the founder and owner of Two Oaks Wealth, a financial services firm based in West Des Moines, Iowa. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual and institutional clients. The firm emphasizes tailored, non-discretionary planning and supports a broad range of client types, including those in municipal and public finance.

Christopher Schonridge 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 2019. His prior experience includes roles at Central Standard, Star Destinations, Pinstripes, and Schon Feedlots. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, while operating under a fiduciary standard.

Matthew Wilcox is a Series 66-registered financial advisor with LPL Financial, based in West Des Moines, Iowa. He has 13 years of industry experience, including prior roles at Royal Alliance Associates, Ameritas Investment Corp, and Central Financial Group. He serves as a co-trustee of the Matthew P Wilcox Trust with his spouse. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a wide range of investment strategies implemented by its network of over 22,800 advisors.