Thomas Desousa is a financial advisor with LPL Financial in Des Moines, IA, holding Series 63 and Series 66 credentials and five years of industry experience. His prior roles include positions at Royal Alliance Associates, Heartland Retirement Group, and Northwestern Mutual. Outside of advisory work, he is involved with insurance-related businesses. 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 services including financial planning, model portfolios, and institutional platforms, supported by advanced operational tools and oversight of substantial discretionary assets.

Suzanne Runyon is a Series 66 licensed financial advisor with Edward Jones in Altoona, IA, and has three years of industry experience. She has been with Edward Jones since 2009, including her current role starting in 2024. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and affiliated funds supported by a large national network of financial advisors and branch offices.

Darcy Stroinski is a financial advisor at Cetera with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Community State Bank since 2000, alongside roles at Cetera and Cetera Wealth Services. Outside of his advisory work, Stroinski volunteers with Iowa Bird Rehabilitation and serves as a statistician for the Central Iowa D League adult hockey league. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management, financial planning, and retirement services, operating a multi-manager platform with both discretionary and non-discretionary account options.

Joshua Fordyce is a financial advisor at Edward Jones with a Series 66 designation and recent industry experience. His prior work includes roles in education with Sioux City Community Schools and Siouxland Christian School, as well as entrepreneurial experience running Fordyce's Rides. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large national network of advisors and branch offices.

Derek Nelson is a CFP® with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to joining Edward Jones, he worked at Kum & Go LC for three years. Nelson is also the founder and owner of Creative Footprints, LLC. 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, with approximately $1.01 trillion in assets under management and a nationwide network of financial advisors and branch offices.

Hunter Vanderwaal is a financial advisor at Wells Fargo Clearing with three years of industry experience. He holds a Series 66 designation and has prior experience at Principal Securities Inc, Principal Life Insurance Company, and First Heartland Financial Group. Outside of finance, he works as a laborer for local lawn care businesses in Indianola, Iowa. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm utilizes research and analytics to support diversified investment strategies and operates with a large network of over 14,000 financial advisors.

Brandt Hockman is a CFP® professional with seven years of industry experience, currently advising clients at Edward Jones since 2018. Prior to joining Edward Jones, he worked in home mortgage at Wells Fargo from 2015 to 2018. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a comprehensive range of investment advisory programs and affiliated financial services. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors and offers both discretionary and non-discretionary strategies under a fiduciary standard.

Melanie Skelton is a financial advisor with Ameriprise in Pleasant Hill, IA, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. She has worked with Ameriprise and its affiliated entities since 2006. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Wayne Christ is a financial advisor at Cetera with 44 years of industry experience. He holds the ChFC® designation and has worked previously at Concourse Financial Group Securities Inc for over two decades. In addition to his advisory work, he is involved with the Iowa State University Delta Chi Alumni Board of Trustees, advising college students. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients through a multi-manager platform that offers a variety of portfolio management and consulting services. The firm supports diverse investment approaches ranging from model portfolios to bespoke strategies, with oversight across multiple program structures and custodians.

Christopher Janda is a financial advisor with OSAIC in Des Moines, IA, holding Series 63 and Series 65 licenses and having 12 years of industry experience. His prior roles include positions at Lincoln Financial Advisors and Park Avenue Securities. Janda is also the owner of several insurance-related businesses and serves as president of the Bull Moose Club DSM, a networking organization for conservatives aged 45 and under. OSAIC serves a diverse range of retail and institutional clients through an extensive network of advisors, offering integrated brokerage and advisory services, financial planning, and access to various managed account solutions. The firm employs a range of asset-allocation tools and third-party platforms to construct portfolios tailored to client risk preferences.

Clayton Cheney is a financial advisor with LPL Financial in Johnston, IA, holding Series 63 and Series 65 credentials and 15 years of industry experience. His prior work includes roles at Royal Alliance Associates, Sii, Ameritas Investment Corp, and Central Financial Group. Outside of advisory services, he is involved in non-variable insurance activities. 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 financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and technology tools to support its advisory representatives.

Christopher Stockstrom is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has 17 years of industry experience, including roles at Principal Securities and Cetera Advisors. He is based in Polk City, Iowa. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars.

Dalton Keith is a Series 66-credentialed financial advisor with three years at Merrill and two years with Bank of America, N.A. His prior experience includes roles across a range of industries, including education and smart home security. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jacob Oberender is a financial advisor at Edelman Financial Engines with two years of industry experience. He holds a Series 65 designation and has worked previously at RSM and Mokosak Advisory Group, LLC. Outside of finance, he serves as an agent and member of the board of advisors for Outsmoked, LLC, a food service business. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios and supports a large client base through both advisor-led and online offerings.

James Wessels is a CFA®, PFS™, and Series 66 credentialed financial advisor affiliated with Cambridge Investment Research Advisors. He has 29 years of industry experience, including prior roles at VOYA Financial Advisors and ownership of Gremler Financial Group. Wessels serves as an adjunct professor in wealth management at the University of Iowa and holds board positions with Central Iowa Shelter & Services and the University of Iowa Krause Fund. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base through independent financial professionals. The firm offers financial planning, investment management, and retirement plan advisory services with a range of customizable strategies and platform options, including proprietary model strategies and access to unaffiliated managers.

Michael Hammen is a CFP® professional with 28 years of experience in financial advising. He is currently affiliated with Cetera and has held roles at multiple firms, including Vision Financial Services LLC and Avantax. Outside of his advisory work, he serves as president of the West Des Moines Lions Club, leading community and civic activities. Cetera is an SEC-registered adviser operating a nationwide network of independent advisors serving individual, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party model portfolios and customized strategies.

Dana Kiene is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She previously worked with Waddell & Reed, Inc. and various insurance carriers for two decades. Outside of financial services, she is involved with Peterson Funeral Services, Inc. in a non-investment role. 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 and access to model portfolios, supported by a large network of investment adviser representatives.

Klayton Booth is a financial advisor affiliated with OSAIC, holding a Series 66 license and six years of industry experience. Prior to joining OSAIC, he worked at Royal Alliance for seven years and at Jimmy Johns for four years. Outside of his advisory role, Booth operates an independent insurance agency specializing in fixed insurance products and owns a tax preparation business. OSAIC serves a wide range of retail and institutional clients through an extensive network of financial advisers and multiple advisory platforms, offering brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs various tools for portfolio construction and supports both discretionary and non-discretionary account management.

Summer Diaz is a financial advisor with Ameriprise, holding a Series 66 designation and 25 years of industry experience. She has been with Ameriprise since 2005, including her current role since 2020. Outside of her advisory work, she serves as President of Austrian Wealth Systems and is involved with the Fellowship of Christian Athletes. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendations, supported by a centralized consulting team and automated processes overseen by a Retirement Income Oversight Committee.

Graciela Van Wyk is a financial advisor at Edward Jones with 19 years of industry experience. She holds Series 66 and Series 63 licenses and previously worked at Principal Securities and Principal Life Insurance for 17 years. Outside of her advisory role, she owns EmpowerED Voices, a business focused on English/Spanish interpretation and tutoring. 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 supported by a large nationwide network of financial advisors and branch offices.