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Ashley R

Series 63, Series 65

Des Moines, IA

Cambridge Investment Research Advisors

Ashley Rogers is a financial advisor with Cambridge Investment Research Advisors in Des Moines, IA, holding Series 63 and Series 65 licenses and having six years of industry experience. Prior to joining Cambridge, she worked at Primerica Advisors and Primerica Financial Services. Outside of financial services, she is the founder of Iowa Storm, a sports and fitness-related enterprise. Cambridge Investment Research Advisors is an SEC-registered firm that serves a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolio management models and platform arrangements tailored to client objectives.

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

Series 63, Series 65

Des Moines, IA

LPL Financial

David Elwell is a financial advisor with LPL Financial in Des Moines, IA, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with LPL Financial since 2007 and previously worked at Citigroup Global Markets from 2000 to 2007. Elwell is a retired member of the U.S. Army Reserve. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions through a broad range of advisory and brokerage services, including financial planning, model portfolios, 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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Cory T

Series 63, Series 65

Urbandale, IA

Edward Jones

Cory Taylor is a financial advisor at Edward Jones in Urbandale, IA, with seven years of industry experience. Prior to joining Edward Jones in 2025, he worked at Wells Fargo Bank, NA for nine years. He holds Series 63 and Series 65 licenses. 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 investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Retirement income strategy General retirement planning College savings (529s, UTMA, etc.) Inheritance planning Business ownership considerations Founder/Business Owner
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