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Jed M

Series 63, Series 66

West Des Moines, IA

Equitable Advisors

Jed Mengel is a financial advisor with Equitable Advisors in West Des Moines, IA, holding Series 63 and Series 66 licenses and 18 years of industry experience. He has been with Equitable Advisors since 2010 and previously associated with Axa Advisors, LLC. Mengel serves as co-president and board member of the Des Moines Hinderclub Handball Club and is treasurer of the Theodore Roosevelt High School PTA. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, utilizing various advisory programs and maintaining both discretionary and non-discretionary assets under management.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Noah A

Series 66

Des Moines, IA

Edward Jones

Noah Allen is a financial advisor at Edward Jones in Des Moines, IA, holding a Series 66 designation with less than one year of industry experience. Prior to joining Edward Jones, he held teaching positions at multiple educational institutions including Central College and Mount Marty University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and affiliated products. The firm manages approximately $1.01 trillion in assets through a large network of advisors and branch offices nationwide.

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

Series 63, Series 65

Des Moines, IA

LPL Financial

Arron Cramer is a financial advisor at LPL Financial with 11 years of industry experience and holds Series 63 and Series 65 licenses. His prior experience includes roles at Uncommon Wealth Partners, LLC, FEDEX, Royal Alliance Associates, Inc., Financial Decisions Group LLC, and Signator Investors, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, with access to model portfolios, research, and various investment strategies.

College savings (529s, UTMA, etc.)
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Ashley R

Series 65, Series 63

Des Moines, IA

Cambridge Investment Research Advisors

Ashley Rogers is a financial advisor at Cambridge Investment Research Advisors with 6 years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked with Primerica Advisors and Primerica Financial Services. Outside of financial advising, she is the founder of Iowa Storm, a sports and fitness-related business. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, providing financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm offers a range of investment solutions including proprietary model strategies and access to third-party managers, with options for discretionary and non-discretionary portfolio management.

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 at LPL Financial with 39 years of industry experience. He holds Series 63 and Series 65 credentials and has been with LPL Financial since 2007. Elwell is a retired member of the US Army Reserve and a sole owner of Elwell Financial Services, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management supported by proprietary and third-party research.

College savings (529s, UTMA, etc.)
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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.

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