Michael Shields is a CFP® professional affiliated with Edward Jones in Urbandale, IA, with 14 years of industry experience, all with Edward Jones since 2012. Outside of his advisory role, he owns That'll Work LLC, a video production company focused on social media content, and holds a shareholder interest in Goald Ltd, a phone app promoting challenge and trick shot activities. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals and institutions. The firm manages approximately $1.01 trillion in assets through a large national network of financial advisors and offers a variety of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

David Nichols is a financial advisor with OSAIC, holding a Series 63 designation and bringing 37 years of industry experience. His prior experience includes 11 years with FSC Securities Corporation and an ongoing affiliation with MassMutual Life Insurance Company since 1987. Nichols is also president of DJ Nichols Insurance Inc., a fixed annuities business structured as an S Corporation. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services along with access to third-party money managers and wrap programs. The firm employs tools such as asset-allocation models and risk-tolerance questionnaires to construct diversified portfolios across various asset classes.

Grant Heddinger is a CFP® with 12 years of industry experience, currently serving as an advisor at OSAIC since 2018. He has previously worked at Signator Investors Inc and Ameritas Investment Corp. Heddinger holds roles at Central Financial Group involving sales and marketing of fixed annuities, insurance, and securities, and is a board member of the NAIFA Central Iowa Chapter. OSAIC Wealth, Inc. serves a wide range of retail and institutional clients, offering integrated brokerage and advisory services, financial planning, and access to third-party managers. The firm employs various portfolio construction tools and supports both discretionary and non-discretionary accounts through multiple advisory platforms.

Michael Franke is a financial advisor with Ameriprise in Waukee, IA, holding a Series 63 designation and 39 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of advising, he is co-owner of B and E Farms LLC, a farming business. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement who meet specific asset criteria, providing written recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a centralized consulting approach and provides a wide range of advisory, brokerage, and insurance solutions.

Roger Ruden is a financial advisor with Equitable Advisors in Des Moines, IA, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with Equitable Advisors since 2008 and previously worked at AXA Advisors, LLC. Outside of his advisory role, he is involved in various outside insurance brokerage activities. 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, offering both advisory and brokerage/insurance services tailored to client goals, risk tolerance, and time horizon.

David Tanner is a financial advisor at OSAIC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Woodbury Financial Services, Gradient Securities, Heartland Retirement Group, PFS Investments, and Primerica Financial Services. Tanner serves on the board of directors for the Indianola Noon Lions Club. OSAIC Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and advisory services with portfolio construction tools, third-party money manager access, and supports both discretionary and non-discretionary account management.

Savannah Halva is a financial advisor at Ameriprise with two years of industry experience. She holds a Series 66 designation and has previously worked in various roles including at The Cafe and Iowa State University. Outside of her advisory work, she is employed as a Support Advisor on the Sales & Advice Team at Integrity Point LLC. Ameriprise serves clients primarily through its retirement-income planning service designed for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, written recommendation reports delivered in partnership with its financial advisors.

Ryan Dezwarte is a financial advisor with LPL Financial in Urbandale, IA, holding Series 63 and Series 65 licenses and having 17 years of industry experience. He has been with LPL Financial since 2008. Outside of advisory work, he is involved in non-variable insurance and manages a farm in Newton, IA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management along with research and model portfolios from LPL Research and third-party subadvisors.

Kristy Barzen is a financial advisor with Ameriprise in Des Moines, IA, holding a Series 63 designation and 34 years of industry experience. She has been with Ameriprise and its affiliates since 2006. Outside of her advisory role, Barzen is involved in local business networking through the West Side Chamber of Commerce and co-owns several business entities related to managing her financial planning practice. Ameriprise provides a retirement-income planning service primarily for individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Aisha Rehberg Booth is a financial advisor with Cambridge Investment Research Advisors in West Des Moines, IA. She holds a Series 66 designation and has six years of industry experience. Her prior experience includes roles at Edward Jones, FBL Financial Group, and Cardinal Intellectual Property. She serves as a board member for Amity Compass, a nonprofit organization. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a wide range of clients, including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent professionals utilizing proprietary and third-party strategies across multiple platform arrangements.

Kristen De Joseph is a financial advisor with Edward Jones in Des Moines, IA, holding a CFP® certification and Series 66 license, with nine years of industry experience. She has been 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 under management and offers a range of discretionary and non-discretionary investment strategies, including access to separately managed accounts and affiliated mutual funds.

Christian Rogers is a financial advisor with Equitable Advisors in Des Moines, IA. He holds the Series 66 designation and has one year of industry experience. Prior to joining Equitable Advisors, he worked for Maverik Convenience Stores for 12 years. Equitable Advisors serves a diverse client base, including individuals, high-net-worth clients, retirement plans, corporations, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing various program sponsors and endorsed third-party managers to deliver advisory and brokerage solutions.

David Bondura is a financial advisor at Cetera with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Community State Bank and Bank of the West. In addition to his advisory role, he is an insurance agent selling life, health, disability, annuities, and long-term care products. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary options.

Kevin Hook is a financial advisor with Thrivent Investment Management in Des Moines, IA, holding a Series 66 designation and four years of industry experience. His career includes multiple roles within Thrivent Financial and Thrivent Investment Management since 2022. Outside of finance, he has spent six years involved with Greater Iowa Youth For Christ. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses and written recommendations across various financial planning topics. The firm offers planning services separate from portfolio management and allows clients to combine planning with managed accounts through a consolidated billing option called “WealthPlan.”

Richard Davis is a financial advisor with Ameriprise, holding a Series 63 designation and 37 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Mindy Day is a CFP® and ChFC® with 13 years of industry experience, currently serving as a financial advisor at Ameriprise. She previously worked at Morgan Stanley and Ameriprise Financial Services, Inc. between 2019 and 2024. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that analyze income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, algorithm-supported recommendations through a centralized consulting team.

Richard Yoder is a financial advisor at LPL Financial with 28 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and previously worked at Ameriprise Financial Services for 10 years before joining LPL Financial in 2020. Outside of his advisory work, he is also a notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers diverse advisory programs, retirement plan consulting, and brokerage services, with discretionary and non-discretionary management supported by internal and third-party research.

Riley Lindholm is a financial advisor with Ameriprise in Des Moines, IA, holding Series 63 and Series 65 licenses and eight years of industry experience. He has been with Ameriprise and its affiliates since 2016 and is also an Operations Manager on the Financial Planning Team at Integrity Point LLC. Ameriprise offers retirement-income planning services focused on individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered through a centralized consulting team.

Bailey Fawkes is a financial advisor with LPL Financial in West Des Moines, IA, holding Series 63 and Series 65 licenses and nine years of industry experience. Prior to joining LPL Financial in 2026, Fawkes worked at Harbour Investments, Triangle Financial Services, Securities America Advisors, Securities America, Inc., and Bankers Trust. Fawkes serves as treasurer for Iowa Collaborative Divorce, a nonprofit organization, with duties including reconciling bank accounts and managing invoices. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, brokerage services, and employs both discretionary and non-discretionary management strategies supported by LPL Research and third-party subadvisors.

Seth Lampman is a financial professional at Cetera with 17 years of industry experience and holds a Series 66 designation. He has previously worked at SagePoint Financial and First Allied Advisory Services. Outside of his advisory role, Lampman serves as Girls Commissioner for the Indianola Basketball Association, a nonprofit youth basketball organization. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors, serving individual, corporate, retirement plan, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through multiple program structures and third-party managers.