Emily Stover is a financial advisor at Edward Jones in Des Moines, IA, holding a Series 66 designation with 10 years of experience at the firm. 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, operating under a fiduciary standard and managing approximately $1.01 trillion in assets nationwide.

Hannah Behnkendorf is a financial advisor with Osaic Wealth, Inc., holding a Series 66 designation and bringing 10 years of industry experience. Her prior roles include positions at Principal Global Investors, Royal Alliance Associates, and Ameritas Investment Corp. She serves as an officer on the board of South Templar Park, Inc., a homeowners association in Iowa. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing various tools and platforms to construct portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Aimsley Kadlec is a financial advisor at LPL Financial based in Des Moines, IA, holding Series 65 and Series 63 licenses. Kadlec has no prior industry experience but has worked in environmental and educational roles before joining LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services supported by various investment strategies and operational tools.

Penny Hein is a financial advisor at Edward Jones with 36 years of industry experience. She holds a Series 63 designation and has worked at Edward Jones since 2019. Prior to that, she was with Broker Dealer Financial Services Inc and Spectrum Financial Services. 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 advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Kent Patterson is a financial advisor at Edward Jones in Ankeny, Iowa, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2015. 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 through a nationwide network of more than 23,700 advisors and offers a range of discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Michelle Shaji is a financial advisor with Ameriprise in Johnston, IA, holding a Series 66 designation. She has been with Ameriprise since 2025 and has prior experience with the School of Human Ecology and Keeling Wealth Advisors. Ameriprise Financial Services is a large diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides ongoing planning advice focused on income sources and tax-aware withdrawal strategies. The firm’s retirement income program involves a centralized team and uses proprietary research and tools to develop individualized recommendations.

John Gremler is a financial advisor with Cambridge Investment Research Advisors in Des Moines, IA, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. His prior roles include six years at Voya Financial Advisors and ownership of Gremler Financial Group since 1999. In addition to advisory work, he operates as an independent insurance agent for various companies. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, trusts, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals using a range of portfolio management and model-based solutions.

Kevin McMahon is a CFA® charterholder and holds a Series 63 license with 13 years of industry experience. He is currently affiliated with Cambridge Investment Research Advisors and Financial Integrators in Des Moines, IA. Prior to his current roles, he worked for 30 years at Principal Life Insurance Co. Cambridge Investment Research Advisors is a large SEC-registered advisor serving a diverse client base including individuals, pension plans, charitable organizations, and other retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals, utilizing a variety of portfolio management strategies and platform arrangements tailored to client objectives.

Stephanie Bolles is a CFP® with 24 years of experience in the financial industry. She is currently with LPL Financial and previously worked for Securities America, Inc., and Householder Group Financial Advisors, LLC. Outside of her advisory work, she owns The Dwarf Depot, a business focused on produce, eggs, and livestock breeding in Saint Charles, Iowa. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, with investment strategies implemented through a network of investment adviser representatives.

Grant Judkins is a financial advisor with Cambridge Investment Research Advisors based in Des Moines, IA. He holds a Series 66 designation and has recently begun his advisory career. Prior to his current role, he worked in the construction industry and was involved with the Oakland Athletics organization. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers a range of financial planning, investment management, and retirement advisory services through a network of independent professionals, with both proprietary and third-party strategies available.

Tim Rhoades is a financial advisor with LPL Financial, holding a Series 66 designation and 17 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley & Co. LLC before joining LPL Financial in 2013. 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 wide range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Alec Harrold is a financial advisor with LPL Financial, holding a Series 66 credential and one year of industry experience. His prior roles include positions at Anthony Marano Company and BKD CPAs & Advisors. 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 a range of investment and financial planning solutions supported by advanced technology and a broad network of more than 22,800 advisors.

Jonathon Mcfall is a financial advisor at LPL Financial in West Des Moines, IA, holding a Series 66 designation with 11 years of industry experience. His prior roles include positions at Cadaret Grant & Co., SAGEPOINT FINANCIAL, and Capital Financial Services, Inc., along with 14 years in insurance. 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 portfolio programs, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Ryan Riviere is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds the Series 63 and Series 66 designations. His prior experience includes roles at NYLIFE Securities LLC, New York Life Insurance Co, Bank of The West, and running Riviere Jenison Securities Ltd. for over a decade. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG eligibility framework and delivers services on a non-discretionary basis, with clients retaining final decision-making authority.

Lucas Sibley is a financial advisor with Edward Jones in Altoona, Iowa, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory work, he is involved as a member in several local rental property ventures. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and affiliated financial services, supported by a nationwide network of more than 23,700 advisors.

Caleb Reiman is a financial advisor at Ameriprise in West Des Moines, IA, holding a Series 66 designation with one year of industry experience. Prior to joining Ameriprise in 2024, he worked at Northwestern Mutual for one year and was a student from 2010 to 2024. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with substantial investable assets, providing written Recommendation Reports that cover income sources, Social Security claiming options, and tax-smart withdrawal strategies. The firm utilizes a centralized consulting team and combines research, modeling, and tax-efficiency analysis to deliver tailored, algorithm-assisted recommendations.

Jeffrey Townsend is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Thrivent Investment Management and Wells Fargo Home Mortgage. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm’s Institutional Consulting Services program delivers customized, non-discretionary advice primarily through a select group of Wealth Advisors.

Brian Herbel is a CFP® professional with 26 years of industry experience, currently serving as a financial advisor at Edward Jones since 2000. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he is a member and organizer of a real estate venture called Spirit Of Truth in Ankeny, IA. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Lucas Borseth is a financial advisor with Thrivent Investment Management, holding a Series 66 credential and one year of industry experience. His work history includes multiple roles within Thrivent since 2024 and prior experience at Target and American Eagle Outfitters. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based planning on a range of topics and allows clients to combine planning with managed-account services under a consolidated billing option called WealthPlan.

Peter Hill is a ChFC®-designated financial advisor with 32 years of industry experience. He is currently with Cambridge Investment Research Advisors and previously worked at VOYA Financial Advisors. Hill serves as a committee member for the MDRT Foundation and its Main Platform/Special Sessions Committee. Cambridge Investment Research Advisors is a large SEC-registered firm that provides financial planning, investment management, and retirement plan advisory services to a diverse client base, including individuals, pension and profit-sharing plans, and charitable organizations. The firm offers multiple portfolio management solutions through a network of independent Financial Professionals, employing both proprietary and third-party strategies.