Paul Schulte is a financial advisor at LPL Financial with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Securities America Advisors, Inc., Bearence Management Group, and Brokers Clearing House. Outside of his advisory role, he is involved with Life Skillz, an unrelated outside employment. 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 various advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management supported by research and model portfolios.

James Talley is a financial advisor at Edward Jones in Des Moines, IA, holding the CFP® designation along with Series 63 and Series 66 licenses. He has 21 years of industry experience and has been with Edward Jones since 2004. 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 with a nationwide network of around 23,701 advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.

Robert Edwards is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 17 years of industry experience. He previously worked at Principal Life Insurance Company for 29 years and Principal Financial Services Corp for 9 years. Edwards is also involved with Financial Integrators as a W2 employee. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services. The firm provides various investment solutions through independent Financial Professionals, employing both proprietary and third-party strategies across multiple platform arrangements.

Justin Gersema is a financial advisor with Primerica Advisors in Urbandale, IA, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has worked at Primerica Advisors since 2019 and previously at PFS Investments Inc from 2015 to 2018, while also maintaining a long-term association with Primerica Financial Services since 2005. Outside of advisory work, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm utilizes third-party asset managers and a tiered wrap fee structure, focusing on curated investment models rather than institutional pension or profit-sharing plan management.

Angela Owen is a financial advisor at Raymond James Financial Services Advisors, Inc. with 20 years of industry experience. She holds the CFP® designation and the Series 66 license. Prior to joining Raymond James in 2026, she was with Commonwealth Financial Network and Hefner Financial. Outside of her advisory role, Owen provides bookkeeping services for several family-owned businesses and offers investment advice to the Endowment Fund at her church. Raymond James Financial Services Advisors, Inc. delivers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm employs a non-discretionary, goal-oriented approach supported by analytical tools and maintains specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory programs.

Kenneth Martin is a CFP® professional with six years of experience, currently affiliated with Cambridge Investment Research Advisors. He has worked at Cambridge Investment Research Advisors and Voya Financial Advisors and maintains a business presence at Vision Financial Group. Martin serves as a board member of the Iowa Psychological Foundation. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. It offers financial planning, investment management, and retirement advisory services through independent Financial Professionals using a range of portfolio management and model-based solutions.

Douglas Schulte is a financial advisor with LPL Financial in Des Moines, IA, holding Series 63 and Series 66 credentials and 28 years of industry experience. His prior roles include positions at Royal Alliance Associates, INC., Sii, First American Bank, and Ameritas Investment Corp. He also serves as a board member of Fossing Farm LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, combining discretionary and non-discretionary management with model portfolios, research, and technology-driven strategies.

Lucas Peterson is a financial advisor at LPL Enterprise with Series 63 and Series 65 credentials and four years of industry experience. Prior to joining LPL Enterprise in 2026, he worked at Cambridge Investment Research Advisors and Brokers International Financial Services. He is also an independent insurance agent operating Luke Peterson Insurance since 2019 and owns LSP Vending LLC. LPL Enterprise serves a broad client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model wealth portfolios, third-party asset management, and access to a range of brokerage and insurance products, with investment advice primarily delivered by its investment adviser representatives.

Danielle Snyder is a financial advisor at Ameriprise with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Ameriprise since 2023. Her prior experience includes roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank NA. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service that focuses on dependable income sources and tax-aware withdrawal strategies. The firm uses proprietary investment research and algorithmic tools to develop personalized recommendations within a defined investment universe.

Kent Porter is a financial advisor with OSAIC, holding the CFP® designation and Series 63 license, and has 40 years of industry experience. He previously spent 30 years at FSC Securities Corporation before joining OSAIC in 2023. He serves as a trustee for a family trust and manages an LLC responsible for farm income and distribution to shareholders. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, and institutional entities through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services with a comprehensive approach to portfolio construction and access to multiple third-party investment platforms.

John Cole Jr. is a financial advisor at OSAIC with over 41 years of industry experience. He holds the CFP® designation and Series 63 license. Prior to joining OSAIC in 2023, he worked for FSC Securities Corporation for 30 years. Outside of his advisory role, he owns a fixed insurance business and serves as Vice President of Diversified Financial Advisory Group, handling payroll, financials, operations, and supervision. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a focus on asset allocation, risk assessment, and portfolio management across various investment types.

Brody Everitt is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and based in Des Moines, IA. He has been in the industry since 2025, with prior experience at Compass Financial Services and volunteer work with the Volunteer Income Tax Assistance program. Outside of finance, he has associations with Iowa State University and local golf clubs. Cambridge Investment Research Advisors is an SEC-registered firm serving 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 various portfolio management platforms and proprietary model strategies.

Kyle Younker is a financial advisor with Mass Mutual Investors Services holding Series 65 and Series 63 credentials. He has worked in the industry since 2021, including roles at Park Ave Securities LLC and Financial Architects. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, wrap and money-manager programs, and educational seminars using firm-approved software and a collaborative planning process.

Kelli Brix is a CFP® and holds a Series 66 license with four years of industry experience. She is currently with Cambridge Investment Research Advisors and has prior experience at Emerson, Renewable Energy Group, and the University of Iowa. Outside of financial advising, she is involved in youth sports as a coach at Ankeny Centennial School. Cambridge Investment Research Advisors serves a broad range of clients, including individuals, pension plans, and charitable organizations, offering financial planning, investment management, and retirement plan advisory services. The firm provides various investment solutions through a network of independent Financial Professionals, utilizing both proprietary and third-party strategies tailored to client objectives.

Jeffrey W Inslow is a Series 66-licensed financial advisor with Edward Jones, based in Norwalk, IA. He has one year of industry experience and previously worked for City State Bank, EBank, and Farm Credit Services of America. 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, including discretionary and non-discretionary managed strategies, separate accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices across the country.

Alan Bentley is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and previously worked at Ixonia Bank and JB Hunt Transport. Outside of advising, he is the owner and president of InvestRite Group, LLC, a real estate business based in West Des Moines. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a wide range of advisory services and investment options through a nationwide network of over 23,000 financial advisors.

Joseph Tursi Jr. is a financial advisor at OSAIC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Securities America Inc. and Principal Securities. He is also a registered representative and employee of Bankers Trust. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm offers a wide range of brokerage and advisory services, utilizing asset-allocation tools and third-party money managers to construct portfolios across various asset classes.

John O’Bannon is a financial advisor at OSAIC with nine years of industry experience. He holds a Series 66 designation and has worked previously at FSC, Edward Jones, and Lowe’s Corporation. Outside of his advisory role, he is a youth, high school, and collegiate soccer referee during the spring and fall seasons. OSAIC serves a diverse client base, including individual, high-net-worth, institutional, and charitable organizations, offering a range of advisory and brokerage services. The firm employs asset-allocation tools and multiple advisory platforms to construct portfolios across various investment types, managing accounts with discretion or client-imposed restrictions.

Jason Stierman is a CFP® with 20 years of experience in the financial services industry. He has been with Ameriprise since 2005 and is currently based in West Des Moines, IA. Outside of his advisory role, he is co-owner of Integrity Point, LLC and Crux Solutions LLC, both of which are involved in managing his Ameriprise business. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered through a centralized consulting team.

Patrick Franke is a CFP® with 38 years of industry experience, currently serving as a financial advisor at Edward Jones since 1997. He holds the Series 63 designation and is based in Des Moines, IA. Outside of his advisory role, he is involved as a joint trustee in a commercial rental business. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors, with approximately $1.01 trillion in assets under management and a nationwide network of more than 23,000 advisors. The firm offers a range of advisory programs, including discretionary wrap fee strategies and access to separately managed accounts, operating under a fiduciary standard.