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 designations and 32 years of industry experience. He has been with Equitable Advisors since 2008 and previously worked at Axa Advisors, LLC and VOYA Financial Advisors, Inc. His outside business activities include various outside insurance brokerage. Equitable Advisors serves individual clients across wealth levels, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs. The firm uses a combination of proprietary and third-party advisory models and offers ERISA fiduciary services through credentialed representatives.

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 based in Johnston, Iowa. He holds Series 63 and Series 65 licenses and has 17 years of industry experience, all of which have been with LPL Financial since 2008. Outside of his advisory role, he is involved in non-variable insurance and farming activities. 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 a range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by technology and a broad network of over 22,800 advisors.

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 seven 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 at Amity Compass. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers a range of services such as financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals, utilizing multiple custody and platform arrangements and both proprietary and third-party investment strategies.

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 been with Equitable Advisors since 2026. Prior to his advisory role, he worked at Maverik Convenience Stores for 12 years. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and various asset-management programs, utilizing both proprietary and third-party investment 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 with LPL Financial in Des Moines, IA, holding Series 63, 65, and 66 licenses and bringing 28 years of industry experience. His prior firms include Ameriprise Financial Services, Cetera Advisors, Wells Fargo Clearing, and UBS Financial Services. He is also a commissioned notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

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 credentials and totaling nine years of industry experience. Prior to joining LPL Financial in 2026, Bailey worked at Harbour Investments, Triangle Financial Services, Securities America Advisors, Securities America, Inc., and Bankers Trust. Outside of financial advising, Bailey serves as treasurer for the Iowa Collaborative Divorce, a nonprofit organization focused on divorce resolution. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a variety of financial planning and asset management solutions with a platform notable for its scale, diverse services, and integration of non-advisory financial products.

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.

Paul Schulte is a financial advisor with LPL Financial in Des Moines, IA, holding Series 63 and Series 65 licenses and possessing 34 years of industry experience. His prior roles include lengthy tenures at Securities America Advisors, Inc., Bearence Management Group, and Brokers Clearing House. Outside of his advisory work, he is involved with Life Skillz, a non-investment-related activity. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions, offering financial planning, model portfolios, third-party asset management, and institutional platforms.

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.

Timothy Fitzgerald is a CFP® and ChFC® with 24 years of experience in the financial services industry. He is currently with LPL Financial and has previously worked at Waddell & Reed and Equitrust Investment Management Services. Outside of his advisory role, he is involved in tax preparation and continuing education instruction. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with various investment strategies and operational tools.