Jay Devries is a financial advisor at Mass Mutual Investors Services with 23 years of experience in the industry. He holds Series 63 and Series 65 credentials and previously worked for Guardian Life Insurance Company for 21 years. In addition to his advisory role, Devries is active as an insurance broker specializing in life, disability, and long-term care products. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers collaborative, annual planning engagements using firm-approved analytical tools and also conducts educational seminars.

Jeanie Martin is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and bringing 11 years of industry experience. She has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2021 and previously spent over three decades at Wells Fargo in various roles. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage and investment management capabilities.

Jeffery Lohmeier is a financial advisor with Edward Jones in Des Moines, IA, holding a Series 66 designation and bringing 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients across a wide range of needs. The firm manages approximately $1.01 trillion in assets and offers both discretionary and non-discretionary investment strategies, along with affiliated mutual funds and tax-efficient services, operating under a fiduciary standard.

Alison Mitts is a financial advisor at Edward Jones based in Des Moines, IA. She holds a Series 66 designation and has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and affiliated services, with approximately $1.01 trillion in assets under management supported by a large network of financial advisors and branch offices.

Anthony Zollman is a financial advisor with Ameriprise, holding Series 63 and Series 65 designations and 17 years of industry experience. He has worked at Ameriprise and its affiliated entities since 2008. Outside of his advisory role, he serves as president of Iowans for Adoption. Ameriprise provides retirement-income planning services primarily for individuals with at least $1 million in investable assets, offering tailored recommendation reports that incorporate income analysis, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and automated tools to support its advice, with a focus on Ameriprise-managed accounts and affiliated investment products.

Deniz Franke is a CFP®-credentialed financial advisor with Ameriprise, based in Waukee, IA, and has 39 years of industry experience. He has worked at Ameriprise and its affiliated entities since 2005. Outside of advising, he serves on the Board of Trustees for the Boys and Girls Club of Iowa and has partial ownership in a tax preparation business. Ameriprise provides a range of advisory, brokerage, and insurance solutions, with a specialized retirement-income planning service for clients approaching or in retirement, combining research-driven modeling and tax-efficient strategies to support income planning.

Mitch Seiberling is a financial advisor at Edward Jones with six years of industry experience, including seven years at Edward Jones and nine years at Estes Express Lines. He holds a Series 66 designation. Outside of his advisory role, he is involved in managing and auditing the books for Seiberling Real Estate Group LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with a focus on providing a range of advisory services through a large network of financial advisors and branch offices nationwide.

Nathan Beattie is a Series 66 licensed financial advisor with 13 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2012. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers comprehensive, goal-based planning across multiple areas, with options to combine planning and managed-account services under a consolidated billing arrangement.

Aaron Plaskas is a financial advisor with OSAIC in Des Moines, IA, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Lincoln Financial Advisors Corporation, Park Avenue Securities LLC, and Guardian Life Insurance Co of America. In addition to his advisory work, he is co-owner and agent at Inspired DSM, LLC, where he is involved in the sale and service of property and casualty insurance as well as accident, health, and group benefits insurance. OSAIC serves a diverse clientele including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services and employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct portfolios comprising various asset types, managed on discretionary or non-discretionary bases.

Garrett Miller is a CFP®-certified financial advisor with 11 years of industry experience. He is currently with Ameriprise, where he has worked since 2018, following prior roles at Cole Capital Corporation and Equity Fund Advisors. Miller also owns G Reiman LLC, an investment-related business supporting his advisory practice. Ameriprise serves individuals approaching or in retirement, offering a retirement-income planning service that combines research, modeling, and tax-efficiency analysis to provide customized, non-discretionary recommendations. The firm integrates advisory, brokerage, and insurance solutions through its extensive institutional platform.

Ryan Brooks is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and 20 years of industry experience. He has been with Cambridge Investment Research Advisors since 2018 and previously worked at Broker Dealer Financial Services Corp. Brooks is also an independent insurance agent and owner of a financial planning business. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services, utilizing a range of portfolio management strategies and platform arrangements tailored to client objectives.

Dennis Way is a financial advisor with Primerica Advisors in West Des Moines, IA, holding Series 63 and Series 65 licenses and possessing 45 years of industry experience. He has been with Primerica Advisors since 1982 and Primerica Financial Services since 1991. Outside of his advisory role, he is involved in selling home security and automation products through affiliated companies and holds ownership interests in several related business entities. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients via a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors.

Ryan Gilbert is a financial advisor with Ameriprise in West Des Moines, IA, holding a Series 66 designation and 15 years of industry experience. He has worked at Ameriprise since 2018 and serves in the Air Force Reserves as a military intelligence analyst, supervising other analysts and delivering intelligence briefs. Gilbert also owns RMG Infinity LLC, which manages the operations of his practice. Ameriprise is an institutional firm offering a retirement-income planning service aimed at individuals approaching or in retirement, typically with substantial investable assets. The firm provides a range of advisory, brokerage, and insurance solutions, utilizing a centralized team and algorithmic tools to generate retirement income recommendations.

Matthew Corley is a financial advisor at Edelman Financial Engines with one year of industry experience. He holds a Series 65 designation and has previously worked at A Place For Mom, Flagstar Bank, and Wells Fargo Home Mortgage. Edelman Financial Engines provides technology-enabled investment advisory services for workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios and serves a large client base through both advisor-led and online platforms.

Ronald Bristow is a financial advisor with Equitable Advisors in West Des Moines, IA, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has been with Equitable Advisors since 2010, including ten years with its predecessor, AxA Advisors. Equitable Advisors serves individual investors, retirement plan sponsors and participants, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management through LPL programs and a broad range of third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

David Perrott II is a CFP® with seven years of industry experience, currently affiliated with Cetera. He has held prior roles at firms including Securian Financial Services, Minnesota Life Insurance, and Wells Fargo Home Mortgage. Outside of his advisory work, he serves as chairman of the deacon board for Ankeny Baptist Church and volunteers as a facilitator for Financial Peace University courses. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, corporate, charitable, and institutional clients with portfolio management, financial planning, and retirement services. The firm offers a multi-manager platform with access to affiliated and third-party managers, overseeing over $256 billion in assets through more than 10,000 advisors.

Bradley Sterk is a financial advisor at Cambridge Investment Research Advisors with 40 years of industry experience. He holds the ChFC® designation and Series 63 license and has been with Cambridge since 2009. In addition to his advisory role, he is an independent insurance agent and a commissioned notary. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory services. The firm provides a range of portfolio management options through various custody platforms, utilizing both proprietary models and third-party strategies tailored to client goals.

Julie Jones is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 designations and 27 years of industry experience. She previously worked at Voya Financial Partners, LLC and Directed Services, LLC. Jones is based in Des Moines, IA. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent financial professionals, utilizing proprietary models and access to third-party strategists across multiple platform arrangements.

Kaley Fleig is a financial advisor with Thrivent Investment Management in Johnston, IA, holding a Series 66 credential and 18 years of industry experience. Her prior work includes roles at Raymond James, Farm Bureau Financial Services, and Iowa State Bank & Trust Company. She also served with the Fairfield Fire Department for 13 years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations across various financial planning topics without implementation or discretionary portfolio management.

John Denny is a financial advisor at Thrivent Investment Management with 20 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Thrivent, FBL Marketing Services, Farm Bureau Financial Services, Mid America National Bank, and LPL Financial. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering goal-based analyses across a range of planning topics without discretionary trading authority or institutional portfolio management.