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, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. His prior roles include positions at Royal Alliance Associates, Sii, FIRST AMERICAN BANK, and Ameritas Investment Corp. He serves as a board member of Fossing Farm LLC. 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 portfolio programs, third-party asset management, and institutional platforms, utilizing various investment strategies and advisor-support tools.

Lucas Peterson is a financial advisor with LPL Enterprise, holding 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 and owner of a vending business. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors as well as institutional entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and related insurance and trust services.

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 Wealth, Inc. in West Des Moines, IA, holding the CFP® and Series 63 designations. He has 41 years of industry experience, including 30 years at FSC Securities Corporation prior to joining Osaic in 2023. Outside of his advisory role, he serves as a successor trustee for a revocable trust and manages a family LLC responsible for farm income and distributions. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, employing asset-allocation tools and risk-tolerance assessments to construct diversified portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

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.

Ryleah Cross is a CERTIFIED FINANCIAL PLANNER™ professional with 13 years of experience, all with Edward Jones since 2013. She holds a Series 66 license and serves as Vice President of the Grimes Chamber and Economic Development in Grimes, IA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets with a nationwide network of over 23,000 advisors.

David Green is a financial advisor with Cetera, holding Series 63 and Series 66 designations and 19 years of industry experience. His prior roles include positions with VOYA Financial Advisors and VOYA Financial from 2014 to 2021, before joining Cetera Wealth Services in 2021. He is based in Ankeny, Iowa. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to a variety of program structures and third-party managers.

Shalini Babu is a financial advisor at LPL Enterprise with a Series 66 designation and two years of industry experience. Her work history includes roles at The Prudential Insurance Company of America, PRUCO Securities, and Great Southern Bank. She also has experience with nonprofit organizations such as the Blank Park Zoo and Global Conservation Force. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed in-house or by third-party strategists, and it offers a range of financial planning and consulting services alongside access to third-party asset managers and insurance products.

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.

Sharon Vickery is a financial advisor at Edward Jones in Des Moines, IA, holding a Series 66 designation with eight years of industry experience. Prior to joining Edward Jones, she worked at Sogeti USA for four years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and affiliated financial products. The firm manages approximately $1.01 trillion in assets and operates a large network of advisors and branch offices nationwide.