Thomas Alexander is a financial advisor at LPL Financial with 26 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Principal Securities and Principal Life Insurance. 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 portfolio programs, and institutional platforms.

Amy Wright is a financial advisor with Cetera Wealth Services LLC, holding Series 63 and Series 65 licenses and 11 years of industry experience. She has worked with several firms including Avantax and LSB Wealth Management. Wright owns Wright Financial Solutions, her financial services business through Avantax, where she provides client meetings, account reviews, and retirement planning. Cetera Investment Advisers LLC is a large SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform with various portfolio management and planning services, supporting a range of investment approaches and program structures.

Luke Aduddell is a financial advisor at Cambridge Investment Research Advisors with two years of industry experience. He holds a Series 66 designation and has prior work history that includes roles at Bristol and ownership of Aduddell Consulting, LLC. Outside of his advisory work, he is involved in operating multiple business entities, including sports-related ventures and daycare services. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals. The firm offers a range of investment solutions across various platforms, combining proprietary and third-party strategies tailored to client objectives.

William Ziegler is a financial advisor with Cambridge Investment Research Advisors in Des Moines, IA. He holds the Series 66 designation and has been with Cambridge and related entities since 2024. His prior work includes roles at Central Iowa Sports and Bentonville Parks and Recreation. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, using both proprietary and third-party model strategies tailored to client objectives.

Jared Koch is a financial advisor at Thrivent Investment Management with 16 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Thrivent Financial for Lutherans since 2010. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through its network of financial advisors. The firm provides holistic, goal-based planning that covers a wide range of financial topics, allowing clients to combine planning with managed-account programs while keeping these services distinct.

Joseph Greenfield is a Series 66-licensed financial advisor with Cambridge Investment Research Advisors in Des Moines, IA, where he has worked since 2013. He has 13 years of industry experience and serves as an adjunct mathematics instructor at Iowa Central Community College since 2010. Greenfield is also involved in community activities, holding board positions with homeowners associations in Iowa and Nebraska. Cambridge Investment Research Advisors is a large SEC-registered firm providing financial planning, investment management, and retirement advisory services to a diverse client base. The firm offers a range of investment solutions through independent financial professionals, including proprietary models and access to third-party managers, with options for discretionary and non-discretionary management tailored to client objectives.

Timmy Papadopoulos is a financial advisor at LPL Financial with 24 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at several firms, including Bearence Management Group and Securities America Advisors, Inc., for 15 years each. His prior experience also includes roles at Brokers Clearing House and Nationwide Provident. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset managers, and supports its advisors with model portfolios and advanced operational tools.

Lyndon Crawford is a Series 66-licensed financial advisor with 11 years of industry experience. He is currently with Cambridge Investment Research Advisors and has previous experience at Principal Securities, Principal Life Insurance, Cetera Advisors, and Waddell & Reed. Outside of his advisory work, Crawford serves as a coach at Lincoln High School in Des Moines, IA. 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 financial planning and investment management services through a network of independent professionals, utilizing multiple platform arrangements and proprietary as well as third-party strategies.

Jakeb Bakken is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2020. His prior work includes roles at Nationwide Insurance and the City of North Liberty. He also serves in the Iowa Army National Guard, where he has been a member since 2014. Edward Jones is a full-service wealth management firm with over $1 trillion in assets under management, serving individual and institutional clients through a nationwide network of more than 23,000 financial advisors. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and proprietary funds, operating under a fiduciary standard.

Katrina Ellis is a financial advisor at Wells Fargo Advisors with eight years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing Services, LLC from 2015 to 2022 before joining Wells Fargo Advisors. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services. The firm provides tailored recommendations using proprietary research and planning tools, with services covering areas such as retirement, education, risk management, and specialized planning for business owners and unique client needs.

Jason Siemens is a Certified Financial Planner™ (CFP®) with eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at the Indianola Police Department from 2006 to 2017. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Steven Hustedt is a financial advisor with LPL Enterprise who holds Series 63 and Series 65 licenses and has 36 years of industry experience. Prior to joining LPL Enterprise in 2024, he worked at Prudential Insurance Company of America since 1990 and at Pruco Securities, LLC from 1990 to 2024. Outside of advisory work, he is involved with health insurance brokerage through multiple entities offering group and individual health insurance products. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, and institutional entities. The firm’s investment approach is model-driven, utilizing portfolios developed by internal and third-party strategists, and it offers financial planning, third-party asset manager access, and insurance product sales through affiliated entities.

William Schmidt is a financial advisor with Ameriprise, holding a Series 66 designation and 25 years of industry experience. He has worked with Ameriprise and Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, Schmidt consults for a hunting lodge that offers guided tours and rentals. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, offering tailored reports that include income, Social Security, and tax strategies. The firm combines research and modeling with a centralized consulting team to deliver non-discretionary recommendations and offers a broad range of advisory, brokerage, and insurance solutions.

Timothy Cox is a financial advisor with LPL Financial based in Des Moines, IA, holding Series 63 and Series 66 credentials and 12 years of industry experience. He previously worked at Securities America Advisors and Securities America Inc for nine years. 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, third-party asset management, and institutional platforms.

Brooke Martin is a financial advisor with LPL Financial in Ankeny, IA, holding a Series 66 designation and 11 years of industry experience. Her previous roles include positions at Wealthcare Advisory Partners, CUNA Brokerage Services, CUNA Mutual Group, INVEST Financial Corporation, and Deere Employees Credit Union. 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, third-party asset management, and institutional platforms.

Curtis Brooks is a financial advisor with Edward Jones in Ankeny, IA, holding Series 63 and Series 65 licenses and 14 years of industry experience. His prior roles include positions at Bankers Life Securities, ProEquities, and Bankers Life & Casualty. He has been with Edward Jones since 2017. 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 wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient services, operating under a fiduciary standard.

Jaila Skinner is a Series 66-licensed advisor at Edward Jones with 23 years of experience at the firm, located in Carlisle, IA. She has worked exclusively with Edward Jones since 2003. 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, supported by a large network of financial advisors and branch offices across the country.

Kevin Mullins is a financial advisor at Edward Jones in Norwalk, IA, holding a Series 66 designation. He has been with Edward Jones since 2023 and has prior experience at Daugherty Business Solutions, BJC HealthCare, and Cardinal Health. 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, including discretionary and non-discretionary strategies, and maintains a large national network of advisors and branch offices.

Connor Hogan is a financial advisor at Edward Jones in Des Moines, IA, holding the CFP® and ChFC® designations with 31 years of industry experience. He has worked at Edward Jones since 2019 and previously held roles at Russell Investments and Transamerica Capital Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Donald Pick Jr. is a financial advisor with Ameriprise in Ankeny, IA, 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 focused on individuals approaching or in retirement with significant investable assets, providing detailed Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach and utilizes algorithmic automation overseen by a dedicated Retirement Income Oversight Committee.