Caleb Reiman is a financial advisor at Ameriprise in West Des Moines, IA, holding a Series 66 designation with one year of industry experience. Prior to joining Ameriprise in 2024, he worked at Northwestern Mutual for one year and was a student from 2010 to 2024. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with substantial investable assets, providing written Recommendation Reports that cover income sources, Social Security claiming options, and tax-smart withdrawal strategies. The firm utilizes a centralized consulting team and combines research, modeling, and tax-efficiency analysis to deliver tailored, algorithm-assisted recommendations.

Jeffrey Townsend is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Thrivent Investment Management and Wells Fargo Home Mortgage. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm’s Institutional Consulting Services program delivers customized, non-discretionary advice primarily through a select group of Wealth Advisors.

Lucas Borseth is a financial advisor with Thrivent Investment Management, holding a Series 66 credential and one year of industry experience. His work history includes multiple roles within Thrivent since 2024 and prior experience at Target and American Eagle Outfitters. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based planning on a range of topics and allows clients to combine planning with managed-account services under a consolidated billing option called WealthPlan.

Peter Hill is a ChFC®-designated financial advisor with 32 years of industry experience. He is currently with Cambridge Investment Research Advisors and previously worked at VOYA Financial Advisors. Hill serves as a committee member for the MDRT Foundation and its Main Platform/Special Sessions Committee. Cambridge Investment Research Advisors is a large SEC-registered firm that provides financial planning, investment management, and retirement plan advisory services to a diverse client base, including individuals, pension and profit-sharing plans, and charitable organizations. The firm offers multiple portfolio management solutions through a network of independent Financial Professionals, employing both proprietary and third-party strategies.

Jenna Leaven Miller is a Series 66 licensed financial advisor with nine years of industry experience. She is currently with LPL Financial and has held prior roles at Cetera Advisor Networks, Worsfold Wealth Management, Summit Brokerage Services, and other firms. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and nonprofits through a national network of advisors. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

Jennifer Boldt is a financial advisor with Mass Mutual Investors Services who holds Series 65 and Series 63 licenses and has 17 years of industry experience. She previously worked at Guardian Life Insurance Company of America for 15 years before joining Mass Mutual in 2024. Outside of her advisory work, she serves as secretary on the advisory board of a construction software company and is licensed as an insurance broker focusing on life and disability insurance. Mass Mutual Investors Services, LLC 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 a range of planning programs, including a recent standalone Divorce Planning service, and uses firm-approved software tools to deliver written recommendations tailored to clients' goals.

Andrew Blize is a financial advisor with LPL Financial in West Des Moines, IA, holding a Series 66 credential and 10 years of industry experience. His prior roles include positions at MassMutual Life Insurance Co., MML Investor Services, Park Avenue Securities, Guardian Life Insurance Company, Princor Financial Services Corporation, and Principal Life Insurance Company. 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 a range of financial planning and advisory programs, including discretionary and non-discretionary management, with access to model portfolios, research, and various investment strategies.

James Wilterdink is a financial advisor with LPL Financial and holds Series 63 and Series 65 licenses. He has 21 years of industry experience, including roles at LPL Financial since 2015 and previously at Vision Point Advisory Group. Outside of his advisory work, he is an owner of X Factor Labs LLC, a vitamin and supplement business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs with discretionary and non-discretionary management, supported by in-house and third-party research and technology.

Austin Bachman is a financial advisor at Cetera with one year of industry experience. He holds a Series 66 designation and has prior work experience at Casey's General Store and Kum & Go. Outside of his work at Cetera, he also provides financial advisory services through Guide Financial Group. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of advisors. The firm offers a broad range of portfolio management and consulting services, utilizing multiple program structures and third-party managers to accommodate diverse client needs.

Dawn Stephens Collins is a CFP® professional with over 10 years of experience in the financial industry. She has been with Edward Jones in Des Moines, IA since 2015. Collins serves on the volunteer Board of Directors for the Iowa Coalition Against Sexual Assault, contributing to leadership and strategic planning for the organization. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual and institutional investors. The firm offers a range of investment advisory programs and maintains a large nationwide network of financial advisors and branch offices.

Griffin Hatten is a Series 66-licensed financial advisor with Ameriprise in Norwalk, IA, with 12 years of industry experience. He has been with Ameriprise and its affiliate since 2013. Outside of his advisory role, Hatten is involved in umpiring college and high school baseball, and he also serves as a high school baseball assistant coach. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet certain eligibility 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 its approach and emphasizes managed accounts and algorithmic automation in delivering retirement advice.

Lori Baldwin is a Series 66 licensed financial advisor with Edward Jones in Altoona, Iowa, where she has worked since 2011. She has 14 years of industry experience. Outside of her advisory role, she is involved in agriculture as the owner of a farmland operation and acts as a bookkeeper for a transportation business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.

Nicholas Lensing is a Series 66 credentialed financial advisor with nine years of industry experience. He has worked at Edward Jones since 2019 and previously held roles at Principal Securities, Inc., Principal Life Insurance Company, Easter Seals Iowa, and Iowa State University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Letitia Anderson is a financial advisor at Cambridge Investment Research Advisors with 27 years of industry experience. She holds Series 65 and Series 66 credentials and previously worked at Broker Dealer Financial Services Corp. for 19 years. Anderson serves on the boards of the Fort Dodge Daybreak Rotary and the Almost Home Humane Society of North Central Iowa and acts as treasurer for the Fort Dodge Fine Arts Association. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, pension plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, employing a variety of investment platforms and strategies tailored to client objectives.

Jeffrey Olson is a financial advisor with Thrivent Investment Management in Johnston, Iowa, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based analyses and allows clients to combine planning with managed-account programs, focusing on comprehensive planning without discretionary trading authority.

Kolby Moore is a Series 66-licensed financial advisor with Edward Jones in Indianola, IA, with eight years of industry experience. He has been with Edward Jones since 2017 and previously worked with Primerica, Triplett Lawn Care LLC, Lake Erie Crushers, and Home Improvers Inc. 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 nationwide.

John Hatlevig is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and having nine years of industry experience. He has been with Thrivent and its related entities since 2016 and previously worked at DocClarity from 2005 to 2017. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm focuses on holistic, goal-based financial planning across various topics and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Stephen Mcgoldrick is a financial advisor at OSAIC with 31 years of industry experience. He previously worked at Lincoln Financial Advisors Corporation for 31 years before joining OSAIC in 2025. Outside of his advisory work, he coaches kickboxing and resistance training. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios managed on both discretionary and non-discretionary bases.

Noah Holthaus is a financial advisor at Edward Jones in Windsor Heights, IA, with three years of industry experience. He holds the Series 66 designation and previously owned an automotive detailing business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions, supported by a large national network of financial advisors and branch offices.

Jeffrey Baker is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior work includes positions at Woodbury Financial Services and Questar Capital Corporation. He is also the owner of a tax preparation and payroll services firm and leads a financial advisory practice under Expedition Wealth Management. OSAIC Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services with a focus on diversified portfolios that utilize automated tools and third-party managers.