Christine Korte is a CFP® professional with 28 years of experience, currently serving as a financial advisor at Ameriprise since 2020. She previously worked at Ameriprise Financial Services, Inc. for 15 years. Outside of her advisory role, she serves as treasurer on the board of the St Vincent de Paul Society Des Moines District Council and is a foundation member of the Des Moines AM Rotary Foundation. She also contributes to the Loras College CFP Advisory Council, providing insights into the financial planning profession. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, delivering annual written recommendations that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to tailor plans and provides a broad range of advisory, brokerage, and insurance solutions.

Crystal Hou is a financial advisor with Primerica Advisors in West Des Moines, IA, holding Series 65 and Series 63 licenses and having two years of industry experience. Her prior work includes roles at Community CPA & Associates, Inc. and PFS Investments Inc., along with experience in animation and education sectors. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors as well as corporate and charitable clients. The firm delivers advisory services through a large network of advisors using model-based strategies managed by unaffiliated asset managers and supported by BNY Mellon Advisors and Pershing for execution and custody.

David Barzen is a financial advisor with Ameriprise in Des Moines, IA, holding a Series 63 designation and 36 years of industry experience. He has been with Ameriprise since 2005, working through both Ameriprise Financial Services, Inc. and Ameriprise Financial Services, LLC. Barzen serves as president on the board of the Des Moines Historical Society and supports local arts through the Gabriel House Sessions, a recurring art and music event held at a historic mansion. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that emphasize dependable income sources and tax-aware withdrawal strategies. The firm’s approach integrates proprietary investment research and third-party data to deliver personalized recommendations within a defined investment universe influenced by affiliated products and distribution arrangements.

Matthew Kennedy is a financial advisor with LPL Financial, holding a Series 66 designation and having 10 years of industry experience. His prior work includes roles at Securities America, Inc. and Edward Jones. Outside of his advisory work, Kennedy owns Kennedy Lawn & Landscape, a landscaping business in Indianola, IA. 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, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

Harriet Hubbell is a Series 66-registered financial advisor with Cambridge Investment Research Advisors in Des Moines, IA, bringing three years of industry experience. Prior to joining Cambridge in 2026, she worked at D.M. Kelly & Company and DMKC Advisory Services from 2021 to 2025. Outside of her advisory work, she has held part-time roles in customer service and administrative support. Cambridge Investment Research Advisors serves 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 professionals, utilizing a range of portfolio management strategies and platform options tailored to client objectives.

Daniel Trerotola Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and over 47 years of industry experience. He previously worked at Waddell & Reed and Wells Fargo Clearing. He is involved with Trerotola Wealth Management, an entity related to his advisory business. 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 financial planning, model portfolios, third-party asset management, and institutional platforms, with advice delivered through a large network of investment adviser representatives using a variety of investment strategies and operational support tools.

Jason Egge is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He previously worked at Securities America Advisors and Banker's Trust. Outside of his advisory work, Egge volunteers with organizations including Greater Des Moines Habitat for Humanity, Meals from the Heartland, and serves as vice-president and board member of the Theodore Roosevelt High School Foundation. OSAIC Wealth, Inc. serves a diverse client base comprising retail and institutional investors through a broad network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, employing asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios that include a variety of asset classes.

Kyle Ellingson is a financial advisor at Cambridge Investment Research Advisors with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at Cambridge Investment Research Advisors since 2018 and Investment Advisors Corp from 2006 to 2018. In addition to his advisory work, Ellingson operates as an independent insurance agent under Capital Financial Planning. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, charitable organizations, and other clients. The firm offers a range of investment management and financial planning services through independent financial professionals, utilizing both proprietary models and third-party strategies across multiple platform arrangements.

James Odson is a financial advisor with LPL Enterprise, holding Series 63 and 65 licenses and bringing 31 years of industry experience. He has worked at Prudential Insurance Company of America and Pruco Securities, LLC since 1995. In addition to his advisory role, he is involved in non-variable health insurance and group benefits through separate business activities in Iowa. 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 emphasizes model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in wrap programs.

Mitchem Clefisch is a financial advisor at Edward Jones with 13 years of industry experience. He has been with Edward Jones since 2011 and holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and operates under a fiduciary standard, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices.

Kornmueng Baccam is a financial advisor at LPL Financial with 15 years of industry experience. He holds the Series 66 designation and has previously worked at Voya Financial Advisors, Inc., Princor, and operated as a self-employed advisor. 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.

Jonathan Lutz is a financial advisor with Edward Jones, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Justin Bjerke is a CFP® and ChFC® with 14 years of industry experience, currently serving as a financial advisor at Edward Jones since 2011. He is based in Ankeny, IA. Outside of his advisory role, he owns and manages a rental property. Edward Jones is a full-service wealth management firm with over 23,700 advisors serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Richard Keeling is a CFP®-certified financial advisor with Ameriprise, based in Johnston, Iowa, and has 23 years of industry experience. He has worked at Ameriprise and its related entities since 2002. Outside of his advisory role, he serves as president of a building association in Clear Lake, Iowa. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency strategies to deliver personalized recommendations through a centralized consulting team.

Brian Becker is a financial advisor at Edward Jones in Urbandale, Iowa, holding a Series 66 credential with 15 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors, offering both discretionary and non-discretionary investment strategies under a fiduciary standard.

Cooper Schettler is a Series 66-credentialed financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he worked in various roles including positions at Renewal By Andersen and Carlisle High School. 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 options supported by a large network of financial advisors and branch offices across the United States.

Adam Kline is a CFP®-certified financial advisor with Edward Jones, where he has worked since 2004, accumulating 21 years of industry experience. He holds Series 63 and 66 licenses and is based in Bondurant, IA. Outside of his advisory role, he serves as president of the Bondurant Chamber of Commerce. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and affiliated investment products supported by a nationwide network of financial advisors and branch offices.

Anthony Mauro is a financial advisor at Cetera with 34 years of industry experience. He holds the CFP® and ChFC® designations and has worked at firms including Avantax and Quad M Inc. Outside of advising, Mauro is president of Slick Inc., a hunting and outdoor equipment business, and leads Tax Doctor, a tax preparation and bookkeeping firm. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform allowing advisors to use model portfolios, third-party managers, or create bespoke strategies across a variety of program structures and account types.

Mark Hentschel is a financial advisor with Edward Jones, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors Inc., Principal Securities, Inc., and Voya. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of managed solutions and advisory services supported by a large network of financial advisors and branch offices nationwide.

Michael Berry is a CFP® professional with 27 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. He has worked at Cambridge since 2020 and previously served at VOYA Financial Advisors from 2014 to 2020. Berry is also president of Wealth Builders, Inc., a firm engaged in investment advising and independent insurance agency activities. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base, including individuals, pension plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals who utilize a range of portfolio management strategies and custody arrangements.