Jeffrey Gatchel is a Series 66-licensed financial advisor with Equitable Advisors in Ames, Iowa, and has 20 years of industry experience. He has worked with Equitable Advisors and its predecessor, Axa Advisors, LLC, since 2006. Outside of his advisory role, he is involved in various outside insurance activities. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm utilizes a range of investment programs and works with both proprietary and third-party asset managers to tailor solutions based on clients’ risk tolerance and objectives.

Karla Przybyszewski is a financial advisor with Edward Jones, holding a Series 66 designation and totaling five years of industry experience. Her career has been with Edward Jones since 2010. 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 under management through a broad network of financial advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Karla Sexton is a financial advisor at Stifel with 24 years of industry experience. She has held her position at Stifel since 2009 and holds a Series 66 designation. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering both brokerage and advisory services supported by proprietary investment analysis and allocation methodologies.

Beth Williams is a financial advisor with Wells Fargo Clearing, holding Series 63, 65, and 66 licenses and 27 years of industry experience. She has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors LLC from 2011 to 2016. Outside of her advisory role, she serves as a finance council member at St. Rose of Lime/Sacred Heart Church in Denison, Iowa. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Eric Bryan is a Certified Financial Planner (CFP®) with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, he worked at CustomOne CFO and Controllers from 2010 to 2017 and Accu-Mold LLC in 2017. Outside of his advisory role, he is an investor and handles bookkeeping for Bryan Bros Homes, a real estate business based in Ankeny, IA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a network of more than 23,000 financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Heidi Smith is a Series 66 licensed financial advisor at Edward Jones with one year of industry experience. She previously worked at Guaranteed Rate and Regions Bank and has volunteered as a writer for the nonprofit Thrive Ministry. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment solutions, supported by a nationwide network of over 23,700 advisors.

Ryan Carson is a Series 66-licensed advisor at LPL Enterprise with one year of industry experience. Prior to joining LPL Enterprise, he held various roles including positions at Burgie's Coffee Nevada and Windmill Coffee Roasters, as well as employment at Iowa State University and Chick-Fil-A. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, retirement plans, banks, and charitable entities. The firm’s investment approach is primarily model-driven, utilizing portfolios developed by internal research and third-party strategists, and offers a range of financial planning, consulting, and access to third-party asset managers.

Brent Johnson is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. His prior roles include positions at First National Bank and Rosens' Inc., as well as experience in educational institutions such as Iowa State University and Des Moines Area Community College. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with research tools and various operational resources.

Kerrie Knudsen is a financial advisor with Edward Jones in Huxley, IA, holding a Series 66 designation and having one year of industry experience. Prior to her current role, she worked for four years at RE/MAX Real Estate Center and has teaching experience at the North Polk and Ankeny Community School Districts. Outside of her advisory work, she is involved in managing rental property with her spouse. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products, supported by a large network of financial advisors and branch offices nationwide.

Richard Smith is a financial advisor with OSAIC, holding Series 63 and Series 66 designations and 30 years of industry experience. Before joining OSAIC in 2024, he worked for Woodbury Financial Services for 17 years. In addition to his advisory role, he owns Richard Smith Agency, which sells traditional life and health insurance products. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services using firm-provided asset allocation tools and offers access to various third-party money managers and managed account solutions.

Tamra Shadlow is a financial advisor at Edward Jones with 27 years of industry experience. She holds the CFP® and ChFC® designations and has been with Edward Jones since 2010. Outside of her advisory role, she is the owner and sole member of TMCZ Enterprises LLC. 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, operating under a fiduciary standard.

Josiah Soderstrum is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Edward Jones since 2021. His prior roles include positions at Leighton State Bank, Grinnell Mutual, The Bridge, and Central University of Iowa. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, offering a range of advisory programs and investment solutions. The firm has a nationwide network of approximately 23,701 financial advisors and manages around $1.01 trillion in assets.

Andrew Kral is a financial advisor with Merrill Lynch Wealth Management. In his role, he works with a diverse group of clients, including professionals, business owners, retirees, and families, helping them develop personalized financial approaches to pursue their goals. He focuses on building clarity and confidence around clients' financial lives, both current and future, by understanding their circumstances, priorities, and vision. Andrew holds a High School Diploma from Don Bosco High School and attended Iowa State University without obtaining a degree. He holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He is affiliated with professional organizations such as the College for Financial Planning and the National Association of Plan Advisors. Outside of his professional work, Andrew is involved with community organizations including Habitat For Humanity and Scouting America. His personal interests include baseball, camping, fishing, football, golfing, hunting, music, running, spending time with family, and watching movies.

Derrick Hannah is a financial advisor at Stifel with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America and Merrill. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Daniel Marlow is a financial advisor at OSAIC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at OSAIC since 2018. Prior to that, he spent 11 years at Ameritas Investment Corp and has been affiliated with Central Financial Group for two decades. Additionally, he serves as an insurance agent through Central Financial Group and is a notary public in the state of Iowa. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a large network of financial advisers. The firm employs asset-allocation tools and offers integrated brokerage and advisory services, enabling customized portfolios across various asset classes and access to multiple third-party managed-account solutions.

Shea Thilges is a financial advisor with LPL Financial based in Ames, IA. He holds the Series 66 designation and has been in the industry since 2025. Prior to joining LPL Financial, he has experience working at First National Bank, Edward Jones, and Main Street Specialties, as well as roles connected to Iowa State University and local schools. 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 portfolios, third-party asset management, and institutional platforms, supporting advisors with various investment tools and research capabilities.

Emmi Miller is a financial advisor at OSAIC with 13 years of industry experience. She holds Series 63 and Series 65 registrations and has previously worked at Securities America Advisors and Avantax Advisory Services. Outside of her advisory work, Miller serves as Secretary for the Nevada Iowa Rotary and is an enrolled agent involved in tax preparation and bookkeeping through Skinner & Associates, Inc. Osaic Wealth, Inc. serves a broad range of clients including individual investors, high-net-worth clients, pension plans, and charitable organizations through a large network of advisers and multiple platforms. The firm offers integrated brokerage and advisory services using asset-allocation tools and efficient-frontier analysis to construct portfolios that may include stocks, bonds, mutual funds, ETFs, and alternative investments.

Melanie Vespestad is a CFP®-certified financial advisor at Edward Jones with five years of industry experience. Her prior roles include positions at Wells Fargo and Stella & Dot. Outside of finance, she operated a photography business for seven years. 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 affiliated services, supported by a large nationwide network of financial advisors and branch offices.

Daniel Divine is a financial advisor at Stifel with 29 years of industry experience. He has been with Stifel since 2009 and holds the Series 63, Series 65, and Series 66 licenses. Outside of his advisory role, he serves as Bailli (president) of the local chapter of La Confrérie de la Chaîne des Rôtisseurs, an international gastronomic society focused on promoting the culinary arts. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment strategy and probabilistic modeling developed by its Investment Strategy Group.

Maggie Anthony is a financial advisor at Edward Jones in Ames, IA, holding a Series 66 designation with two years of industry experience. She has been with Edward Jones since 2013. Outside of her advisory role, she co-owns a screen printing business with her husband. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs and affiliated financial services, managing approximately $1.01 trillion in assets through a large nationwide network of advisors and branches.