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.

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.

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.

Nicholas Stanley is a financial advisor with Ameriprise who holds a Series 66 designation and has 18 years of industry experience. His prior work includes roles at Nielsen Financial Management, Ameriprise Financial Services, and Schnurr & Company, LLP. Outside of his advisory work, he is the owner of TrustPoint, LLP, a tax preparation business. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides written recommendation reports and ongoing advice focused on income stability and tax-aware withdrawal strategies.

Mitchel Peterson is a Series 66-licensed financial advisor at Stifel with 28 years of industry experience. He has been with Stifel since 2009. Stifel serves a wide range of clients, including individuals, institutional investors, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach incorporates proprietary analyses and forward-looking capital market assumptions developed by its Investment Strategy Group.

Andrew Murdoch is a financial advisor with Edward Jones in Ames, IA, holding a Series 66 designation and 18 years of industry experience. His prior roles include six years at Principal Securities Inc and involvement with the Story County Boys and Girls Club for six years. Outside of finance, he serves as Assistant Director for the USA Hockey Select Bantam Camp and is an instructor at the Bob Johnson Hockey School in Aspen, CO. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs. The firm manages over $1 trillion in assets and combines a large retail advisor network with affiliated capabilities such as trust services and securities-based lending.

Emily Calvert is a financial advisor with Ameriprise in Ames, Iowa, holding a Series 66 designation and five years of industry experience. She has worked at Ameriprise since 2020 and has prior experience in various roles at Iowa State University and Des Moines Christian Early Education. Calvert is also employed at Integrity Point LLC as a financial advisor on the sales and advice team. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team.

Stewart Hinerfeld is a financial advisor with Green Belt Investment Services in Ames, IA, holding a Series 63 designation and 23 years of industry experience. He has held roles at Ameriprise and American Express Financial Advisors Inc. since 1996. Outside of his advisory work, he volunteers as a paramedic specialist at Mary Greeley Medical Center. Green Belt Investment Services is an independent, state-registered investment adviser serving a limited number of high-net-worth clients. The firm provides portfolio management and financial advisory services with a focus on personalized client supervision and account administration through Charles Schwab.