Michael Hefner is a CFP® and PFS™ credentialed advisor with 28 years of industry experience. He currently works at Raymond James Financial Services Advisors, Inc. and previously spent 22 years with Commonwealth Financial Network. Outside of advising, Hefner owns a tax preparation and planning business and is a founding owner of Hefner Financial Inc. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Alfred Mataloni is a financial advisor with Fidelity, holding Series 63 and Series 65 certifications and 34 years of industry experience. His career includes roles at Fidelity Brokerage Services LLC since 2020 and Kestra Financial Services, Inc from 2016 to 2020. He works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a research-driven and algorithmic investment approach, offers discretionary and non-discretionary services, and manages model portfolios constructed from mutual funds, ETFs, and ETPs.

Stephen Houg is a CFP® professional with 27 years of experience in the financial services industry. He is currently with Cetera and has held roles at Guide Financial Group and Securian Financial Services, Inc. Outside of his advisory work, he serves as a board member of the nonprofit Alpha Women’s Center and volunteers with Financial Peace University. Cetera Investment Advisers LLC is a national SEC-registered advisor that serves individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in assets across more than 10,000 advisors.

Jeffrey Franke is a financial advisor at Ameriprise with 31 years of industry experience. He has been with Ameriprise since 1996, serving in various capacities within the firm. Franke holds Series 63 and Series 65 designations and is involved in compliance supervision as a Registered Principal Delegate for another advisory business. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes written recommendation reports and ongoing advice focused on reliable income sources and tax-aware withdrawal strategies. The firm’s retirement income service integrates proprietary research and third-party data within a non-discretionary implementation framework.

Kimberly Guilford is a financial advisor at Edward Jones with 11 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs and related services, operating under a fiduciary standard and supported by a network of over 23,000 financial advisors nationwide.

Anthony Fisette is a financial advisor at Edward Jones with four years of industry experience. His prior roles include six years at State Farm/James Lunders Insurance Agency and four years at NCMIC. He holds Series 66, 63, and 65 licenses and is based in Des Moines, IA. 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, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Austin Walther is a financial advisor with Thrivent Investment Management in Johnston, IA, holding a Series 66 designation and six years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2019, following three years at Viridiant. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on a broad range of financial topics. The firm emphasizes holistic, goal-based analyses and allows clients to integrate planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Dylan Lang is a financial advisor with OSAIC based in West Des Moines, IA, holding a Series 66 designation and four years of industry experience. Prior to joining OSAIC, he worked at Woodbury Financial Services and has held dual roles at Expedition Wealth Management as both Director of Operations and Financial Advisor. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage, investment advisory services, and access to third-party money managers. The firm employs asset-allocation tools and automated rebalancing to create diversified portfolios and supports a complex platform footprint with multiple mergers and private-equity ownership.

Matthew Kneifl is a financial advisor with Edward Jones in Windsor Heights, IA, holding the CFP® designation and Series 63 and 66 licenses. He has 23 years of industry experience, all with Edward Jones since 2002. Outside of his advisory work, he manages farmland and residential properties in Iowa. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment advisory and wealth management solutions supported by a large nationwide network of financial advisors.

Joseph Harrell is a financial advisor at Edward Jones in Des Moines, IA, holding a Series 66 designation. He has experience in logistics and fleet management, having worked at BlueGrace Logistics, Bison Transport, and Enterprise Fleet Management prior to rejoining Edward Jones. Harrell also spent four years affiliated with Truman State University. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Anthony Gordon is a financial advisor at Thrivent Investment Management with five years of industry experience. He holds the Series 66 designation and has worked at Thrivent Financial and its affiliated entities since 2020. Prior to joining Thrivent, he held roles at Graceland University, Des Moines Public Schools, and Simpson College. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors. The firm provides holistic, goal-based analyses and planning across various financial topics, with clients able to combine planning and managed-account services under a consolidated billing option called WealthPlan.

Eric Johnson is a financial advisor with Raymond James & Associates, holding Series 66 and Series 63 licenses and 14 years of industry experience. His career includes roles at Cetera Financial Specialists, Principal Securities, Principal Life Insurance, Directed Services, LLC, and Voya prior to joining Raymond James. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional investors, charitable organizations, and municipal entities, offering financial planning and investment consulting with a range of portfolio management styles and firm research support.

Jay Sohn is a Series 66-licensed financial advisor with Edward Jones, based in West Des Moines, IA. He has 18 years of industry experience, including 19 years with Edward Jones. 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 under management 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.

John Nesbit is a Series 63-licensed financial advisor with 35 years of industry experience. He currently works at Osaic and previously spent 21 years at FSC Securities Corporation. He also operates a business under the name Diversified Financial Group. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisers and advisory platforms. The firm employs various tools and third-party services to construct diversified portfolios and offers both brokerage and investment advisory services.

Thomas Alexander is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 26 years of industry experience. He has previously worked at Principal Securities Inc. and Principal Life Insurance Co. Outside of his advisory role, he operates a DBA for his LPL business activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, and charitable organizations. The firm offers a range of financial planning and advisory programs with access to model portfolios, research, and various management services.

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.

Rachel Wilson is a Series 66-licensed financial advisor with Ameriprise in Urbandale, IA, with 13 years of industry experience. She has been with Ameriprise and its affiliated entities since 2013. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

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.