Timmy Papadopoulos is a financial advisor at LPL Financial with 24 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at several firms, including Bearence Management Group and Securities America Advisors, Inc., for 15 years each. His prior experience also includes roles at Brokers Clearing House and Nationwide Provident. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset managers, and supports its advisors with model portfolios and advanced operational tools.

Lyndon Crawford is a Series 66-licensed financial advisor with 11 years of industry experience. He is currently with Cambridge Investment Research Advisors and has previous experience at Principal Securities, Principal Life Insurance, Cetera Advisors, and Waddell & Reed. Outside of his advisory work, Crawford serves as a coach at Lincoln High School in Des Moines, IA. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers a range of financial planning and investment management services through a network of independent professionals, utilizing multiple platform arrangements and proprietary as well as third-party strategies.

Katrina Ellis is a financial advisor at Wells Fargo Advisors with eight years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing Services, LLC from 2015 to 2022 before joining Wells Fargo Advisors. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services. The firm provides tailored recommendations using proprietary research and planning tools, with services covering areas such as retirement, education, risk management, and specialized planning for business owners and unique client needs.

Jason Siemens is a Certified Financial Planner™ (CFP®) with eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at the Indianola Police Department from 2006 to 2017. 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.

James Lee is a financial advisor with Primerica Advisors in Urbandale, IA, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at GreenState Credit Union, PFS Investments Inc., and EMC Insurance. He also has experience selling non-investment related products through Primerica Mortgage and related affiliates. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices, offering model-driven investment strategies supported by third-party asset managers and custodians.

Jaylen De Vries is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and two years of industry experience. Prior to joining Mass Mutual, he worked at AEI Capital Corporation and served in various roles including teaching positions at Southern Illinois University and Concordia St. Paul University. In addition to his advisory role, he is an insurance agent with the First Gabrielson Agency. 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, charitable organizations, and employers. The firm offers comprehensive planning using advanced analytics and a range of investment programs.

William Schmidt is a financial advisor with Ameriprise, holding a Series 66 designation and 25 years of industry experience. He has worked with Ameriprise and Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, Schmidt consults for a hunting lodge that offers guided tours and rentals. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, offering tailored reports that include income, Social Security, and tax strategies. The firm combines research and modeling with a centralized consulting team to deliver non-discretionary recommendations and offers a broad range of advisory, brokerage, and insurance solutions.

Samson Demoss is a CFP®-designated financial advisor with five years of industry experience. He is currently with Wells Fargo Advisors, where he has been since 2023, following prior roles at Northwestern Mutual Investment Services and Northwestern Mutual Life Insurance Company. Outside of his role at Wells Fargo, Samson owns and operates Samson Wealth Management LLC, an investment-related business based in Sioux City, IA. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options that address various client needs, including retirement, education, business-owner transition, and special-niche planning, using proprietary research and tools to develop tailored recommendations.

Dirk Dixon is a financial advisor at LPL Financial with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Ameritas Investment Company, LLC and New England Securities. Dixon also operates Advanced Tax Solutions, providing tax preparation and accounting services in West Des Moines, IA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by technology and research tools.

Timothy Cox is a financial advisor with LPL Financial based in Des Moines, IA, holding Series 63 and Series 66 credentials and 12 years of industry experience. He previously worked at Securities America Advisors and Securities America Inc for nine years. 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.

Steven Freking is a financial advisor with Cetera, holding the CFP® and ChFC® designations and possessing 28 years of industry experience. He has held roles at Cetera since 2021 and previously worked at Voya Financial Advisors and Partners Advantage Insurance Services. In addition to his advisory work, he is co-owner and vice president of Independent Brokerage Network and serves as senior vice president at Partners Advantage Midwest. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning services, supporting a network of over 10,000 advisors and managing more than $256 billion in assets.

Jaila Skinner is a Series 66-licensed advisor at Edward Jones with 23 years of experience at the firm, located in Carlisle, IA. She has worked exclusively with Edward Jones since 2003. 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 across the country.

Kevin Mullins is a financial advisor at Edward Jones in Norwalk, IA, holding a Series 66 designation. He has been with Edward Jones since 2023 and has prior experience at Daugherty Business Solutions, BJC HealthCare, and Cardinal Health. 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, including discretionary and non-discretionary strategies, and maintains a large national network of advisors and branch offices.

Mark Aasen is a financial advisor with Osaic Wealth, Inc., holding Series 65 and Series 66 licenses and bringing 24 years of industry experience. His prior roles include positions at Diversified Financial Advisory Group and FSC Securities. Outside of finance, he serves with the Pleasant Hill Fire Department. Osaic Wealth, Inc. serves retail and institutional clients through a large network of advisors, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools, risk assessments, and automated rebalancing to construct portfolios across various asset classes, managing accounts on both discretionary and non-discretionary bases.

Connor Hogan is a financial advisor at Edward Jones in Des Moines, IA, holding the CFP® and ChFC® designations with 31 years of industry experience. He has worked at Edward Jones since 2019 and previously held roles at Russell Investments and Transamerica Capital Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Henry Kinney Jr. is a Series 63-registered financial advisor with LPL Financial in West Des Moines, IA, with 36 years of industry experience. He has been with LPL Financial and its predecessor entities since 1998 and has operated RetireRight, LLC, an independent registered investment advisory firm, since 2019. Kinney has also been involved in the sales of non-variable insurance products through local brokerage offices. 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 financial planning and investment management services through its network of advisers, utilizing both proprietary and third-party investment strategies across various account types.

Donald Pick Jr. is a financial advisor with Ameriprise in West Des Moines, IA, holding a Series 63 designation and 38 years of industry experience. He has worked with Ameriprise and its related entities since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning, utilizing proprietary research and third-party data to provide recommendations on income sources and withdrawal strategies.

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 63 and Series 65 credentials and two years of industry experience. Her work history includes roles at Community CPA & Associates, Inc and PFS Investments Inc. Outside of finance, she has experience in animation and education, having worked with Yowza! Animation and Rochester Institute of Technology. Primerica Advisors is a large institutional firm serving primarily individual investors and some corporate and charitable clients. The firm offers a wrap-fee asset management program that uses model-delivery strategies managed by third-party asset managers and provides various investment models, including recently added cryptocurrency ETF allocations.

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.