Kent Powgnas is a CFP® professional affiliated with LPL Financial, with 37 years of industry experience. He has been with LPL Financial since 2008. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing various portfolio management strategies and research resources.

Timmy Papadopoulos is a financial advisor at LPL Financial with 23 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Bearence Management Group, Securities America Advisors, Inc., and Brokers Clearing House. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Lyndon Crawford is a financial advisor at Cambridge Investment Research Advisors with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Principal Securities Inc. and Principal Life Insurance Co. Outside of his advisory role, he serves as a coach at Lincoln High School in Des Moines, IA. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base with financial planning, investment management, and retirement plan advisory services delivered through a network of independent professionals.

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, holding Series 65 and Series 63 credentials and five years of industry experience. His prior work includes roles at GreenState Credit Union, PFS Investments Inc., and EMC Insurance. He also has a background in self-employment with Prairie Design Solutions. Outside of advising, he is involved in the sale of home security and automation products through affiliated companies. Primerica Advisors sponsors 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 entities. The firm operates at scale with thousands of advisors and offers portfolio management based largely on model-delivery strategies from unaffiliated asset managers.

Jaylen De Vries is a financial advisor at Mass Mutual Investors Services with one year of industry experience. He holds the Series 66 designation and has prior work history that includes roles at Concordia St. Paul University and AEI Capital Corporation. Outside of his advisory work, he is also an agent with First Gabrielson Agency, focusing on life, property and casualty insurance, and fixed annuities. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, employing collaborative, technology-supported planning processes.

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 with LPL Financial in West Des Moines, Iowa, holding Series 63 and Series 65 licenses and having 28 years of industry experience. He has been with LPL Financial since 2012 and operates RetireRight, LLC, an independent investment advisory firm. Outside of his advisory work, he is involved with Advanced Tax Solutions, providing tax preparation and accounting services. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs and financial planning services, combining proprietary and third-party research with both discretionary and non-discretionary management approaches.

Timothy Cox is a financial advisor with LPL Financial in Des Moines, IA, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He previously worked at Securities America Advisors and Securities America Inc for nine years before joining LPL Financial in 2023. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services with both discretionary and non-discretionary management options.

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. He holds Series 65 and Series 66 licenses and has 24 years of industry experience. His prior work includes roles at Diversified Financial Advisory Group, FSC Securities, and Diversified Financial Group. Outside of his advisory work, he has served with the Pleasant Hill Fire Department since 2009. Osaic Wealth, Inc. serves a broad range of clients, including retail and institutional investors, offering integrated brokerage and advisory services supported by multiple platforms and third-party investment solutions. The firm employs a variety of portfolio construction tools and manages 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.

Donald Pick Jr. is a financial advisor with Ameriprise in Ankeny, IA, holding a Series 63 designation and 37 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing detailed Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach and utilizes algorithmic automation overseen by a dedicated Retirement Income Oversight Committee.

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.