Kristin Meyer is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 22 years of industry experience. She has been with Thrivent Financial since 2016 and with Thrivent Investment Management since 2015. Outside of her advisory role, she operates a business selling custom bracelets. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without managing client accounts directly.

Terry Mccormick is a financial advisor at Raymond James Financial with 43 years of industry experience. He holds the Series 63 designation and has been with Raymond James Financial and its affiliate since 2007. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary advisory services using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Jacob Oberender is a financial advisor at Edelman Financial Engines with two years of industry experience. He holds a Series 65 designation and has worked previously at RSM and Mokosak Advisory Group, LLC. Outside of finance, he serves as an agent and member of the board of advisors for Outsmoked, LLC, a food service business. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios and supports a large client base through both advisor-led and online offerings.

Jeffrey Harrold is a financial advisor with LPL Financial in West Des Moines, IA, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has been with LPL Financial since 2002 and previously worked at Morgan Stanley DW Inc. from 1999 to 2002. Outside of his advisory role, he is a commissioned notary. 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 variety of financial planning and investment management services using both proprietary and third-party strategies, supported by a broad platform that includes advisory and non-advisory financial products.

James Wessels is a CFA®, PFS™, and Series 66 credentialed financial advisor affiliated with Cambridge Investment Research Advisors. He has 29 years of industry experience, including prior roles at VOYA Financial Advisors and ownership of Gremler Financial Group. Wessels serves as an adjunct professor in wealth management at the University of Iowa and holds board positions with Central Iowa Shelter & Services and the University of Iowa Krause Fund. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base through independent financial professionals. The firm offers financial planning, investment management, and retirement plan advisory services with a range of customizable strategies and platform options, including proprietary model strategies and access to unaffiliated managers.

Michael Hammen is a CFP® professional with 28 years of experience in financial advising. He is currently affiliated with Cetera and has held roles at multiple firms, including Vision Financial Services LLC and Avantax. Outside of his advisory work, he serves as president of the West Des Moines Lions Club, leading community and civic activities. Cetera is an SEC-registered adviser operating a nationwide network of independent advisors serving individual, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party model portfolios and customized strategies.

Kurt Cole is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 17 years of industry experience. He previously worked at First Financial Advisors, LLC for 16 years and has been involved with the First Financial Education Center of Iowa for over two decades. Cambridge Investment Research Advisors serves a wide range of clients, including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services. The firm provides diverse investment solutions through independent Financial Professionals, utilizing both proprietary models and third-party strategists across multiple platform arrangements.

Lance Eddie is a CFP® professional with 17 years of experience in the financial services industry. He has been with Edward Jones since 2009. 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 network of financial advisors and branch offices nationwide.

Dana Kiene is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She previously worked with Waddell & Reed, Inc. and various insurance carriers for two decades. Outside of financial services, she is involved with Peterson Funeral Services, Inc. in a non-investment role. 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 and access to model portfolios, supported by a large network of investment adviser representatives.

Andrew Maurer is a CFP® professional with seven years of industry experience, currently serving clients at Edward Jones since 2018. Prior to joining Edward Jones, he worked at McClure Engineering Company from 2015 to 2018. Edward Jones is a full-service wealth management firm that serves individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a wide range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Klayton Booth is a financial advisor affiliated with OSAIC, holding a Series 66 license and six years of industry experience. Prior to joining OSAIC, he worked at Royal Alliance for seven years and at Jimmy Johns for four years. Outside of his advisory role, Booth operates an independent insurance agency specializing in fixed insurance products and owns a tax preparation business. OSAIC serves a wide range of retail and institutional clients through an extensive network of financial advisers and multiple advisory platforms, offering brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs various tools for portfolio construction and supports both discretionary and non-discretionary account management.

Bianca Rowland is a financial advisor with Ameriprise in West Des Moines, IA, holding Series 66 and Series 63 licenses and having 10 years of industry experience. She has been with Ameriprise since 2011 and also has experience running her own LLC for business expense management. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Graciela Van Wyk is a financial advisor at Edward Jones with 19 years of industry experience. She holds Series 66 and Series 63 licenses and previously worked at Principal Securities and Principal Life Insurance for 17 years. Outside of her advisory role, she owns EmpowerED Voices, a business focused on English/Spanish interpretation and tutoring. 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 solutions supported by a large nationwide network of financial advisors and branch offices.

Collin Miller is a CFP®-certified financial advisor with six years of industry experience, currently affiliated with LPL Financial in West Des Moines, IA. He previously worked at Waddell and Reed and Harvest Point Inc. In addition to his advisory role, he is also a commissioned notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Jason Vos is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2010. Vos serves as a board member of the Willow Creek Golf Course Men's League in West 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 financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals using various portfolio management approaches and platform arrangements.

Timothy Hanstad is a financial advisor with Edward Jones in Johnston, IA, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1992. 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 and offers a range of discretionary and non-discretionary investment strategies, operating under a fiduciary standard.

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.

Dillon Miller is a financial advisor at J.P. Morgan Securities with two years of industry experience. His prior work includes positions at U.S. Bank and service in the Army Reserves from 2016 to 2024. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and a manager-solutions team to deliver non-discretionary advice. The firm incorporates an ESG eligibility framework in its investment recommendations and offers access to a broad range of product types through its registrations and affiliations.

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.