Callie Held is a Series 66-licensed financial professional with five years of industry experience. She is currently affiliated with Cetera and Guide Financial Group, where she serves as a financial professional. Callie also engages in fixed insurance sales through a general brokerage agency. Cetera Investment Advisers LLC is an SEC-registered adviser that operates a multi-manager platform serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a large nationwide network of independent advisors.

Matthew Kennedy is a financial advisor with LPL Financial based in West Des Moines, IA, holding a Series 66 credential and having ten years of industry experience. He previously worked at Securities America, Inc. and Edward Jones. Outside of financial advising, he owns and operates Kennedy Lawn & Landscape, a landscaping business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of financial planning and advisory programs, utilizing model portfolios and research from internal and third-party sources.

Harriet Hubbell is a Series 66-registered financial advisor with Cambridge Investment Research Advisors in Des Moines, IA, bringing three years of industry experience. Prior to joining Cambridge in 2026, she worked at D.M. Kelly & Company and DMKC Advisory Services from 2021 to 2025. Outside of her advisory work, she has held part-time roles in customer service and administrative support. Cambridge Investment Research Advisors serves 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 professionals, utilizing a range of portfolio management strategies and platform options tailored to client objectives.

Daniel Trerotola Jr. is a financial advisor at LPL Financial with 47 years of industry experience. He holds Series 63 and Series 65 credentials and has been with LPL Financial since 2015. Trerotola operates Trerotola Wealth Management, an affiliated business entity used for investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of financial planning and advisory programs, leveraging both proprietary and third-party research to support diversified investment strategies.

Jason Egge is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He previously worked at Securities America Advisors and Banker's Trust. Outside of his advisory work, Egge volunteers with organizations including Greater Des Moines Habitat for Humanity, Meals from the Heartland, and serves as vice-president and board member of the Theodore Roosevelt High School Foundation. OSAIC Wealth, Inc. serves a diverse client base comprising retail and institutional investors through a broad network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, employing asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios that include a variety of asset classes.

Kyle Ellingson is a financial advisor at Cambridge Investment Research Advisors with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at Cambridge Investment Research Advisors since 2018 and Investment Advisors Corp from 2006 to 2018. In addition to his advisory work, Ellingson operates as an independent insurance agent under Capital Financial Planning. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, charitable organizations, and other clients. The firm offers a range of investment management and financial planning services through independent financial professionals, utilizing both proprietary models and third-party strategies across multiple platform arrangements.

Jeffrey Engelhardt is a financial advisor at Primerica Advisors with 15 years of industry experience. He holds Series 63 and Series 65 credentials and has a background that includes roles in school districts as well as ongoing work with PFS Investments Inc. Outside of advising, he is involved in the sale of loan products and referrals for home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, offering model-driven investment strategies supported by third-party asset managers and custodial services.

Julie Freeborn is a financial advisor with Ameriprise in West Des Moines, IA, holding a Series 66 designation and 19 years of industry experience. She has worked with Ameriprise since 2003, including a current tenure beginning in 2021, and briefly with Iowa Workforce Development in 2020. Outside of her advisory role, she is involved with Young Living Essential Oils for personal use. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service that provides clients approaching or in retirement with written recommendation reports and ongoing annual planning focused on income sources and tax-aware withdrawal strategies.

Eric Danner is a Benefits & Planning Consultant specializing in Executive Services at Fidelity Investments, a position he has held since 2021. In this role, he partners with executive clients to assist with personal and workplace planning aimed at helping them work towards their financial goals. Eric has extensive experience in the financial services industry, having held various roles since 1998. His previous positions include Relationship Manager at Legacy Financial Group, Associate Financial Consultant at Charles Schwab & Co., Registered Client Associate at Morgan Stanley, Senior Associate Portfolio Consultant at Charles Schwab & Co., Financial Services Representative at State Farm Insurance, Senior Investment Consultant at American Century Investments, and Brokerage Service Representative at Principal Financial Group.

Kathleen Hendershott is a financial advisor with UBS Financial Services in Madrid, IA, holding a Series 63 designation and bringing 27 years of industry experience. She has been with UBS since 2006. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and provides research-driven, model-based asset allocations tailored to client goals.

Kornmueng Baccam is a financial advisor at LPL Financial in Des Moines, IA, holding a Series 66 designation with 15 years of industry experience. His prior roles include positions at Voya Financial Advisors, Inc., Princor, and a period as a self-employed advisor. 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 a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research from internal and external sources.

Jonathan Lutz is a financial advisor with Edward Jones, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2009. 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 advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Richard Keeling is a CFP®-certified financial advisor with Ameriprise, based in Johnston, Iowa, and has 23 years of industry experience. He has worked at Ameriprise and its related entities since 2002. Outside of his advisory role, he serves as president of a building association in Clear Lake, Iowa. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency strategies to deliver personalized recommendations through a centralized consulting team.

Brian Becker is a financial advisor at Edward Jones in Urbandale, Iowa, holding a Series 66 credential with 15 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors, offering both discretionary and non-discretionary investment strategies under a fiduciary standard.

Scott Stone is a financial advisor at LPL Financial with 31 years of industry experience. He holds the ChFC®, Series 63, and Series 66 designations. Prior to joining LPL Financial, he worked at BancWest Investment Services and Bank of the West for 15 years. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services supported by research, model portfolios, and various portfolio management options.

Cooper Schettler is a Series 66-credentialed financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he worked in various roles including positions at Renewal By Andersen and Carlisle High School. 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 options supported by a large network of financial advisors and branch offices across the United States.

Anthony Mauro is a financial advisor at Cetera with 34 years of industry experience. He holds the CFP® and ChFC® designations and has worked at firms including Avantax and Quad M Inc. Outside of advising, Mauro is president of Slick Inc., a hunting and outdoor equipment business, and leads Tax Doctor, a tax preparation and bookkeeping firm. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform allowing advisors to use model portfolios, third-party managers, or create bespoke strategies across a variety of program structures and account types.

Daniel Bachman is a CFP® with 37 years of experience in the financial services industry. He currently works at Cetera and has held roles at Securian Financial Services, Minnesota Life Insurance Co., and Guide Financial Group. Outside of finance, he serves as a judge for men's gymnastics competitions at various levels, including NCAA and international events. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Mark Hentschel is a financial advisor with Edward Jones, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors Inc., Principal Securities, Inc., and Voya. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of managed solutions and advisory services supported by a large network of financial advisors and branch offices nationwide.

Michael Berry is a CFP® professional with 27 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. He has worked at Cambridge since 2020 and previously served at VOYA Financial Advisors from 2014 to 2020. Berry is also president of Wealth Builders, Inc., a firm engaged in investment advising and independent insurance agency activities. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base, including individuals, pension plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals who utilize a range of portfolio management strategies and custody arrangements.