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John M

Series 63, Series 66

Des Moines, IA

Cambridge Investment Research Advisors

John Martin is a financial advisor at Cambridge Investment Research Advisors with 46 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Cambridge Investment Research Advisors since 2018. Martin has also been involved with Martin Capital Management, LLC since 2007. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, trusts, estates, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, utilizing a range of portfolio management and model-based solutions tailored to client objectives.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Jed M

Series 63, Series 66

West Des Moines, IA

Equitable Advisors

Jed Mengel is a financial advisor with Equitable Advisors in West Des Moines, IA, holding Series 63 and Series 66 licenses and 18 years of industry experience. He has been with Equitable Advisors since 2010 and previously associated with Axa Advisors, LLC. Mengel serves as co-president and board member of the Des Moines Hinderclub Handball Club and is treasurer of the Theodore Roosevelt High School PTA. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, utilizing various advisory programs and maintaining both discretionary and non-discretionary assets under management.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Noah A

Series 66

Des Moines, IA

Edward Jones

Noah Allen is a financial advisor at Edward Jones in Des Moines, IA, holding a Series 66 designation with less than one year of industry experience. Prior to joining Edward Jones, he held teaching positions at multiple educational institutions including Central College and Mount Marty University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and affiliated products. The firm manages approximately $1.01 trillion in assets through a large network of advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Arron C

Series 63, Series 65

Des Moines, IA

LPL Financial

Arron Cramer is a financial advisor at LPL Financial with 11 years of industry experience and holds Series 63 and Series 65 licenses. His prior experience includes roles at Uncommon Wealth Partners, LLC, FEDEX, Royal Alliance Associates, Inc., Financial Decisions Group LLC, and Signator Investors, Inc. 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, with access to model portfolios, research, and various investment strategies.

College savings (529s, UTMA, etc.)
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Joel H

Series 66

Urbandale, IA

Cetera

Joel Hall is a financial advisor with Cetera, holding a Series 66 designation and 11 years of industry experience. He has worked with Guide Financial Group since 2015 and joined Cetera in 2023. In addition to his advisory work, Hall is employed by the Polk City Police Department and holds roles as a fixed insurance agent/broker and a notary public. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base that includes individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to various program structures and third-party money managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Jasen D

CFA®, Series 66

Urbandale, IA

Cambridge Investment Research Advisors

Jasen Dahm is a CFA® charterholder and Series 66 licensee with 11 years of industry experience. He has worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2020 and previously spent six years with VOYA Financial Advisors. Dahm serves on the executive committee of the Junior Achievement of Central Iowa nonprofit board and is a minority owner of Iowa DreamView Fund, LLC. 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 provides financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, offering a range of tailored portfolio management solutions across multiple platforms.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Andrew B

Series 63, Series 65

Johnston, IA

OSAIC

Andrew Behnkendorf is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. He has previously worked at Sii and Ameritas Investment Corp and maintains an independent insurance agent role through Central Financial Group. OSAIC serves a diverse client base including individual, high-net-worth, corporate, and institutional investors through a large network of advisers. The firm provides integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party managed portfolios using a range of investment strategies and technologies.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Ashley R

Series 65, Series 63

Des Moines, IA

Cambridge Investment Research Advisors

Ashley Rogers is a financial advisor at Cambridge Investment Research Advisors with 6 years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked with Primerica Advisors and Primerica Financial Services. Outside of financial advising, she is the founder of Iowa Storm, a sports and fitness-related business. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, providing financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm offers a range of investment solutions including proprietary model strategies and access to third-party managers, with options for discretionary and non-discretionary portfolio management.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Michael L

Series 66

Johnston, IA

LPL Financial

Michael Landgrebe is a financial advisor with LPL Financial holding a Series 66 designation and one year of industry experience. His prior career includes roles in various businesses such as Ranko LLC and 360 MedSpas. He operates Clarity Financial Planning as a DBA for his LPL business in Johnston, IA. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a wide range of advisory programs and financial planning services supported by extensive research and technology.

College savings (529s, UTMA, etc.)
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Jeffrey H

Series 66

Johnston, IA

Thrivent Investment Management

Jeffrey Hatlevig is a financial advisor with Thrivent Investment Management, holding a Series 66 credential and 18 years of industry experience. He has been with Thrivent since 2007. Outside of his advisory role, he is involved as a director and board member of Love and Legacy, LLC, an organization focused on producing legacy videos for cancer patients and others, and he owns and manages a multi-suite property in Johnston, IA. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial plans across a broad range of topics without including implementation. The firm allows clients to combine planning with managed-account programs under consolidated billing while keeping these services separate.

Business ownership considerations
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John M

Series 66

Johnston, IA

Thrivent Investment Management

John Mortimer is a Series 66-credentialed advisor with Thrivent Investment Management and has been in the industry since 2025. Prior to joining Thrivent, he held positions at Iowa State University and in the automotive and agriculture sectors. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without discretionary trading authority. The firm supports clients through a consolidated billing option that combines planning with managed-account services while maintaining them as separate engagements.

Business ownership considerations
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David E

Series 63, Series 65

Des Moines, IA

LPL Financial

David Elwell is a financial advisor at LPL Financial with 39 years of industry experience. He holds Series 63 and Series 65 credentials and has been with LPL Financial since 2007. Elwell is a retired member of the US Army Reserve and a sole owner of Elwell Financial Services, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management supported by proprietary and third-party research.

College savings (529s, UTMA, etc.)
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Andrew R

Series 63, Series 65

West Des Moines, IA

Cetera

Andrew Reinders is a financial advisor at Cetera with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Voya Financial Advisors and Directed Services LLC. Outside of his advisory role, he is the CEO of Reinders Property Management, LLC, which owns and rents residential real estate. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services and operates as a multi-manager platform that includes affiliated and third-party investment strategies.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Cory T

Series 63, Series 65

Urbandale, IA

Edward Jones

Cory Taylor is a financial advisor at Edward Jones in Urbandale, IA, with seven years of industry experience. Prior to joining Edward Jones in 2025, he worked at Wells Fargo Bank, NA for nine years. He holds Series 63 and Series 65 licenses. 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 investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

College savings (529s, UTMA, etc.) Retirement income strategy General retirement planning Inheritance planning Business ownership considerations Founder/Business Owner
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