Rachel Loxterman is a financial advisor at Cetera with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Cetera Wealth Services, Summit Financial Group, Summit Brokerage Services, and Coleman Quiner Ltd, where she is also President and Director. In addition to her advisory role, she serves as the bookkeeper and administrator for the Toy Box Storage Condominium Owner's Association and is a licensed notary public. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporations, 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.

Jonica Ewald is a financial advisor with Ameriprise, holding a Series 66 designation and nine years of industry experience. She has been with Ameriprise and its affiliated entities since 2015. Outside of her advisory role, she is involved in business ownership through Ewald Enterprises LLC and Integrity Point, LLC, and holds an executive role in Integrity Point Real Estate LLC. Ameriprise provides retirement-income planning services tailored to individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations, supported by a centralized consulting team and algorithmic tools.

John Metz is a financial advisor at RBC Capital Markets with 42 years of industry experience. He has held his current position since 2008 and holds Series 63 and Series 65 licenses. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple advisory programs with a tailored investment approach utilizing both in-house and third-party managers, along with various portfolio management and financial planning services.

Timothy Short is a CFP® with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, he worked at Archer Home Center and also had a period of self-employment. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts. The firm operates under a fiduciary standard and is notable for its extensive advisor and branch network as well as its affiliated trust and mutual fund services.

Dijana Burnic is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses and experience working at Wells Fargo Bank, U.S. Bank, and in nonprofit sports event promotion. She has been with Wells Fargo Clearing since 2025 and previously worked in the restaurant industry and at the University of Montenegro. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services grounded in modern portfolio theory and tailored to plan objectives and risk tolerances. The firm’s offerings include investment policy statement preparation, performance reporting, participant education, and a broader range of financial product options than typical for large institutional advisers.

Carol Breeser is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 18 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Joshua Klyn is a financial advisor with LPL Enterprise, holding a Series 66 designation and seven years of industry experience. His prior work includes roles at Prudential Insurance Company of America and Pruco Securities, LLC. Based in Ankeny, IA, he also serves as an associate financial planner at Iowa Financial Partners, a DBA for LPL Business. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, and institutional entities. The firm’s investment approach is model-driven, utilizing portfolios developed by internal and third-party strategists, and it offers access to third-party asset managers and insurance products through affiliated entities.

Robert Sayer is a CFP® professional with 14 years of industry experience, currently associated with LPL Financial since 2021. His prior experience includes roles at Harvest Point Inc and Waddell & Reed Inc, as well as operating his own firm, Robert P Sayer LLC. 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 third-party asset management, supporting a large network of investment adviser representatives.

Caitlyn Pec is a financial advisor with Edward Jones in Johnston, IA, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she held positions at multiple senior living communities, including Grand Living and Journey Senior Living. Edward Jones is a full-service wealth management firm serving more than 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 nationwide.

Geoffrey Ingram is a financial advisor with Cambridge Investment Research Advisors in Des Moines, IA, holding Series 63 and Series 66 licenses and possessing 50 years of industry experience. He has been with Cambridge Investment Research Advisors since 2012 and operates Ingram Insurance, an independent insurance agency. Additionally, he owns a tax preparation service, Geoffrey Ingram Tax Service. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through independent professionals, utilizing a variety of portfolio management approaches and platform arrangements tailored to client objectives.

Zachary Carr is a financial advisor with LPL Financial in Clive, Iowa, holding Series 63 and Series 66 licenses and one year of industry experience. His prior roles include positions at TM Supply Co., Grandview University, and local schools. He is also involved with Weissenburger Investments & Financial Planning. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by extensive technology and a wide network of over 22,800 advisors.

Andrew Arthur is a financial advisor with Primerica Advisors in Indianola, IA, holding Series 63 and Series 65 licenses and five years of industry experience. His prior work includes roles at Des Moines Independent Community School District, Liberty Tire Recycling, Saia LTL Freight, Enterprise Inc, and Ruan Transportation. Outside of advisory work, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

John Fisher is a financial advisor with RBC Capital Markets, holding Series 63 and Series 66 licenses and bringing 45 years of industry experience. He has been with RBC Capital Markets since 2008 and also works with City National Bank. Outside of his advisory work, he serves on the boards of the Roosevelt High School Foundation, the Iowa Natural Heritage Foundation, Hoyt Sherman Place performing arts theater, and Central Presbyterian Church Foundation. RBC Wealth Management, a division of RBC Capital Markets, LLC, provides a range of advisory programs and services to individual and institutional clients. The firm offers customized portfolio management and financial planning solutions, utilizing both in-house and third-party investment managers to implement strategies aligned with clients’ risk profiles.

Alexander Shcharansky is a financial advisor at LPL Financial with four years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. Prior to joining LPL Financial, he worked at several firms including MWA Financial Services, Modern Woodmen of America, and New York Life. Outside of financial advising, he owns Continuous Control Solutions, an engineering and turbomachinery control application business. LPL Financial is a national broker-dealer and SEC-registered investment adviser delivering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and technology-driven tools across a large network of advisors.

Ronald Goodson is a financial advisor with Wells Fargo Clearing in Ankeny, Iowa, holding a Series 63 designation and 32 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as an executor and administrator for family estates, managing related fiduciary responsibilities. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory options grounded in modern portfolio theory and an IPS-driven process. The firm includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options, in its investment menus.

Dustin Lambert is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation. Prior to joining Edward Jones, he worked in security services with Securitas USA Inc. and Securitas Canada LTD. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management and operates a large nationwide network of financial advisors and branch offices.

Julia Reis is a financial advisor at Primerica Advisors with credentials including Series 65 and Series 63 licenses and one year of industry experience. She has been with Primerica Advisors since 2024 and previously worked at Primerica Financial Services starting in 2021. Prior to her advisory career, she was employed at Dallas Center Grimes Highschool from 2017 to 2021. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with approximately 3,698 advisors and $15.5 billion in assets under management, delivering advisory services through model recommendations created by unaffiliated asset managers.

Donald Flannery is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 32 years of industry experience. His prior roles include positions at Merrill and Wells Fargo Advisors LLC, where he worked before joining his current firm. Outside of advising, he is involved in managing rental farmland in Iowa. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm employs research and diversification principles in its investment approach and offers both brokerage and advisory solutions through a large nationwide network.

Carla Mulcahy is a financial advisor with Mass Mutual Investors Services based in Waukee, IA. She holds Series 63 and Series 65 licenses and has 13 years of industry experience, including roles at MassMutual and MML Investors Services. Mass Mutual Investors Services, LLC 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, wrap and money-manager programs, and educational seminars.

Michael Shields is a CFP® professional affiliated with Edward Jones in Urbandale, IA, with 14 years of industry experience, all with Edward Jones since 2012. Outside of his advisory role, he owns That'll Work LLC, a video production company focused on social media content, and holds a shareholder interest in Goald Ltd, a phone app promoting challenge and trick shot activities. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals and institutions. The firm manages approximately $1.01 trillion in assets through a large national network of financial advisors and offers a variety of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.