Lucas Peterson is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and four years of industry experience. Prior to joining LPL Enterprise in 2026, he worked at Cambridge Investment Research Advisors and Brokers International Financial Services. He is also an independent insurance agent and owner of a vending business. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors as well as institutional entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and related insurance and trust services.

Danielle Snyder is a financial advisor at Ameriprise with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Ameriprise since 2023. Her prior experience includes roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank NA. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service that focuses on dependable income sources and tax-aware withdrawal strategies. The firm uses proprietary investment research and algorithmic tools to develop personalized recommendations within a defined investment universe.

David Lorbiecki is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 designations and bringing 32 years of industry experience. He worked at DM Kelly & Company for 31 years before joining Raymond James in 2026. Outside of his advisory role, he is involved with the Lorbiecki Group, a financial advisory DBA. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing a range of portfolio management styles supported by affiliated research and model managers.

Bryce Whitaker is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and eight years of industry experience. His career includes roles at LPL Financial, First Interstate Bank, Raymond James Financial, and Wells Fargo Bank. He serves as treasurer for the Casitas Del Monte Condo Association in Palm Springs, CA. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Kyle Younker is a financial advisor with Mass Mutual Investors Services holding Series 65 and Series 63 credentials. He has worked in the industry since 2021, including roles at Park Ave Securities LLC and Financial Architects. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, wrap and money-manager programs, and educational seminars using firm-approved software and a collaborative planning process.

David Reis is a financial advisor with Primerica Advisors in Waukee, Iowa, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has worked with Primerica Financial Services and PFS Investments Inc. since 2015. In addition to advisory services, he is involved in the sales of loan products and home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-delivery strategies managed by third-party asset managers and supports accounts with BNY Mellon Advisors and Pershing custody and clearing services.

Nathan Schwanke is a financial advisor with Raymond James & Associates, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Raymond James, he gained experience at Hansen Company and worked in various roles including insurance and business services. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients including individuals, institutional investors, and municipalities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Jason Blomgren is a CFP® with 29 years of industry experience, currently affiliated with Osaic Wealth, Inc. He has worked at Lincoln Financial Securities Corp since 2010 and joined Osaic in 2025. Blomgren is also CEO and President of Heartland Wealth Group, formerly known as First Heartland Financial Group, where he oversees operations and vendor relations. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, using asset-allocation tools and third-party platforms to support a wide range of investment strategies.

Evan Decker is a financial advisor at Wells Fargo Clearing with a Series 66 designation and less than one year of industry experience. His previous work experience includes roles at Elliott Aviation, Rock Island Arsenal Joint Manufacturing & Technology Center, and the Illinois Air National Guard, where he has served since 2020. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Ryleah Cross is a CERTIFIED FINANCIAL PLANNER™ professional with 13 years of experience, all with Edward Jones since 2013. She holds a Series 66 license and serves as Vice President of the Grimes Chamber and Economic Development in Grimes, IA. 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 solutions, managing approximately $1.01 trillion in assets with a nationwide network of over 23,000 advisors.

David Green is a financial advisor with Cetera, holding Series 63 and Series 66 designations and 19 years of industry experience. His prior roles include positions with VOYA Financial Advisors and VOYA Financial from 2014 to 2021, before joining Cetera Wealth Services in 2021. He is based in Ankeny, Iowa. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, 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 a variety of program structures and third-party managers.

Shalini Babu is a financial advisor at LPL Enterprise with a Series 66 designation and two years of industry experience. Her work history includes roles at The Prudential Insurance Company of America, PRUCO Securities, and Great Southern Bank. She also has experience with nonprofit organizations such as the Blank Park Zoo and Global Conservation Force. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed in-house or by third-party strategists, and it offers a range of financial planning and consulting services alongside access to third-party asset managers and insurance products.

Grant Fischer is a CFP® and holds a Series 66 designation, with 19 years of experience in the financial industry. He has worked at Edward Jones since 2021 and previously at Wells Fargo Clearing from 2013 to 2021. 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 programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Joseph Tursi Jr. is a financial advisor at OSAIC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Securities America Inc. and Principal Securities. He is also a registered representative and employee of Bankers Trust. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm offers a wide range of brokerage and advisory services, utilizing asset-allocation tools and third-party money managers to construct portfolios across various asset classes.

Jessica Shillington is a financial advisor at Ameriprise with two years of industry experience. She holds a Series 66 designation and previously worked at Ameritas Advisory Services, Ameritas Investment Company, Harvest Wealth Group, and Thrivent Financial. She is also involved with Harvest Wealth Group in a client support and employee role. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on dependable income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Joshua Mohr is a financial advisor at LPL Financial with a Series 66 credential and two years of industry experience. His prior roles include positions at GreenState Credit Union, Financial Resources Group, and Keokuk County State Bank. He also has a background in education and retail, having worked at the University of Iowa, Sigourney Jr-Sr High School, and Pizza Ranch. 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, model portfolios, third-party asset management, and institutional platforms.

Brett Underberg is a financial advisor at Wells Fargo Clearing with 31 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at LPL Financial for 10 years before joining Wells Fargo in 2022. 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 manages approximately $671 billion in assets and provides brokerage and advisory solutions supported by research and analytics.

Mark Mclaughlin is a financial advisor with LPL Financial in Ankeny, IA, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior experience includes nine years with Lincoln Financial Securities Corporation. Outside of his advisory role, he is involved in agricultural and consulting activities, including ownership in Farm Estate GPS, LLC and L&S Livestock, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with a broad range of portfolio management options supported by proprietary research and technology.

Jay Devries is a financial advisor at Mass Mutual Investors Services with 23 years of experience in the industry. He holds Series 63 and Series 65 credentials and previously worked for Guardian Life Insurance Company for 21 years. In addition to his advisory role, Devries is active as an insurance broker specializing in life, disability, and long-term care products. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers collaborative, annual planning engagements using firm-approved analytical tools and also conducts educational seminars.

Alison Mitts is a financial advisor at Edward Jones in Grimes, IA, holding a Series 66 designation with over 10 years of industry experience. Her entire career has been with Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.