Holly Nielsen is a financial advisor with Wells Fargo Clearing in West Des Moines, IA, holding a Series 66 designation and 13 years of industry experience. She has been with Wells Fargo Clearing since 2016. In addition to her advisory role, she holds power of attorney for her mother. 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.

Marvin Gilliland is a financial advisor with RBC Capital Markets, holding a Series 63 designation and bringing 57 years of industry experience. His prior roles include positions at Morgan Stanley and Citigroup Global Markets, with over a decade at each firm. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored advisory programs that combine in-house and third-party investment managers, providing discretionary and non-discretionary portfolio management alongside financial planning and brokerage services.

Brian Ormord is a financial advisor with LPL Financial in West Des Moines, IA, holding Series 63 and Series 66 licenses and having 31 years of industry experience. He has worked with LPL Financial since 2004 and concurrently with Premier Bank since 2010. He also founded RetireRight, LLC, an independent investment advisory firm, in 2019. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining advisory services with a broad range of financial activities and oversight of over $819 billion in discretionary assets.

David Hefner is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 17 years of industry experience. He previously worked at Commonwealth Financial Network for 17 years before joining Raymond James in 2026. Hefner is also the owner and board member of Hefner Financial, Inc., a wealth management firm. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and charitable clients. The firm offers tailored, non-discretionary planning and investment consulting using analytical tools and supports a large network of advisors through various advisory programs.

Benjamin Koehler is a financial advisor at Robert Baird & Co. with one year of industry experience. He holds the Series 66 designation and previously worked at MHC Kenworth for nine years. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and custody and brokerage services, utilizing a mix of manager-traded and model-traded strategies along with internal research and tools in client advice.

Kevin Bannister is a financial advisor at Raymond James & Associates with 30 years of industry experience. He previously worked at RBC Capital Markets for 10 years before joining Raymond James in 2019. Bannister serves on the board of directors for the Orchard Place Foundation, a nonprofit organization. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal clients. The firm offers a range of financial planning and consulting services with an emphasis on tailored, non-discretionary advice supported by in-house research and a diverse set of portfolio management options.

Chet Johnson is a financial advisor with Wells Fargo Advisors in Clive, IA, holding Series 63 and Series 65 credentials and 28 years of industry experience. He previously worked at UBS Financial Services and Wells Fargo Clearing before joining Wells Fargo Advisors in 2020. Outside of his advisory work, he serves on the Endowment Committee for Norwalk United Methodist Church and owns an equestrian events business. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutions, offering a broad range of planning solutions tailored to clients who meet certain net-worth criteria. Advisors use firm research and tools to develop recommendations delivered through meetings and written reports, with implementation remaining optional for clients.

Ryan Goodson is a Series 66 licensed financial advisor with nine years of industry experience, currently serving at Wells Fargo Clearing since 2017. Prior to this, he worked at The Home Depot in 2016. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages roughly $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Thomas Hunt is a financial advisor with Morgan Stanley in West Des Moines, IA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, National Association, and previously at Citigroup Global Markets. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning that utilizes firm-approved tools and methodologies to model outcomes.

Ricky Kiel is a financial advisor with LPL Financial in Johnston, Iowa, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked with several firms, including Royal Alliance Associates, INC., and Ameritas Investment Corp. Outside of his advisory work, he owns a machine shop business, B&K Machining LLC, and serves as a notary public in Iowa. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment solutions, incorporating both proprietary and third-party strategies across various asset classes.

Tyler Gunderson is a financial advisor at OSAIC with a Series 66 designation and one year of industry experience. Prior to joining OSAIC, he worked for nine years at Empeople Credit Union and spent four years at Coe College. OSAIC serves a diverse range of clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage, advisory services, financial planning, and access to multiple investment platforms and third-party money managers. The firm employs a variety of asset-allocation tools and portfolio construction strategies across discretionary and non-discretionary accounts.

Ronald Gottl II is a financial advisor with Equitable Advisors in Johnston, IA, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His prior work includes roles at Axa Advisors LLC, MSI Financial Services, Inc., and M HOLDINGS SECURITIES, Inc. He also has various outside insurance appointments. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients with financial planning, retirement plan consulting, and asset-management programs. The firm utilizes both proprietary and third-party models, focusing on risk assessment and tailored investment solutions without sponsoring its own wrap fee program.

Mari Bunney is a financial advisor with RBC Capital Markets in Clive, Iowa, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. She has been with RBC Capital Markets since 2015. Outside of her advisory role, Bunney serves on the board of directors for the Iowa Center for Economic Success, a nonprofit focused on supporting small businesses in Iowa. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations, offering a range of advisory programs and portfolio management services tailored to clients’ risk profiles.

Nevin Cavanaugh is a financial advisor with Raymond James & Associates in Clive, Iowa, holding Series 65 and Series 66 credentials and bringing 26 years of industry experience. He previously worked at RBC Capital Markets for 10 years before joining Raymond James in 2019. Outside of his advisory role, he serves on the finance council for St. Francis of Assisi Church, where he reviews the budget and assists with investment policy and asset allocation recommendations. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, supported by a nationwide adviser network and a range of portfolio management styles and affiliated research.

Jack Haverland is a financial advisor at Ameriprise with a Series 66 credential and two years of industry experience. Prior to joining Ameriprise, he worked in various roles including at Bodine Electric Company and Hyvee. Outside of his advisory work, he is employed as a delivery driver for DoorDash. 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 retirement planning advice focused on income sources and tax-aware withdrawal strategies.

Dominic Salonya is a financial advisor with Morgan Stanley in West Des Moines, IA, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. His career includes roles at Wells Fargo Clearing from 2016 to 2022, followed by positions at Morgan Stanley starting in 2022 and currently at Morgan Stanley Private Bank, N.A. since 2025. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and financial planning services supported by firm-approved tools and a structured discovery process.

Shane O'Malley is a CFP® professional with 26 years of industry experience, currently serving at OSAIC since 2024. Prior to joining OSAIC, he worked for Woodbury Financial Services, Inc. for 11 years. He is a member of the board and treasurer for Theta Zeta Corp, Inc., a fraternity alumni housing corporation. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset allocation tools and third-party platforms to manage a wide range of investment products across discretionary and non-discretionary accounts.

Mouhamadou Sane is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing, Bank of America, and Merrill. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, employing a process that combines quantitative asset allocation modeling with centralized due diligence and an ESG eligibility framework.

Lisa Adams is a financial advisor at Merrill with 28 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at RBC Capital Markets for 17 years before joining Merrill in 2025. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Christopher Uglum is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 23 years of industry experience. He has worked at LPL Financial since 2011 and previously was with Commerce Wealth Advisers, LLC and Dewaay Capital Management. Outside of his advisory role, he is involved with PGF LLC, a non-investment business entity for tax and investment purposes. 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 financial planning, model portfolios, third-party asset management, and institutional platforms, combining a wide range of advisory tools with extensive non-advisory financial services.