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Andrew K

Series 66

Ames, IA

Edward Jones

Andrew Kral is a financial advisor with Merrill Lynch Wealth Management. In his role, he works with a diverse group of clients, including professionals, business owners, retirees, and families, helping them develop personalized financial approaches to pursue their goals. He focuses on building clarity and confidence around clients' financial lives, both current and future, by understanding their circumstances, priorities, and vision. Andrew holds a High School Diploma from Don Bosco High School and attended Iowa State University without obtaining a degree. He holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He is affiliated with professional organizations such as the College for Financial Planning and the National Association of Plan Advisors. Outside of his professional work, Andrew is involved with community organizations including Habitat For Humanity and Scouting America. His personal interests include baseball, camping, fishing, football, golfing, hunting, music, running, spending time with family, and watching movies.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Wealth management Founder/Business Owner Established Professionals Approaching retirement Retired Young Families Parents
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Derrick H

Series 66

Ames, IA

STIFEL

Derrick Hannah is a financial advisor at Stifel with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America and Merrill. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

General retirement planning Income planning
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Shea T

Series 66

Ames, IA

LPL Financial

Shea Thilges is a financial advisor with LPL Financial based in Ames, IA. He holds the Series 66 designation and has been in the industry since 2025. Prior to joining LPL Financial, he has experience working at First National Bank, Edward Jones, and Main Street Specialties, as well as roles connected to Iowa State University and local schools. 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, supporting advisors with various investment tools and research capabilities.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Daniel D

Series 63, Series 65, Series 66

Ames, IA

STIFEL

Daniel Divine is a financial advisor at Stifel with 29 years of industry experience. He has been with Stifel since 2009 and holds the Series 63, Series 65, and Series 66 licenses. Outside of his advisory role, he serves as Bailli (president) of the local chapter of La Confrérie de la Chaîne des Rôtisseurs, an international gastronomic society focused on promoting the culinary arts. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment strategy and probabilistic modeling developed by its Investment Strategy Group.

General retirement planning Income planning
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Maggie A

Series 66

Ames, IA

Edward Jones

Maggie Anthony is a financial advisor at Edward Jones in Ames, IA, holding a Series 66 designation with two years of industry experience. She has been with Edward Jones since 2013. Outside of her advisory role, she co-owns a screen printing business with her husband. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs and affiliated financial services, managing approximately $1.01 trillion in assets through a large nationwide network of advisors and branches.

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

Series 66

Ames, IA

Ameriprise

Nicholas Stanley is a financial advisor with Ameriprise who holds a Series 66 designation and has 18 years of industry experience. His prior work includes roles at Nielsen Financial Management, Ameriprise Financial Services, and Schnurr & Company, LLP. Outside of his advisory work, he is the owner of TrustPoint, LLP, a tax preparation business. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides written recommendation reports and ongoing advice focused on income stability and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Kevin H

CFP®, Series 66

Boone, IA

Edward Jones

Kevin Hanson is a financial advisor with Edward Jones in Boone, IA, holding CFP® and Series 66 credentials and seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at State Farm Insurance from 2014 to 2018. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs with discretionary and non-discretionary strategies, supported by a large nationwide network of financial advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy Business succession planning General estate planning guidance Founder/Business Owner
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Mitchel P

Series 66

Ames, IA

STIFEL

Mitchel Peterson is a Series 66-licensed financial advisor at Stifel with 28 years of industry experience. He has been with Stifel since 2009. Stifel serves a wide range of clients, including individuals, institutional investors, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach incorporates proprietary analyses and forward-looking capital market assumptions developed by its Investment Strategy Group.

General retirement planning Income planning
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Andrew M

Series 66

Ames, IA

Edward Jones

Andrew Murdoch is a financial advisor with Edward Jones in Ames, IA, holding a Series 66 designation and 18 years of industry experience. His prior roles include six years at Principal Securities Inc and involvement with the Story County Boys and Girls Club for six years. Outside of finance, he serves as Assistant Director for the USA Hockey Select Bantam Camp and is an instructor at the Bob Johnson Hockey School in Aspen, CO. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs. The firm manages over $1 trillion in assets and combines a large retail advisor network with affiliated capabilities such as trust services and securities-based lending.

Wealth management Retirement income strategy General retirement planning Business ownership considerations Founder/Business Owner
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Emily C

Series 66

Ames, IA

Ameriprise

Emily Calvert is a financial advisor with Ameriprise in Ames, Iowa, holding a Series 66 designation and five years of industry experience. She has worked at Ameriprise since 2020 and has prior experience in various roles at Iowa State University and Des Moines Christian Early Education. Calvert is also employed at Integrity Point LLC as a financial advisor on the sales and advice team. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Stewart H

Series 63

Ames, IA

Green Belt Investment Services

Stewart Hinerfeld is a financial advisor with Green Belt Investment Services in Ames, IA, holding a Series 63 designation and 23 years of industry experience. He has held roles at Ameriprise and American Express Financial Advisors Inc. since 1996. Outside of his advisory work, he volunteers as a paramedic specialist at Mary Greeley Medical Center. Green Belt Investment Services is an independent, state-registered investment adviser serving a limited number of high-net-worth clients. The firm provides portfolio management and financial advisory services with a focus on personalized client supervision and account administration through Charles Schwab.

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