Kirk Albin is a financial advisor at Principal Financial Services with 21 years of industry experience. He holds a Series 66 designation and has worked in various roles at Principal entities since 2012, including Principal Funds Distributor, Principal Asset Management, and Principal Securities Inc. He also serves on the leadership team for an internal wellness program at his firm. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and corporations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.

Lane Sires is a financial advisor at TIAA-CREF with 24 years of industry experience. He holds a Series 66 designation and previously worked at Principal Securities Inc. and Principal Life Insurance Company for over two decades. Outside of his advisory role, Lane serves on the boards of the Johnston Little League, the Hyperion Field Club, and the Johnston Community School Foundation, where he helps organize community activities and fundraising events. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm provides discretionary portfolio management and maintains a fiduciary standard within its advisory services.

Jacob Helvey is a financial advisor at Ameriprise in Des Moines, IA, holding a Series 66 designation with 14 years of industry experience. He has been with Ameriprise and its related entities since 2009. Outside of his advisory role, he serves as Treasurer on the Board of Directors for Iron Rams, Inc. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, customized retirement-income recommendations through a centralized consulting team.

De Ann Thompson is a Certified Financial Planner® with 40 years of industry experience, currently serving as a financial advisor at Edward Jones since 2003. She holds Series 63, 65, and 66 licenses. Outside of her advisory role, she participates as a member of the outreach team at Grace Evangelical Free Church. Edward Jones is a full-service wealth management firm serving individual and institutional clients across various segments. The firm manages approximately $1.01 trillion in assets through a large network of advisors and branch offices, offering a range of advisory programs and affiliated financial services.

Luke Boyd is a financial advisor with Edward Jones in Ankeny, IA, holding CFP® and Series 66 designations and eight years of industry experience. He previously worked at CO-OP Financial Services for two years before joining Edward Jones in 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets with a nationwide network of over 23,000 financial advisors.

Jonathan Close is a financial advisor at Edward Jones based in Ames, IA, holding CFP® and Series 66 designations with 13 years of industry experience. He worked at Wells Fargo Advisors from 2015 to 2020 before joining Edward Jones in 2020. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment strategies and advisory services, managing approximately $1.01 trillion in assets with a nationwide network of more than 23,700 advisors.

Mark Ellison is a financial advisor with Edward Jones in Ankeny, IA, holding Series 63 and Series 66 credentials and 22 years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory role, he has property ownership interests in rental real estate. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including managed solutions and separately managed accounts. The firm is notable for its large network of advisors and branches and offers affiliated mutual funds, trust services, and securities-based lending options.

Douglas Dodgen is a financial advisor at Edward Jones in Ames, IA, holding Series 63 and Series 66 designations with 24 years of industry experience. He has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Katie Regan is a financial advisor with Thrivent Investment Management in Ames, IA, holding Series 63 and Series 66 licenses and nine years of industry experience. She has been with Thrivent Financial and Thrivent Investment Management since 2017 and previously worked at Koerner Whipple Pharmacy from 2009 to 2017. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering goal-based, holistic planning that addresses a wide range of topics. The firm’s approach separates planning services from portfolio management and features consolidated billing options without discretionary trading authority.

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.

Mark Cahill is a financial advisor with Edward Jones, holding Series 63 and Series 66 designations and bringing 31 years of industry experience. He has been with Edward Jones for 30 years and also has a long-standing affiliation with Iowa State University. Outside of his advisory role, he is involved in managing a commercial office rental property in Nevada, Iowa. Edward Jones is a wealth management firm serving individual and institutional clients with a broad range of advisory programs and maintained assets under management of approximately $1.01 trillion.

Charles Orngard is a financial advisor with LPL Financial, holding Series 63, 65, and 66 designations and 27 years of industry experience. He has been with LPL Financial and its predecessor firms since 2007. Outside of advisory services, he operates Orngard Tax Services, LLC, which provides tax preparation and accounting services. 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.

Richard Nelson is a financial advisor with LPL Financial in Ames, Iowa, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with LPL Financial since 2001. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Stephen Kester is a financial advisor with LPL Financial in Ames, Iowa, holding a Series 66 designation and 13 years of industry experience. He has worked at LPL Financial and First National Bank, Ames since 2012. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a diverse network of investment adviser representatives managing over $819 billion in discretionary assets.

Austin Woodin is a financial advisor with Edward Jones in Ames, IA, holding Series 63 and Series 66 licenses and 22 years of industry experience. He has been with Edward Jones since 2003. Outside of his advisory role, Woodin is a shareholder in the Woodin Family Farm, participating in periodic management meetings with family members. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households of varied net worth, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors and offers a range of advisory programs and investment options under a fiduciary standard.

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.

Alexander Murphy is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and eight years of industry experience. He has been with Wells Fargo Clearing Services LLC since 2017 and has worked at Wells Fargo Bank NA since 2013. Outside of his advisory role, he has a minority ownership interest in a family estate entity used for wealth planning. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering IPS-driven investment advice and both discretionary and non-discretionary services. The firm includes insurance-related products and bank deposit sweep options in its investment menus, serving institutional clients with tailored solutions.

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.