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, holding Series 63 and Series 66 designations and eight years of industry experience. She has worked at 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. The firm offers holistic, goal-based analyses and allows clients to combine planning with managed-account programs while keeping services separate.

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.

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.

Thomas Geist is a financial advisor at Edward Jones with 11 years of industry experience. He holds the CFP® designation and the Series 66 license, and has been with Edward Jones since 2015. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets under management.

Maria Hackett is a CFP®-certified financial advisor with LPL Financial in Ankeny, IA, and has one year of industry experience. Her prior work includes roles at Crossroads Beef and Gilbert & Cook, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning and institutional platforms, supported by a large network of investment adviser representatives and advanced operational tools.

Michael Van Heiden is a financial advisor at Cetera with 15 years of industry experience. He holds a Series 66 designation and has worked at Cetera and its related entities since 2018, with prior experience at Directed Services, LLC. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers portfolio management, financial planning, and retirement services through a multi-manager platform that includes model portfolios, third-party managers, and customized strategies.

Kyle Matzen is a financial advisor at Edward Jones with 12 years of industry experience. He has been with Edward Jones since 2013 and holds a Series 66 designation. Outside of his advisory role, he is the owner of a vacation rental property in Lake Ozark, Missouri. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets with a large network of advisors and branch offices, offering various advisory programs, separately managed accounts, and affiliated investment products.

Jason Zehr is a Series 66 licensed financial advisor with 21 years of industry experience. He has been with Stifel since 2026 and previously worked at TIAA-CREF for 15 years. Outside of his advisory role, he serves as Vice President of the Congregation and Chair of the Stewardship Board at Trinity Lutheran Church, and he is a member of the church’s Trust Committee overseeing investment policies for its endowment funds. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach incorporates proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group to support asset allocation and financial planning.

Terry Cross is a financial advisor at OSAIC with 37 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Woodbury Financial Services and Questar Asset Management. He is also president and owner of Cross Wealth Management, Inc., a corporation offering fixed annuities and various insurance products. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage, investment advisory services, financial planning, and access to multiple third-party money managers and managed-account solutions.

Jackson Rozenboom is a Series 66-registered financial advisor with Edward Jones, based in Ankeny, IA, and has one year of industry experience. Before joining Edward Jones, he held roles at LPL Financial, Lincoln Savings Bank, and Principal, and has experience outside finance working at a smoothie bar and in various service positions. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages more than $1 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Rebecca Mills is a financial advisor with Thrivent Investment Management in Ames, IA, holding a Series 66 designation and one year of industry experience. She has worked with Thrivent Financial and its investment management division since 2024. Outside of her advisory role, Mills owns and manages LYSY LLC, a residential rental property business. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients. The firm offers goal-based analyses and written recommendations on a wide range of financial topics, with planning and managed-account services delivered separately.

Megan Niffenegger is a financial advisor at Ameriprise with 13 years of industry experience. She holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2009. Outside of her advisory role, Megan manages a vintage items booth at an antique mall in Des Moines. Ameriprise provides a retirement-income planning service that targets individuals approaching or in retirement who meet certain asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to deliver written, non-discretionary recommendation reports, emphasizing assets held in Ameriprise Managed Accounts and utilizing algorithmic automation overseen by a dedicated committee.