Dustin Kurtz is a financial advisor with Cambridge Investment Research Advisors in Waukee, IA, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Edward Jones and multiple appointments within Cambridge Investment Research firms. Outside of advising, he is employed in sales at Scheels All Sports. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through independent Financial Professionals using a variety of portfolio management strategies and platform arrangements.

Mark Mazzie is a financial advisor with RBC Capital Markets who holds Series 63 and Series 66 credentials and has 29 years of industry experience. He has worked at RBC Capital Markets Corporation since 2008 and concurrently with City National Bank since 2020. Outside of his advisory role, Mazzie serves as president of the Iowa Chi Chapter of Sigma Alpha Epsilon Fraternity Housing Corporation. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple wrap fee advisory programs and customizes investment strategies through a combination of in-house and third-party managers, with features such as tax management and responsible investing.

Michael Rooney is a financial advisor with RBC Capital Markets in Clive, Iowa, holding Series 63 and Series 65 credentials and 33 years of industry experience. He has been with RBC Capital Markets since 2008 and also works at City National Bank. Outside of his advisory role, he serves on the Ankeny School District School Board and is a director of the South West Iowa Game Club. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers tailored investment strategies through various advisory programs and combines in-house and third-party investment management resources.

Matthew Fortune is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and two years of industry experience. He has been with Wells Fargo Bank since 2017 and previously worked at The Rib Shack for one year. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients by providing investment advisory services, financial planning, and retirement plan consulting. The firm utilizes research and analytics to evaluate investment options and offers both brokerage and advisory solutions across a wide range of financial products.

Trevor Shaner is a financial advisor at UBS Financial Services with 34 years of industry experience. He has been with UBS since 1992 and holds Series 63 and Series 65 licenses. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, offering a range of services from discretionary portfolio management to capital markets activities.

Caleb Stekl is a financial advisor with Morgan Stanley in West Des Moines, IA, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Principal Advised Services, Principal Life Insurance, and Transamerica. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs, including tailored financial planning supported by firm-approved tools and a structured discovery process.

Robert Meadows is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds Series 65 and Series 63 licenses and has worked with Wells Fargo affiliates since 2015. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients by providing investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and integrates research and analytics from Wells Fargo Investment Institute and third-party sources in its investment approach.

Tyler Peterson is a CFP® with three years of industry experience, currently serving as a financial professional at Cetera in West Des Moines, IA. He previously worked at Navex and Choreo, LLC. Tyler is also involved with Premier Retirement Plan Advisors, where he assists in financial services and client support. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services and operates a multi-manager platform with discretionary and non-discretionary program options.

Ann Johnson is a financial advisor with Wells Fargo Clearing in Cedar Rapids, IA. She holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to her current role, she has been associated with Wells Fargo Bank, N.A. since 2009. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary options. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

John Auer is a financial advisor with Morgan Stanley in West Des Moines, Iowa, holding Series 63 and Series 65 licenses and offering 34 years of industry experience. His career includes roles at Citigroup Global Markets since 1993 and Morgan Stanley since 2009. He serves as a board member for the nonprofit organization Coaches vs Cancer in Des Moines. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, emphasizing tailored financial planning supported by structured discovery conversations and firm-approved tools.

Sara Rivas is a financial advisor with Morgan Stanley in West Des Moines, IA, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2019. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market modeling techniques.

Lisa Nelson is a financial advisor at Wells Fargo Advisors with 19 years of industry experience. She holds Series 63 and Series 65 designations and has been with Wells Fargo in various capacities since 2011. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including niche areas such as business-owner transition planning and special-needs analysis, using proprietary research and planning tools.

Elizabeth Webb is a financial advisor with RBC Capital Markets, holding a Series 66 designation and bringing 23 years of industry experience. She has worked at RBC Capital Markets since 2009 and is currently affiliated with City National Bank as well. 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 a range of wrap fee advisory programs with tailored investment strategies implemented through a mix of in-house and third-party managers, alongside custody and brokerage services.

Christin Ann Aldridge is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. She holds the Series 66 designation and has worked at Wells Fargo Clearing since 2016, following five years with Wells Fargo Advisors LLC and over two decades at Wells Fargo Bank. 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 modern portfolio theory, with a broader set of financial product offerings including insurance-related vehicles and bank deposit sweep options.

Stephanie Warywoda is a financial advisor at Cetera with 25 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Princor Financial Services and Principal Life Insurance Company prior to joining Cetera in 2023. Cetera Investment Advisers LLC serves a broad client base including individual investors, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform featuring affiliated and third-party managers, supporting both discretionary and non-discretionary account structures.

Andrea James is a CFP® professional with 18 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. Prior to this, she worked at Wells Fargo Advisors LLC from 2011 to 2016. Outside of her advisory role, she is involved in an automotive and woodworking business, NW Designs, LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Jerrad Popp is a financial advisor with Primerica Advisors in Adel, Iowa, holding Series 63 and Series 65 licenses and having 25 years of industry experience. He has been associated with PFS Investments Inc. since 2001 and with Primerica Financial Services since 1993. Outside of advisory work, he is involved in sales of home security and automation products, as well as loan product sales, through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors—including high-net-worth clients—as well as corporate and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and offers discretionary separately managed account options, operating on a scale of nearly 3,700 advisors and approximately $15.5 billion in assets under management.

Brian Mortensen is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and four years of industry experience. He has been with Wells Fargo Clearing since 2021 and has worked at Wells Fargo Bank, NA since 2013. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment options and bank deposit sweep programs.

Thomas Zambrano is a financial advisor with UBS Financial Services in West Des Moines, IA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with UBS since 2006. Zambrano serves on the board of a youth travel baseball organization, Jr Rocks Baseball, reflecting involvement in community activities outside of his advisory work. UBS Financial Services provides a broad range of brokerage and advisory services to individual, corporate, and institutional clients, leveraging proprietary research and model-based asset allocations. The firm combines institutional trading capabilities with wealth management and acts as a broker-dealer, investment adviser, and futures commission merchant.

Jared Clauss is a financial advisor with UBS Financial Services in West Des Moines, IA, holding a Series 66 designation and 17 years of industry experience. He has been with UBS since 2008. Outside of his advisory role, he contributes weekly football commentary through a digital sports website. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based allocations to tailor strategies to clients’ goals and risk tolerances.