Aaron Moberg is a financial advisor with Charles Schwab in West Des Moines, IA. He holds the ChFC® designation and Series 63 and 66 licenses, and has 15 years of industry experience. His prior roles include positions at Farm Bureau Financial Services and TIAA-CREF. Charles Schwab & Co., Inc. serves a large client base of primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers both non-discretionary investment guidance and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.

David Haas is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 17 years of industry experience. Prior to joining Raymond James in 2026, he was affiliated with DMKC Advisory Services LLC and D.M. Kelly & Company for 18 years. He is also involved with Lorbiecki Group, providing financial advisory services. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering non-discretionary financial planning and consulting with a range of portfolio management styles supplemented by proprietary research.

Karina Casini is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 credentials and over 31 years of industry experience. She has had a long tenure with Wells Fargo entities since 2002, including roles at Wells Fargo Bank NA and Wells Fargo Clearing. Casini also serves as a temporary conservator and holds power of attorney for her mother. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides a broad range of investment and financial planning services to individuals, trusts, and institutional clients, offering tailored recommendations through a network of financial advisors.

Anthony Ranallo is a Wealth Management Advisor and Managing Director at Merrill Lynch Wealth Management, where he leads The Ranallo Group. This team is one of the largest wealth advisory groups in Iowa, managing over $2 billion in individual and institutional assets as of January 2026. The group focuses on working with corporate retirement plans and qualified individuals, emphasizing retirement asset accumulation and distribution strategies. Anthony has been active in the financial services industry since 2002, providing services in investment consulting for defined contribution plans, personal retirement planning, family wealth management strategies, and managing new wealth. His practice advises attorneys, physicians, business owners, and corporate retirement plans, offering customized services including investments, retirement planning, trust and estate planning services, and banking and cash management through Bank of America. He holds a Bachelor of Science degree in Finance from Arizona State University and completed a Master of Science in Financial Planning at the College for Financial Planning in Denver, Colorado. Anthony has attained several professional certifications including CERTIFIED FINANCIAL PLANNER® (CFP), Certified Investment Management Analyst (CIMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Outside of his professional work, Anthony enjoys cooking, golfing, soccer, and spending time with his family.

James Morris is a CFA® charterholder and Series 63 licensee with two years of experience in the financial industry. He has worked at UBS Financial Services since 2024 and previously held roles at Principal Financial Group, GreenState Credit Union, and briefly with the Dallas Cowboys. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering financial planning, portfolio management, and a broad range of investment products. The firm combines institutional trading capabilities with wealth management and delivers advisory services through a network of Financial Advisors using proprietary research and model-based asset allocations.

Mark Kelly is a CFA® charterholder and Series 63 licensee with eight years of industry experience. He is currently with Cambridge Investment Research Advisors and previously worked at Voya Financial Advisors and Directed Services, LLC. Outside of his advisory role, Kelly also works as a basketball referee. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing a range of portfolio management strategies and platforms tailored to client objectives.

Andrea Anderson is a financial advisor with Wells Fargo Clearing in Bettendorf, IA, holding Series 63 and Series 65 licenses and having 13 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at WELLS FARGO Advisors, LLC. Outside of her advisory role, Anderson serves on the South Moline Township board, participating in budgetary meetings and discussions on township funds. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach includes investment policy preparation, performance reporting, participant education, and plan benchmarking, with a notable inclusion of insurance-related investment options and bank deposit sweeps in its offerings.

Vernon Sanftner is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and having 40 years of industry experience. He has been with LPL Financial since 2000. Outside of his advisory role, he is president and owner of B 3 Builders, LLC, a homebuilding business. 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 financial planning and asset management services, employing a large network of advisors who implement various portfolio strategies on discretionary and non-discretionary bases.

Larry Laughlin is a CFP® with over 31 years of experience in the financial industry. He has worked at Edward Jones since 2018 and previously held roles at White Oak Wealth Management, Successful Resource Management, and AIG Capital Services. Laughlin is a co-founder and executive board member of the Family Cancer Network in Des Moines, where he is involved in fundraising and grant management. 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 supported by a large nationwide network of financial advisors and branch offices.

David Blake is a Financial Advisor at Merrill Lynch Wealth Management, where he has been serving clients since 1981. Over his career, he has worked with a high-net-worth clientele, including business owners, physicians, attorneys, widows, widowers, and multiple generations of families. Currently, he leads The Blake Group, which provides a holistic, goals-based wealth management approach to clients across the country. David holds a Chartered Retirement Planning Counselor™ designation and is a qualified Senior Portfolio Advisor within Merrill Lynch's Wealth Management Investment Advisory Program. He specializes in managing discretionary custom investment strategies, selecting from a wide range of model portfolios and third-party investment strategies. His focus areas include legacy planning, managing new wealth, personal retirement planning, tax minimization, and retirement income. He and his team emphasize transparency, client education, and the incorporation of clients' motivations and aspirations into long-term financial strategies. David earned his bachelor's degree from the University of Iowa. In his personal time, he enjoys basketball, football, and golfing.

Rodney Potratz is a financial advisor with OSAIC who holds Series 63 and Series 65 licenses and has 33 years of industry experience. He has worked at Stonebridge Financial Advisors since 2003 and was associated with FSC Securities Corporation for 20 years. In addition to his advisory work, he is an insurance agent for various carriers. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and platforms. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools, risk assessments, and access to multiple investment vehicles and third-party solutions.

Jacque Richards is a financial advisor with Morgan Stanley in West Des Moines, IA, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009. Outside of his advisory role, Richards serves as a poll worker for the Polk County Auditor in Des Moines, IA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individual and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools such as Secular Return Estimates and Monte Carlo simulations to support client financial plans.

Peter Wills is a financial advisor at RBC Capital Markets with three years of industry experience. He holds the Series 66 designation and has been with RBC since 2022. Prior to his advisory role, he worked for over a decade at the family business, Wills Family Orchard, where he was involved in production management and agricultural operations. RBC Wealth Management serves a diverse client base including individual investors, institutions, corporations, and charitable organizations, offering a range of advisory programs with customized investment strategies managed through both in-house and third-party resources.

Joseph Chambers is a financial advisor with Wells Fargo Clearing in Davenport, IA, holding Series 63 and Series 65 credentials and 42 years of industry experience. He has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2011. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm's advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Mark Raney is a financial advisor with Raymond James & Associates in Clive, IA, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. He previously worked at RBC Capital Markets for 10 years before joining Raymond James in 2019. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and investment consulting primarily through non-discretionary relationships.

Ronald Barnes is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has been tenured since 2005. He specializes in developing strategies and providing advice tailored to the financial objectives of individuals, their families, and businesses. His client focus areas include divorce transition planning, personal retirement planning, portfolio management services, individual and corporate investment strategy, and retirement income. Ron holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is also a qualified Portfolio Manager, managing personalized or defined strategies on a discretionary basis that may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. He earned a Bachelor of Science in Business Administration from Iowa State University in 1987 and a Master's Degree in Business Administration from Southern Methodist University in 1994. Ron grew up on a family farm in Iowa, where he remains involved, and currently lives in Altoona, Iowa with his wife and two children. His personal interests include biking, football, hunting, and spending time with his family.

Karen Neff is a financial advisor with Wells Fargo Clearing, holding Series 66 and Series 63 licenses and bringing 30 years of industry experience. She has been with Wells Fargo Clearing since 2016, including a brief tenure at Wells Fargo Advisors, LLC earlier that year. 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, combining proprietary research and third-party analytics to inform its investment approach.

Reagan Bates is a financial advisor with Wells Fargo Clearing in West Des Moines, IA, holding Series 66 and Series 63 licenses and 21 years of industry experience. He has been with Wells Fargo firms since 2015. Outside of advising, he is involved in several entrepreneurial activities, including working as a stylist selling nail polish strips and lipstick, operating a personal shopper business, and creating content as a TikTok affiliate. 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 utilizes research and analytics to guide investment decisions and offers both brokerage and advisory solutions across a broad asset base.

Jason Keiter is a financial advisor at Edward Jones in Clive, IA, holding a Series 66 designation. He has been with Edward Jones since 2013. 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 and offers a range of advisory programs and investment solutions through a large nationwide network of financial advisors and branch offices.

Dominick Petz is a financial advisor with Wells Fargo Clearing in Cedar Rapids, IA, holding Series 63 and Series 65 licenses and having seven years of industry experience. He has worked at Wells Fargo Bank, N.A. since 2011 and with Wells Fargo Clearing since 2018. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.