Brian Bennett is a financial advisor at OSAIC with 38 years of industry experience. He holds the CFP® designation and Series 63 and 65 licenses. Prior to joining OSAIC in 2023, he worked for FSC Securities Corporation for 30 years. Bennett also serves as an independent agent providing fixed insurance and is a co-trustee for a client trust. OSAIC serves a diverse range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing tools such as asset-allocation models, risk-tolerance assessments, and automated rebalancing to manage portfolios that include stocks, bonds, mutual funds, ETFs, and alternative investments.

Steven Heideman is a financial advisor at OSAIC with 43 years of industry experience. He holds the Series 63 designation and has previously worked at Signator Investors, Inc. and as an independent insurance agent since 1979. He is president of Heideman Financial Services, Inc., a fixed insurance firm, and also oversees a family farm business. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated advisers and multiple platforms. The firm employs various portfolio construction tools and supports both discretionary and non-discretionary accounts, while maintaining a complex corporate structure with multiple mergers and third-party service arrangements.

Timothy Short is a CFP® with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, he worked at Archer Home Center and also had a period of self-employment. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts. The firm operates under a fiduciary standard and is notable for its extensive advisor and branch network as well as its affiliated trust and mutual fund services.

Dijana Burnic is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses and experience working at Wells Fargo Bank, U.S. Bank, and in nonprofit sports event promotion. She has been with Wells Fargo Clearing since 2025 and previously worked in the restaurant industry and at the University of Montenegro. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services grounded in modern portfolio theory and tailored to plan objectives and risk tolerances. The firm’s offerings include investment policy statement preparation, performance reporting, participant education, and a broader range of financial product options than typical for large institutional advisers.

Carol Breeser is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. She holds the Series 66 designation and has worked with Wells Fargo entities since 2008. 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.

Kyle Owens is a financial advisor with Stifel who holds a Series 63 designation and has 42 years of industry experience. He previously worked at Raymond James & Associates for 21 years before joining Stifel Nicolaus & Co Inc in 2019. Outside of his advisory role, Owens has served as an assistant women's softball coach at Simpson College since 2007 and is involved as Noble Grand in the Fort Des Moines Odd Fellows Lodge. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Michael Oetken is a financial advisor with Cambridge Investment Research Advisors in West Des Moines, IA. He holds a Series 66 designation and has 10 years of industry experience. Prior to his current role since 2018, he worked at Broker Dealer Financial Services Corp. from 2015 to 2018. Oetken is also involved with Capital Financial Planning as an independent insurance agent and advisory representative. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement plan advisory services. The firm employs a range of investment approaches, including proprietary models and third-party strategies, tailored by independent financial professionals to client objectives.

Robert Sayer is a CFP® professional with 14 years of industry experience, currently associated with LPL Financial since 2021. His prior experience includes roles at Harvest Point Inc and Waddell & Reed Inc, as well as operating his own firm, Robert P Sayer LLC. 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 and access to third-party asset management, supporting a large network of investment adviser representatives.

Jason Madsen is a financial advisor with Cetera in West Des Moines, IA, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at First Allied Securities, Northwestern Mutual Investment Management, and multiple Cetera affiliates. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, retirement plans, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Alex Cary is a Series 66-registered financial advisor with eight years of industry experience. He currently works at Cambridge Investment Research Advisors and has prior experience at Brokers International Financial Services, CETERA Advisor Networks, and Voya Financial Advisors. Cary is also involved with Jordan Creek Financial Solutions. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing proprietary and third-party model strategies across multiple platform arrangements.

Caitlyn Pec is a financial advisor with Edward Jones in Johnston, IA, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she held positions at multiple senior living communities, including Grand Living and Journey Senior Living. 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 options, supported by a large network of financial advisors and branch offices nationwide.

Trey Cook is a financial advisor with Morgan Stanley in West Des Moines, IA, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016. Outside of finance, he is involved with Grandslam USA, providing baseball instruction. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, emphasizing tailored financial planning through structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides both retail and institutional investment services.

Zachary Carr is a financial advisor with LPL Financial in Clive, Iowa, holding Series 63 and Series 66 licenses and one year of industry experience. His prior roles include positions at TM Supply Co., Grandview University, and local schools. He is also involved with Weissenburger Investments & Financial Planning. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by extensive technology and a wide network of over 22,800 advisors.

Andrew Arthur is a financial advisor with Primerica Advisors in Indianola, IA, holding Series 63 and Series 65 licenses and five years of industry experience. His prior work includes roles at Des Moines Independent Community School District, Liberty Tire Recycling, Saia LTL Freight, Enterprise Inc, and Ruan Transportation. Outside of advisory work, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

John Fisher is a financial advisor with RBC Capital Markets, holding Series 63 and Series 66 designations and over 46 years of industry experience. He has worked at RBC Capital Markets Corporation since 2008 and at City National Bank since 2022. Outside of his advisory role, Fisher serves on the boards of several nonprofit organizations, including the Roosevelt High School Foundation and the Iowa Natural Heritage Foundation, and is involved with a performing arts theater and his church’s foundation. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services, with tailored investment strategies and access to both in-house and third-party managers.

Alexander Shcharansky is a financial advisor at LPL Financial with four years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. Prior to joining LPL Financial, he worked at several firms including MWA Financial Services, Modern Woodmen of America, and New York Life. Outside of financial advising, he owns Continuous Control Solutions, an engineering and turbomachinery control application business. LPL Financial is a national broker-dealer and SEC-registered investment adviser delivering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and technology-driven tools across a large network of advisors.

Ronald Goodson is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and over 32 years of industry experience. He previously worked at A. G. Edwards & Sons, Inc. for nine years before joining Wells Fargo in 2016. Goodson serves as an executor and administrator for family estates, managing fiduciary responsibilities related to investment matters. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research from Wells Fargo Investment Institute and third-party sources to guide its diversified investment approach across brokerage and advisory solutions.

Ali Shemirani is a Senior Financial Advisor with Merrill Lynch Wealth Management, where he has worked since 1996. With a career in financial services beginning in 1993, Ali provides a personalized wealth management process tailored to clients' unique goals, time horizons, liquidity needs, and risk temperament. He advises individuals and families on various aspects of their financial lives including 401(k)/retirement plans for institutions, access to banking services through Bank of America, investments, retirement planning, and trust and estate planning services. Ali specializes in guiding clients through the complexities of employer benefits to help them pursue financial freedom and a secure retirement. He understands the challenges of living longer and managing multiple caregiving roles and aims to help reduce the stress and uncertainties associated with retirement. He and his team leverage extensive resources accumulated over decades of combined experience. Ali holds a Personal Investment Advisor (PIA) designation and earned his High School Diploma from Redwood High School. He served honorably in the US Army. Ali resides in Clive with his wife, Jan, and son, Joshua. Both Ali and Jan are actively involved in their son's school community through the Crossroads Park Elementary PTA and support the West Des Moines School District and West Des Moines Soccer Club. Additionally, Ali participates in various charitable organizations including Children and Families of Iowa, The Orchard Place, AHeinz 57 Pet Rescue, Food Bank of Iowa, the Wounded Warrior Project, and others.

Dustin Lambert is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation. Prior to joining Edward Jones, he worked in security services with Securitas USA Inc. and Securitas Canada LTD. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management and operates a large nationwide network of financial advisors and branch offices.

Julia Reis is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and one year of industry experience. She has worked at Primerica Financial Services since 2021 and at Primerica Advisors since 2024. Prior to her financial career, she was employed at Dallas Center Grimes High School from 2017 to 2021. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm delivers advisory services through a large network of advisors and employs model-based investment strategies managed by third-party asset managers.