Chad Thomas Killam is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 12 years of industry experience. His prior roles include positions at Russell Investments, Principal Funds Distributor Inc, and Northwestern Mutual Wealth Management Company. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Carrie Wright is a financial advisor at Cetera with 25 years of industry experience and holds a Series 66 designation. She has worked at Cetera and Cetera Wealth Services since 2023 and previously spent over two decades with Securian Financial Services. Outside of her advisory role, Wright serves as an officer on the Villas of Grey Hawk Homeowners Association board, volunteers as a precinct election official with the Polk County Election Office, and participates on the budget team for Redemption Hill Church. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large national network of independent advisors, serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with various discretionary and non-discretionary program options.

Andrew Langhoff is a financial advisor with Wells Fargo Clearing in West Des Moines, IA. He holds Series 63 and Series 65 designations and has one year of industry experience. Prior to joining Wells Fargo, he worked at Johnson Financial Group and has held roles outside the financial sector, including with Third Space Brewery and Ozaukee Country Club. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Brandon Hays is a financial advisor with Wells Fargo Clearing in West Des Moines, IA, holding a Series 66 designation and 10 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, 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 services. The firm uses an IPS-driven approach grounded in modern portfolio theory and includes insurance-related vehicles and bank deposit sweep options among its investment offerings.

Hannah Behnkendorf is a financial advisor with Osaic Wealth, Inc., holding a Series 66 designation and bringing 10 years of industry experience. Her prior roles include positions at Principal Global Investors, Royal Alliance Associates, and Ameritas Investment Corp. She serves as an officer on the board of South Templar Park, Inc., a homeowners association in Iowa. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing various tools and platforms to construct portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Kirk Abrahamson is a financial advisor with Raymond James & Associates in Clive, Iowa, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. Prior to joining Raymond James in 2020, he worked at RBC Capital Markets Corporation for 12 years and spent time at City National Bank. He serves as a director and on multiple committees at UnityPoint Health Des Moines, a nonprofit organization, and is a board member of the Wakonda Club. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser with approximately $501 billion in assets under management. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering tailored financial planning and consulting through a range of portfolio management styles and affiliated research resources.

Kent Patterson is a financial advisor at Edward Jones in Ankeny, Iowa, holding a Series 66 designation with 10 years of industry experience. He 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 manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 advisors and offers a range of discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Michelle Shaji is a financial advisor with Ameriprise in Johnston, IA, holding a Series 66 designation. She has been with Ameriprise since 2025 and has prior experience with the School of Human Ecology and Keeling Wealth Advisors. Ameriprise Financial Services is a large diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides ongoing planning advice focused on income sources and tax-aware withdrawal strategies. The firm’s retirement income program involves a centralized team and uses proprietary research and tools to develop individualized recommendations.

Joyce Brady is a financial advisor with LPL Financial who holds a Series 66 designation and has 20 years of industry experience. She has worked at LPL Financial since 2020 and previously held positions at Royal Alliance Associates, Sii, Ameritas Investment Corp, FIRST AMERICAN BANK, and Dewaay Capital Management. Outside of her advisory role, she is a commissioned notary. 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 portfolio programs, and institutional platforms, with advice delivered primarily by investment adviser representatives using various investment strategies.

Chad Borsheim is a financial advisor at Primerica Advisors with nine years of industry experience. He holds the Series 66 designation and has worked at firms including Edward Jones and Pattison Sand Company. Outside of his advisory role, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure rather than fixed fees.

Jacob Reis is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and seven years of industry experience. He has been with Primerica Advisors since 2018 and also worked at Iowa State University and DC-G School in prior roles. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients through model-based portfolio strategies overseen by external asset managers. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management.

Ryan Dennis is a financial advisor at Wells Fargo Clearing with Series 65 and Series 63 designations and four years of industry experience. His prior roles include positions at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. 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 a range of brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Tiffanie Hinson is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and seven years of industry experience. She has been with Wells Fargo Clearing since 2018 and has worked at Wells Fargo Bank, N.A. since 2015. Outside of her advisory role, she serves as a precinct captain for the Polk County Election Office in Des Moines, Iowa. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with investment options that include insurance-related vehicles and bank deposit sweep programs.

Tim Rhoades is a financial advisor with LPL Financial, holding a Series 66 designation and 17 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley & Co. LLC before joining LPL Financial in 2013. 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 wide range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Alec Harrold is a financial advisor with LPL Financial, holding a Series 66 credential and one year of industry experience. His prior roles include positions at Anthony Marano Company and BKD CPAs & Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of investment and financial planning solutions supported by advanced technology and a broad network of more than 22,800 advisors.

Gerald Boesen is a CFP® professional with 40 years of industry experience, currently serving with Raymond James & Associates since 2017. Prior to that, he worked at RBC Capital Markets from 2010 to 2017. 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 high-net-worth individuals, institutions, and municipal entities, providing financial planning, investment consulting, and institutional fiduciary services with a range of portfolio management styles and affiliated research.

Michael Greth is a financial advisor with RBC Capital Markets and holds a Series 66 credential. He has 22 years of industry experience, including roles at City National Bank, Wells Fargo Clearing, and Wells Fargo Advisors. Outside of his advisory work, he serves as a co-trustee for a family trust. RBC Wealth Management, a division of RBC Capital Markets, provides investment and financial planning services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored portfolio management through multiple advisory programs and integrates both in-house and third-party investment resources.

Derek Justice is a financial advisor with Edward Jones in Clive, Iowa, holding Series 63 and Series 66 licenses and having 27 years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory role, he owns a small cow herd for his children to learn about animal raising and manages an apple sales activity involving his family. 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 offers a range of advisory programs and investment solutions, managing over $1 trillion in assets with a nationwide network of more than 23,700 financial advisors.

Ryan Riviere is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds the Series 63 and Series 66 designations. His prior experience includes roles at NYLIFE Securities LLC, New York Life Insurance Co, Bank of The West, and running Riviere Jenison Securities Ltd. for over a decade. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG eligibility framework and delivers services on a non-discretionary basis, with clients retaining final decision-making authority.

Donald Bradley is a financial advisor with Wells Fargo Clearing in West Des Moines, IA, holding Series 63 and Series 65 licenses and having nine years of industry experience. He has been with Wells Fargo Clearing Services since 2016 and Wells Fargo Bank NA since 2011. Outside of his advisory role, he owns and operates an electrical contracting and building maintenance business in Rock Island, IL. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.