Heather Johnson is a financial advisor with Wells Fargo Advisors in West Des Moines, IA, holding Series 63 and Series 66 licenses and possessing 26 years of industry experience. Her prior firms include Merrill and UBS Financial Services. Outside of her advisory work, she owns and operates a photography business, Heather Johnson Photography. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutions with a broad range of financial planning and investment services tailored to clients meeting certain net worth requirements.

Robert Chleborad is a CFA® charterholder with 31 years of industry experience, currently serving as a financial advisor at UBS Financial Services since 2011. He is based in West Des Moines, IA, and holds Series 63 and Series 65 licenses. Outside of his advisory role, he participates in the Finance Council for St. Pius X Catholic Church and will join the investment committee of the Catholic Foundation of Southwest Iowa in 2026. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary capital market assumptions and model-based asset allocations to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

Kimberly Mcintosh is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and 33 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. 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 advisory process incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Monica Daggs is a financial advisor with LPL Financial, holding a Series 66 designation and 24 years of industry experience. Her work history includes prior roles at Cetera Advisor Networks and Cuso Financial Services. Outside of advising, she is involved as the sole trustee of a family trust, owns a coaching business, and works as a baker in Urbandale, Iowa. 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, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Tami Roberts is a financial advisor at RBC Capital Markets with 36 years of industry experience. She holds Series 63 and Series 65 licenses and has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services, implementing tailored strategies through a mix of in-house and third-party investment managers.

Patrick Hall is a financial advisor at Raymond James & Associates with five years of industry experience. He holds the Series 66 designation and previously worked for eight years at Medtronic Spinal and Biologics. 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, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Lucas Trainor is a financial advisor with RBC Capital Markets in Clive, IA, holding Series 66 and Series 63 licenses and five years of industry experience. His prior roles include positions at U.S. Bancorp Investments, U.S. Bank, and service in the United States Marine Corps. RBC Wealth Management serves a broad client base, including individual investors, institutions, pension plans, corporations, and charities. The firm offers multiple advisory programs with discretionary and non-discretionary portfolio management tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers along with various portfolio administration options.

Anne Ballantini Poeppe is a financial advisor with Osaic, holding Series 66 and Series 63 credentials and bringing 12 years of industry experience. She has worked with Stonebridge Financial Advisors and FSC Securities Corporation in the past and is also involved in dance instruction at Carol Tetmeyer's Dance Studio. Outside of finance, she teaches dance classes. Osaic Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers a range of brokerage and advisory services, employing asset-allocation tools and third-party platforms to manage portfolios that may include stocks, bonds, mutual funds, ETFs, and alternative investments.

Amy White is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and one year of industry experience. Her prior roles include positions at Wells Fargo Bank, nA, Lone Star College, and Vision ISS. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and uses research from Wells Fargo Investment Institute along with diversification principles and modern portfolio theory in its investment approach.

Joshua Rice is a financial advisor at OSAIC with 19 years of industry experience. He holds Series 63 and Series 65 designations and has worked at OSAIC since 2018. Prior to that, he spent two years at Signator Investors, Inc. Rice is also the president and owner of Financial Decisions Group of Des Moines, where he is involved in securities sales and fixed insurance products. OSAIC serves a mix of retail and institutional clients, offering integrated brokerage and investment advisory services through a large network of affiliated advisers. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary portfolio management, providing access to a broad range of investment products and third-party solutions.

Anna Owens is a financial advisor at Stifel with nine years of industry experience. She holds the Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2019 and previously at Raymond James and Associates from 2016 to 2019. Owens serves on the board of House of Hope Haiti, a Christian-based mission that operates a K-13 grade school, where she coordinates a school sponsorship program and participates in board meetings. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Jay Bollman is a financial advisor with Ameriprise in Norwalk, Iowa, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Bollman is involved in hunting guide services through South Dakota Pheasant Ventures, LLC, and serves as Treasurer on the Board of Directors for the Norwalk Naturals Athletic Club. Ameriprise offers retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to produce personalized recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional financial services provider.

Steven Devenney is a financial advisor with Raymond James & Associates in Clive, Iowa, holding Series 63 and Series 65 designations and possessing 32 years of industry experience. He has been with Raymond James & Associates since 2003. Devenney serves as a board member and chair of the finance committee at Grand View University, providing oversight of the university’s fund management. 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 charitable organizations, offering financial planning and non-discretionary investment consulting supported by a wide range of portfolio management styles and affiliated research.

David Jesse is a financial advisor at Ameriprise with 26 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2005. Outside of advising, he is involved in a payroll and HR services business. Ameriprise serves clients primarily through a retirement-income planning service for individuals nearing or in retirement, offering detailed recommendation reports and combining research, modeling, and tax-efficiency analysis. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Dana Weir is a financial advisor with RBC Capital Markets in Clive, Iowa, holding a Series 66 designation and 26 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. Outside of his advisory role, he is a passive owner of farmland. 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 multiple advisory programs with discretionary and non-discretionary portfolio management, tailoring strategies based on client risk profiles and utilizing a combination of in-house and third-party investment managers.

Bradley Renberg is a financial advisor at Ameriprise with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Ameriprise since 2009, including its affiliate Ameriprise Financial Services, Inc. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and delivers these services through a centralized retirement-income consulting team in partnership with its financial advisors.

Denise Daugherty is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and 26 years of industry experience. Her work history includes roles at Transamerica Financial Advisors and Voya Financial Advisors. Outside of her advisory work, she serves on the board of directors and as safety director for the Des Moines Rowing Club, a nonprofit organization. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services via a multi-manager platform with access to affiliated and third-party managers.

Isaac Dunlap is a Series 66-licensed financial advisor with five years of industry experience. He is currently affiliated with Wells Fargo Clearing Services LLC and has previously worked at Cambridge Investment Research. Outside of his advisory role, he is involved with Digital Intelligence Systems LLC. 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 combines research from the Wells Fargo Investment Institute and third-party sources with diversification principles and modern portfolio theory to evaluate investment options, operating with more than 14,000 advisors and approximately $671 billion in assets under management.

William Goodwin is a financial advisor with Wells Fargo Clearing in West Des Moines, IA, holding Series 63 and Series 65 licenses and with 31 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years at Wells Fargo Advisors LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers investment advisory services, financial planning, and retirement plan consulting, utilizing research and analytics alongside diversification principles and modern portfolio theory.

Brian Hagedorn is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds a Series 66 designation and has worked in various roles at Wells Fargo Bank and Wells Fargo Clearing since 2001. Outside of his advisory work, he serves as a power of attorney for his parents on investment-related matters. 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.