Donald Flannery is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and over 32 years of industry experience. He previously worked at Merrill for 10 years before joining Wells Fargo Clearing in 2016. Outside of advising, he manages rental farmland in Iowa City. 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 significant assets and offers a combination of brokerage and advisory solutions supported by research and analytics.

Carla Mulcahy is a financial advisor with Mass Mutual Investors Services based in Waukee, IA. She holds Series 63 and Series 65 licenses and has 13 years of industry experience, including roles at MassMutual and MML Investors Services. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars.

James Pede Jr. is a financial advisor with Cetera who holds the CFP® and ChFC® designations and has 42 years of industry experience. His prior roles include positions at First Allied Securities and First Allied Advisory Services. Outside of his advisory work, he serves as an usher and greeter at the Lutheran Church of Hope. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a large network of independent advisors. The firm offers a range of portfolio management and consulting services and operates a multi-manager platform with access to affiliated and third-party managers across various program structures.

Michael Shields is a CFP® professional affiliated with Edward Jones in Urbandale, IA, with 14 years of industry experience, all with Edward Jones since 2012. Outside of his advisory role, he owns That'll Work LLC, a video production company focused on social media content, and holds a shareholder interest in Goald Ltd, a phone app promoting challenge and trick shot activities. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals and institutions. The firm manages approximately $1.01 trillion in assets through a large national network of financial advisors and offers a variety of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

David Nichols is a financial advisor with OSAIC, holding a Series 63 designation and bringing 37 years of industry experience. His prior experience includes 11 years with FSC Securities Corporation and an ongoing affiliation with MassMutual Life Insurance Company since 1987. Nichols is also president of DJ Nichols Insurance Inc., a fixed annuities business structured as an S Corporation. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services along with access to third-party money managers and wrap programs. The firm employs tools such as asset-allocation models and risk-tolerance questionnaires to construct diversified portfolios across various asset classes.

Ashley Shafer is a financial advisor at Morgan Stanley with 14 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2012, including a role at Morgan Stanley Private Bank, National Association since 2015. Shafer serves on the Finance Committee of the Mid Iowa Health Foundation in Des Moines, Iowa. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm emphasizes structured financial planning and serves clients through tailored strategies developed by its Financial Advisors and Estate Planning Strategies Group.

Grant Heddinger is a CFP® with 12 years of industry experience, currently serving as an advisor at OSAIC since 2018. He has previously worked at Signator Investors Inc and Ameritas Investment Corp. Heddinger holds roles at Central Financial Group involving sales and marketing of fixed annuities, insurance, and securities, and is a board member of the NAIFA Central Iowa Chapter. OSAIC Wealth, Inc. serves a wide range of retail and institutional clients, offering integrated brokerage and advisory services, financial planning, and access to third-party managers. The firm employs various portfolio construction tools and supports both discretionary and non-discretionary accounts through multiple advisory platforms.

James Spooner is a financial advisor with UBS Financial Services in West Des Moines, Iowa, holding a Series 63 designation and 40 years of industry experience. He has been with UBS since 1989. Outside of advisory work, he owns an agricultural and livestock farm investment business and serves on the Board of Directors for Citizens First National Bank. He also holds the position of President for the Des Moines Area Community College Foundation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides customized financial planning and portfolio management supported by proprietary research and a wide platform of capital markets and banking services.

Luke De Venney is a financial advisor with Raymond James & Associates in Clive, Iowa. He holds the Series 66 designation and has experience in previous roles at Cintas Corporation, AssuredPartners, Cetera Financial Group, and Holmes Murphy & Associates. 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 broad client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

Isabelle Kling is a financial advisor with Morgan Stanley in West Des Moines, Iowa, holding Series 63 and Series 66 credentials and four years of industry experience. She previously worked at J.P. Morgan Securities and Principal Financial Group, among other firms. Outside of her advisory role, she has worked as a barista at Caribou Coffee and as a server at Bar Nico. Morgan Stanley Wealth Management offers a wide array of advisory services to individual and institutional clients, providing tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and combines retail and institutional offerings with various investment and trading activities through its affiliates.

Michael Franke is a financial advisor with Ameriprise in Waukee, IA, holding a Series 63 designation and 39 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of advising, he is co-owner of B and E Farms LLC, a farming business. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement who meet specific asset criteria, providing written recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a centralized consulting approach and provides a wide range of advisory, brokerage, and insurance solutions.

Kurt Belger is a financial advisor at Wells Fargo Clearing, holding CFP® and CFA® designations with 16 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Investments, LLC from 2009 to 2011. 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, utilizing research and analytics grounded in diversification principles and modern portfolio theory.

David Tanner is a financial advisor at OSAIC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Woodbury Financial Services, Gradient Securities, Heartland Retirement Group, PFS Investments, and Primerica Financial Services. Tanner serves on the board of directors for the Indianola Noon Lions Club. OSAIC Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and advisory services with portfolio construction tools, third-party money manager access, and supports both discretionary and non-discretionary account management.

Ryan Dezwarte is a financial advisor with LPL Financial based in Johnston, Iowa. He holds Series 63 and Series 65 licenses and has 17 years of industry experience, all of which have been with LPL Financial since 2008. Outside of his advisory role, he is involved in non-variable insurance and farming activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by technology and a broad network of over 22,800 advisors.

Todd Edwards is a Certified Financial Planner (CFP®) with 25 years of industry experience. He is currently with Wells Fargo Clearing, where he has worked since 2016. Prior to that, he worked at Merrill from 2009 to 2015 and Banc of America Investment Services, Inc. from 2004 to 2009. Wells Fargo Advisors is a national firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm combines research and analytics with a range of brokerage and advisory solutions across a broad client base.

Aisha Rehberg Booth is a financial advisor with Cambridge Investment Research Advisors in West Des Moines, IA. She holds a Series 66 designation and has seven years of industry experience. Her prior experience includes roles at Edward Jones, FBL Financial Group, and Cardinal Intellectual Property. She serves as a board member at Amity Compass. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers a range of services such as financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals, utilizing multiple custody and platform arrangements and both proprietary and third-party investment strategies.

Bryan Johnson is a financial advisor at Edward Jones with three years of industry experience. He holds the Series 66 designation and previously worked at Straw and Sun from 2020 to 2022. Johnson also served with the Iowa Annual Conference of the United Methodist Church for six years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Klay Kane is a financial advisor with Morgan Stanley in West Des Moines, IA, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, following a 16-year tenure at Citigroup Global Markets. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by firm-approved tools and analyses.

Richard Davis is a financial advisor with Ameriprise, holding a Series 63 designation and 37 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Brooklyn Enderton is a Series 66-licensed financial advisor with Wells Fargo Clearing, based in Ankeny, Iowa, and has three years of industry experience. Brooklyn has been with Wells Fargo Clearing since 2021 and has worked at Wells Fargo Bank, NA since 2012. Outside of advisory work, Brooklyn serves as a court visitor for Polk County Courts, reviewing cases to determine the need for guardianship or conservatorship. 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 advisory process is driven by investment policy statements and modern portfolio theory, with a notable range of financial products including insurance-related vehicles and bank deposit sweep options.