Lucas Sibley is a financial advisor with Edward Jones in Altoona, Iowa, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory work, he is involved as a member in several local rental property ventures. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and affiliated financial services, supported by a nationwide network of more than 23,700 advisors.

Caleb Reiman is a financial advisor at Ameriprise in West Des Moines, IA, holding a Series 66 designation with one year of industry experience. Prior to joining Ameriprise in 2024, he worked at Northwestern Mutual for one year and was a student from 2010 to 2024. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with substantial investable assets, providing written Recommendation Reports that cover income sources, Social Security claiming options, and tax-smart withdrawal strategies. The firm utilizes a centralized consulting team and combines research, modeling, and tax-efficiency analysis to deliver tailored, algorithm-assisted recommendations.

Brian Herbel is a CFP® professional with 26 years of industry experience, currently serving as a financial advisor at Edward Jones since 2000. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he is a member and organizer of a real estate venture called Spirit Of Truth in Ankeny, IA. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Laura Nilius is a CFP® professional with seven years of experience in the financial services industry. She has worked with CliftonLarsonAllen Wealth Advisors, LLC and the Foster Group before joining LPL Financial in 2022. 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 advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Lucas Borseth is a financial advisor with Thrivent Investment Management, holding a Series 66 credential and one year of industry experience. His work history includes multiple roles within Thrivent since 2024 and prior experience at Target and American Eagle Outfitters. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based planning on a range of topics and allows clients to combine planning with managed-account services under a consolidated billing option called WealthPlan.

Allison Mark is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 licenses and having two years of industry experience. She has worked with Wells Fargo Clearing since 2023 and also has a role as a guest services attendant at the Iowa Event Center. 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 supported by research and analytics from Wells Fargo Investment Institute and third-party sources.

Jennifer Boldt is a financial advisor with Mass Mutual Investors Services who holds Series 65 and Series 63 licenses and has 17 years of industry experience. She previously worked at Guardian Life Insurance Company of America for 15 years before joining Mass Mutual in 2024. Outside of her advisory work, she serves as secretary on the advisory board of a construction software company and is licensed as an insurance broker focusing on life and disability insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers a range of planning programs, including a recent standalone Divorce Planning service, and uses firm-approved software tools to deliver written recommendations tailored to clients' goals.

Vincent Mccarty II is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 52 years of industry experience. He has been with LPL Financial and its predecessor entities since 2002. 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 through a large network of advisors, utilizing a variety of portfolio strategies and technology tools.

Travis Gaule is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He previously spent nine years at Edward Jones before joining LPL Financial in 2025. 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.

Michael Cordes is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 13 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC. Based in West Des Moines, IA, he provides advisory services within a large institutional firm. Wells Fargo Clearing offers retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s IPS-driven approach incorporates modern portfolio theory and includes both non-discretionary and discretionary services, with a notable offering of insurance-related vehicles and bank deposit sweep options as part of its investment menus.

Keith Piscitello is a CFP® professional with 18 years of industry experience. He is currently affiliated with Cambridge Investment Research Advisors and has previously worked at Lincoln Financial Advisors, Wells Fargo Clearing, Bank of America, and Merrill Lynch. Outside of his advisory role, he serves as secretary for the Mid Iowa Estate and Financial Planning Council and is a board member of the Alzheimer’s Association Iowa Chapter Professional Advisory Board. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement services through a network of independent financial professionals. The firm offers a range of portfolio management options and proprietary model strategies, with investment implementation tailored to client objectives across multiple custody platforms.

Christina Lenze is a financial advisor at RBC Capital Markets with four years of industry experience. She holds the Series 66 designation and previously worked at Principal Financial Group and Premier Credit Union. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs that combine discretionary and non-discretionary portfolio management with financial planning and brokerage services, utilizing both in-house and third-party investment managers.

Austin Bachman is a financial advisor at Cetera with one year of industry experience. He holds a Series 66 designation and has prior work experience at Casey's General Store and Kum & Go. Outside of his work at Cetera, he also provides financial advisory services through Guide Financial Group. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of advisors. The firm offers a broad range of portfolio management and consulting services, utilizing multiple program structures and third-party managers to accommodate diverse client needs.

Allison Ver Steegt is a financial advisor at Edward Jones in Ankeny, IA, holding CFP®, ChFC®, and Series 66 designations with nine years of industry experience. Her prior work includes roles at doTERRA and Grinnell Mutual Reinsurance Company. 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 with a large network of advisors and offers a variety of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Stacey Koeppen is a CFP® with 12 years of industry experience and has been with Edward Jones since 2013. She serves as a board member for Community Champions in Ankeny, IA, helping to connect charitable needs with local nonprofits. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its extensive advisor and branch network as well as its affiliated capabilities beyond traditional advisory services.

Lori Baldwin is a Series 66-licensed financial advisor with Edward Jones in Altoona, Iowa, where she has worked since 2011, totaling 15 years of industry experience. Outside of her advisory role, she is involved in agricultural business as the owner of a farmland operation and serves as a bookkeeper for a transportation LLC in Mingo, Iowa. Edward Jones is a full-service wealth management firm that serves a broad client base including individual, institutional, and charitable clients, managing over $1 trillion in assets with a nationwide network of advisors. The firm offers a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and tax-efficient services under a fiduciary standard.

Nicholas Lensing is a Series 66 credentialed financial advisor with nine years of industry experience. He has worked at Edward Jones since 2019 and previously held roles at Principal Securities, Inc., Principal Life Insurance Company, Easter Seals Iowa, and Iowa State University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Jeffrey Olson is a financial advisor at Thrivent Investment Management with 27 years of industry experience. He has been with Thrivent Financial for Lutherans and its investment management division since 2002. Olson holds Series 63 and Series 66 designations. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning that covers a broad range of topics, with the option to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Curtis Malone is a financial advisor at LPL Financial with 14 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at LPL Financial since 2022, following a decade at CUNA Brokerage Services, Inc. and CUNA Mutual Group. 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 portfolios, and institutional platforms, supported by a large network of advisors and advanced operational tools.

James Rose is a financial advisor with Wells Fargo Clearing in Ankeny, IA, holding Series 63 and Series 65 credentials and having one year of industry experience. His prior work includes roles at Wells Fargo Bank, Nationwide, uBreakIfix, and Cellular Only. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans 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.