Jill Greiner is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. She holds a Series 66 designation and has been with Wells Fargo entities since 2014. Outside of her advisory work, she is involved in farming animals and livestock through a separate consulting activity. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a broad range of investment advisory services, financial planning, and retirement plan consulting, operating with over 14,000 advisors and managing approximately $671 billion in assets.

Zachary Bouslog is a financial advisor with Morgan Stanley in West Des Moines, IA, holding Series 63 and Series 65 licenses and having 11 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2022, and previously was with Transamerica Capital Inc. and Jackson National Life Distributors LLC. Bouslog serves as an advisory board member for the City of Urbandale Economic Development Advisory Board. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s financial planning process involves structured discovery and firm-approved tools, with a broad array of retail and institutional investment products.

Dennis Burns is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Equitable Advisors, AXA Advisors, and Waddell & Reed. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual investors, retirement plans, and institutional entities, utilizing model-driven portfolios and offering access to third-party asset managers and other financial services.

Michelle Bieber is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Her prior roles include positions at Ameriprise Financial and Limited Brands. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Lori Rowan is a financial advisor with Morgan Stanley in West Des Moines, IA, holding Series 63 and Series 66 credentials and possessing 27 years of industry experience. She has been with Morgan Stanley and Morgan Stanley Private Bank since 2018, following three years at Ameriprise Financial Services. Outside of her advisory work, she is involved in skincare consulting as an independent contractor with Rodan + Fields. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs to individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers comprehensive planning services supported by structured discovery processes and firm-approved modeling tools.

John Rowe is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. He holds the Series 63 and Series 66 credentials and has been with Wells Fargo Clearing since 2016, following a year at Wells Fargo Advisors LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Matt Knoll is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. He holds Series 63 and Series 66 designations. Prior to his current role since 2016, he worked at Wells Fargo Advisors LLC, Wells Fargo Investments, LLC, Charles Schwab, and TD Ameritrade. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and offers a combination of discretionary and non-discretionary retirement plan services supported by research from Wells Fargo Investment Institute and third-party sources.

Patrick St John is a Financial Advisor with the Ranallo Group at Merrill Lynch Wealth Management. He works with individuals and families to simplify complexity and bring structure to their financial lives. His client base primarily includes households with assets ranging from $500,000 to $5 million, many of whom are approaching retirement, managing multiple accounts across institutions, or navigating major transitions such as career changes, business sales, or generational wealth planning. With over 25 years of experience in the financial services industry, Patrick focuses on providing clarity, discipline, and a coordinated approach rather than market timing or individual security selection. Utilizing Merrill's advisory platform and his team's collaborative process, he helps clients achieve their goals through professionally managed portfolios aligned to their risk tolerance and long-term strategy. His personalized services include defining and prioritizing financial goals, consolidating assets, building tax-aware investment strategies, and preparing for retirement income and wealth transfer. Patrick holds a Bachelor's Degree from the University of Iowa and maintains professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He is also associated with the Iowa High School Athletic Association. Outside of his professional role, Patrick engages in various activities such as baseball, basketball, biking, football, hiking, refereeing, skiing, soccer, and traveling. He is family-focused and has a blended family of five.

Jason Henderson is a financial advisor at Morgan Stanley with 32 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2009. Henderson serves on the board and finance and investment committees at Grand View University in Des Moines, Iowa. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models to support its financial planning process.

Ryan Bishop is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and 13 years of industry experience. He previously worked at Bankers Life and its related entities from 2016 to 2023. Outside of his advisory role, he is involved with Aspen Financial Services, Inc., a DBA for his LPL business. 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, and institutional platforms, supporting a large network of investment adviser representatives with both discretionary and non-discretionary investment strategies.

Troy Randall is a financial advisor with RBC Capital Markets and holds the CFP® and ChFC® designations, along with Series 63, 65, and 66 licenses. He has 36 years of industry experience, with prior roles at Morgan Stanley, Securities America Advisors, Investacorp, Highland, and Principal Financial Group. He serves as a board member for the nonprofit 100 Men of Norwalk and on the board of a local homeowners association. RBC Wealth Management, a division of RBC Capital Markets, provides advisory and brokerage services to a diverse client base including individuals, institutions, and charitable organizations. The firm offers tailored portfolio management programs using a combination of in-house and third-party managers and is supported by RBC’s capital-markets capabilities and affiliated asset managers.

Benjamin Breeding is a financial advisor with RBC Capital Markets in Clive, IA. He holds the Series 66 designation and has three years of industry experience. His prior roles include positions at RBC Wealth Management and Northwestern Mutual. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs offering portfolio management, financial planning, custody, and brokerage services. The firm customizes investment strategies based on clients’ risk profiles and utilizes a combination of in-house and third-party managers and investment models.

Cody Phelps is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 designations and bringing 17 years of industry experience. He has been with Cambridge Investment Research Advisors since 2018 and has prior experience at Broker Dealer Financial Services Corp. since 2011. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals. The firm provides a range of portfolio management options and maintains both proprietary and unaffiliated investment strategies tailored to client objectives.

Michael Weston is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 38 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. 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 supported by research from Wells Fargo Investment Institute and third-party sources.

Dwight Hakala is a financial advisor with Mass Mutual Investors Services in West Des Moines, IA, holding Series 63 and Series 65 designations and possessing 33 years of industry experience. His career includes 25 years at Metlife Securities Inc. and over a decade with Massachusetts Mutual Life Insurance Company. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs using firm-approved tools to support client goal analysis and planning.

Raymond Hays is a financial advisor with Wells Fargo Clearing in West Des Moines, IA, holding Series 63 and Series 65 designations and 33 years of industry experience. He has worked with Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Outside of his advisory role, he manages the Sherri Hays Memorial Funds, which involves investing and distributing memorial funds. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment solutions. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Gregg Horsman is a financial advisor with LPL Financial in Adel, IA, holding a Series 63 designation and possessing 32 years of industry experience. His prior roles include positions at H. Beck, Inc., VSR Financial Services, Inc., and The Masters, Inc. He is also involved in ancillary insurance sales on a limited basis. 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 financial planning and investment management services, including access to third-party asset managers and institutional platforms.

Brian Samuelson is a financial advisor with OSAIC in West Des Moines, Iowa, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Royal Alliance Associates, Inc. since 2018 and previously was with Signator Investors, Inc. from 2016 to 2018. Outside of finance, he performs as a guitar player at various venues. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a broad network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services with an emphasis on asset allocation, risk assessment, and access to third-party money managers and managed account solutions.

Todd Sanftner is a financial advisor with LPL Financial, holding Series 63, 65, and 66 registrations and bringing 27 years of industry experience. He has been with LPL Financial since 2000. Sanftner also operates under the DBA Aspen Financial Services, Inc. in West Des Moines, IA. 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 portfolio programs, and third-party asset management, supported by a large network of advisors and technology tools.

Carl Hartson is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. He holds the Series 66 designation and has worked at various Wells Fargo entities since 2008, including Wells Fargo Advisors LLC and Wells Fargo Bank. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a fiduciary role when providing investment advice and a discretionary option for plan-level investment selection.