John Hatlevig is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and having nine years of industry experience. He has been with Thrivent and its related entities since 2016 and previously worked at DocClarity from 2005 to 2017. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm focuses on holistic, goal-based financial planning across various topics and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Stephen Mcgoldrick is a financial advisor at OSAIC with 31 years of industry experience. He previously worked at Lincoln Financial Advisors Corporation for 31 years before joining OSAIC in 2025. Outside of his advisory work, he coaches kickboxing and resistance training. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios managed on both discretionary and non-discretionary bases.

Benjamin Warrick is a CFA® charterholder with 18 years of industry experience. He is currently an advisor at LPL Financial, where he has worked since 2021. Prior to this, he held roles at Wdf LLC, Financial Service Professionals, and Waddell & Reed, INC., among others. Warrick also worked for Des Moines Public Schools for seven years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by a network of over 22,800 investment adviser representatives.

Brent Moore is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations. He has been with Wells Fargo Bank since 2013 and began his advisory role in 2026. He is based in West Des Moines, IA. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Noah Holthaus is a financial advisor at Edward Jones in Windsor Heights, IA, with three years of industry experience. He holds the Series 66 designation and previously owned an automotive detailing business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions, supported by a large national network of financial advisors and branch offices.

Karla Przybyszewski is a financial advisor with Edward Jones, holding a Series 66 designation and totaling five years of industry experience. Her career has been with Edward Jones since 2010. 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 broad network of financial advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Byron Williamson is a financial advisor with LPL Financial, holding a Series 66 designation and 20 years of industry experience. He has worked at Morgan Stanley and Merrill prior to joining LPL Financial in 2013. Outside of his advisory role, he has interests in family-owned farming through Lost Hills Farm, LLC. 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, supported by a large network of investment adviser representatives.

Aaron Cavazos is a financial advisor at Raymond James & Associates with eight years of industry experience. He holds the Series 66 designation and has been with Raymond James since 2017. Prior to his career in finance, he worked at Solar Transport for six years. Outside of his advisory role, he serves as a Board of Adjustment member for the City of Urbandale, Iowa, where he votes on zoning exception appeals. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional investors, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a broad range of portfolio management styles and affiliated research.

Brock Norton is a financial advisor at OSAIC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Ameritas Investment Corp and Sii. Outside of his advisory role, Norton is a managing partner in several LLCs that oversee commercial properties leased to Central Financial Group, where he also assists in managing the Fort Dodge office. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage, investment advisory services, and access to third-party money managers. The firm employs asset-allocation tools and automated rebalancing to construct diversified portfolios across various investment vehicles.

Dan Mcphail Jr. is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and possessing 18 years of industry experience. Prior to joining Raymond James in 2026, he operated DMKC Advisory Services, LLC and worked at D.M. Kelly & Company from 2007 to 2026. Raymond James & Associates, Inc. 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, institutional clients, pension and profit-sharing plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Aimee Holmes is a financial advisor at Raymond James & Associates with 22 years of industry experience. She holds a Series 66 designation and previously worked for RBC Capital Markets for 10 years before joining Raymond James in 2019. 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 wide range of clients, including individuals, institutions, charitable organizations, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services through various portfolio management styles and affiliated research.

Karl Ritland is a CFP® professional with 25 years of industry experience. He has been with Edward Jones since 2002, following a one-year tenure at Equitable Advisors. Karl is based in Pleasant Hill, IA, and holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory strategies and maintains a large network of financial advisors and branch offices across the country.

Jeffery Gardner is a financial advisor at Wells Fargo Advisors with 12 years of industry experience. He holds the Series 66 designation and has worked at several firms including Fisher Investments, TD Ameritrade, and Scottrade. Outside of his advisory work, he co-owns a business that specializes in unstuffed plush animals. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and integrates advisory services with other financial products through a network of advisors.

Roger Grefe is a financial advisor at Raymond James & Associates with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James since 2007. Grefe serves on the Greater Des Moines Community Foundation Investment Committee. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Beth Williams is a financial advisor with Wells Fargo Clearing, holding Series 63, 65, and 66 licenses and 27 years of industry experience. She has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors LLC from 2011 to 2016. Outside of her advisory role, she serves as a finance council member at St. Rose of Lime/Sacred Heart Church in Denison, Iowa. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Colby Spann is a CFP® with 15 years of industry experience, currently serving at Raymond James & Associates since 2020. Prior to this, he worked for RBC Capital Markets LLC for 10 years. He holds the Series 66 designation. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a broad client base including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services, utilizing various portfolio management styles and affiliated research.

Nancy Anstoetter is a financial advisor with RBC Capital Markets, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. Her prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of her advisory work, she serves on the board of directors for a women's vocational program in Ghana and participates in community leadership and stewardship activities within local organizations. 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 a variety of advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, featuring options for portfolio customization, tax management, and responsible investing.

Jacob Gaskell is a financial advisor with RBC Capital Markets and holds a Series 66 designation. He has 21 years of industry experience, with prior roles at Wells Fargo Clearing and WELLS FARGO Advisors. He also serves as an executor for a family friend. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutions, and charitable organizations. The firm provides customized portfolio management and financial planning services through multiple advisory programs, utilizing a mix of in-house and third-party investment managers.

Suzanne Runyon is a Series 66 licensed financial advisor with Edward Jones in Altoona, IA, and has three years of industry experience. She has been with Edward Jones since 2009, including her current role starting in 2024. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and affiliated funds supported by a large national network of financial advisors and branch offices.

Dustin Kurtz is a financial advisor with Cambridge Investment Research Advisors in Waukee, IA, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Edward Jones and multiple appointments within Cambridge Investment Research firms. Outside of advising, he is employed in sales at Scheels All Sports. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through independent Financial Professionals using a variety of portfolio management strategies and platform arrangements.