Alec Nielsen is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds the ChFC® designation and Series 66 license. His previous roles include positions at Symetra Securities, Inc. and Symetra Life Insurance Company. Outside of finance, he was involved with Reclaimed Rails Brewing in 2019. 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 Wells Fargo Investment Institute and third-party sources to evaluate investment options, and offers both brokerage and advisory solutions.

Dave Jones is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 41 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. 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 advisory services. The firm’s process is driven by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Jordan Sullivan is a financial advisor with Wells Fargo Clearing in West Des Moines, IA, holding Series 63 and Series 65 credentials and eight years of industry experience. His prior work includes roles at Edward Jones and Dubuque Bank and Trust. Outside of advising, he has been involved in playing live music at festivals, bars, and private parties in Cedar Rapids, IA. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets and employing over 14,000 financial advisors.

Lee Leonard is a financial advisor with LPL Financial in West Des Moines, IA, holding CFP® and Series 63 designations and bringing 40 years of industry experience. His prior career includes over a decade at Morgan Stanley in various capacities from 1999 to 2009. Leonard maintains a DBA under Aspen Financial Services, Inc. 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.

Joel Shaner is a financial advisor at UBS Financial Services with a Series 66 designation. He joined UBS in 2025 after six years at Tim Ford State Farm Insurance Agency and has previous experience in education at the University of Northern Iowa and Valley High School. In his spare time, he collaborates with a friend to produce music that is distributed on streaming platforms. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, supported by proprietary research and comprehensive capital markets services.

Jon Hallman is a financial advisor at Morgan Stanley in West Des Moines, IA, holding a Series 66 credential with two years of industry experience. Prior to joining Morgan Stanley in 2024, he worked at Athene and Palmer Group. Outside of his advisory role, Hallman has worked as a contractor for DoorDash and Amazon in non-investment-related capacities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools, including Monte Carlo simulations, to support client financial plans.

Peter Smith is a financial advisor at Edward Jones in Grimes, IA, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones in 2022, he worked for eight years at the City of Urbandale. He serves as a volunteer treasurer for Folds of Honor organizations in both Oklahoma and Iowa, acting as a liaison without handling assets. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients and managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary solutions, and operates under a fiduciary standard.

Lori Keech is a financial advisor at Wells Fargo Advisors with 23 years of industry experience. She holds a Series 66 designation and has worked in various roles within Wells Fargo Clearing, Principal Life Insurance Company, and Principal Securities. Outside of her advisory work, she is involved in a small retail business selling and delivering T-shirts. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, using proprietary research and tools to create tailored recommendations that clients may implement through various brokerage or advisory programs.

Matthew Hammes is a financial advisor at Cetera with 20 years of industry experience and holds a Series 66 designation. His prior experience includes roles at Hornor, Townsend & Kent, LLC and LPL Financial. He is based in West Des Moines, Iowa. Cetera Investment Advisers LLC is an SEC-registered advisor serving individual clients, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform combining discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers, supporting a diverse range of investment strategies and client needs.

James Brown is a financial advisor with RBC Capital Markets holding Series 63 and Series 66 registrations and has 31 years of industry experience. He has worked at RBC Capital Markets since 2008 and has also been with City National Bank since 2020. 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 a range of advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers.

Eric Raasch is a financial advisor at Wells Fargo Advisors with 37 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Wells Fargo Advisors in 2026, he worked at Ameritas Advisory Services, Midwest Financial Solutions, RK Wealth Management, and Ameritas Investment Company. Raasch serves as a director for Norwich Housing Corporation, a nonprofit lender that provides housing loans to fraternity-affiliated alumni organizations. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides comprehensive planning solutions using proprietary research and tools, with services tailored to clients meeting specific net-worth criteria.

James O'Connor is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 designations and bringing 40 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009, including time at Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Angelo Provenza is a financial advisor with Morgan Stanley in West Des Moines, IA, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with Morgan Stanley Smith Barney since 2011. Outside of his advisory role, he is involved with Tavern Holdings, LLC and Universal Metrics, LLC, where he advises on the acquisition of small, non-public, non-financial companies. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Debra Alberto is a CFP® professional with 34 years of industry experience, currently with Wells Fargo Clearing since 2016. She previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Outside of her advisory role, she is involved as a Mary Kay consultant. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services guided by investment policy statements and modern portfolio theory. The firm’s approach includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Matthew Wesolowski is a financial advisor with Merrill, holding a Series 66 designation and based in West Des Moines, IA. He has been with Merrill since 2016 and has prior experience at Bank of America, N.A. since 2025. Merrill, along 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 and profit-sharing plans, corporations, and charitable organizations.

Christina Cochran is a financial advisor at Charles Schwab with 17 years of industry experience. She holds a Series 66 designation and has worked at Charles Schwab and Charles Schwab Bank since 2008. Outside of her advisory role, she serves as the secretary of the Mitchellville Elementary PTA, where she coordinates meeting agendas, takes minutes, and manages PTA social media communications. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary client relationships with access to discretionary separately managed accounts, offering multi-asset model portfolios and alternatives through a centralized operational structure.

Devon Douvikas is a financial advisor with LPL Financial in Grimes, IA, holding a Series 66 designation and eight years of industry experience. He has been with LPL Financial and Dupaco Financial Services since 2016. 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 advanced research and operational tools.

Brianna Ernzen is a financial advisor at Cetera with 14 years of industry experience. She holds the Series 66 designation and has previously worked at VOYA Financial before joining Cetera. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual clients, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Hiller Olsen is a financial advisor at RBC Capital Markets with 22 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley for 20 years before joining RBC in 2026. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs and customizes strategies based on clients’ risk profiles, utilizing both in-house and third-party investment managers.

Grant Lair is a financial advisor at Osaic with two years of industry experience. He holds a Series 66 designation and has previously worked at Stonebridge Financial Advisors and Truman State University. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides a range of services such as brokerage and investment advisory, financial planning, retirement plan consulting, and access to third-party money managers, using various tools and platforms to construct and manage portfolios.