Kevin Lehman is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 18 years of industry experience. His prior roles include positions at Edward Jones, Voya Financial Advisors, and Securities America. He serves as a board member of the Ankeny Instrumental Music Foundation and owns KJL Capital LLC. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals, utilizing a variety of portfolio management platforms and proprietary as well as third-party strategies.

Jacob Chenchar is a financial advisor at Fidelity with 11 years of industry experience. He holds a Series 66 designation and has been with Fidelity Brokerage Services LLC since 2015. Prior to joining Fidelity Investments in 2025, he spent several years within the Fidelity organization in various roles. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a systematic investment process that integrates proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, with oversight of sub-advisers and a focus on model portfolio delivery.

Kenneth Tague is a financial advisor at Thrivent Investment Management with two years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Wells Fargo for 20 years. Outside of his advisory role, he serves as the congregational president of Mt. Calvary Lutheran Church and as committee chairman for Scout Troop 30. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, providing goal-based financial planning across a broad range of topics without discretionary trading authority. The firm integrates planning with managed-account programs through a consolidated billing option while maintaining planning and investment services separately.

Stephen Canakes is a financial advisor with Cetera, holding the CFP® designation and Series 63 license, with 44 years of industry experience. He has worked at Cetera Advisors LLC since 2013 and also provides financial services through Key Financial Services, where he assists clients with transferring assets into trusts. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management and consulting services, supporting a network of over 10,000 advisors and approximately 800,000 clients.

William Mulcahy III is a financial advisor with Mass Mutual Investors Services in West Des Moines, IA. He holds the CFP® and ChFC® designations and has 13 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Co. since 2015. MML Investors Services, LLC is 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 seminars, using analytical tools to provide written recommendations tailored to clients' goals.

Rachel Loxterman is a financial advisor at Cetera with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Cetera Wealth Services, Summit Financial Group, Summit Brokerage Services, and Coleman Quiner Ltd, where she is also President and Director. In addition to her advisory role, she serves as the bookkeeper and administrator for the Toy Box Storage Condominium Owner's Association and is a licensed notary public. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporations, 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.

Jonica Ewald is a financial advisor with Ameriprise, holding a Series 66 designation and nine years of industry experience. She has been with Ameriprise and its affiliated entities since 2015. Outside of her advisory role, she is involved in business ownership through Ewald Enterprises LLC and Integrity Point, LLC, and holds an executive role in Integrity Point Real Estate LLC. Ameriprise provides retirement-income planning services tailored to individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations, supported by a centralized consulting team and algorithmic tools.

Benjamin Pearson is a financial advisor at Edward Jones with 13 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2013. 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 through a nationwide network of more than 23,700 advisors and offers a range of discretionary and non-discretionary investment strategies, including tax-efficient services and affiliated mutual funds.

Robert Lehnhardt is a Certified Financial Planner (CFP®) with 30 years of industry experience. He has been with UBS Financial Services since 2012. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary capital market assumptions and model-based asset allocations with research from UBS Global Research. The firm operates as a broker-dealer, investment adviser, and futures commission merchant, providing a broad range of wealth management and institutional trading services.

Brandt Gebel is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and five years of industry experience. His work history includes roles at Cambridge Investment Research, Cetera Investment Advisors, Fidelity Bank & Trust, Northwestern Mutual, and State Bank and Trust. He is also associated with Jordan Creek Financial Solutions and serves as an agent with Sentinel Security Life. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing both proprietary and third-party strategies across multiple platforms.

Brian Bennett is a financial advisor at OSAIC with 38 years of industry experience. He holds the CFP® designation and Series 63 and 65 licenses. Prior to joining OSAIC in 2023, he worked for FSC Securities Corporation for 30 years. Bennett also serves as an independent agent providing fixed insurance and is a co-trustee for a client trust. OSAIC serves a diverse range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing tools such as asset-allocation models, risk-tolerance assessments, and automated rebalancing to manage portfolios that include stocks, bonds, mutual funds, ETFs, and alternative investments.

Kyle Owens is a financial advisor with Stifel who holds a Series 63 designation and has 42 years of industry experience. He previously worked at Raymond James & Associates for 21 years before joining Stifel Nicolaus & Co Inc in 2019. Outside of his advisory role, Owens has served as an assistant women's softball coach at Simpson College since 2007 and is involved as Noble Grand in the Fort Des Moines Odd Fellows Lodge. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Joshua Klyn is a financial advisor with LPL Enterprise, holding a Series 66 designation and seven years of industry experience. His prior work includes roles at Prudential Insurance Company of America and Pruco Securities, LLC. Based in Ankeny, IA, he also serves as an associate financial planner at Iowa Financial Partners, a DBA for LPL Business. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, and institutional entities. The firm’s investment approach is model-driven, utilizing portfolios developed by internal and third-party strategists, and it offers access to third-party asset managers and insurance products through affiliated entities.

Michael Oetken is a financial advisor with Cambridge Investment Research Advisors in West Des Moines, IA. He holds a Series 66 designation and has 10 years of industry experience. Prior to his current role since 2018, he worked at Broker Dealer Financial Services Corp. from 2015 to 2018. Oetken is also involved with Capital Financial Planning as an independent insurance agent and advisory representative. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement plan advisory services. The firm employs a range of investment approaches, including proprietary models and third-party strategies, tailored by independent financial professionals to client objectives.

Robert Sayer is a CFP® professional with 14 years of industry experience, currently associated with LPL Financial since 2021. His prior experience includes roles at Harvest Point Inc and Waddell & Reed Inc, as well as operating his own firm, Robert P Sayer 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 and access to third-party asset management, supporting a large network of investment adviser representatives.

Alex Cary is a Series 66-registered financial advisor with eight years of industry experience. He currently works at Cambridge Investment Research Advisors and has prior experience at Brokers International Financial Services, CETERA Advisor Networks, and Voya Financial Advisors. Cary is also involved with Jordan Creek Financial Solutions. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing proprietary and third-party model strategies across multiple platform arrangements.

Caitlyn Pec is a financial advisor with Edward Jones in Johnston, IA, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she held positions at multiple senior living communities, including Grand Living and Journey Senior Living. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment options, supported by a large network of financial advisors and branch offices nationwide.

Geoffrey Ingram is a financial advisor with Cambridge Investment Research Advisors in Des Moines, IA, holding Series 63 and Series 66 licenses and possessing 50 years of industry experience. He has been with Cambridge Investment Research Advisors since 2012 and operates Ingram Insurance, an independent insurance agency. Additionally, he owns a tax preparation service, Geoffrey Ingram Tax Service. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through independent professionals, utilizing a variety of portfolio management approaches and platform arrangements tailored to client objectives.

Andrew Arthur is a financial advisor with Primerica Advisors in Indianola, IA, holding Series 63 and Series 65 licenses and five years of industry experience. His prior work includes roles at Des Moines Independent Community School District, Liberty Tire Recycling, Saia LTL Freight, Enterprise Inc, and Ruan Transportation. Outside of advisory work, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Alexander Shcharansky is a financial advisor at LPL Financial with four years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. Prior to joining LPL Financial, he worked at several firms including MWA Financial Services, Modern Woodmen of America, and New York Life. Outside of financial advising, he owns Continuous Control Solutions, an engineering and turbomachinery control application business. LPL Financial is a national broker-dealer and SEC-registered investment adviser delivering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and technology-driven tools across a large network of advisors.