Grant Fischer is a CFP® and holds a Series 66 designation, with 19 years of experience in the financial industry. He has worked at Edward Jones since 2021 and previously at Wells Fargo Clearing from 2013 to 2021. 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 and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Joseph Tursi Jr. is a financial advisor at OSAIC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Securities America Inc. and Principal Securities. He is also a registered representative and employee of Bankers Trust. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm offers a wide range of brokerage and advisory services, utilizing asset-allocation tools and third-party money managers to construct portfolios across various asset classes.

Emily Lillwitz is a financial advisor with Morgan Stanley in West Des Moines, IA, holding a Series 66 designation and 19 years of industry experience. She has been with Morgan Stanley since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that utilizes firm-approved tools and modeling techniques.

John O’Bannon is a financial advisor at OSAIC with nine years of industry experience. He holds a Series 66 designation and has worked previously at FSC, Edward Jones, and Lowe’s Corporation. Outside of his advisory role, he is a youth, high school, and collegiate soccer referee during the spring and fall seasons. OSAIC serves a diverse client base, including individual, high-net-worth, institutional, and charitable organizations, offering a range of advisory and brokerage services. The firm employs asset-allocation tools and multiple advisory platforms to construct portfolios across various investment types, managing accounts with discretion or client-imposed restrictions.

Nicholas Wallace is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015, Morgan Stanley Smith Barney since 2009, and previously at Citigroup Global Markets from 2000 to 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery processes and advanced modeling tools.

Jason Stierman is a CFP® with 20 years of experience in the financial services industry. He has been with Ameriprise since 2005 and is currently based in West Des Moines, IA. Outside of his advisory role, he is co-owner of Integrity Point, LLC and Crux Solutions LLC, both of which are involved in managing his Ameriprise business. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered through a centralized consulting team.

Jessica Shillington is a financial advisor at Ameriprise with two years of industry experience. She holds a Series 66 designation and previously worked at Ameritas Advisory Services, Ameritas Investment Company, Harvest Wealth Group, and Thrivent Financial. She is also involved with Harvest Wealth Group in a client support and employee role. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on dependable income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Joshua Mohr is a financial advisor at LPL Financial with a Series 66 credential and two years of industry experience. His prior roles include positions at GreenState Credit Union, Financial Resources Group, and Keokuk County State Bank. He also has a background in education and retail, having worked at the University of Iowa, Sigourney Jr-Sr High School, and Pizza Ranch. 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, third-party asset management, and institutional platforms.

Brett Underberg is a financial advisor at Wells Fargo Clearing with 31 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at LPL Financial for 10 years before joining Wells Fargo in 2022. 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 provides brokerage and advisory solutions supported by research and analytics.

Courtney Vander Plaats is a financial advisor with Ameriprise in Webster City, IA, holding a Series 66 designation and 10 years of industry experience. She has been with Ameriprise since 2015 and is a minority owner of FISH 2 O, a business established for shared operational infrastructure and expense management among team members. She is also co-owner of businesses involved in tax preparation and managing the Ameriprise business. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets. The firm provides written recommendation reports that incorporate research, modeling, and tax-efficiency analysis, supported by a centralized consulting team and algorithmic automation, while emphasizing Ameriprise-managed accounts and affiliated investment products.

Kasie Beck is a financial advisor at Morgan Stanley with 13 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Smith Barney LLC since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs including tailored financial planning and manages approximately $2.74 trillion in client assets.

Jay Devries is a financial advisor at Mass Mutual Investors Services with 23 years of experience in the industry. He holds Series 63 and Series 65 credentials and previously worked for Guardian Life Insurance Company for 21 years. In addition to his advisory role, Devries is active as an insurance broker specializing in life, disability, and long-term care products. Mass Mutual Investors Services 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 collaborative, annual planning engagements using firm-approved analytical tools and also conducts educational seminars.

Karolyn Harmsen is a financial advisor at Edward Jones with eight years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2018. Prior to her current role, she spent seven years at ITA Group. 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 and offers a range of advisory strategies alongside affiliated investment products and services.

Leo Mauro is a financial advisor at Cetera with a Series 66 designation and less than one year of industry experience. Prior to joining Cetera, he has held positions at US Flight Co., The Original Tax Doctor, and Wartburg College. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a wide range of portfolio management and consulting services delivered through a large network of independent advisors.

Alison Mitts is a financial advisor at Edward Jones in Grimes, IA, holding a Series 66 designation with over 10 years of industry experience. Her entire career has been with Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Anthony Zollman is a financial advisor with Ameriprise, holding Series 63 and Series 65 designations and 17 years of industry experience. He has worked at Ameriprise and its affiliated entities since 2008. Outside of his advisory role, he serves as president of Iowans for Adoption. Ameriprise provides retirement-income planning services primarily for individuals with at least $1 million in investable assets, offering tailored recommendation reports that incorporate income analysis, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and automated tools to support its advice, with a focus on Ameriprise-managed accounts and affiliated investment products.

Tyler Marsh is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2010. Outside of his advisory role, Marsh is a notary in Iowa. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including specialized areas such as business-owner transition planning and special-needs analysis.

Deniz Franke is a CFP®-credentialed financial advisor with Ameriprise, based in Waukee, IA, and has 39 years of industry experience. He has worked at Ameriprise and its affiliated entities since 2005. Outside of advising, he serves on the Board of Trustees for the Boys and Girls Club of Iowa and has partial ownership in a tax preparation business. Ameriprise provides a range of advisory, brokerage, and insurance solutions, with a specialized retirement-income planning service for clients approaching or in retirement, combining research-driven modeling and tax-efficient strategies to support income planning.

Gregory Zanker is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and six years of industry experience. He has been with Wells Fargo in various capacities since 2009. 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 uses research and analytics to support diversified investment strategies and offers both brokerage and advisory solutions at scale.

Amy Townsend is a CFP® professional with 19 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously held positions at Choreo, LLC and Principal Financial Services. 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 a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.