David Haas is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 17 years of industry experience. Prior to joining Raymond James in 2026, he was affiliated with DMKC Advisory Services LLC and D.M. Kelly & Company for 18 years. He is also involved with Lorbiecki Group, providing financial advisory services. 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 diverse client base including individuals, institutions, and municipal entities, offering non-discretionary financial planning and consulting with a range of portfolio management styles supplemented by proprietary research.

Karina Casini is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 credentials and over 31 years of industry experience. She has had a long tenure with Wells Fargo entities since 2002, including roles at Wells Fargo Bank NA and Wells Fargo Clearing. Casini also serves as a temporary conservator and holds power of attorney for her mother. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides a broad range of investment and financial planning services to individuals, trusts, and institutional clients, offering tailored recommendations through a network of financial advisors.

Mark Kelly is a CFA® charterholder and Series 63 licensee with eight years of industry experience. He is currently with Cambridge Investment Research Advisors and previously worked at Voya Financial Advisors and Directed Services, LLC. Outside of his advisory role, Kelly also works as a basketball referee. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing a range of portfolio management strategies and platforms tailored to client objectives.

Andrea Anderson is a financial advisor with Wells Fargo Clearing in Bettendorf, IA, holding Series 63 and Series 65 licenses and having 13 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at WELLS FARGO Advisors, LLC. Outside of her advisory role, Anderson serves on the South Moline Township board, participating in budgetary meetings and discussions on township funds. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach includes investment policy preparation, performance reporting, participant education, and plan benchmarking, with a notable inclusion of insurance-related investment options and bank deposit sweeps in its offerings.

Vernon Sanftner is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and having 40 years of industry experience. He has been with LPL Financial since 2000. Outside of his advisory role, he is president and owner of B 3 Builders, LLC, a homebuilding business. 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 asset management services, employing a large network of advisors who implement various portfolio strategies on discretionary and non-discretionary bases.

Wayne Christ is a financial advisor at Cetera with 44 years of industry experience. He holds the ChFC® designation and has worked previously at Concourse Financial Group Securities Inc for over two decades. In addition to his advisory work, he is involved with the Iowa State University Delta Chi Alumni Board of Trustees, advising college students. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients through a multi-manager platform that offers a variety of portfolio management and consulting services. The firm supports diverse investment approaches ranging from model portfolios to bespoke strategies, with oversight across multiple program structures and custodians.

Ryan Carson is a Series 66-licensed advisor at LPL Enterprise with one year of industry experience. Prior to joining LPL Enterprise, he held various roles including positions at Burgie's Coffee Nevada and Windmill Coffee Roasters, as well as employment at Iowa State University and Chick-Fil-A. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, retirement plans, banks, and charitable entities. The firm’s investment approach is primarily model-driven, utilizing portfolios developed by internal research and third-party strategists, and offers a range of financial planning, consulting, and access to third-party asset managers.

Clayton Cheney is a financial advisor with LPL Financial in Johnston, IA, holding Series 63 and Series 65 credentials and 15 years of industry experience. His prior work includes roles at Royal Alliance Associates, Sii, Ameritas Investment Corp, and Central Financial Group. Outside of advisory services, he is involved in non-variable insurance activities. 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 financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and technology tools to support its advisory representatives.

Christopher Stockstrom is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has 17 years of industry experience, including roles at Principal Securities and Cetera Advisors. He is based in Polk City, Iowa. Mass Mutual Investors Services 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, wrap and money-manager programs, and educational seminars.

Dalton Keith is a Series 66-credentialed financial advisor with three years at Merrill and two years with Bank of America, N.A. His prior experience includes roles across a range of industries, including education and smart home security. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Gregory Hefner is a financial advisor with Raymond James Financial, holding a Series 66 credential and bringing 12 years of industry experience. He previously worked at Commonwealth Financial Network for 14 years before joining Raymond James Financial Services Advisors, Inc. Hefner is also an associate and employee at Hefner Financial, where he is involved in investment advisory activities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports clients through various advisory programs, with specialized services in municipal and public finance and SIMPLE IRA employer advisory consulting.

Larry Laughlin is a CFP® with over 31 years of experience in the financial industry. He has worked at Edward Jones since 2018 and previously held roles at White Oak Wealth Management, Successful Resource Management, and AIG Capital Services. Laughlin is a co-founder and executive board member of the Family Cancer Network in Des Moines, where he is involved in fundraising and grant management. 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 solutions supported by a large nationwide network of financial advisors and branch offices.

Kerrie Knudsen is a financial advisor with Edward Jones in Huxley, IA, holding a Series 66 designation and having one year of industry experience. Prior to her current role, she worked for four years at RE/MAX Real Estate Center and has teaching experience at the North Polk and Ankeny Community School Districts. Outside of her advisory work, she is involved in managing rental property with her spouse. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products, supported by a large network of financial advisors and branch offices nationwide.

Lewis Vasey is a financial advisor at LPL Financial with 29 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. His prior experience includes roles at Lincoln Financial Securities Corporation and Signator Investors, Inc. He is also involved as an insurance agent in non-variable insurance sales. 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 solutions, including model portfolios, third-party asset management, and institutional platforms.

Rodney Potratz is a financial advisor with OSAIC who holds Series 63 and Series 65 licenses and has 33 years of industry experience. He has worked at Stonebridge Financial Advisors since 2003 and was associated with FSC Securities Corporation for 20 years. In addition to his advisory work, he is an insurance agent for various carriers. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and platforms. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools, risk assessments, and access to multiple investment vehicles and third-party solutions.

Kristin Meyer is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 22 years of industry experience. She has been with Thrivent Financial since 2016 and with Thrivent Investment Management since 2015. Outside of her advisory role, she operates a business selling custom bracelets. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without managing client accounts directly.

Peter Wills is a financial advisor at RBC Capital Markets with three years of industry experience. He holds the Series 66 designation and has been with RBC since 2022. Prior to his advisory role, he worked for over a decade at the family business, Wills Family Orchard, where he was involved in production management and agricultural operations. RBC Wealth Management serves a diverse client base including individual investors, institutions, corporations, and charitable organizations, offering a range of advisory programs with customized investment strategies managed through both in-house and third-party resources.

Joseph Chambers is a financial advisor with Wells Fargo Clearing in Davenport, IA, holding Series 63 and Series 65 credentials and 42 years of industry experience. He has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2011. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm's advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Terry Mccormick is a financial advisor at Raymond James Financial with 43 years of industry experience. He holds the Series 63 designation and has been with Raymond James Financial and its affiliate since 2007. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary advisory services using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Jacob Oberender is a financial advisor at Edelman Financial Engines with two years of industry experience. He holds a Series 65 designation and has worked previously at RSM and Mokosak Advisory Group, LLC. Outside of finance, he serves as an agent and member of the board of advisors for Outsmoked, LLC, a food service business. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios and supports a large client base through both advisor-led and online offerings.