John Desmond is a financial advisor at Mass Mutual Investors Services with 44 years of industry experience. He holds a Series 63 designation and has worked with Metlife Securities Inc. for 31 years before joining Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company. Outside of advisory roles, he is also an independent insurance agent specializing in group life and health insurance as well as property and casualty insurance. 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 provides ongoing financial planning, asset management, and educational seminars, structuring planning engagements as annual collaborative relationships using firm-approved analytical tools.

Matthew Fryar is a CFP® with 29 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors in West Des Moines, IA. He has been with Wells Fargo in various capacities since 2011 and also owns and operates Fryar Private Wealth Corp and Fryar Private Wealth Holdings, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services tailored to clients meeting certain net-worth thresholds, utilizing Wells Fargo research and planning tools to develop customized recommendations.

Willis Gaer is a financial advisor at Raymond James & Associates with three years of industry experience. He holds the Series 66 designation and previously worked at DMKC Advisory Services, LLC, D.M. Kelly & Company, EMC Insurance, Eastern Kentucky University, and Roosevelt High School. 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 municipalities, offering financial planning, investment consulting, and institutional advisory services through a variety of portfolio management styles and affiliated research resources.

Jed Willoughby is a financial advisor with Ameriprise in Clive, IA, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He previously worked at UBS Financial Services for 16 years before joining Ameriprise in 2023. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement with substantial investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored, algorithm-supported advice through a centralized consulting team.

Ann Merkley is a financial advisor with Cetera, holding a Series 63 designation and 32 years of industry experience. She has worked at Park Avenue Securities and Guardian Life Insurance Company for 15 years before joining Cetera Financial Specialists LLC. Merkley is also the owner of Woman of Worth LLC, a women business owner networking group. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a variety of portfolio management and financial planning services, employing a multi-manager platform with discretionary and non-discretionary program options.

Amanda Moorman is a Series 66 licensed financial advisor with Morgan Stanley, based in West Des Moines, IA, and has nine years of industry experience. She has worked at Morgan Stanley since 2016 and previously held a position at Deere & Company from 2009 to 2016. Outside of her advisory work, she serves on the Stewardship Committee of Ames Ascension Lutheran Church, where she is involved in budget review. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer providing a wide range of financial planning and advisory services to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process that includes firm-approved tools and modeling techniques.

Ashley Peter is a financial advisor with UBS Financial Services in West Des Moines, IA, holding Series 63 and Series 65 credentials and 16 years of industry experience. He has been with UBS Financial Services since 2011. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Laura Howe is a financial advisor at Wells Fargo Clearing with a Series 66 designation and over 22 years of experience at Wells Fargo. She has been with Wells Fargo Clearing since 2026. 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 both brokerage and advisory solutions.

Elisabeth O Connor is a financial advisor at UBS Financial Services with a Series 66 designation and three years of industry experience. Prior to joining UBS in 2022, she worked at Starbucks for six years. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management, leveraging proprietary research and institutional trading capabilities.

Nicole Gobert is a financial advisor at Merrill with six years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2019, with prior experience at Bank of America N.A. and Alvarez & Marsal. Outside of advising, she is co-owner of residential real estate holding companies with her spouse. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional plans.

Stephanie Buscher is a financial advisor with RBC Capital Markets in Clive, Iowa, holding a Series 63 designation and 27 years of industry experience. She has been with RBC Capital Markets Corporation since 2008. 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 custody services, using tailored investment strategies and a combination of in-house and third-party managers.

Matthew Marckmann is a financial advisor with Morgan Stanley in West Des Moines, Iowa. He holds Series 63 and Series 65 licenses and has 27 years of industry experience. Prior to his current role, he has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside of finance, he is an owner and operator of a family farm in Adel, Iowa. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, emphasizing tailored financial planning supported by advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and offers services through both direct and corporate financial planning agreements.

Mark Atkinson is a financial advisor with RBC Capital Markets in Clive, Iowa, holding Series 63 and Series 66 designations and possessing 38 years of industry experience. He has been with RBC Capital Markets since 2008 and also works at City National Bank since 2020. Outside of his advisory role, Atkinson serves as president of the Atkinson Foundation, a nonprofit organization. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored strategies, integrating in-house and third-party investment managers along with a range of portfolio management and financial planning services.

Pete Scheurman is a financial advisor with LPL Enterprise based in West Des Moines, IA, holding a Series 66 designation and 12 years of industry experience. His prior work includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, AXA Advisors, Mass Mutual Investors Services, MetLife Securities Inc, and Edward Jones. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm employs a model-driven investment approach, offers financial planning and consulting, and facilitates access to third-party asset managers and insurance products through a broad network of investment adviser representatives.

Jill Lansing is a financial advisor at Morgan Stanley in West Des Moines, IA, holding Series 63 and Series 66 licenses with five years of industry experience. Her prior roles include positions at A. H. Susanin LLC, GWFS Equities, and Prudential Investment Management Services. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning services supported by firm-approved tools and methodologies.

Webster Lehmann Jr. is a financial advisor at LPL Financial with 32 years of industry experience. He has been with LPL Financial since 2001 and holds a Series 63 designation. He operates a DBA called Aspen Financial Services, Inc. in West Des Moines, IA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, with an emphasis on both discretionary and non-discretionary strategies supported by advanced operational tools.