Jeffrey Kimball II is a financial advisor with Ameriprise in Norwalk, IA, holding CFP® and ChFC® designations and 19 years of industry experience. He has worked at Ameriprise and affiliated firms since 2014. Outside of advising, he serves as Treasurer for the Naval Academy Parents Club of Iowa. Ameriprise provides a retirement-income planning service targeting clients with substantial investable assets, combining research-driven modeling and tax-efficient strategies to create customized recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Chad Hansen is a financial advisor with Edward Jones in Waukee, IA, holding Series 63 and Series 66 credentials and bringing 19 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Bank of the West, and BancWest Investment Services. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Kyle Matzen is a financial advisor at Edward Jones with 12 years of industry experience. He has been with Edward Jones since 2013 and holds a Series 66 designation. Outside of his advisory role, he is the owner of a vacation rental property in Lake Ozark, Missouri. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets with a large network of advisors and branch offices, offering various advisory programs, separately managed accounts, and affiliated investment products.

Andrew Brommer is a financial advisor at Edward Jones with 12 years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2017. Prior to that, he was employed at Princor Financial Group and Principal Life Insurance Co. Brommer is also the owner of Brommer Investments LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of managed solutions and advisory services supported by a nationwide network of over 23,000 financial advisors.

Thiago De Souza Mendes is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and having two years of industry experience. He previously worked at Caixa Economica Federal for nine years before joining Wells Fargo in 2023. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Emma Stoker is a financial advisor at RBC Capital Markets with Series 66 credentials and one year of industry experience. She previously worked at Ernst & Young and held various roles at Iowa State University. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with customized investment strategies, offering a range of advisory programs and portfolio management services.

Mark Millsap is a financial advisor with LPL Financial, holding the ChFC® designation and Series 63 and 65 licenses. He has 37 years of industry experience, including 22 years with Signator Investors, Inc. and John Hancock Life Insurance Company before joining LPL Financial in 2018. 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, and institutional platforms, supported by extensive operational and research tools.

Tamara Elwell is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 66 credentials and bringing 27 years of industry experience. She has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a blend of brokerage and advisory services supported by research and analytics from its investment institute and third-party sources.

Matthew Kenny is a financial advisor with Charles Schwab in West Des Moines, IA, holding Series 63 and Series 66 credentials and bringing 11 years of industry experience. His prior roles include positions at TD Ameritrade Investment Management, Scottrade, Voya, and Directed Services. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios alongside a structured due diligence process for alternative investments.

Zoee Smythe is an advisor at Wells Fargo Clearing in West Des Moines, IA, holding Series 63 and Series 65 licenses. She has been with Wells Fargo since 2021, including her current role starting in 2026. Prior to entering the financial industry, she worked at Target and has no prior investment industry experience. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions with an emphasis on research-driven investment strategies and a range of complementary financial products.

Nathan Beattie is a Series 66 licensed financial advisor with 13 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2012. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers comprehensive, goal-based planning across multiple areas, with options to combine planning and managed-account services under a consolidated billing arrangement.

Andrew Hensen is a financial advisor at RBC Capital Markets with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at RBC Capital Markets since 2009, previously at Citigroup Global Markets from 2000 to 2009 and City National Bank from 2020 onward. He serves as a Board of Ambassador for Coaches vs. Cancer, a non-profit organization raising funds for the American Cancer Society. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored investment strategies through various advisory programs, combining in-house and third-party management with options for tax management and responsible investing.

Garrett Miller is a CFP®-designated financial advisor with Ameriprise in West Des Moines, Iowa, and has 12 years of industry experience. He previously worked at Cole Capital Corporation and Equity Fund Advisors before joining Ameriprise Financial Services in 2018. Miller owns G Reiman LLC, an entity supporting his advisory practice. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides written Recommendation Reports and ongoing retirement planning advice focused on income sources and tax-aware withdrawal strategies.

Gregory Opsal is a financial advisor with LPL Financial, holding a Series 66 designation and 12 years of industry experience. He previously worked at The Opsal Group, LLC, Waddell & Reed Inc, and various insurance carriers before joining LPL Financial. Opsal maintains involvement with The Opsal Group, LLC as a business entity for tax and investment purposes. 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, model portfolio programs, third-party asset management, and institutional platforms, combining advisory services with additional financial products and operational tools.

Daniel Hartnett is a financial advisor at Wells Fargo Clearing with six years of industry experience. He holds the Series 66 designation and has been with Wells Fargo Clearing since 2019, having worked at Wells Fargo Bank NA since 2011. 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 management solutions. 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.

Raegan Wagner is a Series 66-registered financial advisor at Morgan Stanley with 11 years of industry experience. She has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Wagner serves as trustee and co-trustee for investment-related trusts in Cambridge, Iowa. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets.

Ryan Brooks is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and 20 years of industry experience. He has been with Cambridge Investment Research Advisors since 2018 and previously worked at Broker Dealer Financial Services Corp. Brooks is also an independent insurance agent and owner of a financial planning business. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services, utilizing a range of portfolio management strategies and platform arrangements tailored to client objectives.

Dennis Way is a financial advisor with Primerica Advisors in West Des Moines, IA, holding Series 63 and Series 65 licenses and possessing 45 years of industry experience. He has been with Primerica Advisors since 1982 and Primerica Financial Services since 1991. Outside of his advisory role, he is involved in selling home security and automation products through affiliated companies and holds ownership interests in several related business entities. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients via a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors.

Zachary Newberg is a financial advisor at Charles Schwab with 13 years of industry experience. He holds a Series 66 designation and has worked at several firms, including TIAA and U.S. Bancorp Investments. Outside of his advisory role, he serves as Secretary of the Comet Wrestling Club, a sports and physical recreation organization. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separate managed accounts and employs a multi-asset model portfolio approach supported by thorough due diligence and centralized operational infrastructure.

Nicholas Feledy is a financial advisor at OSAIC with 13 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining OSAIC in 2025, he worked for Lincoln Financial Securities Corporation for 12 years and has been involved with First Heartland since 2012, where he also acts as an insurance agent offering various insurance products. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated financial advisors and multiple advisory platforms, providing integrated brokerage, investment advisory services, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diverse portfolios, supporting discretionary and non-discretionary management with various investment options.