Isaac Dunlap is a Series 66-licensed financial advisor with five years of industry experience. He is currently affiliated with Wells Fargo Clearing Services LLC and has previously worked at Cambridge Investment Research. Outside of his advisory role, he is involved with Digital Intelligence Systems LLC. 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 combines research from the Wells Fargo Investment Institute and third-party sources with diversification principles and modern portfolio theory to evaluate investment options, operating with more than 14,000 advisors and approximately $671 billion in assets under management.

Matthew Kneifl is a financial advisor with Edward Jones in Windsor Heights, IA, holding the CFP® designation and Series 63 and 66 licenses. He has 23 years of industry experience, all with Edward Jones since 2002. Outside of his advisory work, he manages farmland and residential properties in Iowa. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment advisory and wealth management solutions supported by a large nationwide network of financial advisors.

Tam Le is a financial advisor with Edward Jones in Ankeny, IA, holding Series 63 and Series 66 credentials and has 11 years of industry experience. Prior to joining Edward Jones in 2021, Tam worked for Wells Fargo Clearing from 2014 to 2021. 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 strategies, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

William Goodwin is a financial advisor with Wells Fargo Clearing in West Des Moines, IA, holding Series 63 and Series 65 licenses and with 31 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years at Wells Fargo Advisors LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers investment advisory services, financial planning, and retirement plan consulting, utilizing research and analytics alongside diversification principles and modern portfolio theory.

Anthony Gordon is a financial advisor at Thrivent Investment Management with five years of industry experience. He holds the Series 66 designation and has worked at Thrivent Financial and its affiliated entities since 2020. Prior to joining Thrivent, he held roles at Graceland University, Des Moines Public Schools, and Simpson College. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors. The firm provides holistic, goal-based analyses and planning across various financial topics, with clients able to combine planning and managed-account services under a consolidated billing option called WealthPlan.

Brian Hagedorn is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds a Series 66 designation and has worked in various roles at Wells Fargo Bank and Wells Fargo Clearing since 2001. Outside of his advisory work, he serves as a power of attorney for his parents on investment-related matters. 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.

Crystal Edwards is a financial advisor at Cetera with 15 years of industry experience. She holds a Series 66 designation and has worked with Cetera and its affiliates since 2017, with prior roles at Wells Fargo Advisors. Outside of her advisory work, she is a co-owner of Southlawn Catering Company. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers.

Jill Greiner is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. She holds a Series 66 designation and has been with Wells Fargo entities since 2014. Outside of her advisory work, she is involved in farming animals and livestock through a separate consulting activity. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a broad range of investment advisory services, financial planning, and retirement plan consulting, operating with over 14,000 advisors and managing approximately $671 billion in assets.

Thomas Alexander is a financial advisor at LPL Financial with 26 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Principal Securities and Principal Life Insurance. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Amy Wright is a financial advisor with Cetera Wealth Services LLC, holding Series 63 and Series 65 licenses and 11 years of industry experience. She has worked with several firms including Avantax and LSB Wealth Management. Wright owns Wright Financial Solutions, her financial services business through Avantax, where she provides client meetings, account reviews, and retirement planning. Cetera Investment Advisers LLC is a large SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform with various portfolio management and planning services, supporting a range of investment approaches and program structures.

John Rowe is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. He holds the Series 63 and Series 66 credentials and has been with Wells Fargo Clearing since 2016, following a year at Wells Fargo Advisors LLC. 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 manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Jared Koch is a financial advisor at Thrivent Investment Management with 16 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Thrivent Financial for Lutherans since 2010. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through its network of financial advisors. The firm provides holistic, goal-based planning that covers a wide range of financial topics, allowing clients to combine planning with managed-account programs while keeping these services distinct.

Rachel Wilson is a Series 66-licensed financial advisor with Ameriprise in Urbandale, IA, with 13 years of industry experience. She has been with Ameriprise and its affiliated entities since 2013. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Matt Knoll is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. He holds Series 63 and Series 66 designations. Prior to his current role since 2016, he worked at Wells Fargo Advisors LLC, Wells Fargo Investments, LLC, Charles Schwab, and TD Ameritrade. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and offers a combination of discretionary and non-discretionary retirement plan services supported by research from Wells Fargo Investment Institute and third-party sources.

Ryan Bishop is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and 13 years of industry experience. He previously worked at Bankers Life and its related entities from 2016 to 2023. Outside of his advisory role, he is involved with Aspen Financial Services, Inc., a DBA for his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, supporting a large network of investment adviser representatives with both discretionary and non-discretionary investment strategies.

Troy Randall is a financial advisor with RBC Capital Markets and holds the CFP® and ChFC® designations, along with Series 63, 65, and 66 licenses. He has 36 years of industry experience, with prior roles at Morgan Stanley, Securities America Advisors, Investacorp, Highland, and Principal Financial Group. He serves as a board member for the nonprofit 100 Men of Norwalk and on the board of a local homeowners association. RBC Wealth Management, a division of RBC Capital Markets, provides advisory and brokerage services to a diverse client base including individuals, institutions, and charitable organizations. The firm offers tailored portfolio management programs using a combination of in-house and third-party managers and is supported by RBC’s capital-markets capabilities and affiliated asset managers.

Benjamin Breeding is a financial advisor with RBC Capital Markets in Clive, IA. He holds the Series 66 designation and has three years of industry experience. His prior roles include positions at RBC Wealth Management and Northwestern Mutual. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs offering portfolio management, financial planning, custody, and brokerage services. The firm customizes investment strategies based on clients’ risk profiles and utilizes a combination of in-house and third-party managers and investment models.

Kristen Reis is a financial advisor with Primerica Advisors holding Series 63 and Series 65 licenses. She has been with Primerica Financial Services since 1996 and has one year of experience at PFS Investments Inc. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management, delivering advisory services through model-driven strategies managed by unaffiliated asset managers.

Michael Weston is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 38 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, 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 supported by research from Wells Fargo Investment Institute and third-party sources.

Raymond Hays is a financial advisor with Wells Fargo Clearing in West Des Moines, IA, holding Series 63 and Series 65 designations and 33 years of industry experience. He has worked with Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Outside of his advisory role, he manages the Sherri Hays Memorial Funds, which involves investing and distributing memorial funds. 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 solutions. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.