Jordan Morris is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and having 10 years of industry experience. His prior roles include positions at Principal Funds Distributor, Principal Securities Inc., and Principal Life Insurance Company. He is currently based in West Des Moines, Iowa. Charles Schwab & Co., Inc. serves 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 offers both non-discretionary and discretionary investment solutions supported by multi-asset model portfolios, a formal alternative investment program, and integrated custody and brokerage services.

Clark Bishop is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. He holds Series 63 and Series 66 credentials and has worked with Wells Fargo since 2008, including roles at Wells Fargo Investments and Wells Fargo Clearing. Outside of his advisory work, Bishop is a percussion instructor and actively performs as a drummer with local music groups. 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, utilizing research from Wells Fargo Investment Institute and third-party sources.

Christopher Kramer is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. Prior to joining Wells Fargo Advisors in 2026, he worked at Ameritas Advisory Services, LLC, Midwest Financial Solutions, LLC, Rk Wealth Management, LLC, and Ameritas Investment Company, LLC. Outside of his advisory work, Kramer owns a business under the brand "Life Is Short Eternity Is Forever," which sells T-shirts and books. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, risk, and wealth transfer, as well as specialized services such as business-owner transition and special-needs planning. The firm combines advisory services with various financial product offerings through an extensive network of advisors.

Hai Vu is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses. He has been with Wells Fargo Clearing since 2025 and Wells Fargo Bank, N.A. since 2024. Prior to his financial services career, he operated Pho&Tea Cafe LLC for four years and worked at Jimmy John's for five years. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non‑qualified deferred compensation plans, offering both non‑discretionary and discretionary solutions. The firm’s advisory approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment offerings.

Kris Wright is a Series 63 licensed financial advisor with 32 years of industry experience. He is currently with Cambridge Investment Research Advisors, where he has worked since 2020. Prior to that, he held positions at Ameriprise Financial Services, FSC Securities Corporation, and Mass Mutual Investors Services. Wright also operates as an independent insurance agent for various companies through SKC Financial Group. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, pension and profit-sharing plans, charitable organizations, and other retirement-plan sponsors. The firm provides financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, offering a range of portfolio management solutions and access to both proprietary and third-party investment strategies.

Harlan Sytsma is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and eight years of industry experience. He has worked at Wells Fargo Clearing since 2018 and has been with Wells Fargo Bank, N.A. since 2016. 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 both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute and third-party sources.

Bailey Jensen is a financial advisor with Wells Fargo Clearing in Des Moines, IA, holding Series 63 and Series 65 licenses and having two years of industry experience. Prior to joining Wells Fargo Clearing, Jensen worked at Wells Fargo Bank, N.A. for nine years and Theisen's Home-Farm-Auto for five years. 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 investment approach is IPS-driven and grounded in modern portfolio theory, with a broader range of financial product offerings including insurance-related vehicles and bank deposit sweep options.

Bradley Heyer is a financial advisor at Edward Jones with 13 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2013. Outside of his advisory role, Heyer owns a farm in Stuart, Iowa, where he manages operations and crop sales. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and affiliated services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and trust services.

Thomas Sherzan is a financial advisor with Cetera in West Des Moines, IA, holding a Series 65 credential and 12 years of industry experience. His career includes roles at Cetera and its affiliated entities since 2021, as well as prior experience at Voya Financial Advisors and Investment Advisors Corp. He serves as board president of the Beaverdale Little League, organizing community baseball activities. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options, serving over 800,000 clients through more than 10,000 advisors.

James Miller is a financial advisor with Raymond James & Associates in Clive, Iowa, holding Series 63 and Series 66 licenses with 35 years of industry experience. He has been with Raymond James & Associates since 2014. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, and municipalities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Michael Compiano is a financial advisor with Raymond James Financial Services Advisors, Inc., holding the ChFC® designation and Series 63 license. He has 39 years of industry experience, including ten years at Commonwealth Financial Network and five years with Legacy Capital Partners. Compiano is the founder and owner of Two Oaks Wealth, a financial services firm based in West Des Moines, Iowa. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual and institutional clients. The firm emphasizes tailored, non-discretionary planning and supports a broad range of client types, including those in municipal and public finance.

Patrick O'Connor is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm employs a structured financial planning process using firm-approved tools and data modeling techniques, managing approximately $2.74 trillion in client assets.

Thomas Pierson is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds Series 63 and Series 66 registrations and has worked at Merrill, Wells Fargo Bank, Wells Fargo Clearing, and JP Morgan in various capacities prior to joining Morgan Stanley. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and models to support its financial planning process.

Sandra Junge is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 33 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at A. G. Edwards & Sons, Inc. from 2006 to 2008. 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 supported by research from Wells Fargo Investment Institute and third-party sources.

Elizabeth Gates is a financial advisor at Morgan Stanley in West Des Moines, IA, holding Series 63 and Series 66 licenses with four years of industry experience. She previously worked at Princor Financial and Principal Financial for 12 years. Outside of her advisory role, she is involved in coordinating maintenance and tenant communications for two rental property partnerships in Iowa. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and tailored financial planning services supported by firm-approved tools and models.

Michael Gabrielson is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 credentials and 14 years of industry experience. His prior firms include Prudential Insurance Company of America, Pruco Securities, LLC, and Cambridge Investment Research. Outside of advising, he owns Totally Rolled Ice Cream Trailer LLC in Urbandale, IA. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities, using primarily model-driven portfolios and offering access to third-party asset managers and financial planning.

Matthew Wilcox is a Series 66-registered financial advisor with LPL Financial, based in West Des Moines, Iowa. He has 13 years of industry experience, including prior roles at Royal Alliance Associates, Ameritas Investment Corp, and Central Financial Group. He serves as a co-trustee of the Matthew P Wilcox Trust with his spouse. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a wide range of investment strategies implemented by its network of over 22,800 advisors.

Mark Malone is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Stifel since 2024. Prior to joining Stifel, he worked for 13 years at Bank of America and Merrill Lynch. Stifel serves a wide range of clients including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Lucas Itzen is a financial advisor with RBC Capital Markets in Clive, Iowa, holding Series 63 and Series 66 licenses and four years of industry experience. He joined RBC Capital Markets in 2024 after roles with Axos Clearing, Charles Schwab, and TD Ameritrade. RBC Wealth Management serves individual investors, institutional clients, corporations, and charitable organizations with tailored investment strategies and offers multiple advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and custody services.

Matthew Collins is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo since 2012, including 10 years at Wells Fargo Clearing. Wells Fargo Advisors is a national securities firm that offers investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm operates on a large scale, managing approximately $671 billion in assets with over 14,000 financial advisors, and provides both brokerage and advisory solutions.