Jason Zehr is a Series 66 licensed financial advisor with 21 years of industry experience. He has been with Stifel since 2026 and previously worked at TIAA-CREF for 15 years. Outside of his advisory role, he serves as Vice President of the Congregation and Chair of the Stewardship Board at Trinity Lutheran Church, and he is a member of the church’s Trust Committee overseeing investment policies for its endowment funds. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach incorporates proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group to support asset allocation and financial planning.

Chase Netusil is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and five years of industry experience. His career includes roles at Raymond James Financial Services Inc. and All Iowa Attack. He is also associated with Netusil Financial Services, Inc., where he works as a financial advisor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and consulting to client goals and supports municipal and public finance work through a unique municipal advisor affiliation.

Terry Cross is a financial advisor at OSAIC with 37 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Woodbury Financial Services and Questar Asset Management. He is also president and owner of Cross Wealth Management, Inc., a corporation offering fixed annuities and various insurance products. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage, investment advisory services, financial planning, and access to multiple third-party money managers and managed-account solutions.

Jackson Rozenboom is a Series 66-registered financial advisor with Edward Jones, based in Ankeny, IA, and has one year of industry experience. Before joining Edward Jones, he held roles at LPL Financial, Lincoln Savings Bank, and Principal, and has experience outside finance working at a smoothie bar and in various service positions. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages more than $1 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Rebecca Mills is a financial advisor with Thrivent Investment Management in Ames, IA, holding a Series 66 designation and one year of industry experience. She has worked with Thrivent Financial and its investment management division since 2024. Outside of her advisory role, Mills owns and manages LYSY LLC, a residential rental property business. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients. The firm offers goal-based analyses and written recommendations on a wide range of financial topics, with planning and managed-account services delivered separately.

Megan Niffenegger is a financial advisor at Ameriprise with 13 years of industry experience. She holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2009. Outside of her advisory role, Megan manages a vintage items booth at an antique mall in Des Moines. Ameriprise provides a retirement-income planning service that targets individuals approaching or in retirement who meet certain asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to deliver written, non-discretionary recommendation reports, emphasizing assets held in Ameriprise Managed Accounts and utilizing algorithmic automation overseen by a dedicated committee.

Alan Metz is a financial advisor with Thrivent Investment Management in Ames, Iowa. He holds Series 63 and Series 66 credentials and has 27 years of industry experience. Metz has worked at Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory role, he serves on the boards of Perry Lutheran Home and the Gilbert Lutheran Church Foundation and owns a bed-and-breakfast and meeting venue business. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering holistic, goal-based analyses and planning without discretionary portfolio management or direct institutional advisory services.

John Tillo is a financial advisor with Edward Jones in Ames, IA, holding Series 63 and Series 66 designations and bringing 28 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1997. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Kent Patterson is a financial advisor at Edward Jones in Ankeny, Iowa, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 advisors and offers a range of discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Mason David Grove is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and three years of industry experience. His work history includes roles at Wells Fargo Bank, nA and Hy-Vee. Wells Fargo Advisors is a national securities firm that provides 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.

Preston Pickar is a Series 66-licensed financial advisor with LPL Financial, based in Ames, Iowa, with two years of industry experience. His prior work history includes roles at Primerica and Door Dash, along with extensive experience in full-time education. 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 portfolio programs, and institutional platforms, supported by both proprietary research and third-party subadvisors.

Perry Overton is a CFP® with 13 years of experience in the financial industry. He has been with Edward Jones since 2013. Outside of advising, he is involved in managing an LLC focused on the general maintenance and oversight of real estate properties. 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, including discretionary and non-discretionary investment strategies, and operates under a fiduciary standard.

Matthew Heller is a financial advisor with Thrivent Investment Management in Ames, IA. He holds a Series 66 designation and has 16 years of industry experience. Heller has been with Thrivent Financial for Lutherans since 2010 and Thrivent Investment Management since 2009. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan,” while keeping services separate.

Andrew Grube is a financial advisor at Wells Fargo Clearing with six years of industry experience. He holds the Series 63 and Series 65 designations. His prior work includes roles at J.P. Morgan Securities and Wells Fargo Bank, N.A. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering investment policy development, performance reporting, participant education, and plan benchmarking. The firm’s advisory process is IPS-driven and incorporates a range of financial products, including insurance-related vehicles and bank deposit sweep options.

Brian Herbel is a CFP® professional with 26 years of industry experience, currently serving as a financial advisor at Edward Jones since 2000. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he is a member and organizer of a real estate venture called Spirit Of Truth in Ankeny, IA. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Blake Illg is a financial advisor with J.P. Morgan Securities in Ames, IA, holding a Series 66 designation and three years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2026, he worked at Edward Jones and Fidelity Investments. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Jeffrey Gatchel is a Series 66-licensed financial advisor with Equitable Advisors in Ames, Iowa, and has 20 years of industry experience. He has worked with Equitable Advisors and its predecessor, Axa Advisors, LLC, since 2006. Outside of his advisory role, he is involved in various outside insurance activities. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm utilizes a range of investment programs and works with both proprietary and third-party asset managers to tailor solutions based on clients’ risk tolerance and objectives.

Allison Ver Steegt is a financial advisor at Edward Jones in Ankeny, IA, holding CFP®, ChFC®, and Series 66 designations with nine years of industry experience. Her prior work includes roles at doTERRA and Grinnell Mutual Reinsurance Company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets with a large network of advisors and offers a variety of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Stacey Koeppen is a CFP® with 12 years of industry experience and has been with Edward Jones since 2013. She serves as a board member for Community Champions in Ankeny, IA, helping to connect charitable needs with local nonprofits. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its extensive advisor and branch network as well as its affiliated capabilities beyond traditional advisory services.

Karla Przybyszewski is a financial advisor with Edward Jones, holding a Series 66 designation and totaling five years of industry experience. Her career has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a broad network of financial advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.