Alexander Trainer is a CFP® and holds a Series 66 license with nine years of experience in the financial industry. He has worked at Charles Schwab & Co., Inc. since 2016 and Charles Schwab Bank, SSB since 2020. Trainer is 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 a blend of non-discretionary and discretionary investment options, supported by multi-asset model portfolios, alternative investments, and centralized operational infrastructure.

Ronald Bristow is a financial advisor with Equitable Advisors in Des Moines, IA, holding Series 63 and Series 65 licenses and having 26 years of industry experience. He has worked at Equitable Advisors since 2010, following prior roles at AxA Advisors, UBS Financial Services, and Morgan Stanley Dw Inc. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm offers various advisory programs and emphasizes matching clients to appropriate models or discretionary managers, utilizing both proprietary and third-party solutions.

David Perrott II is a CFP® with seven years of industry experience, currently affiliated with Cetera. He has held prior roles at firms including Securian Financial Services, Minnesota Life Insurance, and Wells Fargo Home Mortgage. Outside of his advisory work, he serves as chairman of the deacon board for Ankeny Baptist Church and volunteers as a facilitator for Financial Peace University courses. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, corporate, charitable, and institutional clients with portfolio management, financial planning, and retirement services. The firm offers a multi-manager platform with access to affiliated and third-party managers, overseeing over $256 billion in assets through more than 10,000 advisors.

Bradley Sterk is a financial advisor at Cambridge Investment Research Advisors with 40 years of industry experience. He holds the ChFC® designation and Series 63 license and has been with Cambridge since 2009. In addition to his advisory role, he is an independent insurance agent and a commissioned notary. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory services. The firm provides a range of portfolio management options through various custody platforms, utilizing both proprietary models and third-party strategies tailored to client goals.

Michael Milligan is a financial advisor with Robert Baird & Co. in West Des Moines, IA, holding a Series 66 designation and bringing 17 years of industry experience. He has been with Robert Baird & Co. since 2013 and previously worked at DMKC Advisory Services, LLC from 2009 to 2013. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a variety of services including financial planning, discretionary and non-discretionary portfolio management, and customized separately managed account programs.

Julie Jones is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 designations and 27 years of industry experience. She previously worked at Voya Financial Partners, LLC and Directed Services, LLC. Jones is based in Des Moines, IA. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent financial professionals, utilizing proprietary models and access to third-party strategists across multiple platform arrangements.

Kaley Fleig is a financial advisor with Thrivent Investment Management in Johnston, IA, holding a Series 66 credential and 18 years of industry experience. Her prior work includes roles at Raymond James, Farm Bureau Financial Services, and Iowa State Bank & Trust Company. She also served with the Fairfield Fire Department for 13 years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations across various financial planning topics without implementation or discretionary portfolio management.

Jeffrey Carpenter is a financial advisor at Wells Fargo Advisors with 41 years of industry experience. He holds Series 63, 65, and 66 designations and has worked with Wells Fargo and its affiliated entities since 2011, with a brief retirement period from 2022 to 2025. He serves as an investment committee member for the Catholic Foundation of Southwest Iowa. 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, including retirement, education, risk management, and specialty plans, using proprietary research and tools, with advisory services integrated alongside other financial products.

Huey Chian Foo is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has been with MML Investors Services and Mass Mutual Life Insurance since 2000. Outside of advising, he is also active as an insurance agent specializing in health and group policies. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm employs a collaborative planning approach using firm-approved tools and offers specialized programs including estate settlement and divorce planning.

Michael Sonoiki is a financial advisor with Wells Fargo Advisors in West Des Moines, IA, holding the CFP® designation and Series 63 and 66 licenses. He has 20 years of industry experience and prior roles within Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of advising, he co-owns Spinning Eye Photo, LLC, where he sets up booths at events, and serves as vice president of Malsnt Inc. Wells Fargo Advisors Financial Network serves individual, trust, and institutional clients with a broad range of investment and financial planning services, utilizing proprietary research and planning tools. The firm offers specialized planning for clients meeting net-worth criteria and integrates advisory services with related financial products and referral channels.

John Denny is a financial advisor at Thrivent Investment Management with 20 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Thrivent, FBL Marketing Services, Farm Bureau Financial Services, Mid America National Bank, and LPL Financial. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering goal-based analyses across a range of planning topics without discretionary trading authority or institutional portfolio management.

Andrew Pick is a financial advisor with Ameriprise Financial Services, LLC in West Des Moines, IA, holding a Series 66 designation and eight years of industry experience. Prior to joining Ameriprise in 2020, he worked at Bank of America and Merrill from 2018 to 2020, and served in the United States Navy from 2016 to 2017. He is also the owner of Andrew M. Pick LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning with written Recommendation Reports and ongoing advice. The firm’s approach incorporates investment research, algorithmic tools, and partner product offerings with an emphasis on tax-aware withdrawal strategies and asset allocation.

Anna Clark is a financial advisor at Stifel with one year of industry experience. She holds the Series 66 designation and has worked at Stifel, Nicolaus & Co. since 2024. Prior to her current role, she has held positions at various organizations including JR's South Pork Ranch and St. Kilda, and she was a student at the University of Notre Dame until 2024. Stifel serves a broad range of clients including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, focusing on forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Matthew Boehnke is a CFP® professional with 24 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2020. His prior experience includes six years at Voya Financial Advisors and long-term involvement with Billion Dollar Mentor and Gremler Financial Group. Outside of his advisory role, he is active in several business ventures including ownership positions in Boehnke Financial LLC and Vision Holdings LLC. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing a range of portfolio management and model-based solutions tailored to client objectives.

Stephani Garrison is a financial advisor with Cetera, holding Series 63 and Series 65 designations and six years of industry experience. Her work history includes roles at Cetera-affiliated firms since 2023, as well as previous positions at BFC Planning, Inc. and Berthel Fisher & Company Financial Services, Inc. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a diverse client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, overseeing more than $256 billion in assets through a nationwide network of over 10,000 advisors.

David Sommers is a financial advisor at LPL Financial with 46 years of industry experience. He holds a Series 63 designation and has worked at LPL Financial since 1992, with prior experience at Premier Bank from 2010 to 2019. Outside of advisory work, he is involved in breeding and training polo ponies through his ownership of Kicking Horse Ranch. 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, third-party asset management, and institutional platforms, supporting more than 22,800 advisors and overseeing over $819 billion in discretionary assets.

Nathan Kneifl is a financial advisor at Edward Jones with the CFP® designation and four years of industry experience. He has worked at Edward Jones since 2021 and has prior experience at Ameriprise Financial and Olive Garden, where he worked as a server. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory strategies, including discretionary and non-discretionary solutions, and manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,700 financial advisors.

Daniel Porter is a CFP® professional with 36 years of experience in the financial services industry. He is currently affiliated with Raymond James Financial Services Advisors, Inc., where he has worked since 2026. Prior to this, he spent ten years at Commonwealth Financial Network and five years at Legacy Capital Partners. Outside of his advisory role, he is a founder and manager of ComPort, a real estate business associated with Two Oaks Wealth in West Des Moines, IA. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth investors, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using advanced analytical tools and supports a broad network of advisors with services that include municipal and public finance advisory as well as specialized retirement plan consulting.

Timothy Wellman is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He worked at First Heartland Capital, Inc. for 21 years before joining LPL Financial in 2019. Outside his advisory role, he is involved with Wellman Capital Management Inc., where he dedicates time to investment activities and life insurance product sales. 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, supported by extensive operational and research tools.

Brad Whitman is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has held positions at Central Financial Group since 2005 and has managed multiple real estate investment LLCs, serving as a managing partner responsible for building oversight. OSAIC serves a diverse range of clients, including individual and institutional investors, offering integrated brokerage and advisory services with access to multiple platforms and third-party money managers. The firm employs various portfolio construction tools and supports both discretionary and non-discretionary account management.