Melanie Vespestad is a CFP®-certified financial advisor at Edward Jones with five years of industry experience. Her prior roles include positions at Wells Fargo and Stella & Dot. Outside of finance, she operated a photography business for seven years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and affiliated services, supported by a large nationwide network of financial advisors and branch offices.

Hiller Olsen is a financial advisor at RBC Capital Markets with 22 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley for 20 years before joining RBC in 2026. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs and customizes strategies based on clients’ risk profiles, utilizing both in-house and third-party investment managers.

Grant Lair is a financial advisor at Osaic with two years of industry experience. He holds a Series 66 designation and has previously worked at Stonebridge Financial Advisors and Truman State University. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides a range of services such as brokerage and investment advisory, financial planning, retirement plan consulting, and access to third-party money managers, using various tools and platforms to construct and manage portfolios.

Anthony Ketcham is a financial advisor at Wells Fargo Clearing with six years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing since 2019. Prior to that, he has worked at Wells Fargo Bank, NA since 2014. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with options for both non-discretionary and discretionary plan-level investment management.

Derrick Young is a CFP® professional with 17 years of experience in the financial industry, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Outside of his advisory role, he holds power of attorney responsibilities for his parents’ investment matters. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Cory Warmuth is a financial advisor at Ameriprise with 14 years of industry experience and holds a Series 66 designation. He has been with Ameriprise and its affiliated entities since 2011. Outside of his advisory role, Warmuth owns a tax preparation business and is involved in a hunting and guiding venture. Ameriprise serves clients primarily through its retirement-income planning services aimed at individuals approaching or in retirement, offering tailored recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Callie Held is a Series 66-licensed financial professional with five years of industry experience. She is currently affiliated with Cetera and Guide Financial Group, where she serves as a financial professional. Callie also engages in fixed insurance sales through a general brokerage agency. Cetera Investment Advisers LLC is an SEC-registered adviser that operates a multi-manager platform serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a large nationwide network of independent advisors.

Matthew Kennedy is a financial advisor with LPL Financial, holding a Series 66 designation and having 10 years of industry experience. His prior work includes roles at Securities America, Inc. and Edward Jones. Outside of his advisory work, Kennedy owns Kennedy Lawn & Landscape, a landscaping business in Indianola, IA. 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, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

Erin Ort is a financial advisor at Ameriprise with 24 years of industry experience and holds the Series 66 designation. She has worked at Ameriprise and its predecessor firm since 2002. Ort is a co-owner of Integrity Point, LLC, a business managing her Ameriprise advisory activities. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning and tax-aware withdrawal strategies.

Daniel Trerotola Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and over 47 years of industry experience. He previously worked at Waddell & Reed and Wells Fargo Clearing. He is involved with Trerotola Wealth Management, an entity related to his advisory business. 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 financial planning, model portfolios, third-party asset management, and institutional platforms, with advice delivered through a large network of investment adviser representatives using a variety of investment strategies and operational support tools.

Jason Egge is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He previously worked at Securities America Advisors and Banker's Trust. Outside of his advisory work, Egge volunteers with organizations including Greater Des Moines Habitat for Humanity, Meals from the Heartland, and serves as vice-president and board member of the Theodore Roosevelt High School Foundation. OSAIC Wealth, Inc. serves a diverse client base comprising retail and institutional investors through a broad network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, employing asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios that include a variety of asset classes.

Matthew Mullenix is a financial advisor at LPL Financial with 27 years of industry experience. He has been with LPL Financial since 2005 and previously worked at Morgan Keegan & Company, LLC. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

James Odson is a financial advisor with LPL Enterprise, holding Series 63 and 65 licenses and bringing 31 years of industry experience. He has worked at Prudential Insurance Company of America and Pruco Securities, LLC since 1995. In addition to his advisory role, he is involved in non-variable health insurance and group benefits through separate business activities in Iowa. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm emphasizes model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in wrap programs.

Kevin James is a Series 66-licensed financial advisor with 15 years of industry experience. He has been with Cambridge Investment Research Advisors since 2018 and holds additional roles at First State Bank, where he serves as Vice President of Agricultural Lending. Outside of his advisory work, he is active as a high school athletics referee and serves as the treasurer of the Kiwanis Club of Brooklyn. 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 through a network of independent professionals, utilizing proprietary and third-party model strategies across multiple platform arrangements.

Jeffrey Engelhardt is a financial advisor at Primerica Advisors with 15 years of industry experience. He holds Series 63 and Series 65 credentials and has a background that includes roles in school districts as well as ongoing work with PFS Investments Inc. Outside of advising, he is involved in the sale of loan products and referrals for home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, offering model-driven investment strategies supported by third-party asset managers and custodial services.

Michelle Mackie is a financial advisor at Wells Fargo Clearing with 28 years of industry experience. She holds the Series 66 designation and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory approach is guided by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Geoffrey Lamb is a financial advisor with RBC Capital Markets in Clive, Iowa, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has worked with RBC Capital Markets since 2005 and has also been associated with City National Bank since 2020. Outside of his financial advisory role, he serves on the board of the Ankeny Centennial High School Football Committee. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations, offering a range of wrap fee advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients' risk profiles.

Brian Grefe is a financial advisor at Raymond James & Associates with 21 years of industry experience. He holds the Series 66 designation and has been with Raymond James since 2007. Grefe serves on the finance and investment committee of Wakonda Country Club, where he participates in reviewing financials and providing input on capital allocation decisions. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Mitchem Clefisch is a financial advisor at Edward Jones with 13 years of industry experience. He has been with Edward Jones since 2011 and holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and operates under a fiduciary standard, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices.

Michelle Martzahn is a financial advisor with Wells Fargo Clearing in West Des Moines, IA, holding a Series 66 designation and five years of industry experience. She has worked at Wells Fargo Clearing Services since 2021 and previously held roles at Walgreens and Wells Fargo Bank NA. 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 and analytics from Wells Fargo Investment Institute and third-party sources.