John Gilliland is a financial advisor at RBC Capital Markets with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley Private Bank and City National Bank. Gilliland serves on the board of the Van Meter Community School District and is a volunteer board member of the Dallas County Foundation. RBC Wealth Management, a division of RBC Capital Markets, provides advisory and brokerage services to individual investors, institutions, and charitable organizations. The firm offers tailored investment strategies and portfolio management through a mix of in-house and third-party managers.

Kathleen Hendershott is a financial advisor with UBS Financial Services in Urbandale, IA, holding a Series 63 designation and 28 years of industry experience. She has worked at UBS since 2006 and previously spent five years with RBC Capital Markets. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Jonathan Lutz is a financial advisor with Edward Jones, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Justin Bjerke is a CFP® and ChFC® with 14 years of industry experience, currently serving as a financial advisor at Edward Jones since 2011. He is based in Ankeny, IA. Outside of his advisory role, he owns and manages a rental property. Edward Jones is a full-service wealth management firm with over 23,700 advisors serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Richard Keeling is a CFP®-certified financial advisor with Ameriprise, based in Johnston, Iowa, and has 23 years of industry experience. He has worked at Ameriprise and its related entities since 2002. Outside of his advisory role, he serves as president of a building association in Clear Lake, Iowa. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency strategies to deliver personalized recommendations through a centralized consulting team.

Brian Becker is a financial advisor at Edward Jones in Urbandale, Iowa, holding a Series 66 credential with 15 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors, offering both discretionary and non-discretionary investment strategies under a fiduciary standard.

Erik Nilius is a CFP®-designated financial advisor at Edward Jones with 11 years of industry experience. His career includes prior roles at LPL Financial and United Bank & Trust NA, in addition to multiple periods at Edward Jones. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of financial needs. The firm offers a variety of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Adam Kline is a CFP®-certified financial advisor with Edward Jones, where he has worked since 2004, accumulating 21 years of industry experience. He holds Series 63 and 66 licenses and is based in Bondurant, IA. Outside of his advisory role, he serves as president of the Bondurant Chamber of Commerce. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and affiliated investment products supported by a nationwide network of financial advisors and branch offices.

Daniel Bachman is a CFP® with 37 years of experience in the financial services industry. He currently works at Cetera and has held roles at Securian Financial Services, Minnesota Life Insurance Co., and Guide Financial Group. Outside of finance, he serves as a judge for men's gymnastics competitions at various levels, including NCAA and international events. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Willis Gaer is a financial advisor at Raymond James & Associates with three years of industry experience. He holds the Series 66 designation and previously worked at DMKC Advisory Services, LLC, D.M. Kelly & Company, EMC Insurance, Eastern Kentucky University, and Roosevelt High School. 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 municipalities, offering financial planning, investment consulting, and institutional advisory services through a variety of portfolio management styles and affiliated research resources.

Mark Hentschel is a financial advisor with Edward Jones, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors Inc., Principal Securities, Inc., and Voya. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of managed solutions and advisory services supported by a large network of financial advisors and branch offices nationwide.

Joel Hall is a financial advisor with Cetera, holding a Series 66 designation and 11 years of industry experience. He has worked with Guide Financial Group since 2015 and joined Cetera in 2023. In addition to his advisory work, Hall is employed by the Polk City Police Department and holds roles as a fixed insurance agent/broker and a notary public. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base that includes individual investors, 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 with access to various program structures and third-party money managers.

Jasen Dahm is a CFA® charterholder and Series 66 licensee with 11 years of industry experience. He has worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2020 and previously spent six years with VOYA Financial Advisors. Dahm serves on the executive committee of the Junior Achievement of Central Iowa nonprofit board and is a minority owner of Iowa DreamView Fund, LLC. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and 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 tailored portfolio management solutions across multiple platforms.

Andrew Behnkendorf is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. He has previously worked at Sii and Ameritas Investment Corp and maintains an independent insurance agent role through Central Financial Group. OSAIC serves a diverse client base including individual, high-net-worth, corporate, and institutional investors through a large network of advisers. The firm provides integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party managed portfolios using a range of investment strategies and technologies.

Ashley Rogers is a financial advisor at Cambridge Investment Research Advisors with 6 years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked with Primerica Advisors and Primerica Financial Services. Outside of financial advising, she is the founder of Iowa Storm, a sports and fitness-related business. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, providing financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm offers a range of investment solutions including proprietary model strategies and access to third-party managers, with options for discretionary and non-discretionary portfolio management.

Michael Landgrebe is a Series 66-licensed financial advisor with LPL Financial, based in Johnston, Iowa, and has one year of industry experience. Prior to joining LPL Financial in 2025, he held roles at several businesses including 360 MedSpas and Ranko Equipment. 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 services including financial planning, model portfolio programs, and institutional platforms, supporting advisors with research models, third-party subadvisors, and technology tools.

Jeffrey Hatlevig is a financial advisor with Thrivent Investment Management, holding a Series 66 credential and 18 years of industry experience. He has been with Thrivent since 2007. Outside of his advisory role, he is involved as a director and board member of Love and Legacy, LLC, an organization focused on producing legacy videos for cancer patients and others, and he owns and manages a multi-suite property in Johnston, IA. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial plans across a broad range of topics without including implementation. The firm allows clients to combine planning with managed-account programs under consolidated billing while keeping these services separate.

Laura Howe is a financial advisor at Wells Fargo Clearing with a Series 66 designation and over 22 years of experience at Wells Fargo. She has been with Wells Fargo Clearing since 2026. 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.

John Mortimer is a Series 66-credentialed advisor with Thrivent Investment Management and has been in the industry since 2025. Prior to joining Thrivent, he held positions at Iowa State University and in the automotive and agriculture sectors. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without discretionary trading authority. The firm supports clients through a consolidated billing option that combines planning with managed-account services while maintaining them as separate engagements.

Stephanie Buscher is a financial advisor with RBC Capital Markets in Clive, Iowa, holding a Series 63 designation and 27 years of industry experience. She has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and custody services, using tailored investment strategies and a combination of in-house and third-party managers.