Joshua Ervasti is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has worked at firms including New York Life, Eagle Strategies, and R2 Financial Strategies, where he is a co-owner. Outside of advisory work, he is involved in business consulting through his firm, Ervasti Financial, LLC. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and back-office support. The firm offers discretionary model portfolios and multiple program structures, combining investment management, technology, and compliance services for affiliated advisors.

Marlene Dixon is a financial advisor at Principal Financial Services with 13 years of industry experience. She holds Series 65 and Series 63 licenses and has worked primarily with Principal-affiliated firms since 2010. Dixon serves as a board member of Six Degrees of Separation, a nonprofit organization based in Des Moines, IA. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement consulting, and access to third-party money manager programs through various advisory and promoter arrangements.

Jonathan Heim is a CFP® and ChFC® with 23 years of experience in the financial services industry. He is currently with Principal Financial Services and has previously worked at Aligned Wealth Advisors, Mass Mutual Investors Services, Metlife Securities, and New England Securities. Heim serves on several nonprofit boards, including the Miracle League and the Carroll Chamber of Commerce, and holds leadership roles in community organizations such as the Uri Sellers Memorial Foundation and the Community Foundation of Carroll County. Principal Securities offers brokerage and registered investment advisory services to a diverse client base that includes individual investors, retirement plans, trusts, and charitable organizations. The firm provides direct advisory programs, financial planning, retirement plan consulting, and access to third-party money managers through various advisory and promoter arrangements.

Peter Brock is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 licenses and possessing 18 years of industry experience. He has worked at Integrity Alliance since 2018 and has been involved with Benefit Source Inc and Brock Financial Services since 2011. Outside of his advisory work, he is engaged in fixed insurance lines including life, health, long-term care, and disability insurance. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers asset management, financial planning, retirement plan consulting, and access to third-party manager programs, utilizing various portfolio management approaches and custodial platforms.

Carie Heckler is a financial advisor at Integrity Alliance, LLC with 22 years of industry experience. She holds the Series 66 designation and previously worked at Lion Street Advisors, Lion Street Financial, LPL Financial, WFG Advisors, and Equitable Advisors. Outside of her advisory role, she serves on the board of a homeowners association in Dallas, TX. Integrity Alliance operates as a large advisor network, providing advisory and brokerage services to a diverse client base including individual investors, corporations, and qualified retirement plans. The firm offers portfolio management, financial planning, and access to third-party managers through various platforms, employing a range of allocation strategies and serving both discretionary and non-discretionary account needs.

Nicholas Manna is a Series 66 licensed advisor with Wells Fargo Clearing in West Des Moines, IA, and has one year of industry experience. His work history includes roles at Wells Fargo Bank, Bank of America, Merrill, and Wells Fargo Home Mortgage. 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.

Kyle Ver Woert is a financial professional with 10 years of industry experience, currently associated with Cetera in West Des Moines, IA. He holds a Series 66 designation and has previously worked at Equitable Advisors and Axa Advisors, LLC. From 2016 to 2018, he was involved with the Corridor Hockey Association. Cetera Investment Advisers LLC is an SEC-registered firm serving individual investors, 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.

Erik Aanonson is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and seven years of industry experience. He has been with Thrivent Financial since 2018 and previously worked at Fareway Stores Inc. for seventeen years. Outside of his advisory role, he is a member of Aanonson Real Estate, LLC, where he manages rental properties. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm focuses on holistic, goal-based planning and offers clients the option to combine planning with managed-account services under its WealthPlan program, while keeping planning and investment management separate.

William Warren is a financial advisor with OSAIC based in Johnston, IA, holding the CFP® designation and Series 63 license. He has 35 years of industry experience, including roles at Royal Alliance Associates, Ameritas Investment Corp, and Central Financial Group. Warren also owns and operates a tax preparation business. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, and charitable organizations through a large network of affiliated advisors and multiple advisory platforms, offering integrated brokerage, advisory, and financial planning services.

Rachel Kurtz is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and bringing 18 years of industry experience. She 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, employing an IPS-driven advisory process grounded in modern portfolio theory. The firm offers both discretionary and non-discretionary services, including investment policy statement preparation, investment recommendations, performance reporting, and participant education, with a notable inclusion of insurance-related investment options.

Jacob Helvey is a financial advisor at Ameriprise in Des Moines, IA, holding a Series 66 designation with 14 years of industry experience. He has been with Ameriprise and its related entities since 2009. Outside of his advisory role, he serves as Treasurer on the Board of Directors for Iron Rams, Inc. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, customized retirement-income recommendations through a centralized consulting team.

Matthew Turcotte is the Resident Director at Merrill, where he provides financial advice and guidance tailored to clients' goals and priorities for their personal, family, and business financial needs. He emphasizes a wealth management strategy that centers on understanding the client's life and objectives rather than focusing solely on market trends. Matthew focuses on a comprehensive wealth management approach that begins with understanding a client's family, financial situation, and priorities. He works collaboratively to create flexible, personalized strategies that adapt to changing needs and market conditions. He offers access to Merrill's investment insights alongside Bank of America's banking and lending solutions to address diverse financial aspects. His areas of expertise include corporate benefits, retirement planning, executive compensation, and portfolio management services. He holds a Bachelor's Degree from the University of Northern Iowa and maintains professional designations such as CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of his professional role, Matthew is involved in community volunteering and engages in various personal interests including adventure sports, baseball, biking, football, golfing, hiking, hunting, running, and spending time with his family.

Holly Nielsen is a financial advisor with Wells Fargo Clearing in West Des Moines, IA, holding a Series 66 designation and 13 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC from 2013 to 2016. Outside of her advisory role, she serves as a power of attorney for her mother. 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 incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Marvin Gilliland is a financial advisor at RBC Capital Markets with 56 years of industry experience. He holds a Series 63 designation and previously worked at Morgan Stanley Private Bank, N.A. from 2015 to 2021. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various wrap fee advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients' risk profiles and investment preferences.

Jordan Ritland is a financial advisor at Edward Jones in Pleasant Hill, IA, holding a Series 66 designation. He has one year of industry experience, having previously worked at Zirous Inc and Iowa State University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of financial advisors and branch offices.

David Hefner is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 17 years of industry experience. He previously worked at Commonwealth Financial Network for 17 years before joining Raymond James in 2026. Hefner is also the owner and board member of Hefner Financial, Inc., a wealth management firm. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and charitable clients. The firm offers tailored, non-discretionary planning and investment consulting using analytical tools and supports a large network of advisors through various advisory programs.

Benjamin Koehler is a financial advisor at Robert Baird & Co. with one year of industry experience. He holds the Series 66 designation and previously worked at MHC Kenworth for nine years. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and custody and brokerage services, utilizing a mix of manager-traded and model-traded strategies along with internal research and tools in client advice.

Kevin Bannister is a financial advisor at Raymond James & Associates with 30 years of industry experience. He previously worked at RBC Capital Markets for 10 years before joining Raymond James in 2019. Bannister serves on the board of directors for the Orchard Place Foundation, a nonprofit organization. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal clients. The firm offers a range of financial planning and consulting services with an emphasis on tailored, non-discretionary advice supported by in-house research and a diverse set of portfolio management options.

Chet Johnson is a financial advisor with Wells Fargo Advisors in Clive, IA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His career includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing prior to his current position. Outside of his advisory work, he serves on the Endowment Committee for Norwalk United Methodist Church and owns ESJ Equestrian, LLC, which organizes equestrian events. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser providing investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory recommendations with various financial products and referral channels.

Ryan Goodson is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and eight years of industry experience. He has been with Wells Fargo Clearing since 2017 and previously worked at The Home Depot and Wells Fargo Home Mortgage. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm employs an IPS-driven advisory process based on modern portfolio theory and offers both discretionary and non-discretionary services, including investment policy statement preparation, investment recommendations, performance reporting, and participant education.