Emily Stover is a financial advisor at Edward Jones in Des Moines, IA, holding a Series 66 designation with 10 years of experience at the firm. 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, operating under a fiduciary standard and managing approximately $1.01 trillion in assets nationwide.

Kurt Steinkamp is a financial advisor with LPL Financial based in West Des Moines, IA. He holds the Series 66 designation and has 24 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Advisors LLC, and A. G. Edwards & Sons, Inc. Steinkamp is also involved in non-variable insurance. 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 financial planning and investment management services, utilizing both proprietary and third-party strategies across various platforms.

Hannah Behnkendorf is a financial advisor with Osaic Wealth, Inc., holding a Series 66 designation and bringing 10 years of industry experience. Her prior roles include positions at Principal Global Investors, Royal Alliance Associates, and Ameritas Investment Corp. She serves as an officer on the board of South Templar Park, Inc., a homeowners association in Iowa. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing various tools and platforms to construct portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Patrick Domann is a financial advisor with Mass Mutual Investors Services in West Des Moines, Iowa. He holds the Series 66 designation and has five years of industry experience. Prior to joining Mass Mutual in 2024, he worked at Edward Jones from 2020 to 2024 and spent twelve years at Arkansas Best Freight, Inc. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, emphasizing collaborative, annual planning engagements with clients.

Aimsley Kadlec is a financial advisor at LPL Financial based in Des Moines, IA, holding Series 65 and Series 63 licenses. Kadlec has no prior industry experience but has worked in environmental and educational roles before joining LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services supported by various investment strategies and operational tools.

Penny Hein is a financial advisor at Edward Jones with 36 years of industry experience. She holds a Series 63 designation and has worked at Edward Jones since 2019. Prior to that, she was with Broker Dealer Financial Services Inc and Spectrum Financial Services. 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.

Michelle Shaji is a financial advisor with Ameriprise in Johnston, IA, holding a Series 66 designation. She has been with Ameriprise since 2025 and has prior experience with the School of Human Ecology and Keeling Wealth Advisors. Ameriprise Financial Services is a large diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides ongoing planning advice focused on income sources and tax-aware withdrawal strategies. The firm’s retirement income program involves a centralized team and uses proprietary research and tools to develop individualized recommendations.

Joyce Brady is a financial advisor with LPL Financial who holds a Series 66 designation and has 20 years of industry experience. She has worked at LPL Financial since 2020 and previously held positions at Royal Alliance Associates, Sii, Ameritas Investment Corp, FIRST AMERICAN BANK, and Dewaay Capital Management. Outside of her advisory role, she is a commissioned notary. 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, with advice delivered primarily by investment adviser representatives using various investment strategies.

John Gremler is a financial advisor with Cambridge Investment Research Advisors in Des Moines, IA, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. His prior roles include six years at Voya Financial Advisors and ownership of Gremler Financial Group since 1999. In addition to advisory work, he operates as an independent insurance agent for various companies. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, trusts, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals using a range of portfolio management and model-based solutions.

Jorge Naranjo is a financial advisor at Charles Schwab with 11 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including Principal Securities and TD Ameritrade. Outside of finance, he is a partner in Chamo Venezuelan Kitchen, a local food service business, where he occasionally helps on weekends. Charles Schwab 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 both non-discretionary and discretionary advisory solutions, combining centralized custody and operational infrastructure with multi-asset investment strategies and alternative investment options.

Kevin McMahon is a CFA® charterholder and holds a Series 63 license with 13 years of industry experience. He is currently affiliated with Cambridge Investment Research Advisors and Financial Integrators in Des Moines, IA. Prior to his current roles, he worked for 30 years at Principal Life Insurance Co. Cambridge Investment Research Advisors is a large SEC-registered advisor serving a diverse client base including individuals, pension plans, charitable organizations, and other retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals, utilizing a variety of portfolio management strategies and platform arrangements tailored to client objectives.

Stephanie Bolles is a CFP® with 24 years of experience in the financial industry. She is currently with LPL Financial and previously worked for Securities America, Inc., and Householder Group Financial Advisors, LLC. Outside of her advisory work, she owns The Dwarf Depot, a business focused on produce, eggs, and livestock breeding in Saint Charles, Iowa. 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 financial planning, model portfolios, third-party asset management, and institutional platforms, with investment strategies implemented through a network of investment adviser representatives.

Grant Judkins is a financial advisor with Cambridge Investment Research Advisors based in Des Moines, IA. He holds a Series 66 designation and has recently begun his advisory career. Prior to his current role, he worked in the construction industry and was involved with the Oakland Athletics organization. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers a range of financial planning, investment management, and retirement advisory services through a network of independent professionals, with both proprietary and third-party strategies available.

Chad Borsheim is a financial advisor at Primerica Advisors with nine years of industry experience. He holds the Series 66 designation and has worked at firms including Edward Jones and Pattison Sand Company. Outside of his advisory role, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure rather than fixed fees.

Jacob Reis is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and seven years of industry experience. He has been with Primerica Advisors since 2018 and also worked at Iowa State University and DC-G School in prior roles. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients through model-based portfolio strategies overseen by external asset managers. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management.

Tim Rhoades is a financial advisor with LPL Financial, holding a Series 66 designation and 17 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley & Co. LLC before joining LPL Financial in 2013. 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 wide range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Alec Harrold is a financial advisor with LPL Financial, holding a Series 66 credential and one year of industry experience. His prior roles include positions at Anthony Marano Company and BKD CPAs & Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of investment and financial planning solutions supported by advanced technology and a broad network of more than 22,800 advisors.

Jonathon Mcfall is a financial advisor at LPL Financial in West Des Moines, IA, holding a Series 66 designation with 11 years of industry experience. His prior roles include positions at Cadaret Grant & Co., SAGEPOINT FINANCIAL, and Capital Financial Services, Inc., along with 14 years in insurance. 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 a large network of advisors and advanced operational tools.

Ryan Riviere is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds the Series 63 and Series 66 designations. His prior experience includes roles at NYLIFE Securities LLC, New York Life Insurance Co, Bank of The West, and running Riviere Jenison Securities Ltd. for over a decade. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG eligibility framework and delivers services on a non-discretionary basis, with clients retaining final decision-making authority.