Mark Atkinson is a financial advisor with RBC Capital Markets in Clive, Iowa, holding Series 63 and Series 66 designations and possessing 38 years of industry experience. He has been with RBC Capital Markets since 2008 and also works at City National Bank since 2020. Outside of his advisory role, Atkinson serves as president of the Atkinson Foundation, a nonprofit organization. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored strategies, integrating in-house and third-party investment managers along with a range of portfolio management and financial planning services.

Cory Taylor is a financial advisor at Edward Jones in Urbandale, IA, with seven years of industry experience. Prior to joining Edward Jones in 2025, he worked at Wells Fargo Bank, NA for nine years. He holds Series 63 and Series 65 licenses. 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 investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Webster Lehmann Jr. is a financial advisor at LPL Financial with 32 years of industry experience. He has been with LPL Financial since 2001 and holds a Series 63 designation. He operates a DBA called Aspen Financial Services, Inc. in West Des Moines, 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 provides a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, with an emphasis on both discretionary and non-discretionary strategies supported by advanced operational tools.