Jared Sutton is a CFP® and CFA® with 17 years of industry experience, currently affiliated with Cambridge Investment Research Advisors in Des Moines, IA. His prior roles include positions at VOYA Financial Advisors and leadership in multiple business ventures, including insurance, financial services, and online certification companies. He is also involved with the Disque Foundation, a nonprofit focused on technology training. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, and charitable organizations, providing financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm offers a range of investment solutions, including proprietary model strategies and access to unaffiliated managers, with flexibility in implementation across various platforms and custody arrangements.

Mari Bunney is a financial advisor with RBC Capital Markets in Clive, Iowa, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. She has been with RBC Capital Markets since 2015. Outside of her advisory role, Bunney serves on the board of directors for the Iowa Center for Economic Success, a nonprofit focused on supporting small businesses in Iowa. 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 advisory programs and portfolio management services tailored to clients’ risk profiles.

Nevin Cavanaugh is a financial advisor with Raymond James & Associates in Clive, Iowa, holding Series 65 and Series 66 credentials and bringing 26 years of industry experience. He previously worked at RBC Capital Markets for 10 years before joining Raymond James in 2019. Outside of his advisory role, he serves on the finance council for St. Francis of Assisi Church, where he reviews the budget and assists with investment policy and asset allocation recommendations. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, supported by a nationwide adviser network and a range of portfolio management styles and affiliated research.

Luke Boyd is a financial advisor with Edward Jones in Ankeny, IA, holding CFP® and Series 66 designations and eight years of industry experience. He previously worked at CO-OP Financial Services for two years before joining Edward Jones in 2018. 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, managing approximately $1.01 trillion in assets with a nationwide network of over 23,000 financial advisors.

Jack Haverland is a financial advisor at Ameriprise with a Series 66 credential and two years of industry experience. Prior to joining Ameriprise, he worked in various roles including at Bodine Electric Company and Hyvee. Outside of his advisory work, he is employed as a delivery driver for DoorDash. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement planning advice focused on income sources and tax-aware withdrawal strategies.

Dominic Salonya is a financial advisor with Morgan Stanley in West Des Moines, IA, holding Series 63 and Series 66 licenses and having 10 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Bank. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and market simulations to support its advisory services.

Shane O'Malley is a CFP® professional with 26 years of industry experience, currently serving at OSAIC since 2024. Prior to joining OSAIC, he worked for Woodbury Financial Services, Inc. for 11 years. He is a member of the board and treasurer for Theta Zeta Corp, Inc., a fraternity alumni housing corporation. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset allocation tools and third-party platforms to manage a wide range of investment products across discretionary and non-discretionary accounts.

Mouhamadou Sane is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing, Bank of America, and Merrill. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, employing a process that combines quantitative asset allocation modeling with centralized due diligence and an ESG eligibility framework.

Lisa Adams is a financial advisor at Merrill with 28 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at RBC Capital Markets for 17 years before joining Merrill in 2025. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Roger Jones is a financial advisor with LPL Financial in West Des Moines, IA, holding Series 63 and Series 66 designations and bringing 36 years of industry experience. His career includes roles at UBS Financial Services and Piper Sandler & Co. He is also a commissioned notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions with a range of advisory and brokerage services. The firm offers diversified investment strategies and integrates technology tools to support advisors while maintaining a broad platform that includes insurance and banking partnerships.

Joan Carr is a financial advisor with Wells Fargo Advisors, holding Series 63, 65, and 66 licenses and offering 36 years of industry experience. Her career includes over a decade with Wells Fargo entities in various advisory roles since 2011. Outside of her advisory work, she has partial ownership of a farmland rental in Manning, Iowa. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutions, offering a broad menu of planning options that include specialized services such as business-owner transition planning and special-needs analysis. Advisors develop tailored recommendations using Wells Fargo research and tools, with clients choosing whether to implement these through the firm’s brokerage or advisory programs.

David Finn is a financial advisor at Cetera with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cetera Wealth Services, LLC and VOYA Financial Advisors prior to his current role. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with over 10,000 advisors and $256 billion in assets under management.

Steven Duesenberg is a CFP® professional with 44 years of industry experience, currently serving as a financial advisor at UBS Financial Services since 1988. He holds Series 63 and Series 65 licenses and has a passive interest in Duesenberg Associates, a partnership. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor financial plans. The firm operates with a broad platform including capital markets services, fiduciary financial planning, and institutional trading capabilities.

Charles Hartlieb is a financial advisor at UBS Financial Services with 23 years of industry experience. He has been with UBS since 2008 and holds Series 63 and Series 65 licenses. Hartlieb has served on a board committee for the University of Iowa Alumni Association, focusing on fundraising activities. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering fee-based financial planning, portfolio management, and access to alternative products. The firm integrates institutional trading capabilities with wealth management through proprietary research and a broad range of capital markets services.

Mark Ellison is a financial advisor with Edward Jones in Ankeny, IA, holding Series 63 and Series 66 credentials and 22 years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory role, he has property ownership interests in rental real estate. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including managed solutions and separately managed accounts. The firm is notable for its large network of advisors and branches and offers affiliated mutual funds, trust services, and securities-based lending options.

Kevin Lehman is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 18 years of industry experience. His prior roles include positions at Edward Jones, Voya Financial Advisors, and Securities America. He serves as a board member of the Ankeny Instrumental Music Foundation and owns KJL Capital LLC. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals, utilizing a variety of portfolio management platforms and proprietary as well as third-party strategies.

Sherri Finney is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 19 years of industry experience. She has worked with various Wells Fargo entities since 2008, including Wells Fargo Advisors LLC and Wells Fargo Investments, LLC. Wells Fargo Clearing specializes in retirement plan consulting for qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s IPS-driven investment process incorporates a range of financial products, including insurance-related vehicles and bank deposit sweep options.

Jacob Chenchar is a financial advisor at Fidelity with 11 years of industry experience. He holds a Series 66 designation and has been with Fidelity Brokerage Services LLC since 2015. Prior to joining Fidelity Investments in 2025, he spent several years within the Fidelity organization in various roles. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a systematic investment process that integrates proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, with oversight of sub-advisers and a focus on model portfolio delivery.

Kenneth Tague is a financial advisor at Thrivent Investment Management with two years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Wells Fargo for 20 years. Outside of his advisory role, he serves as the congregational president of Mt. Calvary Lutheran Church and as committee chairman for Scout Troop 30. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, providing goal-based financial planning across a broad range of topics without discretionary trading authority. The firm integrates planning with managed-account programs through a consolidated billing option while maintaining planning and investment services separately.

Jason Kirke is a CFP® professional with 26 years of experience in the financial services industry. He is currently with LPL Financial, where he has worked since 2018. His prior experience includes roles at Invest Financial Corporation, Financial Partners Group, and Waddell & Reed. Outside of his advisory work, Kirke performs semi-professional trumpet music with several local ensembles. 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 third-party asset management, model portfolio programs, and institutional platforms.