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.

Thomas Hunt is a financial advisor with Morgan Stanley in West Des Moines, IA, holding Series 63 and Series 65 designations and 24 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, and at Citigroup Global Markets since 2004. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and combines traditional retail and institutional services with additional activities such as relationships with investment companies and private funds.

Ricky Kiel is a financial advisor with LPL Financial in Johnston, Iowa, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked with several firms, including Royal Alliance Associates, INC., and Ameritas Investment Corp. Outside of his advisory work, he owns a machine shop business, B&K Machining LLC, and serves as a notary public in Iowa. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment solutions, incorporating both proprietary and third-party strategies across various asset classes.

Tyler Gunderson is a financial advisor at OSAIC with a Series 66 designation and one year of industry experience. Prior to joining OSAIC, he worked for nine years at Empeople Credit Union and spent four years at Coe College. OSAIC serves a diverse range of clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage, advisory services, financial planning, and access to multiple investment platforms and third-party money managers. The firm employs a variety of asset-allocation tools and portfolio construction strategies across discretionary and non-discretionary accounts.

Ronald Gottl II is a financial advisor with Equitable Advisors in Johnston, IA, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His prior work includes roles at Axa Advisors LLC, MSI Financial Services, Inc., and M HOLDINGS SECURITIES, Inc. He also has various outside insurance appointments. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients with financial planning, retirement plan consulting, and asset-management programs. The firm utilizes both proprietary and third-party models, focusing on risk assessment and tailored investment solutions without sponsoring its own wrap fee program.

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.

Christopher Uglum is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 23 years of industry experience. He has worked at LPL Financial since 2011 and previously was with Commerce Wealth Advisers, LLC and Dewaay Capital Management. Outside of his advisory role, he is involved with PGF LLC, a non-investment business entity for tax and investment purposes. 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 financial planning, model portfolios, third-party asset management, and institutional platforms, combining a wide range of advisory tools with extensive non-advisory financial services.

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.