Christopher Pedersen is a CFP® with 15 years of experience currently with Wells Fargo Advisors in West Des Moines, IA. He has worked within various Wells Fargo entities since 2010. Pedersen also owns and operates Pedersen Wealth Management, an independent financial practice based in Waukee, IA. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to clients who meet certain net worth criteria, utilizing proprietary research and tools to develop customized recommendations.

Lori Baldwin is a Series 66-licensed financial advisor with Edward Jones in Altoona, Iowa, where she has worked since 2011, totaling 15 years of industry experience. Outside of her advisory role, she is involved in agricultural business as the owner of a farmland operation and serves as a bookkeeper for a transportation LLC in Mingo, Iowa. Edward Jones is a full-service wealth management firm that serves a broad client base including individual, institutional, and charitable clients, managing over $1 trillion in assets with a nationwide network of advisors. The firm offers a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and tax-efficient services under a fiduciary standard.

Brooks Kehoe is a financial advisor at Wells Fargo Advisors with two years of industry experience. He holds a Series 66 designation and previously worked at RSM US LLP for six years and PwC for one year. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutional clients, utilizing proprietary research, planning tools, and simulation models to develop tailored recommendations.

Nicholas Lensing is a Series 66 credentialed financial advisor with nine years of industry experience. He has worked at Edward Jones since 2019 and previously held roles at Principal Securities, Inc., Principal Life Insurance Company, Easter Seals Iowa, 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 broad range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Letitia Anderson is a financial advisor at Cambridge Investment Research Advisors with 27 years of industry experience. She holds Series 65 and Series 66 credentials and previously worked at Broker Dealer Financial Services Corp. for 19 years. Anderson serves on the boards of the Fort Dodge Daybreak Rotary and the Almost Home Humane Society of North Central Iowa and acts as treasurer for the Fort Dodge Fine Arts Association. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, pension plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, employing a variety of investment platforms and strategies tailored to client objectives.

Jeffrey Olson is a financial advisor at Thrivent Investment Management with 27 years of industry experience. He has been with Thrivent Financial for Lutherans and its investment management division since 2002. Olson holds Series 63 and Series 66 designations. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning that covers a broad range of topics, with the option to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Curtis Malone is a financial advisor at LPL Financial with 14 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at LPL Financial since 2022, following a decade at CUNA Brokerage Services, Inc. and CUNA Mutual Group. 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 portfolios, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Aaron Hard is a financial advisor at Charles Schwab with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab Bank, SSB and Charles Schwab & Co., Inc. since 2020, following four years at TIAA. Outside of his advisory role, he serves as a member of the Finance Committee at Ames First United Methodist Church. Charles Schwab & Co., Inc. serves a large client base primarily comprised of 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts, offering multi-asset model portfolios supported by centralized custody and brokerage services.

John Hatlevig is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and having nine years of industry experience. He has been with Thrivent and its related entities since 2016 and previously worked at DocClarity from 2005 to 2017. 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 financial planning across various topics and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Stephen Mcgoldrick is a financial advisor at OSAIC with 31 years of industry experience. He previously worked at Lincoln Financial Advisors Corporation for 31 years before joining OSAIC in 2025. Outside of his advisory work, he coaches kickboxing and resistance training. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios managed on both discretionary and non-discretionary bases.

Benjamin Warrick is a CFA® charterholder with 18 years of industry experience. He is currently an advisor at LPL Financial, where he has worked since 2021. Prior to this, he held roles at Wdf LLC, Financial Service Professionals, and Waddell & Reed, INC., among others. Warrick also worked for Des Moines Public Schools for seven years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by a network of over 22,800 investment adviser representatives.

Noah Holthaus is a financial advisor at Edward Jones in Windsor Heights, IA, with three years of industry experience. He holds the Series 66 designation and previously owned an automotive detailing business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions, supported by a large national network of financial advisors and branch offices.

Jeffrey Baker is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior work includes positions at Woodbury Financial Services and Questar Capital Corporation. He is also the owner of a tax preparation and payroll services firm and leads a financial advisory practice under Expedition Wealth Management. OSAIC Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services with a focus on diversified portfolios that utilize automated tools and third-party managers.

Grant Clark is a financial advisor at Stifel with 27 years of industry experience. He holds the Series 66 designation and has worked at Stifel since 2024, previously spending 13 years at Bank of America and 25 years at Merrill. Stifel serves a diverse client base, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment strategy methodology developed by its Investment Strategy Group.

Justin Ryan is a CERTIFIED FINANCIAL PLANNER™ professional with 21 years of industry experience, currently associated with Cambridge Investment Research Advisors since 2020. He previously worked at VOYA Financial Advisors from 2014 to 2020. Outside of his advisory role, he owns and operates several businesses including an independent insurance agency and financial planning firms, and is involved in farming operations through a family-owned LLC. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory services. The firm supports a wide range of investment strategies and platforms, combining proprietary models with access to third-party managers and is known for its institutional features such as advisor transition programs and documented business relationships with attorneys and CPAs.

Byron Williamson is a financial advisor with LPL Financial, holding a Series 66 designation and 20 years of industry experience. He has worked at Morgan Stanley and Merrill prior to joining LPL Financial in 2013. Outside of his advisory role, he has interests in family-owned farming through Lost Hills Farm, LLC. 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 investment adviser representatives.

Sarah Dols is a financial advisor at Cambridge Investment Research Advisors with 26 years of industry experience. She has held positions at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2020 and previously worked at Voya Financial Advisors from 2015 to 2020. Outside of her advisory roles, she has been involved with WineStyles Tasting Station since 2015. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent professionals, utilizing a variety of portfolio management solutions and both proprietary and third-party investment strategies.

Brock Norton is a financial advisor at OSAIC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Ameritas Investment Corp and Sii. Outside of his advisory role, Norton is a managing partner in several LLCs that oversee commercial properties leased to Central Financial Group, where he also assists in managing the Fort Dodge office. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage, investment advisory services, and access to third-party money managers. The firm employs asset-allocation tools and automated rebalancing to construct diversified portfolios across various investment vehicles.

Benjamin Mauro is a financial advisor with Mass Mutual Investors Services and holds the Series 66 designation. He has been with Mass Mutual Investors Services since 2024 and was previously employed at MassMutual Life Insurance Company starting in 2025. Mauro's background includes education roles at Wartburg College and Dowling Catholic High School. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, employing firm-approved tools to develop client recommendations without discretionary authority.

Karl Ritland is a CFP® professional with 25 years of industry experience. He has been with Edward Jones since 2002, following a one-year tenure at Equitable Advisors. Karl is based in Pleasant Hill, IA, and holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory strategies and maintains a large network of financial advisors and branch offices across the country.