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.

Brent Moore is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations. He has been with Wells Fargo Bank since 2013 and began his advisory role in 2026. He is based in West Des Moines, IA. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

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.

Julia Peoples is a financial advisor at Morgan Stanley with 11 years of industry experience. She has held prior roles at Avantax Investment Services, Inc., Riverview Financial Group P.C., and TJ Maxx. Peoples holds Series 65 and Series 66 licenses. Morgan Stanley Wealth Management offers a range of advisory programs for individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-based financial planning services.

Wynn Walters is a financial advisor with UBS Financial Services in West Des Moines, IA, holding Series 63 and Series 66 registrations and bringing 28 years of industry experience. He has been with UBS since 2006. Outside of advisory work, he is involved in proofreading and court reporting activities for multiple reporting firms. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to a range of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and provides research-driven advice tailored to clients’ goals and risk tolerances.

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.

Priscilla Dickinson is a financial advisor with Morgan Stanley in West Des Moines, IA, holding a Series 66 designation and 12 years of industry experience. She has been with Morgan Stanley and its Private Bank division since 2014 and 2015, respectively. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery tools and investment modeling techniques.

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.

Kimberly Ranallo is a financial advisor at Merrill with 18 years of industry experience, holding a Series 66 designation. She has worked at Merrill since 2014 and has been affiliated with Bank of America, N.A. since 2016. Outside of her advisory role, she is a co-owner of a family rental property in Waukee, Iowa. Merrill, together 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jami Johnson is a financial advisor at Cambridge Investment Research Advisors with 20 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at firms including Principal Securities and Associated Benefits Corporation. Johnson is also employed at Jordan Creek Financial Solutions. Cambridge Investment Research Advisors serves a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, trusts, and estates. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent professionals, employing both proprietary and third-party strategies tailored to client objectives.

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.

Aaron Cavazos is a financial advisor at Raymond James & Associates with eight years of industry experience. He holds the Series 66 designation and has been with Raymond James since 2017. Prior to his career in finance, he worked at Solar Transport for six years. Outside of his advisory role, he serves as a Board of Adjustment member for the City of Urbandale, Iowa, where he votes on zoning exception appeals. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional investors, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a broad range of portfolio management styles and affiliated research.

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.

Dan Mcphail Jr. is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and possessing 18 years of industry experience. Prior to joining Raymond James in 2026, he operated DMKC Advisory Services, LLC and worked at D.M. Kelly & Company from 2007 to 2026. Raymond James & Associates, Inc. is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, pension and profit-sharing plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Aimee Holmes is a financial advisor at Raymond James & Associates with 22 years of industry experience. She holds a Series 66 designation and previously worked for RBC Capital Markets for 10 years before joining Raymond James in 2019. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, charitable organizations, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services through various portfolio management styles and affiliated research.

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.

Jeffery Gardner is a financial advisor with Wells Fargo Advisors in West Des Moines, IA, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Fisher Investments, TD Ameritrade, Scottrade, and Voya Financial Partners. Outside of his advisory work, he co-owns a business that specializes in unstuffed plush animals. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, using research and planning tools to develop tailored recommendations delivered through client meetings and written reports.

Roger Grefe is a financial advisor at Raymond James & Associates with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James since 2007. Grefe serves on the Greater Des Moines Community Foundation Investment Committee. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.