Alex Cary is a Series 66-registered financial advisor with eight years of industry experience. He currently works at Cambridge Investment Research Advisors and has prior experience at Brokers International Financial Services, CETERA Advisor Networks, and Voya Financial Advisors. Cary is also involved with Jordan Creek Financial Solutions. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing proprietary and third-party model strategies across multiple platform arrangements.

Caitlyn Pec is a financial advisor with Edward Jones in Johnston, IA, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she held positions at multiple senior living communities, including Grand Living and Journey Senior Living. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment options, supported by a large network of financial advisors and branch offices nationwide.

Trey Cook is a financial advisor with Morgan Stanley in West Des Moines, IA, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016. Outside of finance, he is involved with Grandslam USA, providing baseball instruction. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, emphasizing tailored financial planning through structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides both retail and institutional investment services.

Geoffrey Ingram is a financial advisor with Cambridge Investment Research Advisors in Des Moines, IA, holding Series 63 and Series 66 licenses and possessing 50 years of industry experience. He has been with Cambridge Investment Research Advisors since 2012 and operates Ingram Insurance, an independent insurance agency. Additionally, he owns a tax preparation service, Geoffrey Ingram Tax Service. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through independent professionals, utilizing a variety of portfolio management approaches and platform arrangements tailored to client objectives.

Zachary Carr is a financial advisor with LPL Financial in Clive, Iowa, holding Series 63 and Series 66 licenses and one year of industry experience. His prior roles include positions at TM Supply Co., Grandview University, and local schools. He is also involved with Weissenburger Investments & Financial Planning. 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 a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by extensive technology and a wide network of over 22,800 advisors.

Andrew Arthur is a financial advisor with Primerica Advisors in Indianola, IA, holding Series 63 and Series 65 licenses and five years of industry experience. His prior work includes roles at Des Moines Independent Community School District, Liberty Tire Recycling, Saia LTL Freight, Enterprise Inc, and Ruan Transportation. Outside of advisory work, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

John Fisher is a financial advisor with RBC Capital Markets, holding Series 63 and Series 66 licenses and bringing 45 years of industry experience. He has been with RBC Capital Markets since 2008 and also works with City National Bank. Outside of his advisory work, he serves on the boards of the Roosevelt High School Foundation, the Iowa Natural Heritage Foundation, Hoyt Sherman Place performing arts theater, and Central Presbyterian Church Foundation. RBC Wealth Management, a division of RBC Capital Markets, LLC, provides a range of advisory programs and services to individual and institutional clients. The firm offers customized portfolio management and financial planning solutions, utilizing both in-house and third-party investment managers to implement strategies aligned with clients’ risk profiles.

Alexander Shcharansky is a financial advisor at LPL Financial with four years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. Prior to joining LPL Financial, he worked at several firms including MWA Financial Services, Modern Woodmen of America, and New York Life. Outside of financial advising, he owns Continuous Control Solutions, an engineering and turbomachinery control application business. LPL Financial is a national broker-dealer and SEC-registered investment adviser delivering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and technology-driven tools across a large network of advisors.

Ronald Goodson is a financial advisor with Wells Fargo Clearing in Ankeny, Iowa, holding a Series 63 designation and 32 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as an executor and administrator for family estates, managing related fiduciary responsibilities. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory options grounded in modern portfolio theory and an IPS-driven process. The firm includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options, in its investment menus.

Randy Sefrit is a CFP® and Series 66-licensed financial advisor with three years of industry experience. He is currently with Cambridge Investment Research Advisors and has held prior roles within Cambridge Investment Research, Inc. He also has experience at Farmers Mutual Telephone Company, Southwestern Community College, and State Savings Bank. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm offers a range of investment solutions, including proprietary models and access to third-party managers, with both discretionary and non-discretionary strategies tailored to client objectives.

Ali Shemirani is a Senior Financial Advisor with Merrill Lynch Wealth Management, where he has worked since 1996. With a career in financial services beginning in 1993, Ali provides a personalized wealth management process tailored to clients' unique goals, time horizons, liquidity needs, and risk temperament. He advises individuals and families on various aspects of their financial lives including 401(k)/retirement plans for institutions, access to banking services through Bank of America, investments, retirement planning, and trust and estate planning services. Ali specializes in guiding clients through the complexities of employer benefits to help them pursue financial freedom and a secure retirement. He understands the challenges of living longer and managing multiple caregiving roles and aims to help reduce the stress and uncertainties associated with retirement. He and his team leverage extensive resources accumulated over decades of combined experience. Ali holds a Personal Investment Advisor (PIA) designation and earned his High School Diploma from Redwood High School. He served honorably in the US Army. Ali resides in Clive with his wife, Jan, and son, Joshua. Both Ali and Jan are actively involved in their son's school community through the Crossroads Park Elementary PTA and support the West Des Moines School District and West Des Moines Soccer Club. Additionally, Ali participates in various charitable organizations including Children and Families of Iowa, The Orchard Place, AHeinz 57 Pet Rescue, Food Bank of Iowa, the Wounded Warrior Project, and others.

Dustin Lambert is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation. Prior to joining Edward Jones, he worked in security services with Securitas USA Inc. and Securitas Canada LTD. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management and operates a large nationwide network of financial advisors and branch offices.

Julia Reis is a financial advisor at Primerica Advisors with credentials including Series 65 and Series 63 licenses and one year of industry experience. She has been with Primerica Advisors since 2024 and previously worked at Primerica Financial Services starting in 2021. Prior to her advisory career, she was employed at Dallas Center Grimes Highschool from 2017 to 2021. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with approximately 3,698 advisors and $15.5 billion in assets under management, delivering advisory services through model recommendations created by unaffiliated asset managers.

Donald Flannery is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 32 years of industry experience. His prior roles include positions at Merrill and Wells Fargo Advisors LLC, where he worked before joining his current firm. Outside of advising, he is involved in managing rental farmland in Iowa. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm employs research and diversification principles in its investment approach and offers both brokerage and advisory solutions through a large nationwide network.

Carla Mulcahy is a financial advisor with Mass Mutual Investors Services based in Waukee, IA. She holds Series 63 and Series 65 licenses and has 13 years of industry experience, including roles at MassMutual and MML Investors Services. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars.

James Pede Jr. is a financial advisor with Cetera who holds the CFP® and ChFC® designations and has 42 years of industry experience. His prior roles include positions at First Allied Securities and First Allied Advisory Services. Outside of his advisory work, he serves as an usher and greeter at the Lutheran Church of Hope. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a large network of independent advisors. The firm offers a range of portfolio management and consulting services and operates a multi-manager platform with access to affiliated and third-party managers across various program structures.

Kevin Pearson is a financial advisor with Edward Jones in Des Moines, IA, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1994. Outside of his advisory role, Pearson is involved in seasonal agricultural labor with Smith Fertilizer and Grain. 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 advisory programs and investment options under a fiduciary standard.

Michael Shields is a CFP® professional affiliated with Edward Jones in Urbandale, IA, with 14 years of industry experience, all with Edward Jones since 2012. Outside of his advisory role, he owns That'll Work LLC, a video production company focused on social media content, and holds a shareholder interest in Goald Ltd, a phone app promoting challenge and trick shot activities. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals and institutions. The firm manages approximately $1.01 trillion in assets through a large national network of financial advisors and offers a variety of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

David Nichols is a financial advisor with OSAIC, holding a Series 63 designation and bringing 37 years of industry experience. His prior experience includes 11 years with FSC Securities Corporation and an ongoing affiliation with MassMutual Life Insurance Company since 1987. Nichols is also president of DJ Nichols Insurance Inc., a fixed annuities business structured as an S Corporation. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services along with access to third-party money managers and wrap programs. The firm employs tools such as asset-allocation models and risk-tolerance questionnaires to construct diversified portfolios across various asset classes.

Ashley Shafer is a financial advisor at Morgan Stanley with 14 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2012, including a role at Morgan Stanley Private Bank, National Association since 2015. Shafer serves on the Finance Committee of the Mid Iowa Health Foundation in Des Moines, Iowa. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm emphasizes structured financial planning and serves clients through tailored strategies developed by its Financial Advisors and Estate Planning Strategies Group.