Cecile Lorenzen is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley, she worked at Conterra Ag Capital and has a background that includes several years in education at the University of Arizona and local schools. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutions, focusing on tailored financial planning and employing firm-approved tools and modeling techniques to support client outcomes.

Robert Lehnhardt is a Certified Financial Planner (CFP®) with 30 years of industry experience. He has been with UBS Financial Services since 2012. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary capital market assumptions and model-based asset allocations with research from UBS Global Research. The firm operates as a broker-dealer, investment adviser, and futures commission merchant, providing a broad range of wealth management and institutional trading services.

Brandt Gebel is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and five years of industry experience. His work history includes roles at Cambridge Investment Research, Cetera Investment Advisors, Fidelity Bank & Trust, Northwestern Mutual, and State Bank and Trust. He is also associated with Jordan Creek Financial Solutions and serves as an agent with Sentinel Security Life. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing both proprietary and third-party strategies across multiple platforms.

Brian Bennett is a financial advisor at OSAIC with 38 years of industry experience. He holds the CFP® designation and Series 63 and 65 licenses. Prior to joining OSAIC in 2023, he worked for FSC Securities Corporation for 30 years. Bennett also serves as an independent agent providing fixed insurance and is a co-trustee for a client trust. OSAIC serves a diverse range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing tools such as asset-allocation models, risk-tolerance assessments, and automated rebalancing to manage portfolios that include stocks, bonds, mutual funds, ETFs, and alternative investments.

Steven Heideman is a financial advisor at OSAIC with 43 years of industry experience. He holds the Series 63 designation and has previously worked at Signator Investors, Inc. and as an independent insurance agent since 1979. He is president of Heideman Financial Services, Inc., a fixed insurance firm, and also oversees a family farm business. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated advisers and multiple platforms. The firm employs various portfolio construction tools and supports both discretionary and non-discretionary accounts, while maintaining a complex corporate structure with multiple mergers and third-party service arrangements.

Timothy Short is a CFP® with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, he worked at Archer Home Center and also had a period of self-employment. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts. The firm operates under a fiduciary standard and is notable for its extensive advisor and branch network as well as its affiliated trust and mutual fund services.

Dijana Burnic is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses and experience working at Wells Fargo Bank, U.S. Bank, and in nonprofit sports event promotion. She has been with Wells Fargo Clearing since 2025 and previously worked in the restaurant industry and at the University of Montenegro. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services grounded in modern portfolio theory and tailored to plan objectives and risk tolerances. The firm’s offerings include investment policy statement preparation, performance reporting, participant education, and a broader range of financial product options than typical for large institutional advisers.

Carol Breeser is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 18 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. 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 solutions. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Kyle Owens is a financial advisor with Stifel who holds a Series 63 designation and has 42 years of industry experience. He previously worked at Raymond James & Associates for 21 years before joining Stifel Nicolaus & Co Inc in 2019. Outside of his advisory role, Owens has served as an assistant women's softball coach at Simpson College since 2007 and is involved as Noble Grand in the Fort Des Moines Odd Fellows Lodge. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Joshua Klyn is a financial advisor with LPL Enterprise, holding a Series 66 designation and seven years of industry experience. His prior work includes roles at Prudential Insurance Company of America and Pruco Securities, LLC. Based in Ankeny, IA, he also serves as an associate financial planner at Iowa Financial Partners, a DBA for LPL Business. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, and institutional entities. The firm’s investment approach is model-driven, utilizing portfolios developed by internal and third-party strategists, and it offers access to third-party asset managers and insurance products through affiliated entities.

Michael Oetken is a financial advisor with Cambridge Investment Research Advisors in West Des Moines, IA. He holds a Series 66 designation and has 10 years of industry experience. Prior to his current role since 2018, he worked at Broker Dealer Financial Services Corp. from 2015 to 2018. Oetken is also involved with Capital Financial Planning as an independent insurance agent and advisory representative. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement plan advisory services. The firm employs a range of investment approaches, including proprietary models and third-party strategies, tailored by independent financial professionals to client objectives.

Robert Sayer is a CFP® professional with 14 years of industry experience, currently associated with LPL Financial since 2021. His prior experience includes roles at Harvest Point Inc and Waddell & Reed Inc, as well as operating his own firm, Robert P Sayer 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 and access to third-party asset management, supporting a large network of investment adviser representatives.

Jason Madsen is a financial advisor at Cetera with 12 years of industry experience and holds a Series 66 designation. He has previously worked at First Allied Securities, Inc. and various Cetera affiliates over the past decade. Cetera Investment Advisers LLC is an SEC-registered adviser 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 financial planning services and operates a multi-manager platform with access to affiliated and third-party investment strategies.

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.