Lisa Thai is a financial advisor with Edward Jones in Des Moines, IA, holding a Series 66 designation and nine years of industry experience. She has worked exclusively with Edward Jones since 2016. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Trenton Hilbrands is a Series 66 licensed financial advisor with Wells Fargo Advisors, based in West Des Moines, IA, with one year of industry experience. Prior to joining Wells Fargo Advisors in 2024, he worked at Adel DeSoto Minburn Community Schools and has a background that includes roles at Northwestern College and LeMars YMCA. Outside of his advisory work, he serves as an assistant basketball coach at Adel DeSoto Minburn Community Schools. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options through a large network of advisors. The firm integrates research, planning tools, and multiple financial product channels to develop tailored recommendations for clients.

Michele Flanagan is a financial advisor at Wells Fargo Advisors with 34 years of industry experience. She has been with Wells Fargo in various capacities since 2011, including roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her financial career, she is involved with the Savannah Bananas as a ticket scanner. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad menu of planning options tailored to clients with specific net-worth thresholds and integrates advisory services with a range of financial products and referral channels.

Matthew Muller is a financial advisor at Wells Fargo Advisors in West Des Moines, IA, holding CFP® and Series 66 designations with seven years of industry experience. His prior roles include positions within Wells Fargo Clearing and University of Iowa Hospitals and Clinics. Outside of his advisory work, he is a partial owner of a local hometown brewery through an LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu utilizing Wells Fargo research and tools, with discretionary client implementation through brokerage or advisory programs.

Thomas Desousa is a financial advisor with LPL Financial in Des Moines, IA, holding Series 63 and Series 66 credentials and five years of industry experience. His prior roles include positions at Royal Alliance Associates, Heartland Retirement Group, and Northwestern Mutual. Outside of advisory work, he is involved with insurance-related businesses. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory services including financial planning, model portfolios, and institutional platforms, supported by advanced operational tools and oversight of substantial discretionary assets.

Suzanne Runyon is a Series 66 licensed financial advisor with Edward Jones in Altoona, IA, and has three years of industry experience. She has been with Edward Jones since 2009, including her current role starting in 2024. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and affiliated funds supported by a large national network of financial advisors and branch offices.

Joseph Schettler is a financial advisor with Edward Jones in Carlisle, IA, holding Series 63 and Series 66 registrations and 26 years of industry experience. He has been with Edward Jones since 1999. Outside of advising, Schettler owns and operates a farm in Carlisle. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and has a nationwide network of more than 23,700 financial advisors.

Darcy Stroinski is a financial advisor at Cetera with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Community State Bank since 2000, alongside roles at Cetera and Cetera Wealth Services. Outside of his advisory work, Stroinski volunteers with Iowa Bird Rehabilitation and serves as a statistician for the Central Iowa D League adult hockey league. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management, financial planning, and retirement services, operating a multi-manager platform with both discretionary and non-discretionary account options.

Tyler Peterson is a CFP® with three years of industry experience, currently serving as a financial professional at Cetera in West Des Moines, IA. He previously worked at Navex and Choreo, LLC. Tyler is also involved with Premier Retirement Plan Advisors, where he assists in financial services and client support. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services and operates a multi-manager platform with discretionary and non-discretionary program options.

Kristi Mignano is a financial advisor at OSAIC with 25 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Woodbury Financial Services, Voya Financial Advisors, and Broker Dealer Financial Services Corp. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations, offering a wide range of integrated brokerage, advisory services, and access to third-party managers. The firm uses asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage portfolios across multiple investment types.

Joshua Fordyce is a financial advisor at Edward Jones with a Series 66 designation and recent industry experience. His prior work includes roles in education with Sioux City Community Schools and Siouxland Christian School, as well as entrepreneurial experience running Fordyce's Rides. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large national network of advisors and branch offices.

Michael Alexander is a financial advisor with LPL Financial, holding a Series 63 designation and 36 years of industry experience. He has worked at LPL Financial since 2019 and previously spent three years with Summit Financial Group Inc and Summit Brokerage Services, Inc. Alexander has operated Alexander Investment Services, Inc. since 1994. 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, including model portfolios, third-party asset management, and institutional platforms.

Philip Gose is a financial advisor at Osaic Wealth, Inc. with 27 years of industry experience. He holds a Series 66 designation and previously worked at FSC Securities Corporation for 18 years. Outside of his advisory role, he serves as a board member of the Cyclone Gridiron Club, a charitable organization. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients, offering integrated brokerage and investment advisory services through a large network of financial advisers and multiple advisory platforms. The firm utilizes asset-allocation tools and third-party money managers to construct diversified portfolios for individual and high-net-worth investors, pension plans, corporations, and charitable organizations.

Andrew Dietz is a financial advisor with Edward Jones in Carlisle, IA, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2015. 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 under management and offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, operating under a fiduciary standard.

Timothy Mclaughlin is a CFP® professional with 16 years of industry experience, currently affiliated with LPL Financial since 2021. His prior roles include positions at Harvest Point Inc., Society of Financial Service Professionals, Capital City Connection, and Waddell & Reed, Inc. He is a non-profit board member of Capital City Connection. 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, third-party asset management, retirement advice, and institutional platforms.

Jeffrey Miller is a financial advisor with Ameriprise Financial Services, holding the ChFC® designation and Series 63 license, and has 40 years of industry experience. He has been with Ameriprise in various capacities since 2016. Outside of his advisory role, he is involved in tax preparation and accounting through business ownership interests in related firms. 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 written retirement income plans and ongoing advice, emphasizing dependable income sources and tax-aware withdrawal strategies.

Lisa Nelson is a financial advisor at Wells Fargo Advisors with 19 years of industry experience. She holds Series 63 and Series 65 designations and has been with Wells Fargo in various capacities since 2011. 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, including niche areas such as business-owner transition planning and special-needs analysis, using proprietary research and planning tools.

Derek Nelson is a CFP® with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to joining Edward Jones, he worked at Kum & Go LC for three years. Nelson is also the founder and owner of Creative Footprints, LLC. 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, with approximately $1.01 trillion in assets under management and a nationwide network of financial advisors and branch offices.

Ryan Mehalovich is a CFP® certified financial advisor with 19 years of industry experience. He has been with Edward Jones since 2022 and previously worked at Midwest Heritage Financial Advisors, Midwest Heritage Financial Services, Securities America Advisors, Securities America Inc, and Northwest Wealth Management LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and manages approximately $1.01 trillion in assets, supported by a large nationwide network of financial advisors and branch offices.

Stephanie Warywoda is a financial advisor at Cetera with 25 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Princor Financial Services and Principal Life Insurance Company prior to joining Cetera in 2023. Cetera Investment Advisers LLC serves a broad client base including individual investors, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform featuring affiliated and third-party managers, supporting both discretionary and non-discretionary account structures.