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.

John Auer is a financial advisor at Morgan Stanley with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets from 1993 to 2009. He serves as a board member for Coaches vs Cancer in Des Moines, Iowa. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs to individuals and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets.

Sara Rivas is a financial advisor with Morgan Stanley in West Des Moines, IA, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2019. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market modeling techniques.

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 with Wells Fargo Advisors in West Des Moines, IA, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. Her career includes roles at Wells Fargo Clearing, Wells Fargo Investments, Commerce Wealth Advisers, and Dewaay Capital Management. 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, using Wells Fargo research and planning tools to develop tailored recommendations across a variety of client needs.

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.

Elizabeth Webb is a financial advisor with RBC Capital Markets, holding a Series 66 designation and bringing 23 years of industry experience. She has worked at RBC Capital Markets since 2009 and is currently affiliated with City National Bank as well. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of wrap fee advisory programs with tailored investment strategies implemented through a mix of in-house and third-party managers, alongside custody and brokerage services.

Ryan Mehalovich is a CFP® professional with 19 years of experience in the financial services industry. He is currently with Edward Jones in West Des Moines, IA, where he has worked since 2022. His prior experience includes roles at Midwest Heritage Financial Advisors, Midwest Heritage Financial Services, Securities America Advisors, Northwest Wealth Management LLC, and a previous tenure at Edward Jones. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Christin Ann Aldridge is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and with 20 years of industry experience. She has been with Wells Fargo Clearing since 2016 and has worked at Wells Fargo Bank since 2003. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets through more than 14,000 financial advisors and offers a range of brokerage and advisory solutions.

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.

Andrea James is a CFP®-certified financial advisor with 19 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. Prior to this, she worked at Wells Fargo Investments, LLC from 2007 to 2011. Outside of her advisory role, she co-owns NW Designs, LLC, an automotive and woodworking business. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party databases to support its diversified investment approach.

Jerrad Popp is a financial advisor with Primerica Advisors in Adel, Iowa, holding Series 63 and Series 65 licenses and having 25 years of industry experience. He has been associated with PFS Investments Inc. since 2001 and with Primerica Financial Services since 1993. Outside of advisory work, he is involved in sales of home security and automation products, as well as loan product sales, through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors—including high-net-worth clients—as well as corporate and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and offers discretionary separately managed account options, operating on a scale of nearly 3,700 advisors and approximately $15.5 billion in assets under management.

Brian Mortensen is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and four years of industry experience. He has been with Wells Fargo Clearing since 2021 and has worked at Wells Fargo Bank, NA since 2013. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment options and bank deposit sweep programs.

Thomas Zambrano is a financial advisor with UBS Financial Services in West Des Moines, IA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with UBS since 2006. Zambrano serves on the board of a youth travel baseball organization, Jr Rocks Baseball, reflecting involvement in community activities outside of his advisory work. UBS Financial Services provides a broad range of brokerage and advisory services to individual, corporate, and institutional clients, leveraging proprietary research and model-based asset allocations. The firm combines institutional trading capabilities with wealth management and acts as a broker-dealer, investment adviser, and futures commission merchant.

Brandon Neil is a financial advisor with Charles Schwab in West Des Moines, IA, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has been with Charles Schwab since 2007. Outside of his advisory role, Brandon serves as an Emerging Leaders Board Member for Junior Achievement of Central Iowa, focusing on volunteerism and fundraising. Charles Schwab serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment services. The firm is notable for its scale, integrated service model, and a combination of strategic asset allocation with access to alternative investments.

Jared Clauss is a financial advisor with UBS Financial Services in West Des Moines, IA, holding a Series 66 designation and 17 years of industry experience. He has been with UBS since 2008. Outside of his advisory role, he contributes weekly football commentary through a digital sports website. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based allocations to tailor strategies to clients’ goals and risk tolerances.

Aaron Moberg is a financial advisor with Charles Schwab in West Des Moines, IA. He holds the ChFC® designation and Series 63 and 66 licenses, and has 15 years of industry experience. His prior roles include positions at Farm Bureau Financial Services and TIAA-CREF. Charles Schwab & Co., Inc. serves a large client base of primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers both non-discretionary investment guidance and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.

David Haas is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 17 years of industry experience. Prior to joining Raymond James in 2026, he was affiliated with DMKC Advisory Services LLC and D.M. Kelly & Company for 18 years. He is also involved with Lorbiecki Group, providing financial advisory services. 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 diverse client base including individuals, institutions, and municipal entities, offering non-discretionary financial planning and consulting with a range of portfolio management styles supplemented by proprietary research.

Karina Casini is a financial advisor at Wells Fargo Advisors with 31 years of industry experience. She holds Series 63 and Series 66 designations and has worked with various Wells Fargo entities since 2002. Casini also serves as a power of attorney and temporary conservator for her mother, involving investment-related responsibilities. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services tailored to clients who meet a net-worth threshold and integrates advisory services with other financial products and referral channels.