Danielle Snyder is a financial advisor at Ameriprise with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Ameriprise since 2023. Her prior experience includes roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank NA. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service that focuses on dependable income sources and tax-aware withdrawal strategies. The firm uses proprietary investment research and algorithmic tools to develop personalized recommendations within a defined investment universe.

Sally Belas is a financial advisor with Morgan Stanley in West Des Moines, Iowa, holding Series 63 and Series 66 designations and possessing 42 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Outside of her advisory role, she serves as Treasurer for the PEO Center. 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, utilizing firm-approved planning tools and investment models to support tailored financial planning.

Kent Porter is a financial advisor with Osaic Wealth, Inc. in West Des Moines, IA, holding the CFP® and Series 63 designations. He has 41 years of industry experience, including 30 years at FSC Securities Corporation prior to joining Osaic in 2023. Outside of his advisory role, he serves as a successor trustee for a revocable trust and manages a family LLC responsible for farm income and distributions. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, employing asset-allocation tools and risk-tolerance assessments to construct diversified portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

David Lorbiecki is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 designations and bringing 32 years of industry experience. He worked at DM Kelly & Company for 31 years before joining Raymond James in 2026. Outside of his advisory role, he is involved with the Lorbiecki Group, a financial advisory DBA. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing a range of portfolio management styles supported by affiliated research and model managers.

Frank Fasano is a financial advisor with Mass Mutual Investors Services who holds a Series 63 designation and has 34 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously worked at MetLife Securities Inc. from 2015 to 2017. Outside of his advisory role, Fasano is an independent insurance agent specializing in dental, disability, life, and Medicare-related products. Mass Mutual Investors Services operates as a subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers collaborative, annual financial planning engagements and various event-driven planning programs.

John Cole Jr. is a financial advisor at OSAIC with over 41 years of industry experience. He holds the CFP® designation and Series 63 license. Prior to joining OSAIC in 2023, he worked for FSC Securities Corporation for 30 years. Outside of his advisory role, he owns a fixed insurance business and serves as Vice President of Diversified Financial Advisory Group, handling payroll, financials, operations, and supervision. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a focus on asset allocation, risk assessment, and portfolio management across various investment types.

Bryce Whitaker is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and eight years of industry experience. His career includes roles at LPL Financial, First Interstate Bank, Raymond James Financial, and Wells Fargo Bank. He serves as treasurer for the Casitas Del Monte Condo Association in Palm Springs, CA. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Brody Everitt is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and based in Des Moines, IA. He has been in the industry since 2025, with prior experience at Compass Financial Services and volunteer work with the Volunteer Income Tax Assistance program. Outside of finance, he has associations with Iowa State University and local golf clubs. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing various portfolio management platforms and proprietary model strategies.

Kyle Younker is a financial advisor with Mass Mutual Investors Services holding Series 65 and Series 63 credentials. He has worked in the industry since 2021, including roles at Park Ave Securities LLC and Financial Architects. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, wrap and money-manager programs, and educational seminars using firm-approved software and a collaborative planning process.

David Reis is a financial advisor with Primerica Advisors in Waukee, Iowa, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has worked with Primerica Financial Services and PFS Investments Inc. since 2015. In addition to advisory services, he is involved in the sales of loan products and home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-delivery strategies managed by third-party asset managers and supports accounts with BNY Mellon Advisors and Pershing custody and clearing services.

Patrick Willer is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he serves as a board member of Toggle LLC, a company in logistics and technology. Morgan Stanley Wealth Management provides a range of advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and advanced modeling tools, focusing on advisory services without providing individual security recommendations as part of standalone plans.

Nathan Schwanke is a financial advisor with Raymond James & Associates, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Raymond James, he gained experience at Hansen Company and worked in various roles including insurance and business 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 wide range of clients including individuals, institutional investors, and municipalities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Kurt Maher is a financial advisor at LPL Financial with 32 years of industry experience. He holds the Series 63 and Series 65 credentials and has worked at LPL Financial since 2018, following prior roles at Invest Financial Corporation, 1717 Capital Management Company, and Equitable Advisors. He is also the owner of Maher Family Farm, LLC in Colfax, Iowa. 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 asset management solutions, utilizing both proprietary and third-party strategies.

Ryan Donnelly is a financial advisor with Morgan Stanley in West Des Moines, IA, holding Series 63 and Series 65 licenses and two years of industry experience. His prior work experience includes roles at Fidelity Investments and DoorDash. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and methodologies such as Secular Return Estimates and Monte Carlo simulations to assist clients in their financial planning.

Jeffrey Beier is a financial advisor at Morgan Stanley with 34 years of industry experience. He holds a Series 63 designation and has been with Morgan Stanley and its affiliates since 2007, including roles at Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs and financial planning services that utilize structured discovery processes and firm-approved tools to support client planning needs.

Jason Blomgren is a CFP® with 29 years of industry experience, currently affiliated with Osaic Wealth, Inc. He has worked at Lincoln Financial Securities Corp since 2010 and joined Osaic in 2025. Blomgren is also CEO and President of Heartland Wealth Group, formerly known as First Heartland Financial Group, where he oversees operations and vendor relations. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, using asset-allocation tools and third-party platforms to support a wide range of investment strategies.

Evan Decker is a financial advisor at Wells Fargo Clearing with a Series 66 designation and less than one year of industry experience. His previous work experience includes roles at Elliott Aviation, Rock Island Arsenal Joint Manufacturing & Technology Center, and the Illinois Air National Guard, where he has served since 2020. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Kelli Brix is a CFP® and holds a Series 66 license with four years of industry experience. She is currently with Cambridge Investment Research Advisors and has prior experience at Emerson, Renewable Energy Group, and the University of Iowa. Outside of financial advising, she is involved in youth sports as a coach at Ankeny Centennial School. Cambridge Investment Research Advisors serves a broad range of clients, including individuals, pension plans, and charitable organizations, offering financial planning, investment management, and retirement plan advisory services. The firm provides various investment solutions through a network of independent Financial Professionals, utilizing both proprietary and third-party strategies tailored to client objectives.

Michael Musich is a financial advisor with Cetera who holds Series 63 and Series 66 credentials and has 37 years of industry experience. He has been with Cetera and its affiliate Cetera Advisors LLC since 2013. Outside of his advisory role, Musich serves as a board director for the Kiwanis Miracle League Field and the nonprofit Young Children - Priority One, where he also acts as treasurer. Additionally, he participates as a student advisory council member for Lora's College Wealth Management program. Cetera Investment Advisers LLC is an SEC-registered firm serving individual clients, retirement plans, corporate and charitable entities, and institutional accounts nationwide. The firm offers a variety of portfolio management and consulting services through a multi-manager platform, providing access to affiliated and unaffiliated managers, with a large network of over 10,000 advisors and $256 billion in assets under management.

Ryleah Cross is a CERTIFIED FINANCIAL PLANNER™ professional with 13 years of experience, all with Edward Jones since 2013. She holds a Series 66 license and serves as Vice President of the Grimes Chamber and Economic Development in Grimes, IA. 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 solutions, managing approximately $1.01 trillion in assets with a nationwide network of over 23,000 advisors.