Bryan Johnson is a financial advisor at Edward Jones with three years of industry experience. He holds the Series 66 designation and previously worked at Straw and Sun from 2020 to 2022. Johnson also served with the Iowa Annual Conference of the United Methodist Church for six years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Klay Kane is a financial advisor at Morgan Stanley with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Citigroup Global Markets, Morgan Stanley Smith Barney, and Morgan Stanley Private Bank. Kane is based in West Des Moines, Iowa. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm employs structured discovery conversations and planning tools, with a financial planning process supported by the Global Investment Committee’s Secular Return Estimates and Monte Carlo simulations.

Richard Davis is a financial advisor with Ameriprise, holding a Series 63 designation and 37 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Brooklyn Enderton is a Series 66-licensed financial advisor with Wells Fargo Clearing, based in Ankeny, Iowa, and has three years of industry experience. Brooklyn has been with Wells Fargo Clearing since 2021 and has worked at Wells Fargo Bank, NA since 2012. Outside of advisory work, Brooklyn serves as a court visitor for Polk County Courts, reviewing cases to determine the need for guardianship or conservatorship. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is driven by investment policy statements and modern portfolio theory, with a notable range of financial products including insurance-related vehicles and bank deposit sweep options.

Mindy Day is a CFP® and ChFC® with 13 years of industry experience, currently serving as a financial advisor at Ameriprise. She previously worked at Morgan Stanley and Ameriprise Financial Services, Inc. between 2019 and 2024. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that analyze income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, algorithm-supported recommendations through a centralized consulting team.

Richard Yoder is a financial advisor with LPL Financial in Des Moines, IA, holding Series 63, 65, and 66 licenses and bringing 28 years of industry experience. His prior firms include Ameriprise Financial Services, Cetera Advisors, Wells Fargo Clearing, and UBS Financial Services. He is also a commissioned notary. 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, model portfolios, third-party asset management, and institutional platforms.

Benjamin Bruins is a financial advisor with Osaic Wealth, Inc. He holds Series 63 and Series 65 licenses and has 24 years of industry experience. Prior to joining Osaic in 2025, he spent 15 years at Lincoln Financial Securities Corp. Bruins is also involved with First Heartland Financial Group, where he offers fixed and equity indexed annuities as an insurance agent. Osaic Wealth serves a diverse range of retail and institutional clients, providing integrated brokerage and advisory services through a large network of affiliated advisors. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary portfolio management with access to multiple investment products and third-party money managers.

Jay Pender is a financial advisor at Stifel with 18 years of industry experience. He holds a Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2020, following roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

Amanda Lowery is a financial advisor at Edward Jones in West Des Moines, IA, with a Series 66 designation and one year of experience in the financial industry. Prior to joining Edward Jones, she worked for ten years at Earlham Family Dentistry as a dental hygienist and has maintained an active dental hygiene license, including the ability to administer local anesthesia. She is also co-owner of F & A Family LLC, a realty business in Des Moines. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets and offers a wide range of advisory services, including discretionary and non-discretionary strategies, tax-efficient solutions, and affiliated investment products.

Lori Ripperger is a financial advisor with Cetera in West Des Moines, IA, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. She has held positions at Cetera since 2025 and previously worked at Cambridge Investment Research Advisors and related firms from 2017 to 2025. Outside her primary role, she also manages client investment portfolios through a separate advisory business, ONEWEALTH. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients, including individuals, employer-sponsored retirement plans, and institutions. The firm offers diversified portfolio management and retirement services through a multi-manager platform with access to affiliated and third-party investment managers.

Patrick Jones is a financial advisor with Wells Fargo Advisors, holding Series 63, Series 65, and Series 66 registrations and possessing 23 years of industry experience. He has been with Wells Fargo Clearing and related entities since 2014. Outside of his advisory role, Jones umpires baseball and softball games for the Iowa USSSA Sports organization. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutions with a broad range of investment and financial planning services. The firm uses proprietary research and planning tools to develop tailored recommendations, offering both brokerage and advisory programs to clients.

Riley Lindholm is a financial advisor with Ameriprise in Des Moines, IA, holding Series 63 and Series 65 licenses and eight years of industry experience. He has been with Ameriprise and its affiliates since 2016 and is also an Operations Manager on the Financial Planning Team at Integrity Point LLC. Ameriprise offers retirement-income planning services focused on individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered through a centralized consulting team.

Bailey Fawkes is a financial advisor with LPL Financial in West Des Moines, IA, holding Series 63 and Series 65 credentials and totaling nine years of industry experience. Prior to joining LPL Financial in 2026, Bailey worked at Harbour Investments, Triangle Financial Services, Securities America Advisors, Securities America, Inc., and Bankers Trust. Outside of financial advising, Bailey serves as treasurer for the Iowa Collaborative Divorce, a nonprofit organization focused on divorce resolution. 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 institutions. The firm offers a variety of financial planning and asset management solutions with a platform notable for its scale, diverse services, and integration of non-advisory financial products.

Seth Lampman is a financial professional at Cetera with 17 years of industry experience and holds a Series 66 designation. He has previously worked at SagePoint Financial and First Allied Advisory Services. Outside of his advisory role, Lampman serves as Girls Commissioner for the Indianola Basketball Association, a nonprofit youth basketball organization. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors, serving individual, corporate, retirement plan, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through multiple program structures and third-party managers.

Paul Schulte is a financial advisor with LPL Financial in Des Moines, IA, holding Series 63 and Series 65 licenses and possessing 34 years of industry experience. His prior roles include lengthy tenures at Securities America Advisors, Inc., Bearence Management Group, and Brokers Clearing House. Outside of his advisory work, he is involved with Life Skillz, a non-investment-related activity. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions, offering financial planning, model portfolios, third-party asset management, and institutional platforms.

Ryan Johnston is a CFP® with 10 years of industry experience. He is currently with RBC Capital Markets, where he has worked since 2017, and has prior experience at City National Bank, Mark Doyle Insurance Agency, and State Farm VP Management Corp. 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 advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients' risk profiles and investment preferences.

James Talley is a financial advisor at Edward Jones in Des Moines, IA, holding the CFP® designation along with Series 63 and Series 66 licenses. He has 21 years of industry experience and has been with Edward Jones since 2004. 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 with a nationwide network of around 23,701 advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.

Christopher Schall is a financial advisor at Cetera with 16 years of industry experience. He has held positions at Cetera Wealth Services, Voya Financial Advisors, and Securities America. Schall holds the Series 63 and Series 66 designations. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and consulting services through a multi-manager platform with access to affiliated and third-party managers.

Timothy Fitzgerald is a CFP® and ChFC® with 24 years of experience in the financial services industry. He is currently with LPL Financial and has previously worked at Waddell & Reed and Equitrust Investment Management Services. Outside of his advisory role, he is involved in tax preparation and continuing education instruction. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with various investment strategies and operational tools.

Robert Edwards is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 17 years of industry experience. He previously worked at Principal Life Insurance Company for 29 years and Principal Financial Services Corp for 9 years. Edwards is also involved with Financial Integrators as a W2 employee. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services. The firm provides various investment solutions through independent Financial Professionals, employing both proprietary and third-party strategies across multiple platform arrangements.