David Tanner is a financial advisor at OSAIC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Woodbury Financial Services, Gradient Securities, Heartland Retirement Group, PFS Investments, and Primerica Financial Services. Tanner serves on the board of directors for the Indianola Noon Lions Club. OSAIC Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and advisory services with portfolio construction tools, third-party money manager access, and supports both discretionary and non-discretionary account management.

Savannah Halva is a financial advisor at Ameriprise with two years of industry experience. She holds a Series 66 designation and has previously worked in various roles including at The Cafe and Iowa State University. Outside of her advisory work, she is employed as a Support Advisor on the Sales & Advice Team at Integrity Point LLC. Ameriprise serves clients primarily through its retirement-income planning service designed for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, written recommendation reports delivered in partnership with its financial advisors.

Ryan Dezwarte is a financial advisor with LPL Financial based in Johnston, Iowa. He holds Series 63 and Series 65 licenses and has 17 years of industry experience, all of which have been with LPL Financial since 2008. Outside of his advisory role, he is involved in non-variable insurance and farming activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by technology and a broad network of over 22,800 advisors.

Todd Edwards is a CFP® professional with 25 years of industry experience, currently serving at Wells Fargo Clearing since 2016. Prior to that, he worked at Wells Fargo Advisors, LLC for one year. He holds Series 63 and Series 66 licenses and is based in West Des Moines, IA. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

Kristy Barzen is a financial advisor with Ameriprise in Des Moines, IA, holding a Series 63 designation and 34 years of industry experience. She has been with Ameriprise and its affiliates since 2006. Outside of her advisory role, Barzen is involved in local business networking through the West Side Chamber of Commerce and co-owns several business entities related to managing her financial planning practice. Ameriprise provides a retirement-income planning service primarily for individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Aisha Rehberg Booth is a financial advisor with Cambridge Investment Research Advisors in West Des Moines, IA. She holds a Series 66 designation and has seven years of industry experience. Her prior experience includes roles at Edward Jones, FBL Financial Group, and Cardinal Intellectual Property. She serves as a board member at Amity Compass. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers a range of services such as financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals, utilizing multiple custody and platform arrangements and both proprietary and third-party investment strategies.

Kristen De Joseph is a financial advisor with Edward Jones in Des Moines, IA, holding a CFP® certification and Series 66 license, with nine years of industry experience. She has been 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 under management and offers a range of discretionary and non-discretionary investment strategies, including access to separately managed accounts and affiliated mutual funds.

Christian Rogers is a financial advisor with Equitable Advisors in Des Moines, IA. He holds the Series 66 designation and has been with Equitable Advisors since 2026. Prior to his advisory role, he worked at Maverik Convenience Stores for 12 years. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and various asset-management programs, utilizing both proprietary and third-party investment solutions.

David Bondura is a financial advisor at Cetera with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Community State Bank and Bank of the West. In addition to his advisory role, he is an insurance agent selling life, health, disability, annuities, and long-term care products. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary options.

Kevin Hook is a financial advisor with Thrivent Investment Management in Des Moines, IA, holding a Series 66 designation and four years of industry experience. His career includes multiple roles within Thrivent Financial and Thrivent Investment Management since 2022. Outside of finance, he has spent six years involved with Greater Iowa Youth For Christ. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses and written recommendations across various financial planning topics. The firm offers planning services separate from portfolio management and allows clients to combine planning with managed accounts through a consolidated billing option called “WealthPlan.”

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.