Lance Eddie is a CFP® professional with 17 years of experience in the financial services industry. He has been with Edward Jones since 2009. 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 solutions supported by a large network of financial advisors and branch offices nationwide.

Jason Keiter is a financial advisor at Edward Jones in Clive, IA, holding a Series 66 designation. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a large nationwide network of financial advisors and branch offices.

Dana Kiene is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She previously worked with Waddell & Reed, Inc. and various insurance carriers for two decades. Outside of financial services, she is involved with Peterson Funeral Services, Inc. in a non-investment role. 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 and access to model portfolios, supported by a large network of investment adviser representatives.

Andrew Maurer is a CFP® professional with seven years of industry experience, currently serving clients at Edward Jones since 2018. Prior to joining Edward Jones, he worked at McClure Engineering Company from 2015 to 2018. Edward Jones is a full-service wealth management firm that serves individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a wide range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Klayton Booth is a financial advisor affiliated with OSAIC, holding a Series 66 license and six years of industry experience. Prior to joining OSAIC, he worked at Royal Alliance for seven years and at Jimmy Johns for four years. Outside of his advisory role, Booth operates an independent insurance agency specializing in fixed insurance products and owns a tax preparation business. OSAIC serves a wide range of retail and institutional clients through an extensive network of financial advisers and multiple advisory platforms, offering brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs various tools for portfolio construction and supports both discretionary and non-discretionary account management.

Monica Daggs is a financial advisor with LPL Financial, holding a Series 66 designation and 24 years of industry experience. Her work history includes prior roles at Cetera Advisor Networks and Cuso Financial Services. Outside of advising, she is involved as the sole trustee of a family trust, owns a coaching business, and works as a baker in Urbandale, Iowa. 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, supported by a large network of investment adviser representatives.

Bianca Rowland is a financial advisor with Ameriprise in West Des Moines, IA, holding Series 66 and Series 63 licenses and having 10 years of industry experience. She has been with Ameriprise since 2011 and also has experience running her own LLC for business expense management. 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 recommendations and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Anne Ballantini Poeppe is a financial advisor with Osaic, holding Series 66 and Series 63 credentials and bringing 12 years of industry experience. She has worked with Stonebridge Financial Advisors and FSC Securities Corporation in the past and is also involved in dance instruction at Carol Tetmeyer's Dance Studio. Outside of finance, she teaches dance classes. Osaic Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers a range of brokerage and advisory services, employing asset-allocation tools and third-party platforms to manage portfolios that may include stocks, bonds, mutual funds, ETFs, and alternative investments.

Graciela Van Wyk is a financial advisor at Edward Jones with 19 years of industry experience. She holds Series 66 and Series 63 licenses and previously worked at Principal Securities and Principal Life Insurance for 17 years. Outside of her advisory role, she owns EmpowerED Voices, a business focused on English/Spanish interpretation and tutoring. 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 solutions supported by a large nationwide network of financial advisors and branch offices.

Collin Miller is a CFP®-certified financial advisor with six years of industry experience, currently affiliated with LPL Financial in West Des Moines, IA. He previously worked at Waddell and Reed and Harvest Point Inc. In addition to his advisory role, he is also a commissioned notary. 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 provides a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Jason Vos is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2010. Vos serves as a board member of the Willow Creek Golf Course Men's League in West Des Moines, IA. 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 financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals using various portfolio management approaches and platform arrangements.

Anna Owens is a financial advisor at Stifel with nine years of industry experience. She holds the Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2019 and previously at Raymond James and Associates from 2016 to 2019. Owens serves on the board of House of Hope Haiti, a Christian-based mission that operates a K-13 grade school, where she coordinates a school sponsorship program and participates in board meetings. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Jay Bollman is a financial advisor with Ameriprise in Norwalk, Iowa, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Bollman is involved in hunting guide services through South Dakota Pheasant Ventures, LLC, and serves as Treasurer on the Board of Directors for the Norwalk Naturals Athletic Club. Ameriprise offers retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to produce personalized recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional financial services provider.

Daniel Timmons is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Before joining Edward Jones, he held various roles including co-owner of ManMaids Professional Cleaning Service, LLC, a commercial cleaning business. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad spectrum, offering discretionary and non-discretionary investment strategies alongside affiliated mutual funds and trust services. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of financial advisors and branch offices.

Timothy Hanstad is a financial advisor with Edward Jones in Johnston, IA, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1992. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, operating under a fiduciary standard.

Michael Hefner is a CFP® and PFS™ credentialed advisor with 28 years of industry experience. He currently works at Raymond James Financial Services Advisors, Inc. and previously spent 22 years with Commonwealth Financial Network. Outside of advising, Hefner owns a tax preparation and planning business and is a founding owner of Hefner Financial Inc. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Karen Ellingboe is a Series 63 licensed financial advisor with Robert Baird & Co. in West Des Moines, Iowa. She has 29 years of industry experience and has been with Robert Baird & Co. for 30 years. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and brokerage services utilizing both manager-traded and model-traded strategies, supported by internal research and ongoing manager monitoring.

Dillon Miller is a financial advisor at J.P. Morgan Securities with two years of industry experience. His prior work includes positions at U.S. Bank and service in the Army Reserves from 2016 to 2024. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and a manager-solutions team to deliver non-discretionary advice. The firm incorporates an ESG eligibility framework in its investment recommendations and offers access to a broad range of product types through its registrations and affiliations.

Alfred Mataloni is a financial advisor with Fidelity, holding Series 63 and Series 65 certifications and 34 years of industry experience. His career includes roles at Fidelity Brokerage Services LLC since 2020 and Kestra Financial Services, Inc from 2016 to 2020. He works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a research-driven and algorithmic investment approach, offers discretionary and non-discretionary services, and manages model portfolios constructed from mutual funds, ETFs, and ETPs.

Stephen Houg is a CFP® professional with 27 years of experience in the financial services industry. He is currently with Cetera and has held roles at Guide Financial Group and Securian Financial Services, Inc. Outside of his advisory work, he serves as a board member of the nonprofit Alpha Women’s Center and volunteers with Financial Peace University. Cetera Investment Advisers LLC is a national SEC-registered advisor that serves individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in assets across more than 10,000 advisors.