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.

Scott Frost is a financial advisor with Morgan Stanley in West Des Moines, IA, holding Series 63, 65, and 66 licenses and bringing 28 years of industry experience. He has worked with Morgan Stanley Private Bank since 2015 and with Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he serves on the advisory board of the nonprofit One Economy and owns Iowa USSSA Sports Officials, a recreational sports officiating business. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers a wide range of retail and institutional investment services.

Justin Gersema is a financial advisor with Primerica Advisors in Urbandale, IA, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has worked at Primerica Advisors since 2019 and previously at PFS Investments Inc from 2015 to 2018, while also maintaining a long-term association with Primerica Financial Services since 2005. Outside of advisory work, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm utilizes third-party asset managers and a tiered wrap fee structure, focusing on curated investment models rather than institutional pension or profit-sharing plan management.

Angela Owen is a financial advisor at Raymond James Financial Services Advisors, Inc. with 20 years of industry experience. She holds the CFP® designation and the Series 66 license. Prior to joining Raymond James in 2026, she was with Commonwealth Financial Network and Hefner Financial. Outside of her advisory role, Owen provides bookkeeping services for several family-owned businesses and offers investment advice to the Endowment Fund at her church. Raymond James Financial Services Advisors, Inc. delivers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm employs a non-discretionary, goal-oriented approach supported by analytical tools and maintains specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory programs.

Reagan Adjei is a Financial Advisor at Merrill Lynch Wealth Management. In this role, he works directly with individuals, families, and business owners to help them make informed financial decisions and build personalized portfolio strategies. Reagan's approach centers on understanding each client's unique goals and priorities. He focuses on simplifying complex financial topics and providing ongoing advice that adapts as clients' situations evolve. His expertise includes retirement planning, wealth growth, and preparing for major life events. He holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Grand View University.

Kenneth Martin is a CFP® professional with six years of experience, currently affiliated with Cambridge Investment Research Advisors. He has worked at Cambridge Investment Research Advisors and Voya Financial Advisors and maintains a business presence at Vision Financial Group. Martin serves as a board member of the Iowa Psychological Foundation. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. It offers financial planning, investment management, and retirement advisory services through independent Financial Professionals using a range of portfolio management and model-based solutions.

Douglas Schulte is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. His prior roles include positions at Royal Alliance Associates, Sii, FIRST AMERICAN BANK, and Ameritas Investment Corp. He serves as a board member of Fossing Farm LLC. 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 portfolio programs, third-party asset management, and institutional platforms, utilizing various investment strategies and advisor-support tools.

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.

Matthew Hall is a CFA® charterholder and holds Series 63 and Series 66 licenses. He has nine years of industry experience, having worked at Wells Fargo in various capacities since 2016 and joining Wells Fargo Advisors in 2023. He is based in West Des Moines, Iowa. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, utilizing proprietary research and planning tools to deliver tailored recommendations.

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.