Mark Raney is a financial advisor with Raymond James & Associates in Clive, IA, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. He previously worked at RBC Capital Markets for 10 years before joining Raymond James in 2019. 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 diverse client base including individuals, institutions, and municipal entities, offering financial planning and investment consulting primarily through non-discretionary relationships.

Jeffrey Harrold is a financial advisor with LPL Financial in West Des Moines, IA, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has been with LPL Financial since 2002 and previously worked at Morgan Stanley DW Inc. from 1999 to 2002. Outside of his advisory role, he is a commissioned notary. 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 variety of financial planning and investment management services using both proprietary and third-party strategies, supported by a broad platform that includes advisory and non-advisory financial products.

Ronald Barnes is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has been tenured since 2005. He specializes in developing strategies and providing advice tailored to the financial objectives of individuals, their families, and businesses. His client focus areas include divorce transition planning, personal retirement planning, portfolio management services, individual and corporate investment strategy, and retirement income. Ron holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is also a qualified Portfolio Manager, managing personalized or defined strategies on a discretionary basis that may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. He earned a Bachelor of Science in Business Administration from Iowa State University in 1987 and a Master's Degree in Business Administration from Southern Methodist University in 1994. Ron grew up on a family farm in Iowa, where he remains involved, and currently lives in Altoona, Iowa with his wife and two children. His personal interests include biking, football, hunting, and spending time with his family.

Michael Hammen is a CFP® professional with 28 years of experience in financial advising. He is currently affiliated with Cetera and has held roles at multiple firms, including Vision Financial Services LLC and Avantax. Outside of his advisory work, he serves as president of the West Des Moines Lions Club, leading community and civic activities. Cetera is an SEC-registered adviser operating a nationwide network of independent advisors serving individual, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party model portfolios and customized strategies.

Karen Neff is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. She has been with Wells Fargo Clearing since 2016. 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 a range of brokerage and advisory solutions supported by research and analytics.

Reagan Bates is a financial advisor with Wells Fargo Clearing in West Des Moines, IA, holding Series 63 and Series 66 licenses and having 21 years of industry experience. He previously worked at Dewaay Capital Management for eight years before joining Wells Fargo in 2016. Outside of his advisory role, he is active as a stylist selling nail polish strips and lipstick, and engages in affiliate sales and personal shopping ventures. 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 provides a range of brokerage and advisory solutions supported by research and analytics.

Kurt Cole is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 17 years of industry experience. He previously worked at First Financial Advisors, LLC for 16 years and has been involved with the First Financial Education Center of Iowa for over two decades. Cambridge Investment Research Advisors serves a wide range of clients, including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services. The firm provides diverse investment solutions through independent Financial Professionals, utilizing both proprietary models and third-party strategists across multiple platform arrangements.

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.

Alexa Nelson is a financial advisor with LPL Financial in West Des Moines, IA, holding Series 63 and Series 65 licenses and one year of industry experience. Her prior roles include positions at BMO Bank NA, J.P. Morgan Securities, and JPMorgan Chase Bank, N.A. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of financial planning and investment management programs, utilizing both proprietary and third-party strategies across discretionary and non-discretionary accounts.

Dominick Petz is a financial advisor with Wells Fargo Clearing in Cedar Rapids, IA, holding Series 63 and Series 65 licenses and having seven years of industry experience. He has worked at Wells Fargo Bank, N.A. since 2011 and with Wells Fargo Clearing since 2018. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Heather Johnson is a financial advisor at Wells Fargo Advisors with 26 years of industry experience. She holds Series 63 and Series 66 credentials and has worked with firms including UBS Financial Services and Merrill. Outside of her financial services career, she owns and operates a photography business. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning options covering various life and financial events, using proprietary research and tools to develop customized recommendations.

Andrew Maurer is a CFP® professional with eight years of industry experience, currently advising clients at Edward Jones since 2018. Prior to joining Edward Jones, he worked for three years at McClure Engineering Company. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs and services under a fiduciary standard.

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.

Robert Chleborad is a CFA® charterholder with 31 years of industry experience, currently serving as a financial advisor at UBS Financial Services since 2011. He is based in West Des Moines, IA, and holds Series 63 and Series 65 licenses. Outside of his advisory role, he participates in the Finance Council for St. Pius X Catholic Church and will join the investment committee of the Catholic Foundation of Southwest Iowa in 2026. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary capital market assumptions and model-based asset allocations to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

Kimberly Mcintosh is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. She has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets and employing more than 14,000 advisors. The firm offers both brokerage and advisory solutions and utilizes research and analytics from Wells Fargo Investment Institute alongside third-party data to inform investment decisions.

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 63 and Series 66 designations and bringing 10 years of industry experience. She has been with Ameriprise since 2011, including her current tenure beginning in 2020, and previously operated businesses such as Farrell's Extreme Bodyshaping and Speak Life. Rowland also owns B Rowland LLC, which she uses to manage her business expenses related to her advisory work. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning services that focus on dependable income sources and tax-aware withdrawal strategies through a structured Recommendation Report process.

Tami Roberts is a financial advisor at RBC Capital Markets with 36 years of industry experience. She holds Series 63 and Series 65 licenses and has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services, implementing tailored strategies through a mix of in-house and third-party investment managers.

Patrick Hall is a financial advisor at Raymond James & Associates with five years of industry experience. He holds the Series 66 designation and previously worked for eight years at Medtronic Spinal and Biologics. 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 diverse client base, including individuals, institutions, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Lucas Trainor is a financial advisor with RBC Capital Markets in Clive, Iowa, holding Series 63 and Series 66 registrations and five years of industry experience. His prior roles include positions at U.S. Bancorp Investments and U.S. Bank, as well as service in the United States Marine Corps. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a range of advisory programs with portfolio management, financial planning, and brokerage services tailored to clients' risk profiles, utilizing both in-house and third-party investment managers.