Jason Blomgren is a CFP® with 29 years of industry experience, currently affiliated with Osaic Wealth, Inc. He has worked at Lincoln Financial Securities Corp since 2010 and joined Osaic in 2025. Blomgren is also CEO and President of Heartland Wealth Group, formerly known as First Heartland Financial Group, where he oversees operations and vendor relations. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, using asset-allocation tools and third-party platforms to support a wide range of investment strategies.

Theodore Nahas is a financial advisor with Wells Fargo Advisors in West Des Moines, IA, holding Series 63 and Series 66 credentials and 14 years of industry experience. He previously worked for seven years at BerganKDV Wealth Management, LLC before joining Wells Fargo Advisors in 2023. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to client needs, using proprietary research and planning tools, with an emphasis on discrete planning engagements.

Evan Decker is a financial advisor at Wells Fargo Clearing with a Series 66 designation and less than one year of industry experience. His previous work experience includes roles at Elliott Aviation, Rock Island Arsenal Joint Manufacturing & Technology Center, and the Illinois Air National Guard, where he has served since 2020. 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 both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Kelli Brix is a CFP® and holds a Series 66 license with four years of industry experience. She is currently with Cambridge Investment Research Advisors and has prior experience at Emerson, Renewable Energy Group, and the University of Iowa. Outside of financial advising, she is involved in youth sports as a coach at Ankeny Centennial School. Cambridge Investment Research Advisors serves a broad range of clients, including individuals, pension plans, and charitable organizations, offering financial planning, investment management, and retirement plan advisory services. The firm provides various investment solutions through a network of independent Financial Professionals, utilizing both proprietary and third-party strategies tailored to client objectives.

Jeffrey W Inslow is a Series 66-licensed financial advisor with Edward Jones, based in Norwalk, IA. He has one year of industry experience and previously worked for City State Bank, EBank, and Farm Credit Services of America. 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, including discretionary and non-discretionary managed strategies, separate accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices across the country.

Michael Musich is a financial advisor with Cetera who holds Series 63 and Series 66 credentials and has 37 years of industry experience. He has been with Cetera and its affiliate Cetera Advisors LLC since 2013. Outside of his advisory role, Musich serves as a board director for the Kiwanis Miracle League Field and the nonprofit Young Children - Priority One, where he also acts as treasurer. Additionally, he participates as a student advisory council member for Lora's College Wealth Management program. Cetera Investment Advisers LLC is an SEC-registered firm serving individual clients, retirement plans, corporate and charitable entities, and institutional accounts nationwide. The firm offers a variety of portfolio management and consulting services through a multi-manager platform, providing access to affiliated and unaffiliated managers, with a large network of over 10,000 advisors and $256 billion in assets under management.

Ryleah Cross is a CERTIFIED FINANCIAL PLANNER™ professional with 13 years of experience, all with Edward Jones since 2013. She holds a Series 66 license and serves as Vice President of the Grimes Chamber and Economic Development in Grimes, IA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets with a nationwide network of over 23,000 advisors.

Katie Flynn is a financial advisor at Morgan Stanley in West Des Moines, IA, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley in 2025, she worked for eight years with the Norwalk School District and has experience in dance instruction. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, managing approximately $2.74 trillion in client assets.

David Green is a financial advisor with Cetera, holding Series 63 and Series 66 designations and 19 years of industry experience. His prior roles include positions with VOYA Financial Advisors and VOYA Financial from 2014 to 2021, before joining Cetera Wealth Services in 2021. He is based in Ankeny, Iowa. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, 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 a variety of program structures and third-party managers.

Shalini Babu is a financial advisor at LPL Enterprise with a Series 66 designation and two years of industry experience. Her work history includes roles at The Prudential Insurance Company of America, PRUCO Securities, and Great Southern Bank. She also has experience with nonprofit organizations such as the Blank Park Zoo and Global Conservation Force. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed in-house or by third-party strategists, and it offers a range of financial planning and consulting services alongside access to third-party asset managers and insurance products.

Christopher Cornelius is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2025. He previously worked at Wells Fargo Clearing for nine years and Wells Fargo Advisors, LLC for two years. Cornelius holds ownership interests in two investment-related firms, Soncor Wealth Partners LLC and Jamcorn Wealth LLC, both based in Iowa. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu for clients meeting a net-worth threshold, utilizing Wells Fargo research and tools to develop tailored recommendations across a range of financial needs.

Grant Fischer is a CFP® and holds a Series 66 designation, with 19 years of experience in the financial industry. He has worked at Edward Jones since 2021 and previously at Wells Fargo Clearing from 2013 to 2021. 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 and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Joseph Tursi Jr. is a financial advisor at OSAIC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Securities America Inc. and Principal Securities. He is also a registered representative and employee of Bankers Trust. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm offers a wide range of brokerage and advisory services, utilizing asset-allocation tools and third-party money managers to construct portfolios across various asset classes.

Emily Lillwitz is a financial advisor with Morgan Stanley in West Des Moines, IA, holding a Series 66 designation and 19 years of industry experience. She has been with Morgan Stanley since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that utilizes firm-approved tools and modeling techniques.

John O’Bannon is a financial advisor at OSAIC with nine years of industry experience. He holds a Series 66 designation and has worked previously at FSC, Edward Jones, and Lowe’s Corporation. Outside of his advisory role, he is a youth, high school, and collegiate soccer referee during the spring and fall seasons. OSAIC serves a diverse client base, including individual, high-net-worth, institutional, and charitable organizations, offering a range of advisory and brokerage services. The firm employs asset-allocation tools and multiple advisory platforms to construct portfolios across various investment types, managing accounts with discretion or client-imposed restrictions.

Nicholas Wallace is a financial advisor with Morgan Stanley in West Des Moines, IA, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2009, with prior experience at Citigroup Global Markets beginning in 2000. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a wide range of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing approved tools and market simulations.

Jason Stierman is a CFP® with 20 years of experience in the financial services industry. He has been with Ameriprise since 2005 and is currently based in West Des Moines, IA. Outside of his advisory role, he is co-owner of Integrity Point, LLC and Crux Solutions LLC, both of which are involved in managing his Ameriprise business. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered through a centralized consulting team.

Joshua Mohr is a financial advisor at LPL Financial with a Series 66 credential and two years of industry experience. His prior roles include positions at GreenState Credit Union, Financial Resources Group, and Keokuk County State Bank. He also has a background in education and retail, having worked at the University of Iowa, Sigourney Jr-Sr High School, and Pizza Ranch. 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, model portfolios, third-party asset management, and institutional platforms.

Brett Underberg is a financial advisor at Wells Fargo Clearing with 31 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at LPL Financial for 10 years before joining Wells Fargo in 2022. 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 brokerage and advisory solutions supported by research and analytics.

Sharon Vickery is a financial advisor at Edward Jones in Des Moines, IA, holding a Series 66 designation with eight years of industry experience. Prior to joining Edward Jones, she worked at Sogeti USA for four years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and affiliated financial products. The firm manages approximately $1.01 trillion in assets and operates a large network of advisors and branch offices nationwide.