Rachel Wilson is a Series 66-licensed financial advisor with Ameriprise in Urbandale, IA, with 13 years of industry experience. She has been with Ameriprise and its affiliated entities since 2013. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Joseph Greenfield is a Series 66-licensed financial advisor with Cambridge Investment Research Advisors in Des Moines, IA, where he has worked since 2013. He has 13 years of industry experience and serves as an adjunct mathematics instructor at Iowa Central Community College since 2010. Greenfield is also involved in community activities, holding board positions with homeowners associations in Iowa and Nebraska. Cambridge Investment Research Advisors is a large SEC-registered firm providing financial planning, investment management, and retirement advisory services to a diverse client base. The firm offers a range of investment solutions through independent financial professionals, including proprietary models and access to third-party managers, with options for discretionary and non-discretionary management tailored to client objectives.

Kristen Reis is a financial advisor with Primerica Advisors holding Series 63 and Series 65 licenses. She has been with Primerica Financial Services since 1996 and has one year of experience at PFS Investments Inc. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management, delivering advisory services through model-driven strategies managed by unaffiliated asset managers.

Dwight Hakala is a financial advisor with Mass Mutual Investors Services in West Des Moines, IA, holding Series 63 and Series 65 designations and possessing 33 years of industry experience. His career includes 25 years at Metlife Securities Inc. and over a decade with Massachusetts Mutual Life Insurance Company. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs using firm-approved tools to support client goal analysis and planning.

Timmy Papadopoulos is a financial advisor at LPL Financial with 24 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at several firms, including Bearence Management Group and Securities America Advisors, Inc., for 15 years each. His prior experience also includes roles at Brokers Clearing House and Nationwide Provident. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset managers, and supports its advisors with model portfolios and advanced operational tools.

Lyndon Crawford is a Series 66-licensed financial advisor with 11 years of industry experience. He is currently with Cambridge Investment Research Advisors and has previous experience at Principal Securities, Principal Life Insurance, Cetera Advisors, and Waddell & Reed. Outside of his advisory work, Crawford serves as a coach at Lincoln High School in 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 a range of financial planning and investment management services through a network of independent professionals, utilizing multiple platform arrangements and proprietary as well as third-party strategies.

Jakeb Bakken is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2020. His prior work includes roles at Nationwide Insurance and the City of North Liberty. He also serves in the Iowa Army National Guard, where he has been a member since 2014. Edward Jones is a full-service wealth management firm with over $1 trillion in assets under management, serving individual and institutional clients through a nationwide network of more than 23,000 financial advisors. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and proprietary funds, operating under a fiduciary standard.

Katrina Ellis is a financial advisor at Wells Fargo Advisors with eight years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing Services, LLC from 2015 to 2022 before joining Wells Fargo Advisors. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services. The firm provides tailored recommendations using proprietary research and planning tools, with services covering areas such as retirement, education, risk management, and specialized planning for business owners and unique client needs.

Jason Siemens is a Certified Financial Planner™ (CFP®) with eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at the Indianola Police Department from 2006 to 2017. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Steven Hustedt is a financial advisor with LPL Enterprise who holds Series 63 and Series 65 licenses and has 36 years of industry experience. Prior to joining LPL Enterprise in 2024, he worked at Prudential Insurance Company of America since 1990 and at Pruco Securities, LLC from 1990 to 2024. Outside of advisory work, he is involved with health insurance brokerage through multiple entities offering group and individual health insurance products. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, and institutional entities. The firm’s investment approach is model-driven, utilizing portfolios developed by internal and third-party strategists, and it offers financial planning, third-party asset manager access, and insurance product sales through affiliated entities.

James Lee is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 credentials and five years of industry experience. His prior work includes roles at GreenState Credit Union, PFS Investments Inc., and EMC Insurance. He also has a background in self-employment with Prairie Design Solutions. Outside of advising, he is involved in the sale of home security and automation products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm operates at scale with thousands of advisors and offers portfolio management based largely on model-delivery strategies from unaffiliated asset managers.

Jaylen De Vries is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and two years of industry experience. Prior to joining Mass Mutual, he worked at AEI Capital Corporation and served in various roles including teaching positions at Southern Illinois University and Concordia St. Paul University. In addition to his advisory role, he is an insurance agent with the First Gabrielson Agency. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers comprehensive planning using advanced analytics and a range of investment programs.

William Schmidt is a financial advisor with Ameriprise, holding a Series 66 designation and 25 years of industry experience. He has worked with Ameriprise and Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, Schmidt consults for a hunting lodge that offers guided tours and rentals. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, offering tailored reports that include income, Social Security, and tax strategies. The firm combines research and modeling with a centralized consulting team to deliver non-discretionary recommendations and offers a broad range of advisory, brokerage, and insurance solutions.

Samson Demoss is a CFP®-designated financial advisor with five years of industry experience. He is currently with Wells Fargo Advisors, where he has been since 2023, following prior roles at Northwestern Mutual Investment Services and Northwestern Mutual Life Insurance Company. Outside of his role at Wells Fargo, Samson owns and operates Samson Wealth Management LLC, an investment-related business based in Sioux City, IA. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options that address various client needs, including retirement, education, business-owner transition, and special-niche planning, using proprietary research and tools to develop tailored recommendations.

Peter Smith is a financial advisor at Edward Jones in Grimes, IA, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones in 2022, he worked for eight years at the City of Urbandale. He serves as a volunteer treasurer for Folds of Honor organizations in both Oklahoma and Iowa, acting as a liaison without handling assets. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients and managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary solutions, and operates under a fiduciary standard.

Dirk Dixon is a financial advisor at LPL Financial with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Ameritas Investment Company, LLC and New England Securities. Dixon also operates Advanced Tax Solutions, providing tax preparation and accounting services in West Des Moines, IA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by technology and research tools.

Timothy Cox is a financial advisor with LPL Financial based in Des Moines, IA, holding Series 63 and Series 66 credentials and 12 years of industry experience. He previously worked at Securities America Advisors and Securities America Inc for nine years. 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 portfolio programs, third-party asset management, and institutional platforms.

Brooke Martin is a financial advisor with LPL Financial in Ankeny, IA, holding a Series 66 designation and 11 years of industry experience. Her previous roles include positions at Wealthcare Advisory Partners, CUNA Brokerage Services, CUNA Mutual Group, INVEST Financial Corporation, and Deere Employees Credit Union. 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 portfolio programs, third-party asset management, and institutional platforms.

Steven Freking is a financial advisor with Cetera, holding the CFP® and ChFC® designations and possessing 28 years of industry experience. He has held roles at Cetera since 2021 and previously worked at Voya Financial Advisors and Partners Advantage Insurance Services. In addition to his advisory work, he is co-owner and vice president of Independent Brokerage Network and serves as senior vice president at Partners Advantage Midwest. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning services, supporting a network of over 10,000 advisors and managing more than $256 billion in assets.

Eric Raasch is a financial advisor at Wells Fargo Advisors with 37 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Wells Fargo Advisors in 2026, he worked at Ameritas Advisory Services, Midwest Financial Solutions, RK Wealth Management, and Ameritas Investment Company. Raasch serves as a director for Norwich Housing Corporation, a nonprofit lender that provides housing loans to fraternity-affiliated alumni organizations. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides comprehensive planning solutions using proprietary research and tools, with services tailored to clients meeting specific net-worth criteria.