Brian Herbel is a CFP® professional with 26 years of industry experience, currently serving as a financial advisor at Edward Jones since 2000. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he is a member and organizer of a real estate venture called Spirit Of Truth in Ankeny, IA. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Blake Illg is a financial advisor with J.P. Morgan Securities in Ames, IA, holding a Series 66 designation and three years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2026, he worked at Edward Jones and Fidelity Investments. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Jeffrey Gatchel is a Series 66-licensed financial advisor with Equitable Advisors in Ames, Iowa, and has 20 years of industry experience. He has worked with Equitable Advisors and its predecessor, Axa Advisors, LLC, since 2006. Outside of his advisory role, he is involved in various outside insurance activities. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm utilizes a range of investment programs and works with both proprietary and third-party asset managers to tailor solutions based on clients’ risk tolerance and objectives.

Allison Ver Steegt is a financial advisor at Edward Jones in Ankeny, IA, holding CFP®, ChFC®, and Series 66 designations with nine years of industry experience. Her prior work includes roles at doTERRA and Grinnell Mutual Reinsurance Company. 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 with a large network of advisors and offers a variety of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Stacey Koeppen is a CFP® with 12 years of industry experience and has been with Edward Jones since 2013. She serves as a board member for Community Champions in Ankeny, IA, helping to connect charitable needs with local nonprofits. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its extensive advisor and branch network as well as its affiliated capabilities beyond traditional advisory services.

Karla Przybyszewski is a financial advisor with Edward Jones, holding a Series 66 designation and totaling five years of industry experience. Her career has been with Edward Jones since 2010. 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 through a broad network of financial advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Karla Sexton is a financial advisor at Stifel with 24 years of industry experience. She has held her position at Stifel since 2009 and holds a Series 66 designation. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering both brokerage and advisory services supported by proprietary investment analysis and allocation methodologies.

Beth Williams is a financial advisor with Wells Fargo Clearing, holding Series 63, 65, and 66 registrations and 27 years of industry experience. She has been with Wells Fargo since 2016 and is involved with the Childrens Imagination Station. Williams also serves on the finance council for St. Rose of Lime/Sacred Heart Church in Denison, Iowa. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets with over 14,000 advisors, providing both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Alyson Price is a financial advisor with Edward Jones in Boone, IA, holding a Series 66 designation. She has been with Edward Jones since 2021 and has a background that includes five years of experience in the salon industry and a brief role in child care. Edward Jones is a full-service wealth management firm serving both individual and institutional clients. The firm manages over $1 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.

Eric Bryan is a Certified Financial Planner (CFP®) with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, he worked at CustomOne CFO and Controllers from 2010 to 2017 and Accu-Mold LLC in 2017. Outside of his advisory role, he is an investor and handles bookkeeping for Bryan Bros Homes, a real estate business based in Ankeny, IA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a network of more than 23,000 financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Heidi Smith is a Series 66 licensed financial advisor at Edward Jones with one year of industry experience. She previously worked at Guaranteed Rate and Regions Bank and has volunteered as a writer for the nonprofit Thrive Ministry. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment solutions, supported by a nationwide network of over 23,700 advisors.

Hunter Vanderwaal is a financial advisor at Wells Fargo Clearing with three years of industry experience. He holds a Series 66 designation and has prior experience at Principal Securities Inc, Principal Life Insurance Company, and First Heartland Financial Group. Outside of finance, he works as a laborer for local lawn care businesses in Indianola, Iowa. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm utilizes research and analytics to support diversified investment strategies and operates with a large network of over 14,000 financial advisors.

Brandt Hockman is a CFP® professional with seven years of industry experience, currently advising clients at Edward Jones since 2018. Prior to joining Edward Jones, he worked in home mortgage at Wells Fargo from 2015 to 2018. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a comprehensive range of investment advisory programs and affiliated financial services. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors and offers both discretionary and non-discretionary strategies under a fiduciary standard.

Wayne Christ is a financial advisor at Cetera with 44 years of industry experience. He holds the ChFC® designation and has worked previously at Concourse Financial Group Securities Inc for over two decades. In addition to his advisory work, he is involved with the Iowa State University Delta Chi Alumni Board of Trustees, advising college students. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients through a multi-manager platform that offers a variety of portfolio management and consulting services. The firm supports diverse investment approaches ranging from model portfolios to bespoke strategies, with oversight across multiple program structures and custodians.

Ryan Carson is a Series 66-licensed advisor at LPL Enterprise with one year of industry experience. Prior to joining LPL Enterprise, he held various roles including positions at Burgie's Coffee Nevada and Windmill Coffee Roasters, as well as employment at Iowa State University and Chick-Fil-A. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, retirement plans, banks, and charitable entities. The firm’s investment approach is primarily model-driven, utilizing portfolios developed by internal research and third-party strategists, and offers a range of financial planning, consulting, and access to third-party asset managers.

Brent Johnson is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. His prior roles include positions at First National Bank and Rosens' Inc., as well as experience in educational institutions such as Iowa State University and Des Moines Area Community College. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with research tools and various operational resources.

Christopher Stockstrom is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has 17 years of industry experience, including roles at Principal Securities and Cetera Advisors. He is based in Polk City, Iowa. Mass Mutual Investors Services is 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, wrap and money-manager programs, and educational seminars.

Kerrie Knudsen is a financial advisor with Edward Jones in Huxley, IA, holding a Series 66 designation and having one year of industry experience. Prior to her current role, she worked for four years at RE/MAX Real Estate Center and has teaching experience at the North Polk and Ankeny Community School Districts. Outside of her advisory work, she is involved in managing rental property with her spouse. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products, supported by a large network of financial advisors and branch offices nationwide.

Richard Smith is a financial advisor with OSAIC, holding Series 63 and Series 66 designations and 30 years of industry experience. Before joining OSAIC in 2024, he worked for Woodbury Financial Services for 17 years. In addition to his advisory role, he owns Richard Smith Agency, which sells traditional life and health insurance products. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services using firm-provided asset allocation tools and offers access to various third-party money managers and managed account solutions.

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.