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.

Summer Diaz is a financial advisor with Ameriprise, holding a Series 66 designation and 25 years of industry experience. She has been with Ameriprise since 2005, including her current role since 2020. Outside of her advisory work, she serves as President of Austrian Wealth Systems and is involved with the Fellowship of Christian Athletes. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendations, supported by a centralized consulting team and automated processes overseen by a Retirement Income Oversight Committee.

Graciela Van Wyk is a financial advisor at Edward Jones with 19 years of industry experience. She holds Series 66 and Series 63 licenses and previously worked at Principal Securities and Principal Life Insurance for 17 years. Outside of her advisory role, she owns EmpowerED Voices, a business focused on English/Spanish interpretation and tutoring. 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 supported by a large nationwide network of financial advisors and branch offices.

Rafael Diaz is a financial advisor at Ameriprise with 11 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliate since 2012. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Josiah Soderstrum is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Edward Jones since 2021. His prior roles include positions at Leighton State Bank, Grinnell Mutual, The Bridge, and Central University of Iowa. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, offering a range of advisory programs and investment solutions. The firm has a nationwide network of approximately 23,701 financial advisors and manages around $1.01 trillion in assets.

David Jesse is a financial advisor at Ameriprise with 26 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2005. Outside of advising, he is involved in a payroll and HR services business. Ameriprise serves clients primarily through a retirement-income planning service for individuals nearing or in retirement, offering detailed recommendation reports and combining research, modeling, and tax-efficiency analysis. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Andrew Kral is a financial advisor with Merrill Lynch Wealth Management. In his role, he works with a diverse group of clients, including professionals, business owners, retirees, and families, helping them develop personalized financial approaches to pursue their goals. He focuses on building clarity and confidence around clients' financial lives, both current and future, by understanding their circumstances, priorities, and vision. Andrew holds a High School Diploma from Don Bosco High School and attended Iowa State University without obtaining a degree. He holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He is affiliated with professional organizations such as the College for Financial Planning and the National Association of Plan Advisors. Outside of his professional work, Andrew is involved with community organizations including Habitat For Humanity and Scouting America. His personal interests include baseball, camping, fishing, football, golfing, hunting, music, running, spending time with family, and watching movies.

Tam Le is a financial advisor with Edward Jones in Ankeny, IA, holding Series 63 and Series 66 credentials and has 11 years of industry experience. Prior to joining Edward Jones in 2021, Tam worked for Wells Fargo Clearing from 2014 to 2021. 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 strategies, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

Crystal Edwards is a financial advisor at Cetera with 15 years of industry experience. She holds a Series 66 designation and has worked with Cetera and its affiliates since 2017, with prior roles at Wells Fargo Advisors. Outside of her advisory work, she is a co-owner of Southlawn Catering Company. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers.

Amy Wright is a financial advisor with Cetera Wealth Services LLC, holding Series 63 and Series 65 licenses and 11 years of industry experience. She has worked with several firms including Avantax and LSB Wealth Management. Wright owns Wright Financial Solutions, her financial services business through Avantax, where she provides client meetings, account reviews, and retirement planning. Cetera Investment Advisers LLC is a large SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform with various portfolio management and planning services, supporting a range of investment approaches and program structures.

Derrick Hannah is a financial advisor at Stifel with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America and Merrill. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Shea Thilges is a financial advisor with LPL Financial based in Ames, IA. He holds the Series 66 designation and has been in the industry since 2025. Prior to joining LPL Financial, he has experience working at First National Bank, Edward Jones, and Main Street Specialties, as well as roles connected to Iowa State University and local schools. 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, supporting advisors with various investment tools and research capabilities.

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.

Emmi Miller is a financial advisor at OSAIC with 13 years of industry experience. She holds Series 63 and Series 65 registrations and has previously worked at Securities America Advisors and Avantax Advisory Services. Outside of her advisory work, Miller serves as Secretary for the Nevada Iowa Rotary and is an enrolled agent involved in tax preparation and bookkeeping through Skinner & Associates, Inc. Osaic Wealth, Inc. serves a broad range of clients including individual investors, high-net-worth clients, pension plans, and charitable organizations through a large network of advisers and multiple platforms. The firm offers integrated brokerage and advisory services using asset-allocation tools and efficient-frontier analysis to construct portfolios that may include stocks, bonds, mutual funds, ETFs, and alternative investments.

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.

Curtis Brooks is a financial advisor with Edward Jones in Ankeny, IA, holding Series 63 and Series 65 licenses and 14 years of industry experience. His prior roles include positions at Bankers Life Securities, ProEquities, and Bankers Life & Casualty. He has been with Edward Jones since 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 wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient services, operating under a fiduciary standard.

Melanie Vespestad is a CFP®-certified financial advisor at Edward Jones with five years of industry experience. Her prior roles include positions at Wells Fargo and Stella & Dot. Outside of finance, she operated a photography business for seven years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and affiliated services, supported by a large nationwide network of financial advisors and branch offices.

Daniel Divine is a financial advisor at Stifel with 29 years of industry experience. He has been with Stifel since 2009 and holds the Series 63, Series 65, and Series 66 licenses. Outside of his advisory role, he serves as Bailli (president) of the local chapter of La Confrérie de la Chaîne des Rôtisseurs, an international gastronomic society focused on promoting the culinary arts. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment strategy and probabilistic modeling developed by its Investment Strategy Group.