Craig Tooley is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds Series 63 and Series 65 designations and has been with Wells Fargo Clearing since 2016, having worked at Wells Fargo Bank, N.A. since 2008. He serves as a finance committee member for Bishop Heelan School in Sioux City, IA. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and other sources.

Jessica Gonzalez Calderon is a financial advisor at Stifel with a Series 66 designation and two years of industry experience. She previously worked in various roles outside the financial sector, including positions at Sioux City Marina, Sioux City Community School District, and several restaurants. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies.

Korey Kletschke is a financial advisor with Stifel, holding CFP® and ChFC® designations and 14 years of industry experience. He previously worked at Principal Financial and Princor Financial before joining Stifel in 2017. Korey serves as president of the Siouxland Estate Planning Council and is on the board and finance committee of the Boys & Girls Clubs of Siouxland. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, offering brokerage and advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

John Den Beste is a financial advisor with Robert W. Baird & Co. in Sioux City, IA, holding a Series 66 designation and five years of industry experience. He has worked at Robert W. Baird since 2020 and was self-employed from 2015 to 2020. Outside of his advisory role, Den Beste serves as a volunteer Reserve Deputy Sheriff with the Woodbury County Sheriff's Office, participating in community outreach and law enforcement patrols. He is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that advises individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services, utilizing a mix of in-house and third-party managers across traditional and complex investment strategies.

Donna Leekley Garvey is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. She has worked at Prudential Insurance Company of America since 1977 and joined LPL Enterprise in 2024. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers services such as financial planning, access to third-party asset managers, and a wrap program through its network of investment adviser representatives.

Jeff Brower is a financial advisor with Cetera who holds a Series 63 designation and has 36 years of industry experience. His prior roles include positions at Voya Financial Advisors, Inc. and Warner Group, Inc. He is also an independent insurance agent specializing in the sale of fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and consulting services through a large network of independent advisors, utilizing multiple program structures and investment strategies.

Deric Redmond is a financial advisor at RBC Capital Markets with 17 years of industry experience and holds a Series 66 designation. He has worked at RBC Capital Markets since 2009 and is currently affiliated with City National Bank. Redmond serves on the board of directors for the Crittenton Center, a nonprofit providing services to children, individuals, and families in need. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with customized investment strategies, offering discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm employs a range of in-house and third-party investment managers and provides options for tax management, responsible investing, and alternative investments.

Nicholas Nelson is a financial advisor at RBC Capital Markets with six years of industry experience. He holds a Series 66 designation and has been with RBC Capital Markets since 2019. Prior to his current role, he worked at Briar Cliff University for 12 years. Outside of his financial career, Nelson serves on the board and finance committee of Camp High Hopes, a nonprofit camp for individuals with disabilities, and participates in local educational and charitable foundations. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients' risk profiles and investment preferences.