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.

Jessica Shillington is a financial advisor at Ameriprise with two years of industry experience. She holds a Series 66 designation and previously worked at Ameritas Advisory Services, Ameritas Investment Company, Harvest Wealth Group, and Thrivent Financial. She is also involved with Harvest Wealth Group in a client support and employee role. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on dependable income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

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.

Courtney Vander Plaats is a financial advisor with Ameriprise in Webster City, IA, holding a Series 66 designation and 10 years of industry experience. She has been with Ameriprise since 2015 and is a minority owner of FISH 2 O, a business established for shared operational infrastructure and expense management among team members. She is also co-owner of businesses involved in tax preparation and managing the Ameriprise business. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets. The firm provides written recommendation reports that incorporate research, modeling, and tax-efficiency analysis, supported by a centralized consulting team and algorithmic automation, while emphasizing Ameriprise-managed accounts and affiliated investment products.

Patrick Franke is a CFP®-certified financial advisor with Edward Jones in Des Moines, IA, bringing 39 years of industry experience. He has been with Edward Jones since 1997. Outside of his advisory work, he serves as a joint trustee for a commercial rental business in Johnston, IA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and maintains a large nationwide network of financial advisors and branch offices.

Mark Mclaughlin is a financial advisor with LPL Financial in Ankeny, IA, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior experience includes nine years with Lincoln Financial Securities Corporation. Outside of his advisory role, he is involved in agricultural and consulting activities, including ownership in Farm Estate GPS, LLC and L&S Livestock, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with a broad range of portfolio management options supported by proprietary research and technology.

Kasie Beck is a financial advisor at Morgan Stanley with 13 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Smith Barney LLC since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs including tailored financial planning and manages approximately $2.74 trillion in client assets.

Jay Devries is a financial advisor at Mass Mutual Investors Services with 23 years of experience in the industry. He holds Series 63 and Series 65 credentials and previously worked for Guardian Life Insurance Company for 21 years. In addition to his advisory role, Devries is active as an insurance broker specializing in life, disability, and long-term care products. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers collaborative, annual planning engagements using firm-approved analytical tools and also conducts educational seminars.

Leo Mauro is a financial advisor at Cetera with a Series 66 designation and less than one year of industry experience. Prior to joining Cetera, he has held positions at US Flight Co., The Original Tax Doctor, and Wartburg College. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a wide range of portfolio management and consulting services delivered through a large network of independent advisors.

Jeanie Martin is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and bringing 11 years of industry experience. She has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2021 and previously spent over three decades at Wells Fargo in various roles. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage and investment management capabilities.

Jeffery Lohmeier is a financial advisor with Edward Jones in Des Moines, IA, holding a Series 66 designation and bringing 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients across a wide range of needs. The firm manages approximately $1.01 trillion in assets and offers both discretionary and non-discretionary investment strategies, along with affiliated mutual funds and tax-efficient services, operating under a fiduciary standard.

Alison Mitts is a financial advisor at Edward Jones in Grimes, IA, holding a Series 66 designation with over 10 years of industry experience. Her entire career has been with Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Anthony Zollman is a financial advisor with Ameriprise, holding Series 63 and Series 65 designations and 17 years of industry experience. He has worked at Ameriprise and its affiliated entities since 2008. Outside of his advisory role, he serves as president of Iowans for Adoption. Ameriprise provides retirement-income planning services primarily for individuals with at least $1 million in investable assets, offering tailored recommendation reports that incorporate income analysis, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and automated tools to support its advice, with a focus on Ameriprise-managed accounts and affiliated investment products.

Maria Hackett is a CFP®-certified financial advisor with LPL Financial in Ankeny, IA, and has one year of industry experience. Her prior work includes roles at Crossroads Beef and Gilbert & Cook, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning and institutional platforms, supported by a large network of investment adviser representatives and advanced operational tools.

Tyler Marsh is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2010. Outside of his advisory role, Marsh is a notary in Iowa. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including specialized areas such as business-owner transition planning and special-needs analysis.

Deniz Franke is a CFP®-credentialed financial advisor with Ameriprise, based in Waukee, IA, and has 39 years of industry experience. He has worked at Ameriprise and its affiliated entities since 2005. Outside of advising, he serves on the Board of Trustees for the Boys and Girls Club of Iowa and has partial ownership in a tax preparation business. Ameriprise provides a range of advisory, brokerage, and insurance solutions, with a specialized retirement-income planning service for clients approaching or in retirement, combining research-driven modeling and tax-efficient strategies to support income planning.

Gregory Zanker is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and six years of industry experience. He has been with Wells Fargo in various capacities since 2009. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm uses research and analytics to support diversified investment strategies and offers both brokerage and advisory solutions at scale.

Amy Townsend is a financial advisor with Wells Fargo Clearing in West Des Moines, IA, holding CFP® and Series 66 designations and bringing 18 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at WELLS FARGO Advisors, LLC from 2012 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s investment approach is IPS-driven and based on modern portfolio theory, incorporating a broad range of financial products including insurance-related vehicles and bank deposit sweep options.