Jeffrey Kimball II is a financial advisor with Ameriprise in Norwalk, IA, holding CFP® and ChFC® designations and 19 years of industry experience. He has worked at Ameriprise and affiliated firms since 2014. Outside of advising, he serves as Treasurer for the Naval Academy Parents Club of Iowa. Ameriprise provides a retirement-income planning service targeting clients with substantial investable assets, combining research-driven modeling and tax-efficient strategies to create customized recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Michael Van Heiden is a financial advisor at Cetera with 15 years of industry experience. He holds a Series 66 designation and has worked at Cetera and its related entities since 2018, with prior experience at Directed Services, LLC. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers portfolio management, financial planning, and retirement services through a multi-manager platform that includes model portfolios, third-party managers, and customized strategies.

Chad Hansen is a financial advisor with Edward Jones in Waukee, IA, holding Series 63 and Series 66 credentials and bringing 19 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Bank of the West, and BancWest Investment Services. 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 strategies, supported by a large network of financial advisors and branch offices nationwide.

Thiago De Souza Mendes is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and having two years of industry experience. He previously worked at Caixa Economica Federal for nine years before joining Wells Fargo in 2023. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Emma Stoker is a financial advisor at RBC Capital Markets with Series 66 credentials and one year of industry experience. She previously worked at Ernst & Young and held various roles at Iowa State University. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with customized investment strategies, offering a range of advisory programs and portfolio management services.

Mark Millsap is a financial advisor with LPL Financial, holding the ChFC® designation and Series 63 and 65 licenses. He has 37 years of industry experience, including 22 years with Signator Investors, Inc. and John Hancock Life Insurance Company before joining LPL Financial in 2018. 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, and institutional platforms, supported by extensive operational and research tools.

Tamara Elwell is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 66 licenses and bringing 26 years of industry experience. She has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory solutions. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Matthew Kenny is a financial advisor with Charles Schwab in West Des Moines, IA, holding Series 63 and Series 66 credentials and bringing 11 years of industry experience. His prior roles include positions at TD Ameritrade Investment Management, Scottrade, Voya, and Directed Services. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios alongside a structured due diligence process for alternative investments.

Zoee Smythe is a financial advisor with Wells Fargo Clearing in West Des Moines, IA. She holds Series 65 and Series 63 designations and has been with Wells Fargo Clearing since 2026, with prior experience at Wells Fargo Bank, nA. 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 offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Nathan Beattie is a Series 66 licensed financial advisor with 13 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2012. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers comprehensive, goal-based planning across multiple areas, with options to combine planning and managed-account services under a consolidated billing arrangement.

Andrew Hensen is a financial advisor with RBC Capital Markets in Clive, IA, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. He has worked at RBC Capital Markets since 2009 and previously at City National Bank. Hensen serves on the Board of Ambassadors for Coaches vs. Cancer, a non-profit organization raising funds for the American Cancer Society. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, alongside a range of portfolio management and financial planning services.

Aaron Plaskas is a financial advisor with OSAIC in Des Moines, IA, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Lincoln Financial Advisors Corporation, Park Avenue Securities LLC, and Guardian Life Insurance Co of America. In addition to his advisory work, he is co-owner and agent at Inspired DSM, LLC, where he is involved in the sale and service of property and casualty insurance as well as accident, health, and group benefits insurance. OSAIC serves a diverse clientele including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services and employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct portfolios comprising various asset types, managed on discretionary or non-discretionary bases.

Garrett Miller is a CFP®-designated financial advisor with Ameriprise in West Des Moines, Iowa, and has 12 years of industry experience. He previously worked at Cole Capital Corporation and Equity Fund Advisors before joining Ameriprise Financial Services in 2018. Miller owns G Reiman LLC, an entity supporting his advisory practice. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides written Recommendation Reports and ongoing retirement planning advice focused on income sources and tax-aware withdrawal strategies.

Gregory Opsal is a financial advisor with LPL Financial, holding a Series 66 designation and 12 years of industry experience. He previously worked at The Opsal Group, LLC, Waddell & Reed Inc, and various insurance carriers before joining LPL Financial. Opsal maintains involvement with The Opsal Group, LLC as a business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining advisory services with additional financial products and operational tools.

Daniel Hartnett is a financial advisor at Wells Fargo Clearing with six years of industry experience. He holds the Series 66 designation and has been with Wells Fargo Clearing since 2019, having worked at Wells Fargo Bank NA since 2011. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment management solutions. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Raegan Wagner is a financial advisor at Morgan Stanley with 10 years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Wagner also serves as trustee or co-trustee for trusts in Cambridge, Iowa. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individual and institutional clients. The firm provides tailored financial planning using structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Ryan Brooks is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and 20 years of industry experience. He has been with Cambridge Investment Research Advisors since 2018 and previously worked at Broker Dealer Financial Services Corp. Brooks is also an independent insurance agent and owner of a financial planning business. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services, utilizing a range of portfolio management strategies and platform arrangements tailored to client objectives.

Chase Netusil is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and five years of industry experience. His career includes roles at Raymond James Financial Services Inc. and All Iowa Attack. He is also associated with Netusil Financial Services, Inc., where he works as a financial advisor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and consulting to client goals and supports municipal and public finance work through a unique municipal advisor affiliation.

Dennis Way is a financial advisor with Primerica Advisors in West Des Moines, IA, holding Series 63 and Series 65 licenses and possessing 45 years of industry experience. He has been with Primerica Advisors since 1982 and Primerica Financial Services since 1991. Outside of his advisory role, he is involved in selling home security and automation products through affiliated companies and holds ownership interests in several related business entities. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients via a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors.

Zachary Newberg is a financial advisor at Charles Schwab with 13 years of industry experience. He holds a Series 66 designation and has worked at several firms, including TIAA and U.S. Bancorp Investments. Outside of his advisory role, he serves as Secretary of the Comet Wrestling Club, a sports and physical recreation organization. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separate managed accounts and employs a multi-asset model portfolio approach supported by thorough due diligence and centralized operational infrastructure.