Michael Milligan is a financial advisor with Robert Baird & Co. in West Des Moines, Iowa, holding a Series 66 designation and 16 years of industry experience. He has been with Robert Baird & Co. since 2013. The DDK Group, where Milligan works, is part of Robert W. Baird & Co.’s Private Wealth Management practice and serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a range of strategies from traditional equity and fixed-income to more complex allocations, including private funds and real assets.

Kyle Black is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and bringing 10 years of industry experience. He has been with Wells Fargo Clearing since 2016, following a year at WELLS FARGO Advisors, LLC, and has worked at Wells Fargo Bank, N.A. since 2010. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s 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.

Julie Jones is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 designations and 27 years of industry experience. She previously worked at Voya Financial Partners, LLC and Directed Services, LLC. Jones is based in Des Moines, IA. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent financial professionals, utilizing proprietary models and access to third-party strategists across multiple platform arrangements.

Brian Jameson is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2011 to 2016. Based in West Des Moines, IA, his background is focused on institutional advisory services. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Pingping Larson is a Wealth Management Advisor with Merrill Lynch Wealth Management. She focuses on delivering personalized wealth management strategies that align with clients’ individual priorities and evolving market conditions. Her practice encompasses a broad range of services including education planning, family wealth management, legacy planning, retirement income, philanthropic planning, tax minimization, and portfolio management, with special attention to women and wealth. With six years of experience in the financial industry, Pingping draws on her personal journey from financial uncertainty to stability, which fuels her commitment to financial literacy and empowering clients through tailored strategies. She holds professional designations including Accredited Wealth Management Advisor (AWMA), CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Pingping earned her bachelor's degree from Fujian Normal University and completed an accredited certificate program at Northwestern University. Fluent in English, Chinese, and Mandarin, she is also a member of Toastmasters International. In addition to her professional role, Pingping contributes to her community through involvement with Better Money Habits for Students and Habitat for Humanity. Outside of work, she enjoys cooking, fishing, gardening, hiking, pickleball, running, scuba diving, table tennis, traveling, and spending time with her family.

Daniel Herron is a CFP® professional with 26 years of industry experience, currently serving at Raymond James & Associates since 2015. He is based in Clive, IA, and holds a Series 66 license. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse clientele including individuals, institutional investors, and municipal entities, providing financial planning, investment consulting, and specialized services such as municipal advisory.

Kaley Fleig is a financial advisor with Thrivent Investment Management in Johnston, IA, holding a Series 66 credential and 18 years of industry experience. Her prior work includes roles at Raymond James, Farm Bureau Financial Services, and Iowa State Bank & Trust Company. She also served with the Fairfield Fire Department for 13 years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations across various financial planning topics without implementation or discretionary portfolio management.

Jeffrey Carpenter is a financial advisor at Wells Fargo Advisors with 41 years of industry experience. He holds Series 63, 65, and 66 designations and has worked with Wells Fargo and its affiliated entities since 2011, with a brief retirement period from 2022 to 2025. He serves as an investment committee member for the Catholic Foundation of Southwest Iowa. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including retirement, education, risk management, and specialty plans, using proprietary research and tools, with advisory services integrated alongside other financial products.

Huey Chian Foo is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has been with MML Investors Services and Mass Mutual Life Insurance since 2000. Outside of his advisory role, he is also active as an insurance agent specializing in health and group-related insurance products. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars using firm-approved software to analyze client goals and deliver written recommendations.

Michael Sonoiki is a financial advisor with Wells Fargo Advisors in West Des Moines, IA, holding the CFP® designation and Series 63 and 66 licenses. He has 20 years of industry experience and prior roles within Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of advising, he co-owns Spinning Eye Photo, LLC, where he sets up booths at events, and serves as vice president of Malsnt Inc. Wells Fargo Advisors Financial Network serves individual, trust, and institutional clients with a broad range of investment and financial planning services, utilizing proprietary research and planning tools. The firm offers specialized planning for clients meeting net-worth criteria and integrates advisory services with related financial products and referral channels.

Zach Lussman is a financial advisor at OSAIC with 15 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Lincoln Financial Securities Corporation for 14 years. Lussman is also involved with First Heartland Financial Group, where he offers a range of insurance products including traditional life insurance, fixed and equity index annuities, as well as various health and disability insurance options. OSAIC serves a wide array of clients, including individuals, high-net-worth investors, and institutional entities, providing integrated brokerage and advisory services through a large network of affiliated advisers and multiple platforms. The firm employs asset-allocation tools and third-party solutions to construct diversified portfolios tailored to clients' investment goals.

Mc Kenzie Grantham is a Series 66-licensed financial advisor with Morgan Stanley in West Des Moines, IA, with eight years of industry experience. Prior to joining Morgan Stanley in 2017, Grantham worked at Revelations Research Solutions and Roshek Financial Solutions. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to both individual and institutional clients, including tailored financial planning services supported by structured discovery processes and firm-approved planning tools.

John Denny is a financial advisor at Thrivent Investment Management with 20 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Thrivent, FBL Marketing Services, Farm Bureau Financial Services, Mid America National Bank, and LPL Financial. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering goal-based analyses across a range of planning topics without discretionary trading authority or institutional portfolio management.

Andrew Pick is a financial advisor with Ameriprise Financial Services, LLC in West Des Moines, IA, holding a Series 66 designation and eight years of industry experience. Prior to joining Ameriprise in 2020, he worked at Bank of America and Merrill from 2018 to 2020, and served in the United States Navy from 2016 to 2017. He is also the owner of Andrew M. Pick LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning with written Recommendation Reports and ongoing advice. The firm’s approach incorporates investment research, algorithmic tools, and partner product offerings with an emphasis on tax-aware withdrawal strategies and asset allocation.

Anna Clark is a financial advisor at Stifel with one year of industry experience. She holds the Series 66 designation and has worked at Stifel, Nicolaus & Co. since 2024. Prior to her current role, she has held positions at various organizations including JR's South Pork Ranch and St. Kilda, and she was a student at the University of Notre Dame until 2024. Stifel serves a broad range of clients including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, focusing on forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Cody Smith is a Series 66-licensed financial advisor with Edward Jones in Urbandale, IA, where he has worked since 2020. He has five years of industry experience and a varied background including roles in law enforcement and education. He serves as an assistant football coach at Des Moines Christian School. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment options, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Matthew Boehnke is a CFP® professional with 24 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2020. His prior experience includes six years at Voya Financial Advisors and long-term involvement with Billion Dollar Mentor and Gremler Financial Group. Outside of his advisory role, he is active in several business ventures including ownership positions in Boehnke Financial LLC and Vision Holdings LLC. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing a range of portfolio management and model-based solutions tailored to client objectives.

Stephani Garrison is a financial advisor with Cetera, holding Series 63 and Series 65 designations and six years of industry experience. Her work history includes roles at Cetera-affiliated firms since 2023, as well as previous positions at BFC Planning, Inc. and Berthel Fisher & Company Financial Services, Inc. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a diverse client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, overseeing more than $256 billion in assets through a nationwide network of over 10,000 advisors.

Michael Chenchar is a financial advisor with RBC Capital Markets in Clive, Iowa. He holds Series 63 and Series 65 credentials and has 46 years of industry experience. He has worked at RBC Capital Markets since 2009 and has been affiliated with a related city entity since 2020. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple advisory programs tailored to clients' risk profiles, using a combination of internal and third-party investment managers and a range of portfolio management and financial planning services.

David Sommers is a financial advisor with LPL Financial in West Des Moines, IA, holding a Series 63 designation and over 46 years of industry experience. He has been with LPL Financial since 1992 and previously worked at Premier Bank from 2010 to 2019. Outside of advisory work, he is involved in breeding and training polo ponies through a business he owns, Kicking Horse Ranch. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.