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.

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.

Kyle Matzen is a financial advisor at Edward Jones with 12 years of industry experience. He has been with Edward Jones since 2013 and holds a Series 66 designation. Outside of his advisory role, he is the owner of a vacation rental property in Lake Ozark, Missouri. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets with a large network of advisors and branch offices, offering various advisory programs, separately managed accounts, and affiliated investment products.

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.