Kyle Ellingson is a financial advisor at Cambridge Investment Research Advisors with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at Cambridge Investment Research Advisors since 2018 and Investment Advisors Corp from 2006 to 2018. In addition to his advisory work, Ellingson operates as an independent insurance agent under Capital Financial Planning. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, charitable organizations, and other clients. The firm offers a range of investment management and financial planning services through independent financial professionals, utilizing both proprietary models and third-party strategies across multiple platform arrangements.

James Odson is a financial advisor with LPL Enterprise, holding Series 63 and 65 licenses and bringing 31 years of industry experience. He has worked at Prudential Insurance Company of America and Pruco Securities, LLC since 1995. In addition to his advisory role, he is involved in non-variable health insurance and group benefits through separate business activities in Iowa. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm emphasizes model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in wrap programs.

Dennis Rustad is a financial advisor with Mass Mutual Investors Services in West Des Moines, IA, holding a Series 63 designation and bringing 44 years of industry experience. His career includes long tenures at Metlife Securities Inc. and Mass Mutual Life Insurance Company. He also works as an independent insurance agent specializing in property and casualty insurance. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers, offering financial planning, asset management, and educational programs.

Jeffrey Engelhardt is a financial advisor at Primerica Advisors with 15 years of industry experience. He holds Series 63 and Series 65 credentials and has a background that includes roles in school districts as well as ongoing work with PFS Investments Inc. Outside of advising, he is involved in the sale of loan products and referrals for home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, offering model-driven investment strategies supported by third-party asset managers and custodial services.

Julie Freeborn is a financial advisor with Ameriprise in West Des Moines, IA, holding a Series 66 designation and 19 years of industry experience. She has worked with Ameriprise since 2003, including a current tenure beginning in 2021, and briefly with Iowa Workforce Development in 2020. Outside of her advisory role, she is involved with Young Living Essential Oils for personal use. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service that provides clients approaching or in retirement with written recommendation reports and ongoing annual planning focused on income sources and tax-aware withdrawal strategies.

Mitchem Clefisch is a financial advisor at Edward Jones with 13 years of industry experience. He has been with Edward Jones since 2011 and holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and operates under a fiduciary standard, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices.

Eric Danner is a Benefits & Planning Consultant specializing in Executive Services at Fidelity Investments, a position he has held since 2021. In this role, he partners with executive clients to assist with personal and workplace planning aimed at helping them work towards their financial goals. Eric has extensive experience in the financial services industry, having held various roles since 1998. His previous positions include Relationship Manager at Legacy Financial Group, Associate Financial Consultant at Charles Schwab & Co., Registered Client Associate at Morgan Stanley, Senior Associate Portfolio Consultant at Charles Schwab & Co., Financial Services Representative at State Farm Insurance, Senior Investment Consultant at American Century Investments, and Brokerage Service Representative at Principal Financial Group.

Kathleen Hendershott is a financial advisor with UBS Financial Services in Urbandale, IA, holding a Series 63 designation and 28 years of industry experience. She has worked at UBS since 2006 and previously spent five years with RBC Capital Markets. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Kornmueng Baccam is a financial advisor at LPL Financial with 15 years of industry experience. He holds the Series 66 designation and has previously worked at Voya Financial Advisors, Inc., Princor, and operated as a self-employed advisor. 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 portfolio programs, third-party asset management, and institutional platforms.

Jonathan Lutz is a financial advisor with Edward Jones, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Justin Bjerke is a CFP® and ChFC® with 14 years of industry experience, currently serving as a financial advisor at Edward Jones since 2011. He is based in Ankeny, IA. Outside of his advisory role, he owns and manages a rental property. Edward Jones is a full-service wealth management firm with over 23,700 advisors serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Richard Keeling is a CFP®-certified financial advisor with Ameriprise, based in Johnston, Iowa, and has 23 years of industry experience. He has worked at Ameriprise and its related entities since 2002. Outside of his advisory role, he serves as president of a building association in Clear Lake, Iowa. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency strategies to deliver personalized recommendations through a centralized consulting team.

Brian Becker is a financial advisor at Edward Jones in Urbandale, Iowa, holding a Series 66 credential with 15 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors, offering both discretionary and non-discretionary investment strategies under a fiduciary standard.

Cooper Schettler is a Series 66-credentialed financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he worked in various roles including positions at Renewal By Andersen and Carlisle High School. 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 options supported by a large network of financial advisors and branch offices across the United States.

John Desmond is a financial advisor at Mass Mutual Investors Services with 44 years of industry experience. He holds a Series 63 designation and has worked with Metlife Securities Inc. for 31 years before joining Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company. Outside of advisory roles, he is also an independent insurance agent specializing in group life and health insurance as well as property and casualty insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, structuring planning engagements as annual collaborative relationships using firm-approved analytical tools.

Adam Kline is a CFP®-certified financial advisor with Edward Jones, where he has worked since 2004, accumulating 21 years of industry experience. He holds Series 63 and 66 licenses and is based in Bondurant, IA. Outside of his advisory role, he serves as president of the Bondurant Chamber of Commerce. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and affiliated investment products supported by a nationwide network of financial advisors and branch offices.

Anthony Mauro is a financial advisor at Cetera with 34 years of industry experience. He holds the CFP® and ChFC® designations and has worked at firms including Avantax and Quad M Inc. Outside of advising, Mauro is president of Slick Inc., a hunting and outdoor equipment business, and leads Tax Doctor, a tax preparation and bookkeeping firm. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform allowing advisors to use model portfolios, third-party managers, or create bespoke strategies across a variety of program structures and account types.

Daniel Bachman is a CFP® with 37 years of experience in the financial services industry. He currently works at Cetera and has held roles at Securian Financial Services, Minnesota Life Insurance Co., and Guide Financial Group. Outside of finance, he serves as a judge for men's gymnastics competitions at various levels, including NCAA and international events. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Matthew Fryar is a CFP® with 29 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors in West Des Moines, IA. He has been with Wells Fargo in various capacities since 2011 and also owns and operates Fryar Private Wealth Corp and Fryar Private Wealth Holdings, LLC. 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 tailored to clients meeting certain net-worth thresholds, utilizing Wells Fargo research and planning tools to develop customized recommendations.

Mark Hentschel is a financial advisor with Edward Jones, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors Inc., Principal Securities, Inc., and Voya. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of managed solutions and advisory services supported by a large network of financial advisors and branch offices nationwide.