Jared Koch is a financial advisor at Thrivent Investment Management with 16 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Thrivent Financial for Lutherans since 2010. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through its network of financial advisors. The firm provides holistic, goal-based planning that covers a wide range of financial topics, allowing clients to combine planning with managed-account programs while keeping these services distinct.

Rachel Wilson is a Series 66-licensed financial advisor with Ameriprise in Urbandale, IA, with 13 years of industry experience. She has been with Ameriprise and its affiliated entities since 2013. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Matt Knoll is a financial advisor with Wells Fargo Clearing in West Des Moines, IA, holding Series 63 and Series 66 credentials and 26 years of industry experience. His prior work includes roles at Wells Fargo Investments, Charles Schwab, and TD Ameritrade. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research and analytics with diversification principles to offer both brokerage and advisory solutions.

Patrick St John is a Financial Advisor with the Ranallo Group at Merrill Lynch Wealth Management. He works with individuals and families to simplify complexity and bring structure to their financial lives. His client base primarily includes households with assets ranging from $500,000 to $5 million, many of whom are approaching retirement, managing multiple accounts across institutions, or navigating major transitions such as career changes, business sales, or generational wealth planning. With over 25 years of experience in the financial services industry, Patrick focuses on providing clarity, discipline, and a coordinated approach rather than market timing or individual security selection. Utilizing Merrill's advisory platform and his team's collaborative process, he helps clients achieve their goals through professionally managed portfolios aligned to their risk tolerance and long-term strategy. His personalized services include defining and prioritizing financial goals, consolidating assets, building tax-aware investment strategies, and preparing for retirement income and wealth transfer. Patrick holds a Bachelor's Degree from the University of Iowa and maintains professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He is also associated with the Iowa High School Athletic Association. Outside of his professional role, Patrick engages in various activities such as baseball, basketball, biking, football, hiking, refereeing, skiing, soccer, and traveling. He is family-focused and has a blended family of five.

Jason Henderson is a financial advisor at Morgan Stanley with 32 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2009. Henderson serves on the board and finance and investment committees at Grand View University in Des Moines, Iowa. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models to support its financial planning process.

Ryan Bishop is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and 13 years of industry experience. He previously worked at Bankers Life and its related entities from 2016 to 2023. Outside of his advisory role, he is involved with Aspen Financial Services, Inc., a DBA for his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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, and institutional platforms, supporting a large network of investment adviser representatives with both discretionary and non-discretionary investment strategies.

Troy Randall is a financial advisor with RBC Capital Markets and holds the CFP® and ChFC® designations, along with Series 63, 65, and 66 licenses. He has 36 years of industry experience, with prior roles at Morgan Stanley, Securities America Advisors, Investacorp, Highland, and Principal Financial Group. He serves as a board member for the nonprofit 100 Men of Norwalk and on the board of a local homeowners association. RBC Wealth Management, a division of RBC Capital Markets, provides advisory and brokerage services to a diverse client base including individuals, institutions, and charitable organizations. The firm offers tailored portfolio management programs using a combination of in-house and third-party managers and is supported by RBC’s capital-markets capabilities and affiliated asset managers.

Benjamin Breeding is a financial advisor with RBC Capital Markets in Clive, IA. He holds the Series 66 designation and has three years of industry experience. His prior roles include positions at RBC Wealth Management and Northwestern Mutual. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs offering portfolio management, financial planning, custody, and brokerage services. The firm customizes investment strategies based on clients’ risk profiles and utilizes a combination of in-house and third-party managers and investment models.

Cody Phelps is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 designations and bringing 17 years of industry experience. He has been with Cambridge Investment Research Advisors since 2018 and has prior experience at Broker Dealer Financial Services Corp. since 2011. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals. The firm provides a range of portfolio management options and maintains both proprietary and unaffiliated investment strategies tailored to client objectives.

Kristen Reis is a financial advisor with Primerica Advisors holding Series 63 and Series 65 licenses. She has been with Primerica Financial Services since 1996 and has one year of experience at PFS Investments Inc. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management, delivering advisory services through model-driven strategies managed by unaffiliated asset managers.

Michael Weston is a financial advisor with Wells Fargo Clearing in West Des Moines, IA, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He previously worked at Wells Fargo Investments, LLC for 10 years before joining Wells Fargo Clearing in 2016. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Dwight Hakala is a financial advisor with Mass Mutual Investors Services in West Des Moines, IA, holding Series 63 and Series 65 designations and possessing 33 years of industry experience. His career includes 25 years at Metlife Securities Inc. and over a decade with Massachusetts Mutual Life Insurance Company. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs using firm-approved tools to support client goal analysis and planning.

Raymond Hays is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he manages the Sherri Hays Memorial Funds, which involves investing and distributing memorial funds. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets across more than 14,000 financial advisors and offers a range of brokerage and advisory solutions.

Gregg Horsman is a financial advisor with LPL Financial in Adel, IA, holding a Series 63 designation and possessing 32 years of industry experience. His prior roles include positions at H. Beck, Inc., VSR Financial Services, Inc., and The Masters, Inc. He is also involved in ancillary insurance sales on a limited basis. 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 financial planning and investment management services, including access to third-party asset managers and institutional platforms.

Brian Samuelson is a financial advisor with OSAIC in West Des Moines, Iowa, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Royal Alliance Associates, Inc. since 2018 and previously was with Signator Investors, Inc. from 2016 to 2018. Outside of finance, he performs as a guitar player at various venues. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a broad network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services with an emphasis on asset allocation, risk assessment, and access to third-party money managers and managed account solutions.

Todd Sanftner is a financial advisor with LPL Financial, holding Series 63, 65, and 66 designations and bringing 28 years of industry experience. He has been with LPL Financial since 2000 and also operates Aspen Financial Services, Inc. in West Des Moines, IA. 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 and investment management services, utilizing both proprietary models and third-party strategies across various account types.

Carl Hartson is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 17 years of industry experience. He has been with Wells Fargo in various capacities since 2008 and has worked at Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a broad range of investment advisory services, financial planning, and retirement plan consulting, utilizing research and analytics based on diversification principles and modern portfolio theory.

James Lee is a financial advisor with Primerica Advisors in Urbandale, IA, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at GreenState Credit Union, PFS Investments Inc., and EMC Insurance. He also has experience selling non-investment related products through Primerica Mortgage and related affiliates. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices, offering model-driven investment strategies supported by third-party asset managers and custodians.

Alec Nielsen is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds the ChFC® designation and Series 66 license. His previous roles include positions at Symetra Securities, Inc. and Symetra Life Insurance Company. Outside of finance, he was involved with Reclaimed Rails Brewing in 2019. 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 combines research from Wells Fargo Investment Institute and third-party sources to evaluate investment options, and offers both brokerage and advisory solutions.

Dave Jones is a financial advisor at Wells Fargo Clearing with 42 years of industry experience. He holds Series 63 and Series 66 designations and has been with Wells Fargo since 2016. Prior to that, he worked at A. G. Edwards & Sons, Inc. from 2005 to 2008. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by in-house research and third-party analytics.