Matthew Corley is a financial advisor at Edelman Financial Engines with one year of industry experience. He holds a Series 65 designation and has previously worked at A Place For Mom, Flagstar Bank, and Wells Fargo Home Mortgage. Edelman Financial Engines provides technology-enabled investment advisory services for workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios and serves a large client base through both advisor-led and online platforms.

Matthew Vorm is a financial advisor at Merrill with 15 years of industry experience. He holds the Series 66 designation and has been with Merrill since 2012, concurrently working at Bank of America, N.A. since 2013. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Craig Johnson is a financial advisor with Wells Fargo Clearing in West Des Moines, IA, holding Series 63 and Series 65 licenses and having 27 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as a trustee for a family investment trust and is involved in family farming and real estate ventures through ownership in several related entities. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA 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.

Alexander Trainer is a CFP® and holds a Series 66 license with nine years of experience in the financial industry. He has worked at Charles Schwab & Co., Inc. since 2016 and Charles Schwab Bank, SSB since 2020. Trainer is based in West Des Moines, Iowa. Charles Schwab & Co., Inc. serves 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 offers a blend of non-discretionary and discretionary investment options, supported by multi-asset model portfolios, alternative investments, and centralized operational infrastructure.

Michael Rowedder is a financial advisor with Raymond James & Associates in Clive, IA, holding Series 63 and Series 65 credentials and 35 years of industry experience. He previously worked at RBC Capital Markets Corporation for 12 years before joining Raymond James in 2020. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a broad client base including individuals, institutions, and municipalities, offering financial planning, investment consulting, and municipal advisory services.

Ronald Bristow is a financial advisor with Equitable Advisors in Des Moines, IA, holding Series 63 and Series 65 licenses and having 26 years of industry experience. He has worked at Equitable Advisors since 2010, following prior roles at AxA Advisors, UBS Financial Services, and Morgan Stanley Dw Inc. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm offers various advisory programs and emphasizes matching clients to appropriate models or discretionary managers, utilizing both proprietary and third-party solutions.

David Perrott II is a CFP® with seven years of industry experience, currently affiliated with Cetera. He has held prior roles at firms including Securian Financial Services, Minnesota Life Insurance, and Wells Fargo Home Mortgage. Outside of his advisory work, he serves as chairman of the deacon board for Ankeny Baptist Church and volunteers as a facilitator for Financial Peace University courses. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, corporate, charitable, and institutional clients with portfolio management, financial planning, and retirement services. The firm offers a multi-manager platform with access to affiliated and third-party managers, overseeing over $256 billion in assets through more than 10,000 advisors.

Bradley Sterk is a financial advisor at Cambridge Investment Research Advisors with 40 years of industry experience. He holds the ChFC® designation and Series 63 license and has been with Cambridge since 2009. In addition to his advisory role, he is an independent insurance agent and a commissioned notary. 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. The firm provides a range of portfolio management options through various custody platforms, utilizing both proprietary models and third-party strategies tailored to client goals.

Michael Milligan is a financial advisor with Robert Baird & Co. in West Des Moines, IA, holding a Series 66 designation and bringing 17 years of industry experience. He has been with Robert Baird & Co. since 2013 and previously worked at DMKC Advisory Services, LLC from 2009 to 2013. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a variety of services including financial planning, discretionary and non-discretionary portfolio management, and customized separately managed account programs.

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 credentials and 26 years of industry experience. He has been with MML Investors Services and Mass Mutual Life Insurance since 2000. Outside of advising, he is also active as an insurance agent specializing in health and group policies. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm employs a collaborative planning approach using firm-approved tools and offers specialized programs including estate settlement and divorce planning.

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.