Jackson Rozenboom is a Series 66-registered financial advisor with Edward Jones, based in Ankeny, IA, and has one year of industry experience. Before joining Edward Jones, he held roles at LPL Financial, Lincoln Savings Bank, and Principal, and has experience outside finance working at a smoothie bar and in various service positions. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages more than $1 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Nicholas Feledy is a financial advisor at OSAIC with 13 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining OSAIC in 2025, he worked for Lincoln Financial Securities Corporation for 12 years and has been involved with First Heartland since 2012, where he also acts as an insurance agent offering various insurance products. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated financial advisors and multiple advisory platforms, providing integrated brokerage, investment advisory services, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diverse portfolios, supporting discretionary and non-discretionary management with various investment options.

James Richards is a financial advisor with Wells Fargo Clearing in Johnston, IA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Outside of his advisory role, Richards is involved as a recording and performing artist, including ownership of the Divergent Band and membership in the Chatauqua Road Band. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broad range of financial products including insurance-related vehicles and bank deposit sweep options.

Seth Mcclellan is a financial advisor at Cetera with 16 years of industry experience and holds the Series 66 designation. His career includes roles at First Allied Securities, Summit Brokerage Services, and several other firms prior to joining Cetera. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to multiple program platforms and third-party managers.

Ryan Gilbert is a financial advisor with Ameriprise in West Des Moines, IA, holding a Series 66 designation and 15 years of industry experience. He has worked at Ameriprise since 2018 and serves in the Air Force Reserves as a military intelligence analyst, supervising other analysts and delivering intelligence briefs. Gilbert also owns RMG Infinity LLC, which manages the operations of his practice. Ameriprise is an institutional firm offering a retirement-income planning service aimed at individuals approaching or in retirement, typically with substantial investable assets. The firm provides a range of advisory, brokerage, and insurance solutions, utilizing a centralized team and algorithmic tools to generate retirement income recommendations.

Gail O'Connor is a financial advisor at Morgan Stanley with 28 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and holds Series 63 and Series 66 licenses. Outside of her advisory role, she serves as president of an LLC that operates a YouTube channel for her daughters and niece. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to individual and institutional clients, including tailored financial and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and methodologies.

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.