Nathan Kneifl is a financial advisor at Edward Jones with the CFP® designation and four years of industry experience. He has worked at Edward Jones since 2021 and has prior experience at Ameriprise Financial and Olive Garden, where he worked as a server. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory strategies, including discretionary and non-discretionary solutions, and manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,700 financial advisors.

Jacob Johnson is a financial advisor with Wells Fargo Clearing in Ankeny, Iowa, holding a Series 66 designation and 19 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2011 to 2016. Johnson has also been employed by Wells Fargo Bank since 2005. 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 IPS-driven advisory process is based on modern portfolio theory and includes a broad range of investment options, such as insurance-related vehicles and bank deposit sweep programs.

Daniel Porter is a CFP® professional with 36 years of experience in the financial services industry. He is currently affiliated with Raymond James Financial Services Advisors, Inc., where he has worked since 2026. Prior to this, he spent ten years at Commonwealth Financial Network and five years at Legacy Capital Partners. Outside of his advisory role, he is a founder and manager of ComPort, a real estate business associated with Two Oaks Wealth in West Des Moines, IA. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth investors, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using advanced analytical tools and supports a broad network of advisors with services that include municipal and public finance advisory as well as specialized retirement plan consulting.

Timothy Wellman is a financial advisor with LPL Financial in West Des Moines, IA, holding Series 63 and Series 65 credentials and 35 years of industry experience. Before joining LPL Financial in 2019, he worked for First Heartland Capital, Inc. for 21 years. Outside of his advisory role, he is involved with Wellman Capital Management Inc., which includes sales of life insurance products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs, financial planning, and brokerage services with both discretionary and non-discretionary management options.

Brad Whitman is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has held positions at Central Financial Group since 2005 and has managed multiple real estate investment LLCs, serving as a managing partner responsible for building oversight. OSAIC serves a diverse range of clients, including individual and institutional investors, offering integrated brokerage and advisory services with access to multiple platforms and third-party money managers. The firm employs various portfolio construction tools and supports both discretionary and non-discretionary account management.

Corey Day is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at Principal Financial Group and Voya Financial Partners. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals using a variety of direct portfolio management and model-based strategies.

Winonah Doty Mc Cluskey is a financial advisor at Ameriprise with 29 years of industry experience. She holds a Series 63 designation and has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory work, she serves as Treasurer on the Board of Directors for the Colon Cancer Foundation of Iowa. Ameriprise is a large institutional firm that provides retirement-income planning services and a broad range of advisory, brokerage, and insurance solutions. Its retirement-income approach combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports tailored to clients with substantial investable assets.

Garrison Crown is a financial advisor at LPL Financial in West Des Moines, IA, holding Series 66 and Series 63 designations with one year of industry experience. His prior roles include work at Synergy Asset Management and ExchangeRight Real Estate, as well as positions in education and religious organizations. LPL Financial serves a broad client base including individuals, retirement plans, banks, and corporations through a national network of investment adviser representatives. The firm provides a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management alongside research and model portfolios.

Colin Tracy is a financial advisor at Cetera with a Series 66 designation and one year of industry experience. Prior to joining Cetera, he worked at Principal Financial Group for five years and has experience with his own firm, Tracy Wealth Management LLC dba OneWealth. Cetera Investment Advisers LLC serves a diverse client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers, with over $256 billion in assets under management.

Jennifer Nielsen is a financial advisor with LPL Financial in West Des Moines, IA, holding a Series 66 designation and 12 years of industry experience. She has worked with Financial Partners Group since 2013 and has been with LPL Financial since 2018. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management along with research-supported model portfolios.

John Freeman is a financial advisor at Merrill in Des Moines, IA, holding a Series 66 designation. He has one year of industry experience and has previously worked at Bankers Life and Bank of America. 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, offering model‑based and discretionary investment strategies for individuals, high‑net‑worth clients, and institutional accounts.

Aaron Brandsfield is a financial advisor with Cetera who holds a Series 66 credential and has 24 years of industry experience. His career includes roles at Avantax Advisory Services, 1ST Global Advisors, and other financial firms. Outside of advising, he serves as president and CEO of Brandsfield Financial Group LLC and provides tax preparation and accounting services through Brandsfield Company II, LLC. He also acts as a tax preparer and financial advisor for the WG Community School Foundation, which supports teacher grants and student scholarships. Cetera Investment Advisers LLC is an SEC-registered firm serving individual clients, retirement plans, corporations, charitable organizations, and institutions. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, supporting a wide range of program options and investment strategies.

Lucas Nerhus is a financial advisor at Edward Jones in Waukee, IA, holding Series 63 and Series 65 credentials with two years of industry experience. His prior roles include positions at Robert W Baird and Beyer Building Solutions. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors, offering a range of advisory programs, tax-efficient services, and affiliated investment products.

Jordan Morris is a financial advisor with Charles Schwab in West Des Moines, IA, holding Series 66 and Series 63 credentials and ten years of industry experience. His prior roles include positions at Principal Life Insurance Company, Principal Securities Inc., and Principal Funds Distributor, Inc. He has worked at Charles Schwab and Charles Schwab Bank since 2026. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers integrated brokerage, custody, and advisory services supported by centralized operational infrastructure.

Clark Bishop is a financial advisor at Wells Fargo Clearing with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. Outside of his advisory role, he teaches percussion privately and performs as a drummer in local music groups. 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 IPS-driven approach incorporates modern portfolio theory and includes a wider range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Christopher Kramer is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. Prior to joining Wells Fargo Advisors in 2026, he worked at Ameritas Advisory Services, LLC, Midwest Financial Solutions, LLC, Rk Wealth Management, LLC, and Ameritas Investment Company, LLC. Outside of his advisory work, Kramer owns a business under the brand "Life Is Short Eternity Is Forever," which sells T-shirts and books. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, risk, and wealth transfer, as well as specialized services such as business-owner transition and special-needs planning. The firm combines advisory services with various financial product offerings through an extensive network of advisors.

Hai Vu is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses. He has been with Wells Fargo Clearing since 2025 and Wells Fargo Bank, N.A. since 2024. Prior to his financial services career, he operated Pho&Tea Cafe LLC for four years and worked at Jimmy John's for five years. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non‑qualified deferred compensation plans, offering both non‑discretionary and discretionary solutions. The firm’s advisory approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment offerings.

Sean Phillips is a financial advisor with Cambridge Investment Research Advisors in Des Moines, IA, holding the CFA® designation and a Series 66 license. He has nine years of industry experience, including roles at Vision Financial Group and Voya Financial Advisors. Outside of his advisory work, Phillips serves as a board member and treasurer of A Village Green Montessori and as a board member for Taste for Kids, LLC, and provides consulting services for Tonality Brewing Company. Cambridge Investment Research Advisors serves a broad client base including individuals, retirement plans, and charitable organizations by offering financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals. The firm provides a variety of investment implementation options, including proprietary and third-party models, with both discretionary and non-discretionary strategies tailored to client objectives.

Kris Wright is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and bringing 32 years of industry experience. His prior experience includes roles at Ameriprise Financial Services, FSC Securities Corporation, and Connecticut Mutual Life Insurance Co. He also operates independently as an insurance agent for various companies. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services. The firm provides a range of portfolio management options through multiple platform arrangements, combining proprietary and third-party strategies tailored to client objectives.

Deborah Mc Reynolds is a financial advisor with Edward Jones in Altoona, IA, holding a Series 66 designation and 17 years of experience with the firm. She has worked at Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of investment strategies and affiliated services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and tax-efficient services, supported by a large network of financial advisors and branch offices nationwide.