Michael Berry is a CFP® professional with 27 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. He has worked at Cambridge since 2020 and previously served at VOYA Financial Advisors from 2014 to 2020. Berry is also president of Wealth Builders, Inc., a firm engaged in investment advising and independent insurance agency activities. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base, including individuals, pension plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals who utilize a range of portfolio management strategies and custody arrangements.

John Martin is a financial advisor at Cambridge Investment Research Advisors with 46 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Cambridge Investment Research Advisors since 2018. Martin has also been involved with Martin Capital Management, LLC since 2007. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, trusts, estates, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, utilizing a range of portfolio management and model-based solutions tailored to client objectives.

Jed Mengel is a financial advisor with Equitable Advisors in West Des Moines, IA, holding Series 63 and Series 66 licenses and 18 years of industry experience. He has been with Equitable Advisors since 2010, previously associated with AXA Advisors, LLC. Mengel serves as co-president and board member of the Des Moines Hinderclub Handball Club and is treasurer of the Theodore Roosevelt High School PTA. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm delivers advisory solutions through Investment Adviser Representatives and third-party program sponsors, focusing on risk assessment and matching clients to appropriate investment models.

Arron Cramer is a financial advisor with LPL Financial in Des Moines, IA, holding Series 63 and Series 65 licenses and having 11 years of industry experience. His background includes roles at Uncommon Wealth Partners, LLC, Royal Alliance Associates, Inc., and FEDEX. 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 advisory and brokerage services with a range of portfolio management options, supported by extensive operational and research tools.

Joel Hall is a financial advisor with Cetera, holding a Series 66 designation and 11 years of industry experience. He has worked with Guide Financial Group since 2015 and joined Cetera in 2023. In addition to his advisory work, Hall is employed by the Polk City Police Department and holds roles as a fixed insurance agent/broker and a notary public. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base that includes individual investors, 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 with access to various program structures and third-party money managers.

Jasen Dahm is a CFA® charterholder and Series 66 licensee with 11 years of industry experience. He has worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2020 and previously spent six years with VOYA Financial Advisors. Dahm serves on the executive committee of the Junior Achievement of Central Iowa nonprofit board and is a minority owner of Iowa DreamView Fund, LLC. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm provides financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, offering a range of tailored portfolio management solutions across multiple platforms.

Andrew Behnkendorf is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. He has previously worked at Sii and Ameritas Investment Corp and maintains an independent insurance agent role through Central Financial Group. OSAIC serves a diverse client base including individual, high-net-worth, corporate, and institutional investors through a large network of advisers. The firm provides integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party managed portfolios using a range of investment strategies and technologies.

Ashley Rogers is a financial advisor at Cambridge Investment Research Advisors with 6 years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked with Primerica Advisors and Primerica Financial Services. Outside of financial advising, she is the founder of Iowa Storm, a sports and fitness-related business. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, providing financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm offers a range of investment solutions including proprietary model strategies and access to third-party managers, with options for discretionary and non-discretionary portfolio management.

Michael Landgrebe is a Series 66-licensed financial advisor with LPL Financial, based in Johnston, Iowa, and has one year of industry experience. Prior to joining LPL Financial in 2025, he held roles at several businesses including 360 MedSpas and Ranko Equipment. 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 services including financial planning, model portfolio programs, and institutional platforms, supporting advisors with research models, third-party subadvisors, and technology tools.

Jeffrey Hatlevig is a financial advisor with Thrivent Investment Management, holding a Series 66 credential and 18 years of industry experience. He has been with Thrivent since 2007. Outside of his advisory role, he is involved as a director and board member of Love and Legacy, LLC, an organization focused on producing legacy videos for cancer patients and others, and he owns and manages a multi-suite property in Johnston, IA. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial plans across a broad range of topics without including implementation. The firm allows clients to combine planning with managed-account programs under consolidated billing while keeping these services separate.

John Mortimer is a Series 66-credentialed advisor with Thrivent Investment Management and has been in the industry since 2025. Prior to joining Thrivent, he held positions at Iowa State University and in the automotive and agriculture sectors. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without discretionary trading authority. The firm supports clients through a consolidated billing option that combines planning with managed-account services while maintaining them as separate engagements.

David Elwell is a financial advisor with LPL Financial in Des Moines, IA, holding Series 63 and Series 65 credentials and 39 years of industry experience. He previously worked at Citigroup Global Markets from 2000 to 2007 before joining LPL Financial. Elwell is a retired member of the US Army Reserve and is involved in managing a family business entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, employing a range of strategic and tactical investment approaches supported by research and technology tools.

David Suzzan is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. His prior roles include positions at Northwestern Mutual Investment Management and The Northwestern Mutual Life Insurance Company. He is also an insurance agent involved with Lenox Advisors, focusing on individual and group life and health insurance. MassMutual Investors Services, LLC is 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, emphasizing collaborative, goal-oriented planning using firm-approved analytical tools.

Andrew Reinders is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 17 years of industry experience. His prior roles include positions at Voya Financial Advisors and Directed Services LLC. He is also the CEO of Reinders Property Management, LLC, a residential real estate business. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm operates a multi-manager platform offering diverse portfolio management and financial planning services through a large nationwide network of advisors.

Cory Taylor is a financial advisor at Edward Jones in Urbandale, IA, with seven years of industry experience. Prior to joining Edward Jones in 2025, he worked at Wells Fargo Bank, NA for nine years. He holds Series 63 and Series 65 licenses. 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 and offers a range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Pete Scheurman is a financial advisor with LPL Enterprise based in West Des Moines, IA, holding a Series 66 designation and 12 years of industry experience. His prior work includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, AXA Advisors, Mass Mutual Investors Services, MetLife Securities Inc, and Edward Jones. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm employs a model-driven investment approach, offers financial planning and consulting, and facilitates access to third-party asset managers and insurance products through a broad network of investment adviser representatives.