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.

John Denny is a financial advisor at Thrivent Investment Management with 20 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Thrivent, FBL Marketing Services, Farm Bureau Financial Services, Mid America National Bank, and LPL Financial. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering goal-based analyses across a range of planning topics without discretionary trading authority or institutional portfolio management.

Andrew Pick is a financial advisor with Ameriprise Financial Services, LLC in West Des Moines, IA, holding a Series 66 designation and eight years of industry experience. Prior to joining Ameriprise in 2020, he worked at Bank of America and Merrill from 2018 to 2020, and served in the United States Navy from 2016 to 2017. He is also the owner of Andrew M. Pick LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning with written Recommendation Reports and ongoing advice. The firm’s approach incorporates investment research, algorithmic tools, and partner product offerings with an emphasis on tax-aware withdrawal strategies and asset allocation.

Anna Clark is a financial advisor at Stifel with one year of industry experience. She holds the Series 66 designation and has worked at Stifel, Nicolaus & Co. since 2024. Prior to her current role, she has held positions at various organizations including JR's South Pork Ranch and St. Kilda, and she was a student at the University of Notre Dame until 2024. Stifel serves a broad range of clients including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, focusing on forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Cody Smith is a Series 66-licensed financial advisor with Edward Jones in Urbandale, IA, where he has worked since 2020. He has five years of industry experience and a varied background including roles in law enforcement and education. He serves as an assistant football coach at Des Moines Christian School. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment options, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Matthew Boehnke is a CFP® professional with 24 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2020. His prior experience includes six years at Voya Financial Advisors and long-term involvement with Billion Dollar Mentor and Gremler Financial Group. Outside of his advisory role, he is active in several business ventures including ownership positions in Boehnke Financial LLC and Vision Holdings LLC. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing a range of portfolio management and model-based solutions tailored to client objectives.

Stephani Garrison is a financial advisor with Cetera, holding Series 63 and Series 65 designations and six years of industry experience. Her work history includes roles at Cetera-affiliated firms since 2023, as well as previous positions at BFC Planning, Inc. and Berthel Fisher & Company Financial Services, Inc. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a diverse client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, overseeing more than $256 billion in assets through a nationwide network of over 10,000 advisors.

Michael Chenchar is a financial advisor with RBC Capital Markets in Clive, Iowa. He holds Series 63 and Series 65 credentials and has 46 years of industry experience. He has worked at RBC Capital Markets since 2009 and has been affiliated with a related city entity since 2020. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple advisory programs tailored to clients' risk profiles, using a combination of internal and third-party investment managers and a range of portfolio management and financial planning services.

David Sommers is a financial advisor at LPL Financial with 46 years of industry experience. He holds a Series 63 designation and has worked at LPL Financial since 1992, with prior experience at Premier Bank from 2010 to 2019. Outside of advisory work, he is involved in breeding and training polo ponies through his ownership of Kicking Horse Ranch. 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 advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting more than 22,800 advisors and overseeing over $819 billion in discretionary assets.

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, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He worked at First Heartland Capital, Inc. for 21 years before joining LPL Financial in 2019. Outside his advisory role, he is involved with Wellman Capital Management Inc., where he dedicates time to investment activities and life insurance product sales. 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, supported by extensive operational and research tools.

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.