Harlan Sytsma is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Wells Fargo Bank, nA since 2016. Prior to that, he was employed at Primerica for one year. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Bailey Jensen is a financial advisor with Wells Fargo Clearing in Des Moines, IA, holding Series 63 and Series 65 licenses and having two years of industry experience. Prior to joining Wells Fargo Clearing, Jensen worked at Wells Fargo Bank, N.A. for nine years and Theisen's Home-Farm-Auto for five years. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with a broader range of financial product offerings including insurance-related vehicles and bank deposit sweep options.

Melanie Hart is a financial advisor at Wells Fargo Clearing with a Series 66 credential and over 15 years of experience within Wells Fargo-affiliated entities, including Wells Fargo Bank and Wells Fargo Investment Institute. She is based in Des Moines, IA. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs to individual, corporate, and institutional clients. The firm manages roughly $671 billion in assets and provides both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Bradley Heyer is a financial advisor with Edward Jones in Waukee, IA, holding a Series 66 designation and having 12 years of industry experience. He has been with Edward Jones since 2013. Outside of advising, he owns a farm in Stuart, IA, where he is involved in management and crop sales. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment options supported by a large nationwide network of financial advisors.

Thomas Sherzan is a financial advisor at Cetera with 12 years of industry experience and holds a Series 65 designation. His prior roles include positions at Voya Financial Advisors, Investment Advisors Corp, and Broker Dealer Financial Services. Outside of his advisory work, he serves as Board President of the Beaverdale Little League in Johnston, Iowa. Cetera Investment Advisers LLC is an SEC-registered advisor that serves a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diversified investment management solutions through a multi-manager platform, combining affiliated and third-party managers across various program structures and custodial relationships.

Christopher Larson is a financial advisor at Edward Jones in Des Moines, IA, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, he worked in various roles at Flyby LLC, Sun Country Airlines, Abbott Laboratories, and Medtronic. He also operates a small hobby aerial photography business outside of his financial advisory work. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,700 advisors and offers a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and trust services.

James Miller is a financial advisor with Raymond James & Associates in Clive, Iowa, holding Series 63 and Series 66 licenses with 35 years of industry experience. He has been with Raymond James & Associates since 2014. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, and municipalities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Michael Compiano is a financial advisor with Raymond James Financial Services Advisors, Inc., holding the ChFC® designation and Series 63 license. He has 39 years of industry experience, including ten years at Commonwealth Financial Network and five years with Legacy Capital Partners. Compiano is the founder and owner of Two Oaks Wealth, a financial services firm based in West Des Moines, Iowa. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual and institutional clients. The firm emphasizes tailored, non-discretionary planning and supports a broad range of client types, including those in municipal and public finance.

Christopher Schonridge is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2019. His prior experience includes roles at Central Standard, Star Destinations, Pinstripes, and Schon Feedlots. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, while operating under a fiduciary standard.

Patrick O'Connor is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm employs a structured financial planning process using firm-approved tools and data modeling techniques, managing approximately $2.74 trillion in client assets.

Thomas Pierson is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds Series 63 and Series 66 registrations and has worked at Merrill, Wells Fargo Bank, Wells Fargo Clearing, and JP Morgan in various capacities prior to joining Morgan Stanley. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and models to support its financial planning process.

Sandra Junge is a financial advisor at Wells Fargo Clearing with 33 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. 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 broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

Elizabeth Gates is a financial advisor with Morgan Stanley in West Des Moines, IA, holding Series 63 and Series 66 credentials and four years of industry experience. She previously worked at Princor Financial and Principal Financial for 12 years before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley in 2025. Morgan Stanley Wealth Management serves individuals and institutional clients with a variety of advisory programs, emphasizing tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services that include both retail and institutional investment solutions.

Michael Gabrielson is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 designations and 14 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, and Cambridge Investment Research Advisors. Outside of his advisory work, he owns a business operating an ice cream trailer in Urbandale, IA. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to model wealth portfolios and third-party asset management programs through an integrated platform that combines advisory and brokerage capabilities.

Matthew Wilcox is a financial advisor with LPL Financial, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Royal Alliance Associates, INC., Ameritas Investment Corp, and Central Financial Group. He serves as a co-trustee of the Matthew P Wilcox Trust alongside his spouse. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services supported by model portfolios and research from LPL Research and third-party subadvisors.

Mark Malone is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Stifel since 2024. Prior to joining Stifel, he worked for 13 years at Bank of America and Merrill Lynch. Stifel serves a wide range of clients including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Lucas Itzen is a financial advisor with RBC Capital Markets in Clive, Iowa, holding Series 63 and Series 66 licenses and four years of industry experience. He joined RBC Capital Markets in 2024 after roles with Axos Clearing, Charles Schwab, and TD Ameritrade. RBC Wealth Management serves individual investors, institutional clients, corporations, and charitable organizations with tailored investment strategies and offers multiple advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and custody services.

Matthew Collins is a financial advisor with Wells Fargo Clearing in Des Moines, IA, holding Series 63 and Series 65 designations and bringing 11 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC and Wells Fargo Bank NA. 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.

Lindsay Maher is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. She has worked with PFS Investments Inc. since 2008 and Primerica Financial Services since 2006. Outside of her advisory role, Maher tutors biology part-time at St. Thomas Classical Academy in Altoona, Iowa. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited range of discretionary separately managed accounts primarily for individual and high-net-worth clients. The firm emphasizes a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

David Gray is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He previously worked for RBC Capital Markets from 2008 to 2020 before joining Raymond James in 2020. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and specialized municipal advisory services.