Mark Aasen is a financial advisor with Osaic Wealth, Inc., holding Series 65 and Series 66 licenses and bringing 24 years of industry experience. His prior roles include positions at Diversified Financial Advisory Group and FSC Securities. Outside of finance, he serves with the Pleasant Hill Fire Department. Osaic Wealth, Inc. serves retail and institutional clients through a large network of advisors, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools, risk assessments, and automated rebalancing to construct portfolios across various asset classes, managing accounts on both discretionary and non-discretionary bases.

Devon Douvikas is a financial advisor with LPL Financial in Grimes, IA, holding a Series 66 designation and eight years of industry experience. He has been with LPL Financial and Dupaco Financial Services since 2016. 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 a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced research and operational tools.

Henry Kinney Jr. is a Series 63-registered financial advisor with LPL Financial in West Des Moines, IA, with 36 years of industry experience. He has been with LPL Financial and its predecessor entities since 1998 and has operated RetireRight, LLC, an independent registered investment advisory firm, since 2019. Kinney has also been involved in the sales of non-variable insurance products through local brokerage offices. 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 financial planning and investment management services through its network of advisers, utilizing both proprietary and third-party investment strategies across various account types.

Brianna Ernzen is a financial advisor at Cetera with 14 years of industry experience. She holds the Series 66 designation and has previously worked at VOYA Financial before joining Cetera. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual clients, 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.

Donald Pick Jr. is a financial advisor with Ameriprise in West Des Moines, IA, holding a Series 63 designation and 38 years of industry experience. He has worked with Ameriprise and its related entities since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning, utilizing proprietary research and third-party data to provide recommendations on income sources and withdrawal strategies.

Hiller Olsen is a financial advisor at RBC Capital Markets with 22 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley for 20 years before joining RBC in 2026. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs and customizes strategies based on clients’ risk profiles, utilizing both in-house and third-party investment managers.

Grant Lair is a financial advisor at Osaic with two years of industry experience. He holds a Series 66 designation and has previously worked at Stonebridge Financial Advisors and Truman State University. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides a range of services such as brokerage and investment advisory, financial planning, retirement plan consulting, and access to third-party money managers, using various tools and platforms to construct and manage portfolios.

Crystal Hou is a financial advisor with Primerica Advisors in West Des Moines, IA, holding Series 63 and Series 65 credentials and two years of industry experience. Her work history includes roles at Community CPA & Associates, Inc and PFS Investments Inc. Outside of finance, she has experience in animation and education, having worked with Yowza! Animation and Rochester Institute of Technology. Primerica Advisors is a large institutional firm serving primarily individual investors and some corporate and charitable clients. The firm offers a wrap-fee asset management program that uses model-delivery strategies managed by third-party asset managers and provides various investment models, including recently added cryptocurrency ETF allocations.

Anthony Ketcham is a financial advisor at Wells Fargo Clearing with six years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing since 2019. Prior to that, he has worked at Wells Fargo Bank, NA since 2014. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with options for both non-discretionary and discretionary plan-level investment management.

Derrick Young is a CFP®-certified financial advisor with 17 years of industry experience, currently with Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Investments, LLC from 2009 to 2011. Outside of his advisory role, he holds power of attorney responsibilities related to investment matters for family members. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute and third-party analytics.

Cory Warmuth is a financial advisor at Ameriprise with 14 years of industry experience and holds a Series 66 designation. He has been with Ameriprise and its affiliated entities since 2011. Outside of his advisory role, Warmuth owns a tax preparation business and is involved in a hunting and guiding venture. Ameriprise serves clients primarily through its retirement-income planning services aimed at individuals approaching or in retirement, offering tailored recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Callie Held is a Series 66-licensed financial professional with five years of industry experience. She is currently affiliated with Cetera and Guide Financial Group, where she serves as a financial professional. Callie also engages in fixed insurance sales through a general brokerage agency. Cetera Investment Advisers LLC is an SEC-registered adviser that operates a multi-manager platform serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a large nationwide network of independent advisors.

Matthew Kennedy is a financial advisor with LPL Financial, holding a Series 66 designation and having 10 years of industry experience. His prior work includes roles at Securities America, Inc. and Edward Jones. Outside of his advisory work, Kennedy owns Kennedy Lawn & Landscape, a landscaping business in Indianola, IA. 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 a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

Erin Ort is a financial advisor at Ameriprise with 24 years of industry experience and holds the Series 66 designation. She has worked at Ameriprise and its predecessor firm since 2002. Ort is a co-owner of Integrity Point, LLC, a business managing her Ameriprise advisory activities. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning and tax-aware withdrawal strategies.

Daniel Trerotola Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and over 47 years of industry experience. He previously worked at Waddell & Reed and Wells Fargo Clearing. He is involved with Trerotola Wealth Management, an entity related to his advisory business. 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 financial planning, model portfolios, third-party asset management, and institutional platforms, with advice delivered through a large network of investment adviser representatives using a variety of investment strategies and operational support tools.

Regis Rasmussen is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. He previously worked at Securities America, Questar Asset Management, and Edward Jones. Rasmussen also manages a business entity for tax and investment purposes outside of his advisory role. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory services, including financial planning and access to model portfolios and third-party management, supported by technology tools for operational and research assistance.

Jason Egge is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He previously worked at Securities America Advisors and Banker's Trust. Outside of his advisory work, Egge volunteers with organizations including Greater Des Moines Habitat for Humanity, Meals from the Heartland, and serves as vice-president and board member of the Theodore Roosevelt High School Foundation. OSAIC Wealth, Inc. serves a diverse client base comprising retail and institutional investors through a broad network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, employing asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios that include a variety of asset classes.

Matthew Mullenix is a financial advisor at LPL Financial with 27 years of industry experience. He has been with LPL Financial since 2005 and previously worked at Morgan Keegan & Company, LLC. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Kyle Ellingson is a financial advisor at Cambridge Investment Research Advisors with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at Cambridge Investment Research Advisors since 2018 and Investment Advisors Corp from 2006 to 2018. In addition to his advisory work, Ellingson operates as an independent insurance agent under Capital Financial Planning. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, charitable organizations, and other clients. The firm offers a range of investment management and financial planning services through independent financial professionals, utilizing both proprietary models and third-party strategies across multiple platform arrangements.

Dennis Rustad is a financial advisor with Mass Mutual Investors Services in West Des Moines, IA, holding a Series 63 designation and bringing 44 years of industry experience. His career includes long tenures at Metlife Securities Inc. and Mass Mutual Life Insurance Company. He also works as an independent insurance agent specializing in property and casualty insurance. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers, offering financial planning, asset management, and educational programs.