Joseph Schettler is a financial advisor with Edward Jones in Carlisle, IA, holding Series 63 and Series 66 registrations and 26 years of industry experience. He has been with Edward Jones since 1999. Outside of advising, Schettler owns and operates a farm in Carlisle. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and has a nationwide network of more than 23,700 financial advisors.

Paul Rouse Jr. serves as a Financial Advisor with Merrill Lynch Wealth Management. In this role, he collaborates with clients to identify their financial goals and develop tailored portfolio strategies designed to meet their specific needs. He provides ongoing advice and adjusts strategies as clients' situations evolve. Mr. Rouse specializes in areas including college education planning, family wealth management, legacy planning, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, tax minimization, and retirement income. His approach centers around uncovering what matters most to clients and their families to help create effective strategies for pursuing their financial objectives. He holds a Bachelor's Degree from the University of Iowa and holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Outside of his professional work, Paul enjoys activities such as basketball, football, golfing, pickleball, scuba diving, spending time with his family, tennis, traveling, and watching movies.

Dustin Kurtz is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and nine years of industry experience. He has worked at Cambridge in various capacities since 2015 and was previously with Edward Jones from 2018 to 2020. Outside of his advisory role, he is employed in sales at Scheels All Sports. Cambridge Investment Research Advisors serves a wide range of clients, including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services. The firm provides tailored investment strategies through a network of independent Financial Professionals and manages portfolios via multiple platform arrangements, combining proprietary and third-party model solutions.

Mark Mazzie is a financial advisor with RBC Capital Markets who holds Series 63 and Series 66 credentials and has 29 years of industry experience. He has worked at RBC Capital Markets Corporation since 2008 and concurrently with City National Bank since 2020. Outside of his advisory role, Mazzie serves as president of the Iowa Chi Chapter of Sigma Alpha Epsilon Fraternity Housing Corporation. 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 multiple wrap fee advisory programs and customizes investment strategies through a combination of in-house and third-party managers, with features such as tax management and responsible investing.

Michael Rooney is a financial advisor with RBC Capital Markets in Clive, Iowa, holding Series 63 and Series 65 credentials and 33 years of industry experience. He has been with RBC Capital Markets since 2008 and also works at City National Bank. Outside of his advisory role, he serves on the Ankeny School District School Board and is a director of the South West Iowa Game Club. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers tailored investment strategies through various advisory programs and combines in-house and third-party investment management resources.

Matthew Fortune is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses and two years of industry experience. He has worked at Wells Fargo Bank, N.A. since 2017 and previously held positions outside the financial sector at The Rib Shack and Culvers. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment options alongside traditional products.

Trevor Shaner is a financial advisor at UBS Financial Services with 33 years of industry experience. He has been with UBS since 1992 and holds Series 63 and Series 65 designations. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses research from its Chief Investment Office and UBS Global Research to tailor client strategies.

Caleb Stekl is a financial advisor with Morgan Stanley in West Des Moines, IA, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Principal Advised Services, Principal Life Insurance, and Transamerica. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs, including tailored financial planning supported by firm-approved tools and a structured discovery process.

Robert Meadows is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds Series 65 and Series 63 licenses and has worked with Wells Fargo affiliates since 2015. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients by providing investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and integrates research and analytics from Wells Fargo Investment Institute and third-party sources in its investment approach.

Tyler Peterson is a CFP® with three years of industry experience, currently serving as a financial professional at Cetera in West Des Moines, IA. He previously worked at Navex and Choreo, LLC. Tyler is also involved with Premier Retirement Plan Advisors, where he assists in financial services and client support. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services and operates a multi-manager platform with discretionary and non-discretionary program options.

Kristi Mignano is a financial advisor at OSAIC with 25 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Woodbury Financial Services, Voya Financial Advisors, and Broker Dealer Financial Services Corp. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations, offering a wide range of integrated brokerage, advisory services, and access to third-party managers. The firm uses asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage portfolios across multiple investment types.

Joshua Fordyce is a financial advisor at Edward Jones with a Series 66 designation and recent industry experience. His prior work includes roles in education with Sioux City Community Schools and Siouxland Christian School, as well as entrepreneurial experience running Fordyce's Rides. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large national network of advisors and branch offices.

Ann Johnson is a financial advisor with Wells Fargo Clearing in Cedar Rapids, IA. She holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to her current role, she has been associated with Wells Fargo Bank, N.A. since 2009. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary options. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

Michael Alexander is a financial advisor with LPL Financial and holds a Series 63 designation. He has 35 years of industry experience, including founding Alexander Investment Services, Inc., which he has operated since 1994. Prior to joining LPL Financial in 2019, he worked at Summit Financial Group Inc and Summit Brokerage Services, Inc. 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 broad range of advisory programs, financial planning, and retirement plan consulting through a national network of investment adviser representatives.

Philip Gose is a financial advisor at OSAIC with 26 years of industry experience. He holds a Series 66 designation and previously worked at FSC Securities Corporation for 18 years. He serves as a board member of the Cyclone Gridiron Club, a charitable organization. OSAIC Wealth, Inc. serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services with a variety of investment options and platforms. The firm employs asset-allocation tools and automated rebalancing to manage portfolios that include stocks, bonds, mutual funds, ETFs, options, and alternative investments.

John Auer is a financial advisor with Morgan Stanley in West Des Moines, Iowa, holding Series 63 and Series 65 licenses and offering 34 years of industry experience. His career includes roles at Citigroup Global Markets since 1993 and Morgan Stanley since 2009. He serves as a board member for the nonprofit organization Coaches vs Cancer in Des Moines. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, emphasizing tailored financial planning supported by structured discovery conversations and firm-approved tools.

Sara Rivas is a financial advisor with Morgan Stanley in West Des Moines, IA, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2019. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market modeling techniques.

Andrew Dietz is a financial advisor with Edward Jones in Carlisle, IA, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2015. 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 under management and offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, operating under a fiduciary standard.

Timothy Mclaughlin is a CFP® with 15 years of industry experience, currently serving as a financial advisor at LPL Financial since 2021. Prior to joining LPL, he worked at Harvest Point Inc. and held a board position with the nonprofit Capital City Connection. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, corporations, and charitable organizations. The firm offers a range of advisory programs and services, employing both discretionary and non-discretionary management and utilizing model portfolios and research from internal and third-party sources.

Jeffrey Miller is a financial advisor with Ameriprise Financial Services, holding the ChFC® designation and Series 63 license, and has 40 years of industry experience. He has been with Ameriprise in various capacities since 2016. Outside of his advisory role, he is involved in tax preparation and accounting through business ownership interests in related firms. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written retirement income plans and ongoing advice, emphasizing dependable income sources and tax-aware withdrawal strategies.