Jordan Morris is a financial advisor with Charles Schwab in West Des Moines, IA, holding Series 66 and Series 63 credentials and ten years of industry experience. His prior roles include positions at Principal Life Insurance Company, Principal Securities Inc., and Principal Funds Distributor, Inc. He has worked at Charles Schwab and Charles Schwab Bank since 2026. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers integrated brokerage, custody, and advisory services supported by centralized operational infrastructure.

Clark Bishop is a financial advisor at Wells Fargo Clearing with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. Outside of his advisory role, he teaches percussion privately and performs as a drummer in local music groups. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a wider range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Christopher Kramer is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. Prior to joining Wells Fargo Advisors in 2026, he worked at Ameritas Advisory Services, LLC, Midwest Financial Solutions, LLC, Rk Wealth Management, LLC, and Ameritas Investment Company, LLC. Outside of his advisory work, Kramer owns a business under the brand "Life Is Short Eternity Is Forever," which sells T-shirts and books. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, risk, and wealth transfer, as well as specialized services such as business-owner transition and special-needs planning. The firm combines advisory services with various financial product offerings through an extensive network of advisors.

Hai Vu is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses. He has been with Wells Fargo Clearing since 2025 and Wells Fargo Bank, N.A. since 2024. Prior to his financial services career, he operated Pho&Tea Cafe LLC for four years and worked at Jimmy John's for five years. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non‑qualified deferred compensation plans, offering both non‑discretionary and discretionary solutions. The firm’s advisory approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment offerings.

Sean Phillips is a CFA® charterholder and holds a Series 66 license with 10 years of industry experience. He is currently with Cambridge Investment Research Advisors and has prior experience at Vision Financial Group and Voya Financial Advisors. Outside of his advisory role, he serves as treasurer on the board of a Montessori school and is a board member of a food-related public entity. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through independent financial professionals, providing a range of portfolio management options and model-based strategies tailored to client objectives.

Kris Wright is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and bringing 32 years of industry experience. His prior experience includes roles at Ameriprise Financial Services, FSC Securities Corporation, and Connecticut Mutual Life Insurance Co. He also operates independently as an insurance agent for various companies. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services. The firm provides a range of portfolio management options through multiple platform arrangements, combining proprietary and third-party strategies tailored to client objectives.

Harlan Sytsma is a financial advisor with Wells Fargo Clearing in West Des Moines, IA, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. He has been with Wells Fargo Clearing since 2018 and has a longer tenure with Wells Fargo Bank, NA beginning in 2016. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets with more than 14,000 advisors and offers a range of 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 at Edward Jones with 13 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2013. Outside of his advisory role, Heyer owns a farm in Stuart, Iowa, where he manages operations and crop sales. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and affiliated services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and trust services.

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 with Edward Jones in Norwalk, Iowa, holding a Series 66 designation and four years of industry experience. Before joining Edward Jones in 2022, he worked at Flyby LLC, where he owned a small aerial photography business, as well as roles at Sun Country Airlines, Abbott Laboratories, and Medtronic. His aerial photography business is operated on a limited, hobby basis outside of his advisory work. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm provides a wide range of investment advisory programs and managed solutions through a large network of financial advisors and branch offices across the United States.

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.

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 credentials and 14 years of industry experience. His prior firms include Prudential Insurance Company of America, Pruco Securities, LLC, and Cambridge Investment Research. Outside of advising, he owns Totally Rolled Ice Cream Trailer LLC in Urbandale, IA. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities, using primarily model-driven portfolios and offering access to third-party asset managers and financial planning.

Matthew Wilcox is a Series 66-registered financial advisor with LPL Financial, based in West Des Moines, Iowa. He has 13 years of industry experience, including prior roles at Royal Alliance Associates, Ameritas Investment Corp, and Central Financial Group. He serves as a co-trustee of the Matthew P Wilcox Trust with his spouse. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a wide range of investment strategies implemented by its network of over 22,800 advisors.