Garrison Crown is a financial advisor with LPL Financial in West Des Moines, IA, holding Series 66 and Series 63 licenses and having two years of industry experience. His prior roles include positions at Synergy Asset Management, ExchangeRight Real Estate, and the Waukee School District of Iowa. He also has experience working with NorthPoint Church and the University of Northwestern St. Paul. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, leveraging both proprietary and third-party strategies.

Colin Tracy is a financial advisor at Cetera with a Series 66 designation and one year of industry experience. Prior to joining Cetera, he worked at Principal Financial Group for five years and has experience with his own firm, Tracy Wealth Management LLC dba OneWealth. Cetera Investment Advisers LLC serves a diverse client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers, with over $256 billion in assets under management.

Jennifer Nielsen is a financial advisor with LPL Financial in West Des Moines, IA, holding a Series 66 designation and 12 years of industry experience. She has been with LPL Financial since 2018 and has also worked with Financial Partners Group and Invest Financial Corporation. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advisory services delivered through a large network of investment adviser representatives.

John Freeman is a financial advisor at Merrill in Des Moines, IA, holding a Series 66 designation. He has one year of industry experience and has previously worked at Bankers Life and Bank of America. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model‑based and discretionary investment strategies for individuals, high‑net‑worth clients, and institutional accounts.

Aaron Brandsfield is a financial advisor with Cetera who holds a Series 66 credential and has 24 years of industry experience. His career includes roles at Avantax Advisory Services, 1ST Global Advisors, and other financial firms. Outside of advising, he serves as president and CEO of Brandsfield Financial Group LLC and provides tax preparation and accounting services through Brandsfield Company II, LLC. He also acts as a tax preparer and financial advisor for the WG Community School Foundation, which supports teacher grants and student scholarships. Cetera Investment Advisers LLC is an SEC-registered firm serving individual clients, retirement plans, corporations, charitable organizations, and institutions. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, supporting a wide range of program options and investment strategies.

Lucas Nerhus is a financial advisor at Edward Jones in Waukee, IA, holding Series 63 and Series 65 credentials with two years of industry experience. His prior roles include positions at Robert W Baird and Beyer Building Solutions. 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 through a nationwide network of more than 23,700 advisors, offering a range of advisory programs, tax-efficient services, and affiliated investment products.

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.

Deborah Mc Reynolds is a financial advisor with Edward Jones in Altoona, IA, holding a Series 66 designation and 17 years of experience with the firm. She has worked at Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of investment strategies and affiliated services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and tax-efficient services, supported by a large network of financial advisors and branch offices nationwide.

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.