Matthew Hoger is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 licenses and has 14 years of industry experience. He has worked at MML Investors Services since 2017 and has held roles at Mass Mutual Life Insurance Company and multiple Northwestern Mutual entities between 2010 and 2016. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning and asset management using firm-approved tools and structured annual planning engagements.

Max Marshall is a financial advisor at Ameriprise in West Des Moines, IA, holding Series 63 and Series 65 licenses with two years of industry experience. Prior to joining Ameriprise in 2020, he held various roles including associate financial advisor at The FISH20 Group, LLC. Ameriprise offers a retirement-income planning service for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendations delivered through a centralized consulting team.

Joel Magruder is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He previously worked for Invest Financial Corp from 2005 to 2018 before joining LPL Financial. Magruder serves as president of Team Financial, Inc., a non-variable insurance business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs supported by proprietary and third-party research, as well as both discretionary and non-discretionary portfolio management options.

Chad Thomas Killam is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and over 12 years of industry experience. His prior work includes roles at Russell Investments, Principal Funds Distributor Inc, and Northwestern Mutual Wealth Management Company. Chad is based in Clive, Iowa. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from multiple sources to support discretionary and non-discretionary management.

Carrie Wright is a financial advisor at Cetera with 25 years of industry experience and holds a Series 66 designation. She has worked at Cetera and Cetera Wealth Services since 2023 and previously spent over two decades with Securian Financial Services. Outside of her advisory role, Wright serves as an officer on the Villas of Grey Hawk Homeowners Association board, volunteers as a precinct election official with the Polk County Election Office, and participates on the budget team for Redemption Hill Church. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large national network of independent advisors, serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with various discretionary and non-discretionary program options.

Scott Sundet is a financial advisor with Mass Mutual Investors Services in West Des Moines, IA, holding Series 63 and Series 65 licenses and with 29 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Co since 1996. Outside of his advisory role, Sundet is a 50% owner of Eyeconic Fishing, a business that sells fishing gear, and serves on a committee concerning country club finances and member satisfaction. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes annual collaborative financial planning engagements, using firm-approved tools to analyze client goals and deliver written recommendations.

Andrew Langhoff is a financial advisor with Wells Fargo Clearing in West Des Moines, IA. He holds Series 63 and Series 65 designations and has one year of industry experience. Prior to joining Wells Fargo, he worked at Johnson Financial Group and has held roles outside the financial sector, including with Third Space Brewery and Ozaukee Country Club. 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.

Randy Herr is a CFP®-designated financial advisor with Ameriprise, based in Waukee, IA, and has 36 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of advising, he co-owns a tax preparation firm and is involved in managing a business entity that supports shared operational infrastructure and expense management for his advisory team. Ameriprise provides retirement-income planning services targeted at individuals nearing or in retirement, generally with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Emily Stover is a financial advisor at Edward Jones in Des Moines, IA, holding a Series 66 designation with 10 years of experience at the firm. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and managing approximately $1.01 trillion in assets nationwide.

Amanda Jackson is a financial advisor at UBS Financial Services with 23 years of industry experience. She holds a Series 66 designation and has been with UBS since 2006. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Brandon Hays is a financial advisor with Wells Fargo Clearing in West Des Moines, IA, holding a Series 66 designation and 10 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC. 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 uses an IPS-driven approach grounded in modern portfolio theory and includes insurance-related vehicles and bank deposit sweep options among its investment offerings.

Charles Crowley is a financial advisor with Ameriprise in West Des Moines, IA, holding a Series 66 designation and three years of industry experience. Prior to joining Ameriprise, he worked at Morgan Stanley Smith Barney LLC and RSM. Outside of his advisory role, he coaches high school basketball at Urbandale High School. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendation reports delivered in partnership with clients’ financial advisors.

Kurt Steinkamp is a financial advisor with LPL Financial, holding a Series 66 designation and offering 24 years of industry experience. Prior to joining LPL Financial in 2017, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2017. He is also involved in non-variable insurance activities. LPL Financial serves a diverse client base including individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm provides a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by extensive research and model portfolio options.

Hannah Behnkendorf is a financial advisor with Osaic Wealth, Inc., holding a Series 66 designation and bringing 10 years of industry experience. Her prior roles include positions at Principal Global Investors, Royal Alliance Associates, and Ameritas Investment Corp. She serves as an officer on the board of South Templar Park, Inc., a homeowners association in Iowa. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing various tools and platforms to construct portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Kirk Abrahamson is a financial advisor with Raymond James & Associates in Clive, Iowa, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. Prior to joining Raymond James in 2020, he worked at RBC Capital Markets Corporation for 12 years and spent time at City National Bank. He serves as a director and on multiple committees at UnityPoint Health Des Moines, a nonprofit organization, and is a board member of the Wakonda Club. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser with approximately $501 billion in assets under management. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering tailored financial planning and consulting through a range of portfolio management styles and affiliated research resources.

Todd Lappe is a financial advisor with Edward Jones in Indianola, IA, holding Series 63 and Series 66 designations and 22 years of industry experience. He has been with Edward Jones since 2004. 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 advisory programs and investment strategies, operating under a fiduciary standard.

Patrick Domann is a financial advisor with Mass Mutual Investors Services in West Des Moines, Iowa. He holds the Series 66 designation and has five years of industry experience. Prior to joining Mass Mutual in 2024, he worked at Edward Jones from 2020 to 2024 and spent twelve years at Arkansas Best Freight, Inc. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, emphasizing collaborative, annual planning engagements with clients.

Sheri Camp is a financial advisor at Morgan Stanley with 24 years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including Citigroup Global Markets and UBS Financial Services. Camp has also spent time as a homemaker. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that includes firm-approved tools and modeling techniques.

Andrew Buising is a financial advisor with Ameriprise Financial Services LLC holding a Series 66 designation. He began his advisory career in 2026 and has prior experience in various roles, including working at Holmes Murphy and Firebirds Wood Fired Grill. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides a written recommendation report and ongoing advice focused on retirement income planning, tax-aware withdrawal strategies, and dependable income sources.

Penny Hein is a financial advisor at Edward Jones with 36 years of industry experience. She holds a Series 63 designation and has worked at Edward Jones since 2019. Prior to that, she was with Broker Dealer Financial Services Inc and Spectrum Financial Services. 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 and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.