Lisa Nelson is a financial advisor at Wells Fargo Advisors with 19 years of industry experience. She holds Series 63 and Series 65 designations and has been with Wells Fargo in various capacities since 2011. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including niche areas such as business-owner transition planning and special-needs analysis, using proprietary research and planning tools.

Elizabeth Webb is a financial advisor with RBC Capital Markets, holding a Series 66 designation and bringing 23 years of industry experience. She has worked at RBC Capital Markets since 2009 and is currently affiliated with City National Bank as well. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of wrap fee advisory programs with tailored investment strategies implemented through a mix of in-house and third-party managers, alongside custody and brokerage services.

Ryan Mehalovich is a CFP® certified financial advisor with 19 years of industry experience. He has been with Edward Jones since 2022 and previously worked at Midwest Heritage Financial Advisors, Midwest Heritage Financial Services, Securities America Advisors, Securities America Inc, and Northwest Wealth Management LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and manages approximately $1.01 trillion in assets, supported by a large nationwide network of financial advisors and branch offices.

Christin Ann Aldridge is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. She holds the Series 66 designation and has worked at Wells Fargo Clearing since 2016, following five years with Wells Fargo Advisors LLC and over two decades at Wells Fargo Bank. 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 a broader set of financial product offerings including insurance-related vehicles and bank deposit sweep options.

Stephanie Warywoda is a financial advisor at Cetera with 25 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Princor Financial Services and Principal Life Insurance Company prior to joining Cetera in 2023. Cetera Investment Advisers LLC serves a broad client base including individual investors, 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 featuring affiliated and third-party managers, supporting both discretionary and non-discretionary account structures.

Andrea James is a CFP® professional with 18 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. Prior to this, she worked at Wells Fargo Advisors LLC from 2011 to 2016. Outside of her advisory role, she is involved in an automotive and woodworking business, NW Designs, 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 solutions. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Brian Mortensen is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and four years of industry experience. He has been with Wells Fargo Clearing since 2021 and has worked at Wells Fargo Bank, NA since 2013. Wells Fargo Clearing provides retirement plan consulting services 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 incorporates modern portfolio theory, with a notable inclusion of insurance-related investment options and bank deposit sweep programs.

Thomas Zambrano is a financial advisor with UBS Financial Services in West Des Moines, IA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with UBS since 2006. Zambrano serves on the board of a youth travel baseball organization, Jr Rocks Baseball, reflecting involvement in community activities outside of his advisory work. UBS Financial Services provides a broad range of brokerage and advisory services to individual, corporate, and institutional clients, leveraging proprietary research and model-based asset allocations. The firm combines institutional trading capabilities with wealth management and acts as a broker-dealer, investment adviser, and futures commission merchant.

Brandon Neil is a financial advisor with Charles Schwab in West Des Moines, IA, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has been with Charles Schwab since 2007. Outside of his advisory role, Brandon serves as an Emerging Leaders Board Member for Junior Achievement of Central Iowa, focusing on volunteerism and fundraising. Charles Schwab serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment services. The firm is notable for its scale, integrated service model, and a combination of strategic asset allocation with access to alternative investments.

Jared Clauss is a financial advisor with UBS Financial Services in West Des Moines, IA, holding a Series 66 designation and 17 years of industry experience. He has been with UBS since 2008. Outside of his advisory role, he contributes weekly football commentary through a digital sports website. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based allocations to tailor strategies to clients’ goals and risk tolerances.

Aaron Moberg is a financial advisor with Charles Schwab in West Des Moines, IA. He holds the ChFC® designation and Series 63 and 66 licenses, and has 15 years of industry experience. His prior roles include positions at Farm Bureau Financial Services and TIAA-CREF. Charles Schwab & Co., Inc. serves a large client base of primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers both non-discretionary investment guidance and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.

David Haas is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 17 years of industry experience. Prior to joining Raymond James in 2026, he was affiliated with DMKC Advisory Services LLC and D.M. Kelly & Company for 18 years. He is also involved with Lorbiecki Group, providing financial advisory services. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering non-discretionary financial planning and consulting with a range of portfolio management styles supplemented by proprietary research.

Karina Casini is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 credentials and over 31 years of industry experience. She has had a long tenure with Wells Fargo entities since 2002, including roles at Wells Fargo Bank NA and Wells Fargo Clearing. Casini also serves as a temporary conservator and holds power of attorney for her mother. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides a broad range of investment and financial planning services to individuals, trusts, and institutional clients, offering tailored recommendations through a network of financial advisors.

Anthony Ranallo is a Wealth Management Advisor and Managing Director at Merrill Lynch Wealth Management, where he leads The Ranallo Group. This team is one of the largest wealth advisory groups in Iowa, managing over $2 billion in individual and institutional assets as of January 2026. The group focuses on working with corporate retirement plans and qualified individuals, emphasizing retirement asset accumulation and distribution strategies. Anthony has been active in the financial services industry since 2002, providing services in investment consulting for defined contribution plans, personal retirement planning, family wealth management strategies, and managing new wealth. His practice advises attorneys, physicians, business owners, and corporate retirement plans, offering customized services including investments, retirement planning, trust and estate planning services, and banking and cash management through Bank of America. He holds a Bachelor of Science degree in Finance from Arizona State University and completed a Master of Science in Financial Planning at the College for Financial Planning in Denver, Colorado. Anthony has attained several professional certifications including CERTIFIED FINANCIAL PLANNER® (CFP), Certified Investment Management Analyst (CIMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Outside of his professional work, Anthony enjoys cooking, golfing, soccer, and spending time with his family.

James Morris is a CFA® charterholder and Series 63 licensee with two years of experience in the financial industry. He has worked at UBS Financial Services since 2024 and previously held roles at Principal Financial Group, GreenState Credit Union, and briefly with the Dallas Cowboys. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering financial planning, portfolio management, and a broad range of investment products. The firm combines institutional trading capabilities with wealth management and delivers advisory services through a network of Financial Advisors using proprietary research and model-based asset allocations.

Melanie Skelton is a financial advisor with Ameriprise in Pleasant Hill, IA, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. She has worked with Ameriprise and its affiliated entities since 2006. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Andrea Anderson is a financial advisor with Wells Fargo Clearing in Bettendorf, IA, holding Series 63 and Series 65 licenses and having 13 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at WELLS FARGO Advisors, LLC. Outside of her advisory role, Anderson serves on the South Moline Township board, participating in budgetary meetings and discussions on township funds. 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 includes investment policy preparation, performance reporting, participant education, and plan benchmarking, with a notable inclusion of insurance-related investment options and bank deposit sweeps in its offerings.

Vernon Sanftner is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and bringing 39 years of industry experience. He has been with LPL Financial since 2000. Outside of his advisory role, Sanftner is involved in a home-building business as president and owner of B 3 Builders, LLC. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by research, model portfolios, and various management options.

Christopher Janda is a financial advisor with OSAIC in Des Moines, IA, holding Series 63 and Series 65 licenses and having 12 years of industry experience. His prior roles include positions at Lincoln Financial Advisors and Park Avenue Securities. Janda is also the owner of several insurance-related businesses and serves as president of the Bull Moose Club DSM, a networking organization for conservatives aged 45 and under. OSAIC serves a diverse range of retail and institutional clients through an extensive network of advisors, offering integrated brokerage and advisory services, financial planning, and access to various managed account solutions. The firm employs a range of asset-allocation tools and third-party platforms to construct portfolios tailored to client risk preferences.

Gregory Hefner is a financial advisor with Raymond James Financial, holding a Series 66 credential and bringing 12 years of industry experience. He previously worked at Commonwealth Financial Network for 14 years before joining Raymond James Financial Services Advisors, Inc. Hefner is also an associate and employee at Hefner Financial, where he is involved in investment advisory activities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports clients through various advisory programs, with specialized services in municipal and public finance and SIMPLE IRA employer advisory consulting.