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.

Christopher Schonridge is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2019. His prior experience includes roles at Central Standard, Star Destinations, Pinstripes, and Schon Feedlots. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, while operating under a fiduciary standard.

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.

Mark Malone is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Stifel since 2024. Prior to joining Stifel, he worked for 13 years at Bank of America and Merrill Lynch. Stifel serves a wide range of clients including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Lucas Itzen is a financial advisor with RBC Capital Markets in Clive, Iowa, holding Series 63 and Series 66 licenses and four years of industry experience. He joined RBC Capital Markets in 2024 after roles with Axos Clearing, Charles Schwab, and TD Ameritrade. RBC Wealth Management serves individual investors, institutional clients, corporations, and charitable organizations with tailored investment strategies and offers multiple advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and custody services.

Matthew Collins is a financial advisor with Wells Fargo Clearing in Des Moines, IA, holding Series 63 and Series 65 designations and bringing 11 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC and Wells Fargo Bank NA. 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 notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Lindsay Maher is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. She has worked with PFS Investments Inc. since 2008 and Primerica Financial Services since 2006. Outside of her advisory role, Maher tutors biology part-time at St. Thomas Classical Academy in Altoona, Iowa. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited range of discretionary separately managed accounts primarily for individual and high-net-worth clients. The firm emphasizes a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

David Gray is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He previously worked for RBC Capital Markets from 2008 to 2020 before joining Raymond James in 2020. Raymond James & Associates is a large 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 financial planning, investment consulting, and specialized municipal advisory services.

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 in West Des Moines, IA, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. His prior work includes roles at Invest Financial Corp, 1717 Capital Management Company, and PRUCO Securities. He is also president of Team Financial, Inc., a non-variable insurance business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Chad Thomas Killam is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 12 years of industry experience. His prior roles include positions at Russell Investments, Principal Funds Distributor Inc, and Northwestern Mutual Wealth Management Company. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

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.