Andrew Blake is a Senior Financial Advisor at Merrill Lynch Wealth Management who works with families in Iowa and across the country. He partners with his father, David Blake, in The Blake Group to serve the diverse financial needs of a high-net-worth clientele, including business owners, physicians, attorneys, widows, widowers, and multiple generations of families. Since joining Merrill in 2012, Andrew has been involved in portfolio management, overseeing personalized and defined strategies that may include individual stocks, bonds, Merrill Lynch model portfolios, and third-party investment strategies. He holds the CERTIFIED FINANCIAL PLANNER® (CFP) certification, the Chartered Retirement Planning Counselor™ (CRPC) designation, and is a qualified Portfolio Manager. Andrew employs a disciplined, planning-based approach that scrutinizes liabilities alongside investments, providing streamlined access to Bank of America Wealth Management and Commercial Banking services when appropriate. Andrew obtained his Bachelor's Degree from the University of Iowa. Outside of his professional work, he enjoys biking, football, golfing, music, running (including marathons), skiing, swimming, traveling, and spending time with his family.

Kent Patterson is a financial advisor at Edward Jones in Ankeny, Iowa, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2015. 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 through a nationwide network of more than 23,700 advisors and offers a range of discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Michelle Shaji is a financial advisor with Ameriprise in Johnston, IA, holding a Series 66 designation. She has been with Ameriprise since 2025 and has prior experience with the School of Human Ecology and Keeling Wealth Advisors. Ameriprise Financial Services is a large diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides ongoing planning advice focused on income sources and tax-aware withdrawal strategies. The firm’s retirement income program involves a centralized team and uses proprietary research and tools to develop individualized recommendations.

Joyce Brady is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. Her work history includes roles at Royal Alliance Associates, Ameritas Investment Corp, and First American Bank. She is also commissioned as a notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, incorporating both discretionary and non-discretionary management with access to model portfolios, research, and various investment strategies.

John Gremler is a financial advisor with Cambridge Investment Research Advisors in Des Moines, IA, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. His prior roles include six years at Voya Financial Advisors and ownership of Gremler Financial Group since 1999. In addition to advisory work, he operates as an independent insurance agent for various companies. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, trusts, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals using a range of portfolio management and model-based solutions.

Jorge Naranjo is a financial advisor at Charles Schwab with 11 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including Principal Securities and TD Ameritrade. Outside of finance, he is a partner in Chamo Venezuelan Kitchen, a local food service business, where he occasionally helps on weekends. Charles Schwab 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 offers both non-discretionary and discretionary advisory solutions, combining centralized custody and operational infrastructure with multi-asset investment strategies and alternative investment options.

Kevin McMahon is a CFA® charterholder and holds a Series 63 license with 13 years of industry experience. He is currently affiliated with Cambridge Investment Research Advisors and Financial Integrators in Des Moines, IA. Prior to his current roles, he worked for 30 years at Principal Life Insurance Co. Cambridge Investment Research Advisors is a large SEC-registered advisor serving a diverse client base including individuals, pension plans, charitable organizations, and other retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals, utilizing a variety of portfolio management strategies and platform arrangements tailored to client objectives.

Stephanie Bolles is a CFP® professional at LPL Financial with 24 years of industry experience. She previously spent 10 years at Securities America and Securities America Advisors. Outside of her financial advisory work, she owns a produce and livestock breeding business called The Dwarf Depot in Saint Charles, IA. LPL Financial serves a broad range of clients, including individuals, retirement plans, banks, and charitable organizations, offering various advisory programs and financial planning services supported by research and model portfolios.

Grant Judkins is a financial advisor with Cambridge Investment Research Advisors based in Des Moines, IA. He holds a Series 66 designation and has recently begun his advisory career. Prior to his current role, he worked in the construction industry and was involved with the Oakland Athletics organization. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers a range of financial planning, investment management, and retirement advisory services through a network of independent professionals, with both proprietary and third-party strategies available.

Chad Borsheim is a financial advisor at Primerica Advisors with nine years of industry experience. He holds the Series 66 designation and has worked at firms including Edward Jones and Pattison Sand Company. Outside of his advisory role, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure rather than fixed fees.

Jacob Reis is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and seven years of industry experience. He has been with Primerica Advisors since 2018 and also worked at Iowa State University and DC-G School in prior roles. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients through model-based portfolio strategies overseen by external asset managers. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management.

Brian Losh is a financial advisor with Ameriprise in West Des Moines, IA, holding a Series 63 designation and 33 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in business ownership, including co-ownership of a tax preparation firm and other local ventures. Ameriprise offers retirement-income planning services targeted at individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficient strategies to provide personalized recommendations. As a large institutional firm, Ameriprise delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Ryan Dennis is a financial advisor at Wells Fargo Clearing with Series 65 and Series 63 designations and four years of industry experience. His prior roles include positions at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Brooke Sandstoe is a financial advisor with UBS Financial Services in West Des Moines, IA, holding a Series 66 designation and four years of industry experience. Prior to joining UBS in 2026, she held roles at Principal Life Insurance Company and Principal Financial Services, among others. In addition to her advisory duties, she supports client service work and portfolio model design as private staff for Bradley Brown. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations tailored to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management, offering a wide range of capital markets services and fee-based financial planning.

Todd Johnson is a CFP® professional with seven years of experience in the financial industry, currently serving as an advisor at Edward Jones since 2018. Prior to joining Edward Jones, he worked at Rock Communications for 20 years. Based in West Des Moines, IA, he holds the Series 66 designation. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Tiffanie Hinson is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and seven years of industry experience. She has been with Wells Fargo Clearing since 2018 and has worked at Wells Fargo Bank, N.A. since 2015. Outside of her advisory role, she serves as a precinct captain for the Polk County Election Office in Des Moines, Iowa. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with investment options that include insurance-related vehicles and bank deposit sweep programs.

Kent Taylor is a CFP® with 40 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, combining research-driven modeling and tax-efficiency analysis to generate tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Tim Rhoades is a financial advisor at LPL Financial with 17 years of industry experience and holds a Series 66 credential. He has been with LPL Financial since 2013. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, and retirement plan consulting with both discretionary and non-discretionary management supported by in-house and third-party research.

Alec Harrold is a financial advisor at LPL Financial with one year of industry experience. He holds a Series 66 designation and has prior experience working at Anthony Marano Company and BKD CPAs & Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management and a variety of model portfolios and research resources.

Gerald Boesen is a CFP® professional with 40 years of industry experience, currently serving with Raymond James & Associates since 2017. Prior to that, he worked at RBC Capital Markets from 2010 to 2017. 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 high-net-worth individuals, institutions, and municipal entities, providing financial planning, investment consulting, and institutional fiduciary services with a range of portfolio management styles and affiliated research.