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 based in West Des Moines, IA. He holds the Series 66 designation and has 24 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Advisors LLC, and A. G. Edwards & Sons, Inc. Steinkamp is also involved in non-variable insurance. 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 financial planning and investment management services, utilizing both proprietary and third-party strategies across various platforms.

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.

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.

Aimsley Kadlec is a Series 65-licensed advisor at LPL Financial with one year of industry experience. Prior to joining LPL Financial, Kadlec worked at EcoEngineers and Techtron Environmental Solutions and has experience in environmental and educational roles. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced operational and research tools.

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.

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 who holds a Series 66 designation and has 20 years of industry experience. She has worked at LPL Financial since 2020 and previously held positions at Royal Alliance Associates, Sii, Ameritas Investment Corp, FIRST AMERICAN BANK, and Dewaay Capital Management. Outside of her advisory role, she is a commissioned notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, with advice delivered primarily by investment adviser representatives using 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.