Jonathon Mcfall is a financial advisor with LPL Financial, holding a Series 66 designation and 11 years of industry experience. His prior work includes roles at Cadaret Grant & Co., Inc., SAGEPOINT FINANCIAL, and Capital Financial Services, Inc. He also has 14 years of experience in insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs incorporating discretionary and non-discretionary management, model portfolios, and various institutional services.

Michael Greth is a financial advisor with RBC Capital Markets and holds a Series 66 credential. He has 22 years of industry experience, including roles at City National Bank, Wells Fargo Clearing, and Wells Fargo Advisors. Outside of his advisory work, he serves as a co-trustee for a family trust. RBC Wealth Management, a division of RBC Capital Markets, provides investment and financial planning services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored portfolio management through multiple advisory programs and integrates both in-house and third-party investment resources.

Jan Vonderhaar Pautvein is a CFP® and ChFC® with 25 years of industry experience. She has been with Edward Jones in West Des Moines, IA, for the past 20 years. Outside of her advisory role, she serves on the West Des Moines Library Board Investment Committee, where she reviews trust investments. Edward Jones is a full-service wealth management firm serving individual and institutional clients across the U.S. The firm offers a range of investment advisory programs and maintains affiliated capabilities including a trust company and proprietary mutual funds, supported by a nationwide network of over 23,700 financial advisors.

Brian Thomas is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been with Merrill since 2008, bringing extensive experience from his prior 12 years as a commercial banker, where he served the diverse financial needs of individuals and institutions. Brian holds the Certified Plan Fiduciary Advisor® (CPFA) designation and is a Personal Investment Advisor (PIA). He earned a Bachelor of Science degree in Finance from Iowa State University. Born and raised in Iowa, Brian currently resides in Pella, where he owns a hunting farm. Outside of his professional work, he enjoys baseball with his two sons and follows the Chicago Cubs.

Derek Justice is a financial advisor with Edward Jones in Clive, Iowa, holding Series 63 and Series 66 licenses and having 27 years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory role, he owns a small cow herd for his children to learn about animal raising and manages an apple sales activity involving his family. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment solutions, managing over $1 trillion in assets with a nationwide network of more than 23,700 financial advisors.

Ryan Riviere is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds the Series 63 and Series 66 designations. His prior experience includes roles at NYLIFE Securities LLC, New York Life Insurance Co, Bank of The West, and running Riviere Jenison Securities Ltd. for over a decade. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG eligibility framework and delivers services on a non-discretionary basis, with clients retaining final decision-making authority.

John Brandt is a financial advisor with Ameriprise in Webster City, IA, holding a Series 66 designation and four years of industry experience. Prior to joining Ameriprise in 2021, he worked in various roles including positions at Brick City Grill and Iowa State University. He serves on the Board of Directors for the West Des Moines Chamber of Commerce Young Professionals Committee. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, offering tailored recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines advisory, brokerage, and insurance solutions through affiliated companies, supporting a centralized consulting team that delivers algorithmically supported and customizable retirement planning advice.

Donald Bradley is a financial advisor with Wells Fargo Clearing in West Des Moines, IA, holding Series 63 and Series 65 licenses and having nine years of industry experience. He has been with Wells Fargo Clearing Services since 2016 and Wells Fargo Bank NA since 2011. Outside of his advisory role, he owns and operates an electrical contracting and building maintenance business in Rock Island, IL. 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 grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Jessica Bales is a financial advisor at Charles Schwab with a Series 66 credential. She has been with Charles Schwab Bank SSB and Charles Schwab & Co., Inc. since 2023. Prior to entering the financial industry, her work experience includes roles in dental practices and the hospitality sector. Charles Schwab & Co., Inc. serves a large client base, 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 combines non-discretionary advisory relationships with access to affiliated discretionary SMA portfolios and offers a centralized and integrated approach to custody, brokerage, and advisory services.

Lucas Sibley is a financial advisor with Edward Jones in Altoona, Iowa, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory work, he is involved as a member in several local rental property ventures. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and affiliated financial services, supported by a nationwide network of more than 23,700 advisors.

Caleb Reiman is a financial advisor at Ameriprise in West Des Moines, IA, holding a Series 66 designation with one year of industry experience. Prior to joining Ameriprise in 2024, he worked at Northwestern Mutual for one year and was a student from 2010 to 2024. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with substantial investable assets, providing written Recommendation Reports that cover income sources, Social Security claiming options, and tax-smart withdrawal strategies. The firm utilizes a centralized consulting team and combines research, modeling, and tax-efficiency analysis to deliver tailored, algorithm-assisted recommendations.

Sara Vinson is a financial advisor at Stifel with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Merrill, Cetera Advisor Networks, Voya Financial Advisors, and JPMorgan Chase Bank. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing clients with data-driven asset allocation and planning analyses.

Jeffrey Townsend is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Thrivent Investment Management and Wells Fargo Home Mortgage. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm’s Institutional Consulting Services program delivers customized, non-discretionary advice primarily through a select group of Wealth Advisors.

Casey Kleemeier is a financial advisor at Cetera with Series 65 and Series 63 licenses and three years of industry experience. Prior to joining Cetera, Casey worked at Sammons Institutional Group and held positions at Northwestern College and the City of Winterset. Cetera Investment Advisers LLC is a large SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Gretchen Hostetter is a financial advisor at Morgan Stanley with 36 years of industry experience. She holds Series 66 and Series 63 licenses and has previously worked at E*TRADE Capital Management and E*TRADE Securities. She has been with Morgan Stanley since 2017, with a brief period of unemployment in 2019-2020. Morgan Stanley Wealth Management serves individual and institutional clients by providing a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Chad Lewis is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and six years of industry experience. His background includes roles at City National Bank and RBC Capital Markets, as well as 25 years of service in the United States Air Force. He serves as President of the 2027 Des Moines Airshow Board of Directors, a charitable organization. Ameriprise Financial Services is a large, diversified advisory firm that serves individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through personalized recommendation reports and ongoing advice.

Laura Nilius is a CFP® professional with seven years of experience in the financial services industry. She is currently affiliated with LPL Financial, where she has worked since 2022. Her prior experience includes roles at CliftonLarsonAllen Wealth Advisors, LLC and Foster Group. 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 services, utilizing both discretionary and non-discretionary management approaches supported by proprietary and third-party research.

Lucas Borseth is a financial advisor with Thrivent Investment Management, holding a Series 66 credential and one year of industry experience. His work history includes multiple roles within Thrivent since 2024 and prior experience at Target and American Eagle Outfitters. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based planning on a range of topics and allows clients to combine planning with managed-account services under a consolidated billing option called WealthPlan.

Peter Hill is a ChFC®-designated financial advisor with 32 years of industry experience. He is currently with Cambridge Investment Research Advisors and previously worked at VOYA Financial Advisors. Hill serves as a committee member for the MDRT Foundation and its Main Platform/Special Sessions Committee. Cambridge Investment Research Advisors is a large SEC-registered firm that provides financial planning, investment management, and retirement plan advisory services to a diverse client base, including individuals, pension and profit-sharing plans, and charitable organizations. The firm offers multiple portfolio management solutions through a network of independent Financial Professionals, employing both proprietary and third-party strategies.

Grady Holt is a financial advisor at Morgan Stanley with 29 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Principal Securities, Principal Life Insurance, SPC, and Sammons Retirement Solutions. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning supported by structured discovery processes and advanced modeling tools.