Stephanie Bolles is a CFP® with 24 years of experience in the financial industry. She is currently with LPL Financial and previously worked for Securities America, Inc., and Householder Group Financial Advisors, LLC. Outside of her advisory work, she owns The Dwarf Depot, a business focused on produce, eggs, and livestock breeding in Saint Charles, Iowa. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, with investment strategies implemented through a network of investment adviser representatives.

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 with LPL Financial, holding a Series 66 designation and 17 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley & Co. LLC before joining LPL Financial in 2013. 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 portfolio programs, and institutional platforms.

Alec Harrold is a financial advisor with LPL Financial, holding a Series 66 credential and one year of industry experience. His prior roles include positions at Anthony Marano Company and BKD CPAs & Advisors. 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 a range of investment and financial planning solutions supported by advanced technology and a broad network of more than 22,800 advisors.

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.

Jonathon Mcfall is a financial advisor at LPL Financial in West Des Moines, IA, holding a Series 66 designation with 11 years of industry experience. His prior roles include positions at Cadaret Grant & Co., SAGEPOINT FINANCIAL, and Capital Financial Services, Inc., along with 14 years in insurance. 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, supported by a large network of advisors and advanced operational tools.

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.