Allison Mark is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 licenses and having two years of industry experience. She has worked with Wells Fargo Clearing since 2023 and also has a role as a guest services attendant at the Iowa Event Center. 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 both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and third-party sources.

Jenna Leaven Miller is a Series 66 licensed financial advisor with nine years of industry experience. She is currently with LPL Financial and has held prior roles at Cetera Advisor Networks, Worsfold Wealth Management, Summit Brokerage Services, and other firms. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and nonprofits through a national network of advisors. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

Jennifer Boldt is a financial advisor with Mass Mutual Investors Services who holds Series 65 and Series 63 licenses and has 17 years of industry experience. She previously worked at Guardian Life Insurance Company of America for 15 years before joining Mass Mutual in 2024. Outside of her advisory work, she serves as secretary on the advisory board of a construction software company and is licensed as an insurance broker focusing on life and disability insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers a range of planning programs, including a recent standalone Divorce Planning service, and uses firm-approved software tools to deliver written recommendations tailored to clients' goals.

John Phillips Jr. is a financial advisor with Cetera, holding a Series 66 credential and 14 years of industry experience. He has previously worked with Voya Financial Advisors and Prisma Financial, and serves as President of Premier Retirement Plan Advisors, Inc. Outside of advising, he is involved in managing real estate holdings through two LLCs. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors, utilizing a multi-manager platform and various program structures.

Vincent Mccarty II is a financial advisor with LPL Financial in West Des Moines, IA, holding Series 63 and Series 65 licenses and possessing 51 years of industry experience. He has been with LPL Financial (formerly LINSCO/PRIVATE LEDGER CORP.) since 2002. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, research from multiple sources, and various technology-driven investment strategies.

Travis Gaule is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 20 years of industry experience. He previously worked at Edward Jones for nine years before joining LPL Financial in 2025. 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 financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Michael Cordes is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 13 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC. Based in West Des Moines, IA, he provides advisory services within a large institutional firm. Wells Fargo Clearing offers retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s IPS-driven approach incorporates modern portfolio theory and includes both non-discretionary and discretionary services, with a notable offering of insurance-related vehicles and bank deposit sweep options as part of its investment menus.

Andrew Blize is a financial advisor with LPL Financial in West Des Moines, IA, holding a Series 66 credential and 10 years of industry experience. His prior roles include positions at MassMutual Life Insurance Co., MML Investor Services, Park Avenue Securities, Guardian Life Insurance Company, Princor Financial Services Corporation, and Principal Life Insurance Company. 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, including discretionary and non-discretionary management, with access to model portfolios, research, and various investment strategies.

Keith Piscitello is a CFP® professional with 18 years of industry experience. He is currently affiliated with Cambridge Investment Research Advisors and has previously worked at Lincoln Financial Advisors, Wells Fargo Clearing, Bank of America, and Merrill Lynch. Outside of his advisory role, he serves as secretary for the Mid Iowa Estate and Financial Planning Council and is a board member of the Alzheimer’s Association Iowa Chapter Professional Advisory Board. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement services through a network of independent financial professionals. The firm offers a range of portfolio management options and proprietary model strategies, with investment implementation tailored to client objectives across multiple custody platforms.

Matthew Probst is a financial advisor at Morgan Stanley with five years of industry experience. He holds the Series 66 designation and previously worked at Meredith Corporation and IBM. He has been with Morgan Stanley since 2019, including time at Morgan Stanley Private Bank, N.A. since 2024. Morgan Stanley Wealth Management offers advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and modeling tools, providing clients with tailored financial plans.

Adelyn Carmody is a financial advisor with Morgan Stanley in West Des Moines, IA, holding a Series 66 designation and three years of industry experience. Prior to joining Morgan Stanley, she worked at RBC Capital Markets and has held roles outside finance, including positions at Caribou Coffee and Rover. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets using a structured planning process and a range of advisory programs.

Christy Wetrich is a financial advisor with Morgan Stanley in West Des Moines, IA, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has been with Morgan Stanley and its predecessor, Morgan Stanley Smith Barney, since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques to support its financial planning process.

Jesse Burr is a financial advisor at Charles Schwab with 26 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Charles Schwab and Co., Inc., Charles Schwab Bank SSB, TD Ameritrade, and Scottrade. Outside of his advisory role, he is a partner in a rental property business and owns agricultural land used for land rental or crop share. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals, offering brokerage, advisory, custody, and managed-account services through its integrated wealth programs. The firm combines non-discretionary advisory services with access to discretionary portfolios managed by affiliates, utilizing multi-asset model portfolios and a formal due diligence process for alternative investments.

Christina Lenze is a financial advisor at RBC Capital Markets with four years of industry experience. She holds the Series 66 designation and previously worked at Principal Financial Group and Premier Credit Union. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs that combine discretionary and non-discretionary portfolio management with financial planning and brokerage services, utilizing both in-house and third-party investment managers.

Drew Miller is a financial advisor at Morgan Stanley with 9 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2016 and 2017, respectively. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions. The firm provides tailored financial planning services supported by structured discovery processes and firm-approved tools.

Austin Bachman is a financial advisor at Cetera with one year of industry experience. He holds a Series 66 designation and has prior work experience at Casey's General Store and Kum & Go. Outside of his work at Cetera, he also provides financial advisory services through Guide Financial Group. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of advisors. The firm offers a broad range of portfolio management and consulting services, utilizing multiple program structures and third-party managers to accommodate diverse client needs.

Lindsey Hall is a financial advisor with Cetera who holds a Series 66 designation and has seven years of industry experience. She has worked at several firms within the Cetera network since 2010 and has also been involved with Winestyles and Voya Financial Advisors. Outside of her advisory role, she teaches yoga and fitness classes as a group fitness coach. Cetera Investment Advisers LLC is an SEC-registered advisor that serves individual, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a range of portfolio management and retirement services and operates a multi-manager platform with various program options, managing over $256 billion in assets.

Dawn Stephens Collins is a CFP® professional with over 10 years of experience in the financial industry. She has been with Edward Jones in Des Moines, IA since 2015. Collins serves on the volunteer Board of Directors for the Iowa Coalition Against Sexual Assault, contributing to leadership and strategic planning for the organization. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual and institutional investors. The firm offers a range of investment advisory programs and maintains a large nationwide network of financial advisors and branch offices.

Scott Franklin is a financial advisor with Morgan Stanley in West Des Moines, IA, holding a Series 63 designation and having 42 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers a range of services supported by structured planning tools and a disciplined investment process.

Kory Borcherding is a financial advisor with Cetera, holding a Series 66 designation and 12 years of industry experience. He has worked with multiple Cetera entities since 2013 and previously with Summit Brokerage Services, Girard Securities, VSR Financial Services, and Investors Capital Corp. Kory is based in West Des Moines, IA. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, supporting various program structures and investment strategies.