Stacey Koeppen is a CFP® with 12 years of industry experience and has been with Edward Jones since 2013. She serves as a board member for Community Champions in Ankeny, IA, helping to connect charitable needs with local nonprofits. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its extensive advisor and branch network as well as its affiliated capabilities beyond traditional advisory services.

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.

Lori Baldwin is a Series 66-licensed financial advisor with Edward Jones in Altoona, Iowa, where she has worked since 2011, totaling 15 years of industry experience. Outside of her advisory role, she is involved in agricultural business as the owner of a farmland operation and serves as a bookkeeper for a transportation LLC in Mingo, Iowa. Edward Jones is a full-service wealth management firm that serves a broad client base including individual, institutional, and charitable clients, managing over $1 trillion in assets with a nationwide network of advisors. The firm offers a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and tax-efficient services under a fiduciary standard.

Nicholas Lensing is a Series 66 credentialed financial advisor with nine years of industry experience. He has worked at Edward Jones since 2019 and previously held roles at Principal Securities, Inc., Principal Life Insurance Company, Easter Seals Iowa, and Iowa State University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Meredith Herr is a financial advisor with Ameriprise in West Des Moines, IA, holding Series 65 and Series 66 credentials and 29 years of industry experience. She has been with Ameriprise and its affiliates since 2005. Outside of her advisory role, she supports THE FISH20 GROUP, LLC by handling administrative tasks and trade execution. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing planning advice focused on retirement income, utilizing a collaborative, non-discretionary approach supported by internal research and third-party data.

Letitia Anderson is a financial advisor at Cambridge Investment Research Advisors with 27 years of industry experience. She holds Series 65 and Series 66 credentials and previously worked at Broker Dealer Financial Services Corp. for 19 years. Anderson serves on the boards of the Fort Dodge Daybreak Rotary and the Almost Home Humane Society of North Central Iowa and acts as treasurer for the Fort Dodge Fine Arts Association. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, pension plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, employing a variety of investment platforms and strategies tailored to client objectives.

Jeffrey Olson is a financial advisor at Thrivent Investment Management with 27 years of industry experience. He has been with Thrivent Financial for Lutherans and its investment management division since 2002. Olson holds Series 63 and Series 66 designations. 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 that covers a broad range of topics, with the option to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Curtis Malone is a financial advisor at LPL Financial with 14 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at LPL Financial since 2022, following a decade at CUNA Brokerage Services, Inc. and CUNA Mutual Group. 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 portfolios, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Sara Crandall is a financial advisor at Morgan Stanley with four years of industry experience. She holds a Series 66 designation and has previously worked at Citigroup and BMO Asset Management, among other firms. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs a structured planning process that uses firm-approved tools and modeling techniques to support client financial plans.

Aaron Hard is a financial advisor at Charles Schwab with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab Bank, SSB and Charles Schwab & Co., Inc. since 2020, following four years at TIAA. Outside of his advisory role, he serves as a member of the Finance Committee at Ames First United Methodist Church. Charles Schwab & Co., Inc. serves a large client base primarily comprised of 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 discretionary separately managed accounts, offering multi-asset model portfolios supported by centralized custody and brokerage services.

James Rose is a financial advisor with Wells Fargo Clearing in Ankeny, IA, holding Series 63 and Series 65 credentials and having one year of industry experience. His prior work includes roles at Wells Fargo Bank, Nationwide, uBreakIfix, and Cellular Only. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans 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.

John Hatlevig is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and having nine years of industry experience. He has been with Thrivent and its related entities since 2016 and previously worked at DocClarity from 2005 to 2017. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm focuses on holistic, goal-based financial planning across various topics and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Stephen Mcgoldrick is a financial advisor at OSAIC with 31 years of industry experience. He previously worked at Lincoln Financial Advisors Corporation for 31 years before joining OSAIC in 2025. Outside of his advisory work, he coaches kickboxing and resistance training. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios managed on both discretionary and non-discretionary bases.

Benjamin Warrick is a CFA® charterholder with 18 years of industry experience. He is currently an advisor at LPL Financial, where he has worked since 2021. Prior to this, he held roles at Wdf LLC, Financial Service Professionals, and Waddell & Reed, INC., among others. Warrick also worked for Des Moines Public Schools for seven years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by a network of over 22,800 investment adviser representatives.

Brent Moore is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations. He has been with Wells Fargo Bank since 2013 and began his advisory role in 2026. He is based in West Des Moines, IA. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Noah Holthaus is a financial advisor at Edward Jones in Windsor Heights, IA, with three years of industry experience. He holds the Series 66 designation and previously owned an automotive detailing business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions, supported by a large national network of financial advisors and branch offices.

Julia Peoples is a financial advisor at Morgan Stanley with 11 years of industry experience. She has held prior roles at Avantax Investment Services, Inc., Riverview Financial Group P.C., and TJ Maxx. Peoples holds Series 65 and Series 66 licenses. Morgan Stanley Wealth Management offers a range of advisory programs for individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-based financial planning services.

Karla Przybyszewski is a financial advisor with Edward Jones, holding a Series 66 designation and totaling five years of industry experience. Her career has been with Edward Jones since 2010. 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 broad network of financial advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Wynn Walters is a financial advisor with UBS Financial Services in West Des Moines, IA, holding Series 63 and Series 66 registrations and bringing 28 years of industry experience. He has been with UBS since 2006. Outside of advisory work, he is involved in proofreading and court reporting activities for multiple reporting firms. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to a range of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and provides research-driven advice tailored to clients’ goals and risk tolerances.