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 one year of industry experience. She holds the Series 66 designation and has previously worked in various roles including at Waukee Dental and Dentistry at Somerset before joining Charles Schwab. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of wrap fee advisory, brokerage, custody, and financial planning services. The firm’s client relationship model includes both non-discretionary investment guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and research from the Schwab Center for Financial Research.

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.

Brian Herbel is a CFP® professional with 26 years of industry experience, currently serving as a financial advisor at Edward Jones since 2000. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he is a member and organizer of a real estate venture called Spirit Of Truth in Ankeny, IA. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

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 at Ameriprise Financial Services with a Series 66 credential and seven years of industry experience. Prior to joining Ameriprise, he worked at City National Bank and RBC Capital Markets and served 25 years in the United States Air Force. He is also the President of the Des Moines Airshow Board of Directors, a charitable foundation. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on written recommendations, retirement-income planning, and tax-aware withdrawal strategies for clients approaching or in retirement.

Laura Nilius is a CFP® professional with seven years of experience in the financial services industry. She has worked with CliftonLarsonAllen Wealth Advisors, LLC and the Foster Group before joining LPL Financial in 2022. 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 a range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

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.

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 financial advisor with LPL Financial, holding a Series 66 designation and 10 years of industry experience. She has worked at several firms, including Cetera Advisor Networks and Worsfold Wealth Management. 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 advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

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, holding Series 63 and Series 65 credentials and bringing 52 years of industry experience. He has been with LPL Financial and its predecessor entities since 2002. 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 a range of financial planning and investment management services through a large network of advisors, utilizing a variety of portfolio strategies and technology tools.