Travis Gaule is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He previously spent nine years at Edward Jones before joining LPL Financial in 2025. 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, including financial planning, model portfolios, third-party asset management, and institutional platforms.

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 at LPL Financial with 10 years of industry experience. He holds a Series 66 designation and has previously worked at firms including MassMutual Life Insurance Company, MML Investor Services, Park Avenue Securities, Guardian Life Insurance Company, Princor Financial Services Corporation, and Principal Life Insurance Company. 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 provides a wide range of advisory and brokerage services through a large network of investment adviser representatives, utilizing various investment models and technology tools.

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.

James Wilterdink is a financial advisor at LPL Financial with 21 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms including Wells Fargo Clearing, Charles Schwab, Edward Jones, and Principal Financial Services. Outside of his advisory role, he is the owner of X Factor Labs LLC, a vitamin and supplement business. 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, wrap and model portfolio programs, third-party asset management, and institutional platforms, with investment strategies implemented through a network of investment adviser representatives.

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.

Allison Ver Steegt is a financial advisor at Edward Jones in Ankeny, IA, holding CFP®, ChFC®, and Series 66 designations with nine years of industry experience. Her prior work includes roles at doTERRA and Grinnell Mutual Reinsurance Company. 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 with a large network of advisors and offers a variety of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

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.

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.

Griffin Hatten is a Series 66-credentialed financial advisor with 13 years of industry experience, currently serving at Ameriprise in Norwalk, Iowa. He has been with Ameriprise since 2013, including its prior affiliated entity Ameriprise Financial Services, Inc. Outside of his advisory role, Hatten umpires college baseball games for NCAA and NAIA and is involved in high school baseball as both an umpire and assistant coach. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service, which provides tailored retirement income planning advice based on proprietary investment research and algorithmic tools.

Christopher Pedersen is a CFP® with 15 years of experience currently with Wells Fargo Advisors in West Des Moines, IA. He has worked within various Wells Fargo entities since 2010. Pedersen also owns and operates Pedersen Wealth Management, an independent financial practice based in Waukee, IA. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to clients who meet certain net worth criteria, utilizing proprietary research and tools to develop customized recommendations.