Jeffrey Baker is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior work includes positions at Woodbury Financial Services and Questar Capital Corporation. He is also the owner of a tax preparation and payroll services firm and leads a financial advisory practice under Expedition Wealth Management. OSAIC Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services with a focus on diversified portfolios that utilize automated tools and third-party managers.

Priscilla Dickinson is a financial advisor with Morgan Stanley in West Des Moines, IA, holding a Series 66 designation and 12 years of industry experience. She has been with Morgan Stanley and its Private Bank division since 2014 and 2015, respectively. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery tools and investment modeling techniques.

Grant Clark is a financial advisor at Stifel with 27 years of industry experience. He holds the Series 66 designation and has worked at Stifel since 2024, previously spending 13 years at Bank of America and 25 years at Merrill. Stifel serves a diverse client base, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment strategy methodology developed by its Investment Strategy Group.

Kimberly Ranallo is a financial advisor at Merrill with 18 years of industry experience, holding a Series 66 designation. She has worked at Merrill since 2014 and has been affiliated with Bank of America, N.A. since 2016. Outside of her advisory role, she is a co-owner of a family rental property in Waukee, Iowa. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jami Johnson is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. Her prior roles include positions at Principal Life Insurance Co. and Principal Securities Inc., as well as Associated Benefits Corporation. She is also employed at Jordan Creek Financial Solutions in West Des Moines, IA. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts by offering financial planning, investment management, and retirement plan advisory services. The firm delivers customized strategies through multiple platform arrangements and provides access to both proprietary and third-party investment models.

Justin Ryan is a CERTIFIED FINANCIAL PLANNER™ professional with 21 years of industry experience, currently associated with Cambridge Investment Research Advisors since 2020. He previously worked at VOYA Financial Advisors from 2014 to 2020. Outside of his advisory role, he owns and operates several businesses including an independent insurance agency and financial planning firms, and is involved in farming operations through a family-owned LLC. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory services. The firm supports a wide range of investment strategies and platforms, combining proprietary models with access to third-party managers and is known for its institutional features such as advisor transition programs and documented business relationships with attorneys and CPAs.

Byron Williamson is a financial advisor at LPL Financial with 20 years of industry experience and holds a Series 66 designation. He has been with LPL Financial since 2013. Outside of his advisory role, he is involved with Williamson Rhoades Investment Strategies and Institutional Capital Resources, both as a 50% owner. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, with model portfolios and research support from multiple sources.

Aaron Cavazos is a financial advisor at Raymond James & Associates with eight years of industry experience. He holds the Series 66 designation and has been with Raymond James since 2017. Prior to his career in finance, he worked at Solar Transport for six years. Outside of his advisory role, he serves as a Board of Adjustment member for the City of Urbandale, Iowa, where he votes on zoning exception appeals. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional investors, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a broad range of portfolio management styles and affiliated research.

Sarah Dols is a financial advisor at Cambridge Investment Research Advisors with 26 years of industry experience. She has held positions at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2020 and previously worked at Voya Financial Advisors from 2015 to 2020. Outside of her advisory roles, she has been involved with WineStyles Tasting Station since 2015. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent professionals, utilizing a variety of portfolio management solutions and both proprietary and third-party investment strategies.

Brock Norton is a financial advisor at OSAIC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Ameritas Investment Corp and Sii. Outside of his advisory role, Norton is a managing partner in several LLCs that oversee commercial properties leased to Central Financial Group, where he also assists in managing the Fort Dodge office. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage, investment advisory services, and access to third-party money managers. The firm employs asset-allocation tools and automated rebalancing to construct diversified portfolios across various investment vehicles.

Dan Mcphail Jr. is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and possessing 18 years of industry experience. Prior to joining Raymond James in 2026, he operated DMKC Advisory Services, LLC and worked at D.M. Kelly & Company from 2007 to 2026. Raymond James & Associates, Inc. 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 individuals, institutional clients, pension and profit-sharing plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Aimee Holmes is a financial advisor at Raymond James & Associates with 22 years of industry experience. She holds a Series 66 designation and previously worked for RBC Capital Markets for 10 years before joining Raymond James in 2019. 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 wide range of clients, including individuals, institutions, charitable organizations, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services through various portfolio management styles and affiliated research.

Benjamin Mauro is a financial advisor with Mass Mutual Investors Services and holds the Series 66 designation. He has been with Mass Mutual Investors Services since 2024 and was previously employed at MassMutual Life Insurance Company starting in 2025. Mauro's background includes education roles at Wartburg College and Dowling Catholic High School. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, employing firm-approved tools to develop client recommendations without discretionary authority.

Karl Ritland is a CFP® professional with 24 years of experience in the financial industry, all spent at Edward Jones since 2002. He holds the Series 66 designation and is based in Pleasant Hill, Iowa. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients across various segments, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

Jeffery Gardner is a financial advisor at Wells Fargo Advisors in West Des Moines, IA, holding a Series 66 designation with 11 years of industry experience. His prior work includes roles at Fisher Investments, TD Ameritrade, Scottrade, and Voya. Outside of his advisory work, he co-owns a business involved in unstuffing plush animals. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with a broad range of investment and fee-based financial planning services. The firm offers tailored recommendations using proprietary research and planning tools, with specialized services for niche client needs such as business-owner transition and special-needs planning.

Lisa Thai is a financial advisor with Edward Jones in Des Moines, IA, holding a Series 66 designation and nine years of industry experience. She has worked exclusively with Edward Jones since 2016. 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 programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Roger Grefe is a financial advisor at Raymond James & Associates with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James since 2007. Grefe serves on the Greater Des Moines Community Foundation Investment Committee. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Colby Spann is a CFP® with 15 years of industry experience, currently serving at Raymond James & Associates since 2020. Prior to this, he worked for RBC Capital Markets LLC for 10 years. He holds the Series 66 designation. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a broad client base including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services, utilizing various portfolio management styles and affiliated research.

Trenton Hilbrands is a Series 66 licensed financial advisor with Wells Fargo Advisors, based in West Des Moines, IA, with one year of industry experience. Prior to joining Wells Fargo Advisors in 2024, he worked at Adel DeSoto Minburn Community Schools and has a background that includes roles at Northwestern College and LeMars YMCA. Outside of his advisory work, he serves as an assistant basketball coach at Adel DeSoto Minburn Community Schools. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options through a large network of advisors. The firm integrates research, planning tools, and multiple financial product channels to develop tailored recommendations for clients.

Nancy Anstoetter is a financial advisor with RBC Capital Markets, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. Her prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of her advisory work, she serves on the board of directors for a women's vocational program in Ghana and participates in community leadership and stewardship activities within local organizations. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a variety of advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, featuring options for portfolio customization, tax management, and responsible investing.