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Graciela V
Series 66, Series 63
Ankeny, IA
Edward Jones
Graciela Van Wyk is a financial advisor with Edward Jones in Ankeny, IA, holding Series 66 and Series 63 licenses and 18 years of industry experience. She previously worked at Principal Securities and Principal Life Insurance for 17 years and has been involved with Children & Families of Iowa for 19 years. Van Wyk is also the owner of EmpowerED Voices, a business focused on English/Spanish interpretation and tutoring. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and affiliated investment products. The firm manages over $1 trillion in assets through a nationwide network of more than 23,000 financial advisors and 15,000 branch offices.
Rafael D
Series 66
Polk City, IA
Ameriprise
Rafael Diaz is a financial advisor at Ameriprise with 11 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliate since 2012. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.
Josiah S
CFP®, Series 66
Ames, IA
Edward Jones
Josiah Soderstrum is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Edward Jones since 2021. His prior roles include positions at Leighton State Bank, Grinnell Mutual, The Bridge, and Central University of Iowa. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, offering a range of advisory programs and investment solutions. The firm has a nationwide network of approximately 23,701 financial advisors and manages around $1.01 trillion in assets.
Jay B
Series 66
Grimes, IA
Ameriprise
Jay Bollman is a financial advisor with Ameriprise in Norwalk, Iowa, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Bollman is involved in hunting guide services through South Dakota Pheasant Ventures, LLC, and serves as Treasurer on the Board of Directors for the Norwalk Naturals Athletic Club. Ameriprise offers retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to produce personalized recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional financial services provider.
Dillon M
Series 66
Ankeny, IA
J.P. Morgan Securities
Dillon Miller is a financial advisor at J.P. Morgan Securities with two years of industry experience. His prior work includes positions at U.S. Bank and service in the Army Reserves from 2016 to 2024. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and a manager-solutions team to deliver non-discretionary advice. The firm incorporates an ESG eligibility framework in its investment recommendations and offers access to a broad range of product types through its registrations and affiliations.
David J
Series 66
Granger, IA
Ameriprise
David Jesse is a financial advisor at Ameriprise with 26 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2005. Outside of advising, he is involved in a payroll and HR services business. Ameriprise serves clients primarily through a retirement-income planning service for individuals nearing or in retirement, offering detailed recommendation reports and combining research, modeling, and tax-efficiency analysis. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.
Andrew K
Series 66
Ames, IA
Edward Jones
Andrew Kral is a financial advisor with Merrill Lynch Wealth Management. In his role, he works with a diverse group of clients, including professionals, business owners, retirees, and families, helping them develop personalized financial approaches to pursue their goals. He focuses on building clarity and confidence around clients' financial lives, both current and future, by understanding their circumstances, priorities, and vision. Andrew holds a High School Diploma from Don Bosco High School and attended Iowa State University without obtaining a degree. He holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He is affiliated with professional organizations such as the College for Financial Planning and the National Association of Plan Advisors. Outside of his professional work, Andrew is involved with community organizations including Habitat For Humanity and Scouting America. His personal interests include baseball, camping, fishing, football, golfing, hunting, music, running, spending time with family, and watching movies.
Tam L
Series 63, Series 66
Ankeny, IA
Edward Jones
Tam Le is a financial advisor with Edward Jones in Ankeny, IA, holding Series 63 and Series 66 credentials and has 11 years of industry experience. Prior to joining Edward Jones in 2021, Tam worked for Wells Fargo Clearing from 2014 to 2021. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.
Crystal E
Series 66
Ankeny, IA
Cetera
Crystal Edwards is a financial advisor at Cetera with 15 years of industry experience. She holds a Series 66 designation and has worked with Cetera and its affiliates since 2017, with prior roles at Wells Fargo Advisors. Outside of her advisory work, she is a co-owner of Southlawn Catering Company. Cetera Investment Advisers LLC serves a broad client base including 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 that includes affiliated and third-party managers.
Amy W
Series 63, Series 65
Ankeny, IA
Cetera
Amy Wright is a financial advisor with Cetera Wealth Services LLC, holding Series 63 and Series 65 licenses and 11 years of industry experience. She has worked with several firms including Avantax and LSB Wealth Management. Wright owns Wright Financial Solutions, her financial services business through Avantax, where she provides client meetings, account reviews, and retirement planning. Cetera Investment Advisers LLC is a large SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform with various portfolio management and planning services, supporting a range of investment approaches and program structures.
Derrick H
Series 66
Ames, IA
STIFEL
Derrick Hannah is a financial advisor at Stifel with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America and Merrill. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.
Shea T
Series 66
Ames, IA
LPL Financial
Shea Thilges is a financial advisor at LPL Financial with a Series 66 credential and one year of industry experience. Prior to joining LPL, Shea has worked at First National Bank, Edward Jones, and Main Street Specialties, and has held roles in education and community organizations in Iowa. 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 broad range of financial planning and advisory programs, utilizing model portfolios and research from multiple sources to support diversified investment strategies.
Jakeb B
CFP®, Series 66
Ankeny, IA
Edward Jones
Jakeb Bakken is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2020. His prior work includes roles at Nationwide Insurance and the City of North Liberty. He also serves in the Iowa Army National Guard, where he has been a member since 2014. Edward Jones is a full-service wealth management firm with over $1 trillion in assets under management, serving individual and institutional clients through a nationwide network of more than 23,000 financial advisors. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and proprietary funds, operating under a fiduciary standard.
Steven H
Series 63, Series 65
Ankeny, IA
LPL Enterprise
Steven Hustedt is a financial advisor with LPL Enterprise who holds Series 63 and Series 65 credentials and has 36 years of industry experience. He has worked at Prudential Insurance Company of America since 1990 and was affiliated with Pruco Securities, LLC from 1990 to 2024. He is involved in health insurance brokerage activities through multiple related agencies. LPL Enterprise serves a diverse client base including individuals, retirement plans, charities, corporations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset management. The firm integrates advisory programs with brokerage and insurance products on a single platform.
Emmi M
Series 63, Series 65
Nevada, IA
OSAIC
Emmi Miller is a financial advisor at OSAIC with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Securities America Advisors and Avantax Advisory Services. In addition to her advisory role, she serves as secretary for the Nevada Iowa Rotary Club and operates an enrolled agent tax preparation and bookkeeping practice at Skinner & Associates, Inc. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services with a range of investment solutions that include stocks, bonds, mutual funds, ETFs, and alternative investments.
Peter S
Series 66
Grimes, IA
Edward Jones
Peter Smith is a financial advisor at Edward Jones in Grimes, Iowa, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones in 2022, he worked for the City of Urbandale from 2014 to 2022. He serves as treasurer for two local chapters of Folds of Honor, a nonprofit organization supporting families of fallen law enforcement officers and first responders, in a nontraditional role without handling assets. 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 solutions supported by a large nationwide network of financial advisors and branch offices.
Brooke M
Series 66
Ankeny, IA
LPL Financial
Brooke Martin is a financial advisor with LPL Financial in Ankeny, IA, holding a Series 66 credential and 10 years of industry experience. She has previously worked at Wealthcare Advisory Partners, CUNA Brokerage Services, CUNA Mutual Group, INVEST Financial Corporation, and Deere Employees Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs, financial planning services, and access to both discretionary and non-discretionary management solutions supported by in-house and third-party research.
Curtis B
Series 63, Series 65
Ankeny, IA
Edward Jones
Curtis Brooks is a financial advisor with Edward Jones in Ankeny, IA, holding Series 63 and Series 65 licenses and 14 years of industry experience. His prior roles include positions at Bankers Life Securities, ProEquities, and Bankers Life & Casualty. He has been with Edward Jones since 2017. 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 wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient services, operating under a fiduciary standard.
Melanie V
CFP®, Series 66
Huxley, IA
Edward Jones
Melanie Vespestad is a CFP®-certified financial advisor at Edward Jones with five years of industry experience. Her prior roles include positions at Wells Fargo and Stella & Dot. Outside of finance, she operated a photography business for seven years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and affiliated services, supported by a large nationwide network of financial advisors and branch offices.
Daniel D
Series 63, Series 65, Series 66
Ames, IA
STIFEL
Daniel Divine is a financial advisor at Stifel with 29 years of industry experience. He has been with Stifel since 2009 and holds the Series 63, Series 65, and Series 66 licenses. Outside of his advisory role, he serves as Bailli (president) of the local chapter of La Confrérie de la Chaîne des Rôtisseurs, an international gastronomic society focused on promoting the culinary arts. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment strategy and probabilistic modeling developed by its Investment Strategy Group.
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