Summer Diaz is a financial advisor with Ameriprise, holding a Series 66 designation and 25 years of industry experience. She has been with Ameriprise since 2005, including her current role since 2020. Outside of her advisory work, she serves as President of Austrian Wealth Systems and is involved with the Fellowship of Christian Athletes. 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 written recommendations, supported by a centralized consulting team and automated processes overseen by a Retirement Income Oversight Committee.

Graciela Van Wyk is a financial advisor at Edward Jones with 19 years of industry experience. She holds Series 66 and Series 63 licenses and previously worked at Principal Securities and Principal Life Insurance for 17 years. Van Wyk is also the owner of EmpowerED Voices, a business focused on English/Spanish interpretation and Spanish tutoring. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated investment products through a nationwide network of financial advisors and branch offices.

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 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 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 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 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 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 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 Edwards is a financial advisor at Cetera with 15 years of industry experience. She holds a Series 66 designation and has worked at Cetera and its associated firms since 2017. Edwards is also a co-owner of Southlawn Catering Company, a local catering business in Ankeny, Iowa. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers multiple portfolio management options and financial planning services through a national network of over 10,000 advisors managing more than $256 billion in assets.

Amy Wright is a financial advisor with Cetera Wealth Services LLC, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. Her prior experience includes roles at Avantax Investment Services, LSB Wealth Management, Lincoln Savings Bank, and LPL Financial. She is also the owner of Wright Financial Solutions, her financial services business. 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 delivered through a large network of independent advisors, utilizing multiple program structures and investment options.

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 Thilges is a financial advisor with LPL Financial based in Ames, IA. He holds the Series 66 designation and has been in the industry since 2025. Prior to joining LPL Financial, he has experience working at First National Bank, Edward Jones, and Main Street Specialties, as well as roles connected to Iowa State University and local schools. 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, third-party asset management, and institutional platforms, supporting advisors with various investment tools and research capabilities.

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 Hustedt is a financial advisor with LPL Enterprise who holds Series 63 and Series 65 licenses and has 36 years of industry experience. Prior to joining LPL Enterprise in 2024, he worked at Prudential Insurance Company of America since 1990 and at Pruco Securities, LLC from 1990 to 2024. Outside of advisory work, he is involved with health insurance brokerage through multiple entities offering group and individual health insurance products. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, and institutional entities. The firm’s investment approach is model-driven, utilizing portfolios developed by internal and third-party strategists, and it offers financial planning, third-party asset manager access, and insurance product sales through affiliated entities.

Emmi Miller is a financial advisor at OSAIC with 13 years of industry experience. She holds Series 63 and Series 65 registrations and has previously worked at Securities America Advisors and Avantax Advisory Services. Outside of her advisory work, Miller serves as Secretary for the Nevada Iowa Rotary and is an enrolled agent involved in tax preparation and bookkeeping through Skinner & Associates, Inc. Osaic Wealth, Inc. serves a broad range of clients including individual investors, high-net-worth clients, pension plans, and charitable organizations through a large network of advisers and multiple platforms. The firm offers integrated brokerage and advisory services using asset-allocation tools and efficient-frontier analysis to construct portfolios that may include stocks, bonds, mutual funds, ETFs, and alternative investments.

Peter Smith is a financial advisor at Edward Jones in Grimes, IA, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones in 2022, he worked for eight years at the City of Urbandale. He serves as a volunteer treasurer for Folds of Honor organizations in both Oklahoma and Iowa, acting as a liaison without handling assets. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients and managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary solutions, and operates under a fiduciary standard.

Brooke Martin is a financial advisor with LPL Financial in Ankeny, IA, holding a Series 66 designation and 11 years of industry experience. Her previous roles include positions at Wealthcare Advisory Partners, CUNA Brokerage Services, CUNA Mutual Group, INVEST Financial Corporation, and Deere Employees Credit Union. 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 portfolio programs, third-party asset management, and institutional platforms.

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 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.