Michele Flanagan is a financial advisor at Wells Fargo Advisors with 34 years of industry experience. She has been with Wells Fargo in various capacities since 2011, including roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her financial career, she is involved with the Savannah Bananas as a ticket scanner. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad menu of planning options tailored to clients with specific net-worth thresholds and integrates advisory services with a range of financial products and referral channels.

Jacob Gaskell is a financial advisor with RBC Capital Markets and holds a Series 66 designation. He has 21 years of industry experience, with prior roles at Wells Fargo Clearing and WELLS FARGO Advisors. He also serves as an executor for a family friend. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutions, and charitable organizations. The firm provides customized portfolio management and financial planning services through multiple advisory programs, utilizing a mix of in-house and third-party investment managers.

Scott Jackson is a financial advisor at UBS Financial Services with 12 years of industry experience. He has been with UBS since 2013 and holds the Series 66 designation. He participates occasionally in virtual meetings with an investment management company but does not hold a formal role there. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

Matthew Muller is a CFP® with six years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors in West Des Moines, IA. His prior experience includes roles at Wells Fargo Clearing and the University of Iowa Hospitals and Clinics. He holds a partial ownership in a local hometown brewery in Petersburg, IL. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu and develops tailored recommendations using proprietary research and tools, delivering services through discrete engagements with optional implementation.

Thomas Desousa is a financial advisor at LPL Financial with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Royal Alliance Associates and Northwestern Mutual. Outside of his advisory roles, he has been involved in insurance agencies such as KMF Insurance Agency LLC and New Choice Insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base, including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by research from LPL Research and third-party subadvisors.

Tyler Klyn is a CFP® and ChFC® with 13 years of industry experience. He has been with Cambridge Investment Research Advisors since 2016. Outside of his advisory work, he serves as a youth athletics weight trainer at Pella Christian High School. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, trusts, estates, and retirement-plan sponsors. The firm provides financial planning, investment management, retirement plan advisory, and financial wellness services through a network of independent Financial Professionals using a variety of portfolio management and model-based solutions.

Suzanne Runyon is a Series 66 licensed financial advisor with Edward Jones in Altoona, IA, and has three years of industry experience. She has been with Edward Jones since 2009, including her current role starting in 2024. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and affiliated funds supported by a large national network of financial advisors and branch offices.

Joseph Schettler is a financial advisor with Edward Jones in Carlisle, IA, holding Series 63 and Series 66 registrations and 26 years of industry experience. He has been with Edward Jones since 1999. Outside of advising, Schettler owns and operates a farm in Carlisle. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and has a nationwide network of more than 23,700 financial advisors.

Paul Rouse Jr. serves as a Financial Advisor with Merrill Lynch Wealth Management. In this role, he collaborates with clients to identify their financial goals and develop tailored portfolio strategies designed to meet their specific needs. He provides ongoing advice and adjusts strategies as clients' situations evolve. Mr. Rouse specializes in areas including college education planning, family wealth management, legacy planning, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, tax minimization, and retirement income. His approach centers around uncovering what matters most to clients and their families to help create effective strategies for pursuing their financial objectives. He holds a Bachelor's Degree from the University of Iowa and holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Outside of his professional work, Paul enjoys activities such as basketball, football, golfing, pickleball, scuba diving, spending time with his family, tennis, traveling, and watching movies.

Dustin Kurtz is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and nine years of industry experience. He has worked at Cambridge in various capacities since 2015 and was previously with Edward Jones from 2018 to 2020. Outside of his advisory role, he is employed in sales at Scheels All Sports. Cambridge Investment Research Advisors serves a wide range of clients, including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services. The firm provides tailored investment strategies through a network of independent Financial Professionals and manages portfolios via multiple platform arrangements, combining proprietary and third-party model solutions.

Mark Mazzie is a financial advisor with RBC Capital Markets who holds Series 63 and Series 66 credentials and has 29 years of industry experience. He has worked at RBC Capital Markets Corporation since 2008 and concurrently with City National Bank since 2020. Outside of his advisory role, Mazzie serves as president of the Iowa Chi Chapter of Sigma Alpha Epsilon Fraternity Housing Corporation. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple wrap fee advisory programs and customizes investment strategies through a combination of in-house and third-party managers, with features such as tax management and responsible investing.

Michael Rooney is a financial advisor with RBC Capital Markets in Clive, Iowa, holding Series 63 and Series 65 credentials and 33 years of industry experience. He has been with RBC Capital Markets since 2008 and also works at City National Bank. Outside of his advisory role, he serves on the Ankeny School District School Board and is a director of the South West Iowa Game Club. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers tailored investment strategies through various advisory programs and combines in-house and third-party investment management resources.

Matthew Fortune is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses and two years of industry experience. He has worked at Wells Fargo Bank, N.A. since 2017 and previously held positions outside the financial sector at The Rib Shack and Culvers. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment options alongside traditional products.

Trevor Shaner is a financial advisor at UBS Financial Services with 33 years of industry experience. He has been with UBS since 1992 and holds Series 63 and Series 65 designations. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses research from its Chief Investment Office and UBS Global Research to tailor client strategies.

Caleb Stekl is a financial advisor with Morgan Stanley in West Des Moines, IA, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Principal Advised Services, Principal Life Insurance, and Transamerica. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs, including tailored financial planning supported by firm-approved tools and a structured discovery process.

Darcy Stroinski is a financial advisor at Cetera with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Community State Bank since 2000, alongside roles at Cetera and Cetera Wealth Services. Outside of his advisory work, Stroinski volunteers with Iowa Bird Rehabilitation and serves as a statistician for the Central Iowa D League adult hockey league. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management, financial planning, and retirement services, operating a multi-manager platform with both discretionary and non-discretionary account options.

Robert Meadows is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds Series 65 and Series 63 licenses and has worked with Wells Fargo affiliates since 2015. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients by providing investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and integrates research and analytics from Wells Fargo Investment Institute and third-party sources in its investment approach.

Tyler Peterson is a CFP® with three years of industry experience, currently serving as a financial professional at Cetera in West Des Moines, IA. He previously worked at Navex and Choreo, LLC. Tyler is also involved with Premier Retirement Plan Advisors, where he assists in financial services and client support. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services and operates a multi-manager platform with discretionary and non-discretionary program options.

Kristi Mignano is a financial advisor at OSAIC with 25 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Woodbury Financial Services, Voya Financial Advisors, and Broker Dealer Financial Services Corp. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations, offering a wide range of integrated brokerage, advisory services, and access to third-party managers. The firm uses asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage portfolios across multiple investment types.

Joshua Fordyce is a financial advisor at Edward Jones with a Series 66 designation and recent industry experience. His prior work includes roles in education with Sioux City Community Schools and Siouxland Christian School, as well as entrepreneurial experience running Fordyce's Rides. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large national network of advisors and branch offices.