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.

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 in West Des Moines, Iowa, with 13 years of industry experience. He holds a Series 66 designation and has been with UBS since 2013. Jackson has participated in virtual meetings related to investment management but holds no formal role with other financial organizations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including financial planning, portfolio management, and mutual fund distribution. The firm combines institutional trading capabilities with wealth management services and provides research-driven, model-based investment strategies tailored to client goals.

Matthew Muller is a financial advisor at Wells Fargo Advisors in West Des Moines, IA, holding CFP® and Series 66 designations with seven years of industry experience. His prior roles include positions within Wells Fargo Clearing and University of Iowa Hospitals and Clinics. Outside of his advisory work, he is a partial owner of a local hometown brewery through an LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu utilizing Wells Fargo research and tools, with discretionary client implementation through brokerage or advisory programs.

Thomas Desousa is a financial advisor with LPL Financial in Des Moines, IA, holding Series 63 and Series 66 credentials and five years of industry experience. His prior roles include positions at Royal Alliance Associates, Heartland Retirement Group, and Northwestern Mutual. Outside of advisory work, he is involved with insurance-related businesses. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory services including financial planning, model portfolios, and institutional platforms, supported by advanced operational tools and oversight of substantial discretionary assets.

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.

Paul Rouse Jr. is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he works directly with clients to define their financial goals and develop personalized portfolio strategies to help achieve them. He provides ongoing advice and adjusts portfolios as clients' situations evolve. Paul's expertise covers a wide range of financial planning areas, including college education planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, tax minimization, and retirement income. He holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He earned a Bachelor's Degree from the University of Iowa. Outside of his professional work, Paul enjoys activities such as basketball, football, golfing, pickleball, scuba diving, spending time with family, tennis, traveling, and watching movies.

Dustin Kurtz is a financial advisor with Cambridge Investment Research Advisors in Waukee, IA, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Edward Jones and multiple appointments within Cambridge Investment Research firms. Outside of advising, he is employed in sales at Scheels All Sports. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through independent Financial Professionals using a variety of portfolio management strategies and platform arrangements.

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 credentials and two years of industry experience. He has been with Wells Fargo Bank since 2017 and previously worked at The Rib Shack for one year. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients by providing investment advisory services, financial planning, and retirement plan consulting. The firm utilizes research and analytics to evaluate investment options and offers both brokerage and advisory solutions across a wide range of financial products.

Trevor Shaner is a financial advisor at UBS Financial Services with 34 years of industry experience. He has been with UBS since 1992 and holds Series 63 and Series 65 licenses. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, offering a range of services from discretionary portfolio management to capital markets activities.

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.

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.

Ann Johnson is a financial advisor with Wells Fargo Clearing in Cedar Rapids, IA. She holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to her current role, she has been associated with Wells Fargo Bank, N.A. since 2009. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary options. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.