Aaron Moberg is a financial advisor with Charles Schwab in West Des Moines, IA. He holds the ChFC® designation and Series 63 and 66 licenses, and has 15 years of industry experience. His prior roles include positions at Farm Bureau Financial Services and TIAA-CREF. Charles Schwab & Co., Inc. serves a large client base of primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers both non-discretionary investment guidance and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.

David Haas is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 17 years of industry experience. Prior to joining Raymond James in 2026, he was affiliated with DMKC Advisory Services LLC and D.M. Kelly & Company for 18 years. He is also involved with Lorbiecki Group, providing financial advisory services. 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 diverse client base including individuals, institutions, and municipal entities, offering non-discretionary financial planning and consulting with a range of portfolio management styles supplemented by proprietary research.

Karina Casini is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 credentials and over 31 years of industry experience. She has had a long tenure with Wells Fargo entities since 2002, including roles at Wells Fargo Bank NA and Wells Fargo Clearing. Casini also serves as a temporary conservator and holds power of attorney for her mother. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides a broad range of investment and financial planning services to individuals, trusts, and institutional clients, offering tailored recommendations through a network of financial advisors.

Anthony Ranallo is a Wealth Management Advisor and Managing Director at Merrill Lynch Wealth Management, where he leads The Ranallo Group. This team is one of the largest wealth advisory groups in Iowa, managing over $2 billion in individual and institutional assets as of January 2026. The group focuses on working with corporate retirement plans and qualified individuals, emphasizing retirement asset accumulation and distribution strategies. Anthony has been active in the financial services industry since 2002, providing services in investment consulting for defined contribution plans, personal retirement planning, family wealth management strategies, and managing new wealth. His practice advises attorneys, physicians, business owners, and corporate retirement plans, offering customized services including investments, retirement planning, trust and estate planning services, and banking and cash management through Bank of America. He holds a Bachelor of Science degree in Finance from Arizona State University and completed a Master of Science in Financial Planning at the College for Financial Planning in Denver, Colorado. Anthony has attained several professional certifications including CERTIFIED FINANCIAL PLANNER® (CFP), Certified Investment Management Analyst (CIMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Outside of his professional work, Anthony enjoys cooking, golfing, soccer, and spending time with his family.

James Morris is a CFA® charterholder and Series 63 licensee with two years of experience in the financial industry. He has worked at UBS Financial Services since 2024 and previously held roles at Principal Financial Group, GreenState Credit Union, and briefly with the Dallas Cowboys. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering financial planning, portfolio management, and a broad range of investment products. The firm combines institutional trading capabilities with wealth management and delivers advisory services through a network of Financial Advisors using proprietary research and model-based asset allocations.

Mark Kelly is a CFA® charterholder with eight years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors. His prior roles include positions at VOYA Financial Advisors and Directed Services, LLC. Outside of his advisory work, he is also a basketball referee in Des Moines, IA. Cambridge Investment Research Advisors serves a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals using a variety of portfolio management and model-based solutions.

Melanie Skelton is a financial advisor with Ameriprise in Pleasant Hill, IA, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. She has worked with Ameriprise and its affiliated entities since 2006. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Andrea Anderson is a financial advisor with Wells Fargo Clearing in Bettendorf, IA, holding Series 63 and Series 65 licenses and having 13 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at WELLS FARGO Advisors, LLC. Outside of her advisory role, Anderson serves on the South Moline Township board, participating in budgetary meetings and discussions on township funds. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach includes investment policy preparation, performance reporting, participant education, and plan benchmarking, with a notable inclusion of insurance-related investment options and bank deposit sweeps in its offerings.

Vernon Sanftner is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and bringing 39 years of industry experience. He has been with LPL Financial since 2000. Outside of his advisory role, Sanftner is involved in a home-building business as president and owner of B 3 Builders, LLC. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by research, model portfolios, and various management options.

Christopher Janda is a financial advisor with OSAIC in Des Moines, IA, holding Series 63 and Series 65 licenses and having 12 years of industry experience. His prior roles include positions at Lincoln Financial Advisors and Park Avenue Securities. Janda is also the owner of several insurance-related businesses and serves as president of the Bull Moose Club DSM, a networking organization for conservatives aged 45 and under. OSAIC serves a diverse range of retail and institutional clients through an extensive network of advisors, offering integrated brokerage and advisory services, financial planning, and access to various managed account solutions. The firm employs a range of asset-allocation tools and third-party platforms to construct portfolios tailored to client risk preferences.

Clayton Cheney is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 15 years of industry experience. His prior firms include Royal Alliance Associates, Sii, Ameritas Investment Corp, and Central Financial Group, where he has also been involved with non-variable insurance activities. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a variety of advisory programs, financial planning, and brokerage services supported by model portfolios, third-party research, and advanced technologies.

Dalton Keith is a Series 66-credentialed financial advisor with three years at Merrill and two years with Bank of America, N.A. His prior experience includes roles across a range of industries, including education and smart home security. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Gregory Hefner is a financial advisor with Raymond James Financial, holding a Series 66 credential and bringing 12 years of industry experience. He previously worked at Commonwealth Financial Network for 14 years before joining Raymond James Financial Services Advisors, Inc. Hefner is also an associate and employee at Hefner Financial, where he is involved in investment advisory activities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports clients through various advisory programs, with specialized services in municipal and public finance and SIMPLE IRA employer advisory consulting.

Larry Laughlin is a CFP® with over 31 years of experience in the financial industry. He has worked at Edward Jones since 2018 and previously held roles at White Oak Wealth Management, Successful Resource Management, and AIG Capital Services. Laughlin is a co-founder and executive board member of the Family Cancer Network in Des Moines, where he is involved in fundraising and grant management. 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 solutions supported by a large nationwide network of financial advisors and branch offices.

David Blake is a Financial Advisor at Merrill Lynch Wealth Management, where he has been serving clients since 1981. Over his career, he has worked with a high-net-worth clientele, including business owners, physicians, attorneys, widows, widowers, and multiple generations of families. Currently, he leads The Blake Group, which provides a holistic, goals-based wealth management approach to clients across the country. David holds a Chartered Retirement Planning Counselor™ designation and is a qualified Senior Portfolio Advisor within Merrill Lynch's Wealth Management Investment Advisory Program. He specializes in managing discretionary custom investment strategies, selecting from a wide range of model portfolios and third-party investment strategies. His focus areas include legacy planning, managing new wealth, personal retirement planning, tax minimization, and retirement income. He and his team emphasize transparency, client education, and the incorporation of clients' motivations and aspirations into long-term financial strategies. David earned his bachelor's degree from the University of Iowa. In his personal time, he enjoys basketball, football, and golfing.

Emily Bates is a financial advisor at Edward Jones with four years of industry experience. She holds the Series 66 designation and previously worked six years at Indianola Preschool. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a variety of advisory programs and investment solutions supported by a nationwide network of advisors and branch offices.

Lewis Vasey is a CFP® professional with 29 years of experience in the financial services industry. He has worked at LPL Financial since 2024 and previously spent 14 years with Lincoln Financial Securities Corporation. Vasey also sells non-variable insurance as a licensed agent. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by internal and third-party research.

Rodney Potratz is a financial advisor with OSAIC who holds Series 63 and Series 65 licenses and has 33 years of industry experience. He has worked at Stonebridge Financial Advisors since 2003 and was associated with FSC Securities Corporation for 20 years. In addition to his advisory work, he is an insurance agent for various carriers. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and platforms. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools, risk assessments, and access to multiple investment vehicles and third-party solutions.

Kristin Meyer is a Series 66-licensed financial advisor with Thrivent Investment Management in Johnston, IA, with 21 years of industry experience. She has been with Thrivent Financial and its affiliated Investment Management firm since 2015. Outside of advising, she owns and operates a business selling custom bracelets. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, providing comprehensive written recommendations across various financial planning topics without discretionary trading authority or portfolio management for institutional clients.

Jacque Richards is a financial advisor with Morgan Stanley in West Des Moines, IA, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009. Outside of his advisory role, Richards serves as a poll worker for the Polk County Auditor in Des Moines, IA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individual and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools such as Secular Return Estimates and Monte Carlo simulations to support client financial plans.