Peter Wills is a financial advisor at RBC Capital Markets with three years of industry experience. He holds the Series 66 designation and has been with RBC since 2022. Prior to his advisory role, he worked for over a decade at the family business, Wills Family Orchard, where he was involved in production management and agricultural operations. RBC Wealth Management serves a diverse client base including individual investors, institutions, corporations, and charitable organizations, offering a range of advisory programs with customized investment strategies managed through both in-house and third-party resources.

Joseph Chambers is a financial advisor with Wells Fargo Clearing in Davenport, IA, holding Series 63 and Series 65 credentials and 42 years of industry experience. He has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2011. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm's advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Terry Mccormick is a financial advisor at Raymond James Financial with 43 years of industry experience. He holds the Series 63 designation and has been with Raymond James Financial and its affiliate since 2007. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary advisory services using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Jacob Oberender is a financial advisor at Edelman Financial Engines with two years of industry experience. He holds a Series 65 designation and has worked previously at RSM and Mokosak Advisory Group, LLC. Outside of finance, he serves as an agent and member of the board of advisors for Outsmoked, LLC, a food service business. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios and supports a large client base through both advisor-led and online offerings.

Mark Raney is a financial advisor with Raymond James & Associates in Clive, IA, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. He previously worked at RBC Capital Markets for 10 years before joining Raymond James in 2019. 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 financial planning and investment consulting primarily through non-discretionary relationships.

Jeffrey Harrold is a financial advisor with LPL Financial in West Des Moines, IA, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with LPL Financial since 2002. Outside of his advisory role, he is also a licensed notary public. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, combining discretionary and non-discretionary management with access to model portfolios and research from various sources.

James Wessels is a CFA®, PFS™, and Series 66 credentialed financial advisor affiliated with Cambridge Investment Research Advisors. He has 29 years of industry experience, including prior roles at VOYA Financial Advisors and ownership of Gremler Financial Group. Wessels serves as an adjunct professor in wealth management at the University of Iowa and holds board positions with Central Iowa Shelter & Services and the University of Iowa Krause Fund. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base through independent financial professionals. The firm offers financial planning, investment management, and retirement plan advisory services with a range of customizable strategies and platform options, including proprietary model strategies and access to unaffiliated managers.

Ronald Barnes is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has been tenured since 2005. He specializes in developing strategies and providing advice tailored to the financial objectives of individuals, their families, and businesses. His client focus areas include divorce transition planning, personal retirement planning, portfolio management services, individual and corporate investment strategy, and retirement income. Ron holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is also a qualified Portfolio Manager, managing personalized or defined strategies on a discretionary basis that may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. He earned a Bachelor of Science in Business Administration from Iowa State University in 1987 and a Master's Degree in Business Administration from Southern Methodist University in 1994. Ron grew up on a family farm in Iowa, where he remains involved, and currently lives in Altoona, Iowa with his wife and two children. His personal interests include biking, football, hunting, and spending time with his family.

Michael Hammen is a CFP® with 27 years of industry experience currently affiliated with Cetera. He has held roles at various financial and tax service firms, including Vision Financial Services LLC, which he owns and operates, providing accounting and tax preparation consulting. Hammen also serves as president of the West Des Moines Lions Club. Cetera Investment Advisers LLC is a large SEC-registered firm serving individuals, retirement plans, corporations, charities, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services with access to multiple investment platforms and third-party managers.

Karen Neff is a financial advisor with Wells Fargo Clearing in West Des Moines, IA, holding Series 66 and Series 63 licenses and bringing 29 years of industry experience. She has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages roughly $671 billion in assets and provides both brokerage and advisory solutions, relying on research and analytics to evaluate investment options within client plan platforms.

Reagan Bates is a financial advisor with Wells Fargo Clearing in West Des Moines, IA, holding Series 66 and Series 63 licenses and 21 years of industry experience. He has been with Wells Fargo firms since 2015. Outside of advising, he is involved in several entrepreneurial activities, including working as a stylist selling nail polish strips and lipstick, operating a personal shopper business, and creating content as a TikTok affiliate. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm utilizes research and analytics to guide investment decisions and offers both brokerage and advisory solutions across a broad asset base.

Kurt Cole is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 17 years of industry experience. He previously worked at First Financial Advisors, LLC for 16 years and has been involved with the First Financial Education Center of Iowa for over two decades. Cambridge Investment Research Advisors serves a wide range of clients, including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services. The firm provides diverse investment solutions through independent Financial Professionals, utilizing both proprietary models and third-party strategists across multiple platform arrangements.

Lance Eddie is a CFP® professional with 17 years of experience in the financial services industry. He has been with Edward Jones since 2009. 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 solutions supported by a large network of financial advisors and branch offices nationwide.

Jason Keiter is a financial advisor at Edward Jones in Clive, IA, holding a Series 66 designation. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a large nationwide network of financial advisors and branch offices.

Dana Kiene is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 24 years of industry experience. Prior to joining LPL Financial in 2021, Kiene worked for Waddell & Reed and various insurance carriers for 20 years. Outside of financial services, Kiene has been involved with Peterson Funeral Services, Inc. in a non-investment related role. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by research and technology, providing both discretionary and non-discretionary management options.

Dominick Petz is a financial advisor with Wells Fargo Clearing in Cedar Rapids, IA, holding Series 63 and Series 65 licenses and having seven years of industry experience. He has worked at Wells Fargo Bank, N.A. since 2011 and with Wells Fargo Clearing since 2018. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Heather Johnson is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has worked at Wells Fargo Advisors and affiliated entities since 2009. Outside of finance, she owns and operates a photography business in Ankeny, Iowa. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized areas such as business-owner transition and special-needs planning, supported by Wells Fargo’s research and planning tools.

Andrew Maurer is a CFP® professional with seven years of industry experience, currently serving clients at Edward Jones since 2018. Prior to joining Edward Jones, he worked at McClure Engineering Company from 2015 to 2018. Edward Jones is a full-service wealth management firm that serves individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a wide range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Klayton Booth is a financial advisor affiliated with OSAIC, holding a Series 66 license and six years of industry experience. Prior to joining OSAIC, he worked at Royal Alliance for seven years and at Jimmy Johns for four years. Outside of his advisory role, Booth operates an independent insurance agency specializing in fixed insurance products and owns a tax preparation business. OSAIC serves a wide range of retail and institutional clients through an extensive network of financial advisers and multiple advisory platforms, offering brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs various tools for portfolio construction and supports both discretionary and non-discretionary account management.

Robert Chleborad is a CFA® charterholder with 31 years of industry experience, currently serving as a financial advisor at UBS Financial Services since 2011. He is based in West Des Moines, IA, and holds Series 63 and Series 65 licenses. Outside of his advisory role, he participates in the Finance Council for St. Pius X Catholic Church and will join the investment committee of the Catholic Foundation of Southwest Iowa in 2026. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary capital market assumptions and model-based asset allocations to tailor financial plans and portfolio management to clients’ goals and risk tolerances.