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.

Michael Alexander is a financial advisor with LPL Financial, holding a Series 63 designation and 36 years of industry experience. He has worked at LPL Financial since 2019 and previously spent three years with Summit Financial Group Inc and Summit Brokerage Services, Inc. Alexander has operated Alexander Investment Services, Inc. since 1994. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment solutions, including model portfolios, third-party asset management, and institutional platforms.

Philip Gose is a financial advisor at Osaic Wealth, Inc. with 27 years of industry experience. He holds a Series 66 designation and previously worked at FSC Securities Corporation for 18 years. Outside of his advisory role, he serves as a board member of the Cyclone Gridiron Club, a charitable organization. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients, offering integrated brokerage and investment advisory services through a large network of financial advisers and multiple advisory platforms. The firm utilizes asset-allocation tools and third-party money managers to construct diversified portfolios for individual and high-net-worth investors, pension plans, corporations, and charitable organizations.

John Auer is a financial advisor with Morgan Stanley in West Des Moines, Iowa, holding Series 63 and Series 65 licenses and offering 34 years of industry experience. His career includes roles at Citigroup Global Markets since 1993 and Morgan Stanley since 2009. He serves as a board member for the nonprofit organization Coaches vs Cancer in Des Moines. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, emphasizing tailored financial planning supported by structured discovery conversations and firm-approved tools.

Sara Rivas is a financial advisor with Morgan Stanley in West Des Moines, IA, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2019. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market modeling techniques.

Timothy Mclaughlin is a CFP® professional with 16 years of industry experience, currently affiliated with LPL Financial since 2021. His prior roles include positions at Harvest Point Inc., Society of Financial Service Professionals, Capital City Connection, and Waddell & Reed, Inc. He is a non-profit board member of Capital City Connection. 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, retirement advice, and institutional platforms.

Jeffrey Miller is a financial advisor with Ameriprise Financial Services, holding the ChFC® designation and Series 63 license, and has 40 years of industry experience. He has been with Ameriprise in various capacities since 2016. Outside of his advisory role, he is involved in tax preparation and accounting through business ownership interests in related firms. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written retirement income plans and ongoing advice, emphasizing dependable income sources and tax-aware withdrawal strategies.

Lisa Nelson is a financial advisor at Wells Fargo Advisors with 19 years of industry experience. She holds Series 63 and Series 65 designations and has been with Wells Fargo in various capacities since 2011. 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 niche areas such as business-owner transition planning and special-needs analysis, using proprietary research and planning tools.

Derek Nelson is a CFP® with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to joining Edward Jones, he worked at Kum & Go LC for three years. Nelson is also the founder and owner of Creative Footprints, LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, with approximately $1.01 trillion in assets under management and a nationwide network of financial advisors and branch offices.

Elizabeth Webb is a financial advisor with RBC Capital Markets, holding a Series 66 designation and bringing 23 years of industry experience. She has worked at RBC Capital Markets since 2009 and is currently affiliated with City National Bank as well. 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 range of wrap fee advisory programs with tailored investment strategies implemented through a mix of in-house and third-party managers, alongside custody and brokerage services.

Ryan Mehalovich is a CFP® certified financial advisor with 19 years of industry experience. He has been with Edward Jones since 2022 and previously worked at Midwest Heritage Financial Advisors, Midwest Heritage Financial Services, Securities America Advisors, Securities America Inc, and Northwest Wealth Management LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and manages approximately $1.01 trillion in assets, supported by a large nationwide network of financial advisors and branch offices.

Christin Ann Aldridge is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. She holds the Series 66 designation and has worked at Wells Fargo Clearing since 2016, following five years with Wells Fargo Advisors LLC and over two decades at Wells Fargo Bank. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a broader set of financial product offerings including insurance-related vehicles and bank deposit sweep options.

Stephanie Warywoda is a financial advisor at Cetera with 25 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Princor Financial Services and Principal Life Insurance Company prior to joining Cetera in 2023. Cetera Investment Advisers LLC serves a broad client base including individual investors, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform featuring affiliated and third-party managers, supporting both discretionary and non-discretionary account structures.

Andrea James is a CFP® professional with 18 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. Prior to this, she worked at Wells Fargo Advisors LLC from 2011 to 2016. Outside of her advisory role, she is involved in an automotive and woodworking business, NW Designs, LLC. 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 solutions. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Jerrad Popp is a financial advisor with Primerica Advisors in Adel, Iowa, holding Series 63 and Series 65 licenses and having 25 years of industry experience. He has been associated with PFS Investments Inc. since 2001 and with Primerica Financial Services since 1993. Outside of advisory work, he is involved in sales of home security and automation products, as well as loan product sales, through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors—including high-net-worth clients—as well as corporate and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and offers discretionary separately managed account options, operating on a scale of nearly 3,700 advisors and approximately $15.5 billion in assets under management.

Hunter Vanderwaal is a financial advisor at Wells Fargo Clearing with three years of industry experience. He holds a Series 66 designation and has prior experience at Principal Securities Inc, Principal Life Insurance Company, and First Heartland Financial Group. Outside of finance, he works as a laborer for local lawn care businesses in Indianola, Iowa. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm utilizes research and analytics to support diversified investment strategies and operates with a large network of over 14,000 financial advisors.

Brandt Hockman is a CFP® professional with seven years of industry experience, currently advising clients at Edward Jones since 2018. Prior to joining Edward Jones, he worked in home mortgage at Wells Fargo from 2015 to 2018. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a comprehensive range of investment advisory programs and affiliated financial services. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors and offers both discretionary and non-discretionary strategies under a fiduciary standard.

Brian Mortensen is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and four years of industry experience. He has been with Wells Fargo Clearing since 2021 and has worked at Wells Fargo Bank, NA since 2013. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment options and bank deposit sweep programs.

Thomas Zambrano is a financial advisor with UBS Financial Services in West Des Moines, IA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with UBS since 2006. Zambrano serves on the board of a youth travel baseball organization, Jr Rocks Baseball, reflecting involvement in community activities outside of his advisory work. UBS Financial Services provides a broad range of brokerage and advisory services to individual, corporate, and institutional clients, leveraging proprietary research and model-based asset allocations. The firm combines institutional trading capabilities with wealth management and acts as a broker-dealer, investment adviser, and futures commission merchant.

Brandon Neil is a financial advisor with Charles Schwab in West Des Moines, IA, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has been with Charles Schwab since 2007. Outside of his advisory role, Brandon serves as an Emerging Leaders Board Member for Junior Achievement of Central Iowa, focusing on volunteerism and fundraising. Charles Schwab serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment services. The firm is notable for its scale, integrated service model, and a combination of strategic asset allocation with access to alternative investments.