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.

Kimberly Mcintosh is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and 33 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. 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 advisory process incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Monica Daggs is a financial advisor with LPL Financial, holding a Series 66 designation and 24 years of industry experience. Her work history includes prior roles at Cetera Advisor Networks and Cuso Financial Services. Outside of advising, she is involved as the sole trustee of a family trust, owns a coaching business, and works as a baker in Urbandale, Iowa. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Bianca Rowland is a financial advisor with Ameriprise in West Des Moines, IA, holding Series 66 and Series 63 licenses and having 10 years of industry experience. She has been with Ameriprise since 2011 and also has experience running her own LLC for business expense management. 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 recommendations and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Tami Roberts is a financial advisor at RBC Capital Markets with 36 years of industry experience. She holds Series 63 and Series 65 licenses and has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services, implementing tailored strategies through a mix of in-house and third-party investment managers.

Patrick Hall is a financial advisor at Raymond James & Associates with five years of industry experience. He holds the Series 66 designation and previously worked for eight years at Medtronic Spinal and Biologics. 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, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Lucas Trainor is a financial advisor with RBC Capital Markets in Clive, IA, holding Series 66 and Series 63 licenses and five years of industry experience. His prior roles include positions at U.S. Bancorp Investments, U.S. Bank, and service in the United States Marine Corps. RBC Wealth Management serves a broad client base, including individual investors, institutions, pension plans, corporations, and charities. The firm offers multiple advisory programs with discretionary and non-discretionary portfolio management tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers along with various portfolio administration options.

Anne Ballantini Poeppe is a financial advisor with Osaic, holding Series 66 and Series 63 credentials and bringing 12 years of industry experience. She has worked with Stonebridge Financial Advisors and FSC Securities Corporation in the past and is also involved in dance instruction at Carol Tetmeyer's Dance Studio. Outside of finance, she teaches dance classes. Osaic Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers a range of brokerage and advisory services, employing asset-allocation tools and third-party platforms to manage portfolios that may include stocks, bonds, mutual funds, ETFs, and alternative investments.

Summer Diaz is a financial advisor with Ameriprise, holding a Series 66 designation and 25 years of industry experience. She has been with Ameriprise since 2005, including her current role since 2020. Outside of her advisory work, she serves as President of Austrian Wealth Systems and is involved with the Fellowship of Christian Athletes. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendations, supported by a centralized consulting team and automated processes overseen by a Retirement Income Oversight Committee.

Graciela Van Wyk is a financial advisor at Edward Jones with 19 years of industry experience. She holds Series 66 and Series 63 licenses and previously worked at Principal Securities and Principal Life Insurance for 17 years. Outside of her advisory role, she owns EmpowerED Voices, a business focused on English/Spanish interpretation and tutoring. 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 solutions supported by a large nationwide network of financial advisors and branch offices.

Amy White is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and one year of industry experience. Her prior roles include positions at Wells Fargo Bank, nA, Lone Star College, and Vision ISS. 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 manages approximately $671 billion in assets and uses research from Wells Fargo Investment Institute along with diversification principles and modern portfolio theory in its investment approach.

Collin Miller is a CFP®-certified financial advisor with six years of industry experience, currently affiliated with LPL Financial in West Des Moines, IA. He previously worked at Waddell and Reed and Harvest Point Inc. In addition to his advisory role, he is also a commissioned notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Joshua Rice is a financial advisor at OSAIC with 19 years of industry experience. He holds Series 63 and Series 65 designations and has worked at OSAIC since 2018. Prior to that, he spent two years at Signator Investors, Inc. Rice is also the president and owner of Financial Decisions Group of Des Moines, where he is involved in securities sales and fixed insurance products. OSAIC serves a mix of retail and institutional clients, offering integrated brokerage and investment advisory services through a large network of affiliated advisers. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary portfolio management, providing access to a broad range of investment products and third-party solutions.

Rafael Diaz is a financial advisor at Ameriprise with 11 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliate since 2012. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Jason Vos is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2010. Vos serves as a board member of the Willow Creek Golf Course Men's League in West Des Moines, IA. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals using various portfolio management approaches and platform arrangements.

Anna Owens is a financial advisor at Stifel with nine years of industry experience. She holds the Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2019 and previously at Raymond James and Associates from 2016 to 2019. Owens serves on the board of House of Hope Haiti, a Christian-based mission that operates a K-13 grade school, where she coordinates a school sponsorship program and participates in board meetings. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Jay Bollman is a financial advisor with Ameriprise in Norwalk, Iowa, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Bollman is involved in hunting guide services through South Dakota Pheasant Ventures, LLC, and serves as Treasurer on the Board of Directors for the Norwalk Naturals Athletic Club. Ameriprise offers retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to produce personalized recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional financial services provider.

Daniel Timmons is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Before joining Edward Jones, he held various roles including co-owner of ManMaids Professional Cleaning Service, LLC, a commercial cleaning business. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad spectrum, offering discretionary and non-discretionary investment strategies alongside affiliated mutual funds and trust services. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of financial advisors and branch offices.

Timothy Hanstad is a financial advisor with Edward Jones in Johnston, IA, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1992. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, operating under a fiduciary standard.

Michael Hefner is a CFP® and PFS™ credentialed advisor with 28 years of industry experience. He currently works at Raymond James Financial Services Advisors, Inc. and previously spent 22 years with Commonwealth Financial Network. Outside of advising, Hefner owns a tax preparation and planning business and is a founding owner of Hefner Financial Inc. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and supports municipal and public finance work through a unique affiliation with a municipal advisor.