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.

Jared Clauss is a financial advisor with UBS Financial Services in West Des Moines, IA, holding a Series 66 designation and 17 years of industry experience. He has been with UBS since 2008. Outside of his advisory role, he contributes weekly football commentary through a digital sports website. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based allocations to tailor strategies to clients’ goals and risk tolerances.

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 and Series 63 licensee with eight years of industry experience. He is currently with Cambridge Investment Research Advisors and previously worked at Voya Financial Advisors and Directed Services, LLC. Outside of his advisory role, Kelly also works as a basketball referee. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing a range of portfolio management strategies and platforms tailored to client objectives.

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 having 40 years of industry experience. He has been with LPL Financial since 2000. Outside of his advisory role, he is president and owner of B 3 Builders, LLC, a homebuilding business. 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 financial planning and asset management services, employing a large network of advisors who implement various portfolio strategies on discretionary and non-discretionary bases.

Wayne Christ is a financial advisor at Cetera with 44 years of industry experience. He holds the ChFC® designation and has worked previously at Concourse Financial Group Securities Inc for over two decades. In addition to his advisory work, he is involved with the Iowa State University Delta Chi Alumni Board of Trustees, advising college students. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients through a multi-manager platform that offers a variety of portfolio management and consulting services. The firm supports diverse investment approaches ranging from model portfolios to bespoke strategies, with oversight across multiple program structures and custodians.

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 in Johnston, IA, holding Series 63 and Series 65 credentials and 15 years of industry experience. His prior work includes roles at Royal Alliance Associates, Sii, Ameritas Investment Corp, and Central Financial Group. Outside of advisory services, he is involved in non-variable insurance activities. 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 financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and technology tools to support its advisory representatives.

Christopher Stockstrom is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has 17 years of industry experience, including roles at Principal Securities and Cetera Advisors. He is based in Polk City, Iowa. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars.

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.