Monica Daggs is a financial advisor with LPL Financial, holding a Series 66 credential and 24 years of industry experience. She has worked at firms including Cetera Advisor Networks and CUSO Financial Services. Outside of her advisory role, she is the owner of CDM Coaching, LLC and works as a baker at Iowa Orchard. LPL Financial serves a broad range of clients including individuals, retirement plans, and institutions, offering financial planning, advisory programs, and retirement plan consulting. The firm employs both discretionary and non-discretionary management strategies and integrates model portfolios, research, and technology-driven solutions into its services.

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.

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 with LPL Financial since 2021. His prior experience includes roles at Waddell and Reed and Harvest Point Inc. Based in West Des Moines, IA, Miller also holds notary credentials. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers diverse advisory programs and services supported by LPL Research and third-party subadvisors, with options for discretionary and non-discretionary management across various investment strategies.

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.

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.

Steven Devenney is a financial advisor with Raymond James & Associates in Clive, Iowa, holding Series 63 and Series 65 designations and possessing 32 years of industry experience. He has been with Raymond James & Associates since 2003. Devenney serves as a board member and chair of the finance committee at Grand View University, providing oversight of the university’s fund management. 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 charitable organizations, offering financial planning and non-discretionary investment consulting supported by a wide range of portfolio management styles and affiliated research.

Karen Ellingboe is a financial advisor with Robert Baird & Co. based in West Des Moines, IA. She holds a Series 63 designation and has 28 years of industry experience, having been with Robert Baird & Co. since 1996. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group provides tailored consulting and portfolio services, including discretionary and non-discretionary management, utilizing a range of investment strategies and overlay services.

Dillon Miller is a financial advisor at J.P. Morgan Securities with two years of industry experience. His prior work includes positions at U.S. Bank and service in the Army Reserves from 2016 to 2024. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and a manager-solutions team to deliver non-discretionary advice. The firm incorporates an ESG eligibility framework in its investment recommendations and offers access to a broad range of product types through its registrations and affiliations.

Dana Weir is a financial advisor with RBC Capital Markets in Clive, Iowa, holding a Series 66 designation and 26 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. Outside of his advisory role, he is a passive owner of farmland. 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 multiple advisory programs with discretionary and non-discretionary portfolio management, tailoring strategies based on client risk profiles and utilizing a combination of in-house and third-party investment managers.

Alfred Mataloni is a financial advisor with Fidelity, holding Series 63 and Series 65 certifications and 34 years of industry experience. His career includes roles at Fidelity Brokerage Services LLC since 2020 and Kestra Financial Services, Inc from 2016 to 2020. He works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a research-driven and algorithmic investment approach, offers discretionary and non-discretionary services, and manages model portfolios constructed from mutual funds, ETFs, and ETPs.